Real Estate Contracts and Lease Management Training Course

Participants can convert occupancy needs into clear, commercially workable heads of terms.

• Translating business requirements into heads of terms and deal parameters
• Term sheets distinguish binding provisions from non-binding negotiation statements
• Setting premises, permitted use, term, rent and break assumptions
• Allocating landlord and tenant responsibilities through a responsibility matrix
• Recording conditions precedent, approvals and target completion dates
• Managing negotiation records, version control and reservation-of-rights correspondence

Participants can interpret core commercial lease clauses and assess their practical consequences.

• Essential lease clauses: demise, term, rent, service charge and use
• Plans, measurement standards and floor-area definitions preventing scope disputes
• Rent review mechanisms: fixed uplift, indexation, open-market and turnover rent
• Break clauses tested for notice, timing, conditions and vacant possession
• Assignment, subletting and sharing provisions matched to operating flexibility
• Alterations, reinstatement and consent procedures controlled through documented approvals

Participants can analyse lease costs and provide reliable lease data for financial reporting.

• Building lease cash-flow schedules from rent, incentives, deposits and recoveries
• Calculating rent escalations using index-linked and fixed-step review formulas
• Service-charge budgets reconcile recoverable costs, caps, exclusions and apportionments
• Comparing gross, net, double-net and triple-net lease cost structures
• IFRS 16 lessee accounting: lease term, payments and modification inputs
• ASC 842 classification concepts and information requirements for property teams

Participants can identify and record key property risks before contract execution or occupation.

• Due-diligence checklists cover title, planning, environmental, survey and occupancy matters
• Reviewing existing leases, licences and side letters for hidden obligations
• Planning permissions, zoning restrictions and lawful-use evidence assessed before occupation
• Environmental liabilities allocated through representations, indemnities and remediation clauses
• Insurance schedules align insured risks, deductibles, exclusions and claims procedures
• Risk registers score probability, impact, owner, treatment and due date

Participants can specify, procure and manage property-related services with clear accountabilities.

• Selecting lease, acquisition, management and works contracts through sourcing criteria
• Scope-of-services schedules define outputs, response times, exclusions and acceptance standards
• RACI matrices assign decision rights across property, finance, legal and operations
• Supplier evaluation uses weighted scoring, commercial comparison and reference checks
• Service-level agreements specify KPIs, reporting frequency, remedies and escalation
• Mobilisation plans transfer records, access arrangements, assets and open actions

Participants can establish reliable records, calendars and controls for active lease portfolios.

• Abstracting critical dates, obligations, notices and financial terms into lease records
• Lease administration calendars track renewals, breaks, reviews, expiries and compliance dates
• Notice protocols verify recipient, method, deadline, evidence and authority
• Document-control registers maintain executed agreements, amendments, consents and correspondence
• Data-quality checks reconcile lease abstracts against source documents and invoices
• Dashboard metrics report expiry exposure, critical dates, costs and compliance status

Participants can manage lifecycle obligations from occupation through renewal, handback and exit.

• Repairing obligations distinguished between structural, internal, plant and common areas
• Condition schedules document baseline state, photographs, defects and reinstatement evidence
• Managing alterations from request, consent and works approval to reinstatement
• Dilapidations protocols assess repair claims, quantification, evidence and settlement options
• Renewal strategy compares relocation, renegotiation, extension and surrender alternatives
• Exit plans coordinate vacant possession, handback, records and final account closure

Participants can respond to lease defaults and structure proportionate dispute-resolution actions.

• Early-warning indicators identify arrears, unauthorised use, disrepair and notice failures
• Default notices state breach, remedy period, contractual basis and consequences
• Without-prejudice communications protect settlement discussions while preserving contractual positions
• Escalation paths compare negotiation, mediation, expert determination, arbitration and litigation
• Dispute files organise chronology, correspondence, invoices, photographs and witness evidence
• Settlement agreements record releases, payment terms, confidentiality and implementation duties

Participants can prioritise lease-management improvements and implement practical portfolio controls.

• Portfolio lease audits prioritise high-value, high-risk and time-critical obligations
• Using a risk heat map to rank corrective actions
• Action plans assign owners, milestones, dependencies, measures and review dates
• Stakeholder briefings communicate lease decisions, costs, risks and required approvals
• Thirty-sixty-ninety-day plans convert findings into controlled implementation steps
• Personal application priorities connect course methods to current property responsibilities