Free landlord toolkit

The Commercial Landlord Toolkit, in one email.

Three spreadsheet templates and eight printable checklists for owners who run commercial property themselves: CAM reconciliation, tenant insurance, rent rolls, lease dates and the operating calendar.

  • Works in Excel and Google Sheets
  • Checklists print or save as PDF
  • Free: no trial, no credit card

Free landlord toolkit

Get the whole Commercial Landlord Toolkit

Three spreadsheet templates and eight printable checklists in one email, including the CAM reconciliation worksheet and tenant COI tracker, which we only send by email.

Free. We email you the links; no mailing list unless you tick the box. Privacy policy

What's inside

Eleven files for the work that comes around every year.

The spreadsheets do the arithmetic; the checklists keep the steps in order. Written for small commercial properties, with a fictional strip center as the worked example.

Spreadsheet templates

  • CAM reconciliation worksheet

    By email only

    Takes a year of operating expenses to each tenant's true-up: recoverable pool, pro-rata share, controllable caps, partial-year proration, admin fee and the balance owed or credited.

    CSV for Excel or Google Sheets

  • Tenant insurance certificate (COI) tracker

    By email only

    One row per tenant policy: the limits the lease requires next to what the certificate shows, additional insured and waiver checks, and days to expiry flagged automatically.

    CSV for Excel or Google Sheets

  • Commercial rent roll template

    One row per suite with lease dates, base rent, CAM and deposits, and totals that calculate themselves.

    CSV for Excel or Google Sheets

Printable checklists

  • CAM Reconciliation Checklist

    Every record to gather, lease rule to confirm and notice to send for a defensible year-end reconciliation.

    Printable checklist (print or save as PDF)

  • CAM Audit Checklist for Landlords and Tenants

    What a CAM audit right covers, the records to have ready, and how an audit runs from request to corrected statement.

    Printable checklist (print or save as PDF)

  • Commercial Lease Abstraction Checklist

    The fields to pull from a lease and its amendments so rent, CAM and dates can be tracked without re-reading the document.

    Printable checklist (print or save as PDF)

  • Commercial Lease Renewal Checklist for Landlords

    What to review 18 months out, how to handle an option, what to negotiate and what to update afterwards.

    Printable checklist (print or save as PDF)

  • Commercial Tenant Information Checklist

    Contacts, lease facts, insurance and billing details to keep on file for every tenant.

    Printable checklist (print or save as PDF)

  • Commercial Property Onboarding Checklist

    What to collect and set up in the first 30 days after acquiring, or taking over management of, a property.

    Printable checklist (print or save as PDF)

  • Commercial Property Management Checklist (Monthly, Quarterly, Annual)

    The operating rhythm of a self-managed property, broken into monthly, quarterly and annual tasks.

    Printable checklist (print or save as PDF)

  • Annual Commercial Property Operating Calendar

    Month by month, the recurring deadlines from CAM reconciliation to insurance renewal to lease reviews.

    Printable calendar (print or save as PDF; CSV on the page)

The checklists and the rent roll template are also free on this site, no email needed. The toolkit puts all of them in one email you can keep, together with the two spreadsheets we only send by email.

Good to know

Questions, answered.

Is the toolkit really free?
Yes. There's no trial to start and no credit card. Enter your email and we send the links straight away.
Will this put me on a mailing list?
Only if you tick the box for operator notes. Without it, we send one email with your links and that's it. If you do subscribe, operator notes come once a month and every one has an unsubscribe link.
What format are the files?
The three spreadsheets are CSV files that open in Excel, Google Sheets or Numbers, with the formulas already in place. The checklists are printable pages: open one and print it, or save it as a PDF from your browser's print dialog.
Who is it for?
Owners and small teams running commercial property themselves: strip centers, small retail, medical office, flex and mixed-use buildings. The examples use a fictional five-tenant strip center so the numbers are easy to follow.
Can I share it with my property manager or bookkeeper?
Yes. Forward the email or the files to anyone who helps you run the property.
Is this legal or accounting advice?
No. The templates do arithmetic and the checklists keep steps in order; your signed leases control, and a lease question that matters is worth a professional's read.

When the spreadsheet stops being enough

Keep the same records current without the spreadsheet.

TenantPoint keeps leases, rent, CAM, insurance certificates and tenant records in one workspace, so the reconciliation and the renewal dates come from the leases themselves.

See the product demoStart free for 15 days