Description

A focused course, tailored for you

The Global Lease Portfolio Compliance Playbook

Run a multi-region lease book where every critical date, CAM reconciliation, and accounting disclosure ties back to one defensible source.

A landlord just sent the annual operating-expense reconciliation and the CAM true-up does not match your abstract. The same reconciliation has to feed the quarter-end lease accounting close. You have hours, not days, to decide whether to dispute or absorb, and you need an audit trail either way.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Managing a global real estate portfolio means holding every region accountable to the same standard while every region runs on different lease structures, different landlord behaviours, different tax treatments, and different regulators. The lease abstract that was correct on day one drifts as side letters, renewal options, and operating-expense pass-throughs accumulate. Critical dates slip into spreadsheets that only one person knows how to read. CAM reconciliations arrive with assumptions that nobody can audit without re-reading the original lease. Quarter-end close demands a clean schedule of lease liabilities and right-of-use assets, and finance wants the supporting evidence in the same shape every period. ESG reporting wants square metres by region by tenure by energy source, sourced from the same portfolio register. And when an internal auditor or external auditor pulls a sample, every supporting document has to be one click away, with the version history intact. Most portfolio teams hold this together with one institutional-memory analyst and a stack of trackers. This course replaces that with a documented operating model the team can run without that single point of failure.

What you walk away with

Run a quarter-end lease accounting close where every right-of-use asset and lease liability ties back to a versioned abstract and a documented reconciliation.
Defend a disputed CAM or operating-expense reconciliation in under thirty minutes using the abstract, the clause, the historical reconciliations, and the prior-year audit position.
Operate a critical-date register that survives the analyst who built it leaving the team.
Produce the ESG square-metre and energy-tenure report directly from the portfolio register without a separate reconciliation cycle.
Hand an auditor the supporting evidence for any line on the lease disclosure schedule within one business day.

The 12 modules

Module 1. The lease abstract as the single source

Walks through the abstract template that becomes the source of truth for every downstream process: accounting close, CAM reconciliation, critical-date register, ESG reporting, audit. Covers the fields that always matter (commencement, base year, rent steps, escalation index, free-rent period, options, restoration obligations, exclusivity), the fields that only matter regionally, and the version-control discipline that keeps the abstract honest when side letters and amendments arrive.

Module 2. Critical-date governance that survives a handover

The mechanics of a critical-date register that any portfolio analyst can pick up and run. Lookback windows for renewal options, notice periods for break clauses, restoration triggers, rent review windows, indexation reset dates. Covers how the register is reviewed monthly, who signs off, how slippage is escalated, and the documented handover protocol that removes the single point of failure.

Module 3. Operating expense and CAM reconciliation playbook

The annual operating-expense reconciliation cycle from receipt of the landlord statement to dispute resolution. Reads the clause, ties the line items to the abstract, builds the year-over-year variance, identifies the categories the lease excludes, applies the controllable-expense cap, and produces the position letter back to the landlord. Worked example shows a disputed CAM resolved in favour of the tenant using the abstract and prior-year position.

Module 4. IFRS 16 and ASC 842 close-period evidence

What the lease accounting close actually needs from portfolio: the right-of-use asset schedule, the lease liability schedule, the discount rate by lease, modification accounting for amendments, impairment indicators, and the disclosure tables. Covers the evidence pack that goes to finance every period, the reconciliation between the portfolio register and the general ledger, and the documentation that withstands an external audit pull.

Module 5. Regional regulatory variance and landlord compliance

The regulatory and landlord-compliance attestations that vary by jurisdiction: stamp duty and registration in some markets, mandatory landlord disclosures in others, tenant protection statutes that override lease clauses, fit-out approval workflows, and the local-counsel sign-offs that have to be on file before a renewal completes. Builds the regional compliance matrix the portfolio team consults before any execution.

Module 6. Sublease, coworking, and flexible-space exposure

How to track and report sublease income, coworking memberships, and flexible-space contracts within the same portfolio register as the conventional leases. Covers the accounting treatment differences, the head-lease consent obligations, the assignment-of-rights mechanics, the insurance and liability attribution, and the reporting line that shows real occupancy versus contracted square metres.

Module 7. ESG, energy, and square-metre reporting from the same register

How the portfolio register becomes the data source for ESG disclosures: leased versus owned, energy tenure (landlord-supplied versus tenant-procured), green-lease clauses, building certifications, scope 1 and 2 attribution, and the square-metre denominators used in intensity metrics. Removes the parallel ESG spreadsheet by sourcing every figure from the lease abstract and the operating-expense reconciliation.

Module 8. Capex, fit-out, and restoration provisioning

The capex lifecycle from fit-out approval to amortisation to restoration provisioning at lease end. Covers the documentation chain that links a fit-out budget to a right-of-use asset modification, the dilapidations schedule that becomes the restoration provision, the make-good versus surrender-in-place decision, and the cost-recovery clauses that determine which party funds which item.

Module 9. Vendor and facility-services compliance attribution

How portfolio holds facility-services vendors accountable to the obligations the lease imposes on the tenant: HVAC service intervals, fire safety attestations, lift inspections, waste contracts, security cover, and the evidence pack the landlord can demand at any time. Builds the vendor compliance calendar that maps to the lease obligations, not to vendor convenience.

Module 10. Audit trail and document control

The document-control discipline that turns any lease question into a one-click answer: signed lease and amendments, side letters, landlord correspondence, reconciliation history, payment history, critical-date sign-offs, regulatory attestations. Covers the naming convention, the retention schedule, the access controls, and the audit-pull protocol that produces evidence for any line on the disclosure schedule within one business day.

Module 11. The portfolio operating model and team handover

Documents the operating model that lets the team run the portfolio without the single institutional-memory analyst. Roles and responsibilities, monthly review cadence, quarterly close cadence, annual lease audit, escalation paths, and the documented handover protocol that lets a new analyst be productive within two weeks. Removes the key-person dependency that most portfolio teams quietly carry.

Module 12. Reporting to finance, ESG, executive, and the board

The reporting cadence and templates that translate the portfolio register into the artefacts each audience needs: the lease accounting schedule for finance, the energy and tenure report for ESG, the occupancy and cost report for executive, and the strategic exposure report for the board (lease maturity ladder, weighted-average term, renewal risk, sublease income, restoration liability). Each template sources from the same register, with no parallel reconciliation cycle.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

The landlord operating-expense reconciliation that arrived this quarter and does not match the abstract.

The critical date in a region you visit twice a year that nobody on the local team is tracking.

The right-of-use asset schedule finance needs in the same shape every quarter, evidenced.

The ESG square-metre report that has been built in a parallel spreadsheet for too long.

What you get with this course

Twelve written modules with worked examples drawn from a global multi-region portfolio.
The lease abstract template, the critical-date register template, the CAM reconciliation workbook, the disclosure schedule reconciliation template, the regional compliance matrix, and the ESG square-metre report template.
The hand-built implementation playbook tuned to your specific regional mix and lease structures.
Direct access for follow-up questions during the implementation.

What you will have in hand by Day 1, Week 1, Month 1

Course access within 24 hours of purchase.

Hand-built implementation playbook tuned to your regional mix delivered alongside course access.

Working through the twelve modules at the typical pace takes four to six weeks, with the templates usable from week one.

Before and after

Before

Lease compliance and reporting run through one analyst and a stack of trackers. A landlord reconciliation lands and the team spends two weeks re-reading the lease to defend the position. The quarter-end disclosure schedule is rebuilt from scratch each period. ESG reporting runs in a parallel spreadsheet that nobody can fully reconcile to the lease register.

After

The lease abstract is the single source. The critical-date register runs on a monthly cadence with documented sign-off. CAM reconciliations are defended in under thirty minutes using the abstract and prior positions. The quarter-end schedule reconciles to the same register every period. ESG reporting sources from the same place. Any auditor pull is answered in one business day.

What happens if you do not address this

A single missed critical date can convert a break option into a five-year obligation. A single un-defended CAM reconciliation can set a precedent that propagates across the portfolio. A single un-evidenced line on the lease disclosure schedule can trigger an audit qualification. The exposure compounds quietly while the team is doing other work.

Who it is for

The corporate real estate manager or portfolio lead who owns lease negotiations, administration, and compliance across a multi-country book. Sits between finance, legal, ESG, facilities, and the regional country managers. Accountable for the disclosure schedule, the critical-date calendar, landlord and vendor compliance, and the operating expense being recognised on the right cost centre. Often the only person in the company who can read a lease end to end and reconcile it against an accounting close.

Who this is NOT for. Residential property managers. Brokers focused on transaction origination. Facility coordinators without ownership of the lease accounting close or the critical-date register. Treasury teams looking for a lease finance overview.

How it arrives

Text-based course in the Art of Service learning environment, plus downloadable templates and worked examples for every module, plus the hand-built implementation playbook delivered alongside course access.

Time investment. Roughly two to three hours per module. Most portfolio managers work through the modules in parallel with live work, applying templates to the current lease portfolio as they go.

Why $199 is the right number

Generic lease-administration software training teaches the tool, not the operating model. Big-firm advisory engagements deliver a one-off report and leave the team to operationalise it. Free professional-body content covers principles without the templates that make the daily work defensible. This course delivers the operating model, the templates, and the hand-built implementation playbook tuned to the actual portfolio.

FAQ

Is this course tied to a specific lease administration system?

No. The operating model and templates are system-agnostic and have been applied across the major lease administration platforms and against spreadsheet-only portfolios. The implementation playbook covers the integration to whatever system the portfolio runs on.

Does the course cover both IFRS 16 and ASC 842?

Yes. The close-period evidence module covers both standards. The implementation playbook is tuned to whichever standard the reporting entity uses, with the secondary standard covered where the portfolio reports under both for group versus statutory accounts.

How does the hand-built implementation playbook work?

After purchase, the implementation playbook is built for the specific regional mix and lease structures in the portfolio. It lands alongside course access and references the same templates the course teaches.

Is the course relevant if the portfolio is single-region?

Yes. The regional regulatory variance module is built for multi-region work but the abstract discipline, critical-date governance, CAM reconciliation playbook, and close-period evidence apply equally to a single-region portfolio.

What is the refund policy?

Thirty-day money-back guarantee. If the course is not directly useful to the portfolio work, the purchase is refunded in full.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.