How to review a CAM occupancy gross-up

Reproduce the supplied threshold calculation

When the lease formula permits a variable expense to be grossed up, a screening calculation may express the limit this way:

actual variable expense × lease occupancy threshold ÷ actual occupancy

For example, using a $100,000 actual variable expense, an 80% occupancy input, and a 95% lease threshold gives $118,750. Compare that illustrative result with the amount reported for the same expense pool, then check the tenant allocation. This example does not determine which costs the lease allows or which formula applies.

Collect the inputs before comparing

• Identify the expense as variable only if that matches the lease and reconciliation method.
• Record the actual pre-gross-up expense amount and the occupancy figure used for the period.
• Find the threshold and formula in the executed lease and amendments; do not assume a standard percentage.
• Compare the reported expense pool with the reproduced amount, and trace the tenant's billed share separately.
• Ask for the calculation and supporting detail when the statement does not disclose one of these inputs.

Fixed costs may follow different lease rules. Do not apply an occupancy adjustment to a line merely because building occupancy is below the stated threshold.

Screen a schedule with Clawback

For a gross-up check, the free estimator needs the CSV row marked variable=true, occupancy as a percentage, and the actual pre-gross-up expense in actual_amount. Enter the lease threshold and tenant share in the form. If the required inputs are missing, the estimator skips the check and explains what is missing.

The estimate reports a potential difference based on those supplied values. Checks can overlap; amounts are not verified recoveries. The $299 paid package creates a row-cited report and editable letter from your findings and lease references; it does not inspect lease documents or confirm the formula.

Review the full CAM checklist · Organize supporting-record questions · Read a fictional sample audit package

This guide is general information, not legal, accounting, or lease-administration advice. Lease wording, eligible expense pools, periods, and calculations vary. Verify every input against the executed lease, reconciliation, and supporting records before relying on a screening result.