PORTFOLIO ANALYSIS SOFTWARE
Full Portfolio Insight. Zero Surprises.
Get real estate portfolio clarity from day one. Leasecake connects lease risk scoring, dashboards, and automated alerts to help you assess location health, reduce exposure, and make smarter portfolio decisions — all in one place.
INDUSTRY-LEADING INSIGHTS
What Is Portfolio Analysis?
Leasecake’s portfolio analysis brings together all your lease data, risk factors, and location performance into one clear, connected view. By combining lease portfolio reporting, clause-level risk scoring, and smart dashboards, you can understand exposure across every site and act before small issues become costly surprises.
See Your Real Estate Risk Before It Costs You
Bringing All Your Lease Data Together
When you’re managing hundreds or thousands of locations, small issues can quietly snowball into major costs. Leasecake connects data from your leases, clauses, alerts, and finance to help you understand what’s happening across your portfolio and take action before it impacts your business.
- Spot red flags in leases before they impact operations
- Track renewals, expirations, and events across all locations
- Monitor rent exposure, CPI escalations, and financial risk
- Align teams on priorities using one shared source of truth
Use Leasecake LIFTâ„¢ Scoring
Get AI-powered insights into clause-level risk, long-term lock-ins, and compliance gaps.
Create Smart Reports
Customize reports by region, landlord, lease type, and more tailored to your business.
Build Real-Time Dashboards
Track key portfolio metrics with widgets designed for finance, real estate, ops, or leadership.
Set Alerts and Events
Stay ahead of renewals, expirations, and critical deadlines with automated notifications.
Share and Schedule Insights
Send the right reports to the right stakeholders on a recurring schedule.
Work Smarter
with AI
Our AI tools give you instant answers to any questions you have about your lease and location data.
REPORT OPTIONS
More Than Reports. It’s Your Strategic Toolkit.
Portfolio Analysis isn’t just about pulling numbers, it’s about knowing where to act. Here’s what Leasecake customers use to reduce risk and unlock growth.
- Leasecake LIFTâ„¢ Reports
AI-driven summaries that score risk and highlight clause-level concerns
- Renewal Project Reports
Track renewal progress by location, including owners and next steps
- Escalation + CPI Forecasts
Project rent increases and build proactive budgets
- Variance Reports
Catch mismatches between scheduled and actual rent
- Location Performance by Region or Brand
Compare rent, term health, or risk by portfolio segment
- Audit-Ready Financial Reports
Instant reports for lenders, auditors, or internal teams
"Centralizing lease information in Leasecake has optimized our operations and allows quick responses to inquiries about our 700+ locations. It provides a trustworthy source of accurate data, helping us avoid costly surprises."
Jack Byrd
Associate General Counsel at MB2 Dental
Growing 100+ Locations Per Year
Built for Every Department
Portfolio Analysis with Leasecake isn’t just for real estate, it’s the operational backbone for your entire business. Whether you’re making financial decisions, managing compliance, or preparing for growth, Leasecake gives every team the insights they need to move faster and act smarter.
Lease Administration
A single source of clarity for all renewal option windows, rent changes, tenant obligations, occupancy costs, and other important location dates.
Real Estate
Robust analytics to track controllable vs non-controllable expenses, triple net expenses, common area maintenance, taxes, and insurance to find new ways to save money and increase margins.
Accounting
Generate ASC 842 compliant journal entries, amortization schedules, and disclosure reports for all leases and assets. Automated percentage rent calculations and detailed audit trails ensure accountants stay ahead.
Operations/Legal
Gain the upper hand in lease negotiations with detailed records on CAM caps, tenant improvements, and more. Accelerate due diligence during M&As with portfolio benchmarks at your fingertips.
Real Results From Real Portfolios
When multi-unit operators bring reporting, alerts, and AI scoring together in Leasecake, the impact is clear.Â
$225K+
Recovered annually in CAM overcharges
Just by validating what’s already being billed.
50+
Hours per month saved
Saved across finance and real estate teams by eliminating manual reporting tasks
$187K+
Saved by avoiding renewal penalties
Just one missed notice can cost $2,500+ per site.
Based on customer portfolios of 500 units with no prior system in place.Â
why leasecake
A Portfolio View You Can Actually Use
AI + Human Intelligence
Combine smart automation with your strategy
All in One Platform
Scoring, alerts, reports, and dashboards—together, with no extra fees.
Built for Multi-Location Tenants
Designed specifically for real estate-heavy businesses
Common Questions
What does Leasecake Reporting do?
Reporting gives you portfolio-wide visibility into your leases, obligations, and risks. It lets finance, real estate, and operations leaders create dashboards and reports that turn scattered lease data into actionable insights. Instead of chasing spreadsheets and fragmented data, you get clarity at your fingertips.
Who is it designed for?
Reporting is built for multi-location tenants — franchisors, franchisees, and corporate operators — across food & beverage, service-based retail, health and wellness, fitness, and education. Typical users include CFOs, Controllers, Real Estate leaders, Development executives, and Operations teams who need reliable insights to make faster, smarter decisions.
How does reporting reduce my risk?
Without clear reporting, risks hide in the details — missed renewals, rising occupancy costs, compliance gaps, or restrictive clauses. Leasecake’s Reporting surfaces those exposures, so you can take action before they become costly problems. It ensures you’re not blindsided at audits, renewals, or expansions.
What types of reports can I build?
You can build fully custom reports for renewals, expirations, rent obligations, tenant obligations from critical clauses, lease payables and expenses, CAM charges, lease modifications, ASC 842 disclosures, journal entries, and deal performance. Many customers use them for audit prep, capital raises, M&A due diligence, and ongoing portfolio health checks.
Do I need IT support to build reports?
No. Reporting in Leasecake is self-service and intuitive, so your team can quickly create the reports they need without technical help. For those who want a head start, Leasecake includes pre-built templates and dashboards for common reporting needs.
How does reporting support capital and growth initiatives?
When raising capital, securing debt, or preparing for M&A, financial transparency is critical. Leasecake Reporting provides clean, defensible data that shows your lease obligations, occupancy costs, and growth capacity. This builds confidence with auditors, lenders, and investors — and can accelerate deal timelines.
Can reports be shared across my team?
Yes. Leasecake makes it easy to keep everyone aligned on the same data. You can share dashboards directly inside the platform and export reports across departments, ensuring finance, legal, operations, and real estate all have access to a single source of truth.
For recurring needs, you can also schedule reports to be delivered automatically — as a PDF or Excel file — on a daily, weekly, monthly, or quarterly basis. These can be sent to team members inside your Leasecake account or securely shared with external stakeholders, such as auditors, lenders, or board members.
This keeps critical information flowing on schedule, reduces miscommunication, and ensures decision-makers always have the latest insights without manual effort.
How does reporting work with the rest of Leasecake?
Reporting is connected to every part of Leasecake. You’re not limited to just Lease Management or Lease Accounting — you can build custom reports on any page of your Leasecake account.
That means you can quickly create reports from:
Leases and locations (lease renewals, lease expirations, notice periods, rent schedules, rent / square foot, total annualized rent, CAM/tax obligations)
Contracts and assets (expirations, warranty tracking, vendor agreements, payment schedules, due dates)
Tasks and reminders (lease renewals, compliance deadlines, brand refresh projects, maintenance follow-ups)
Financial data (journal entries, disclosure reports, lease remeasurements, occupancy costs)
AI insights (risk scores, clause summaries, flagged obligations)
Events (critical dates, notice periods, franchise obligations, and location milestones)
Activity logs (user activity tracking, location changes, and audit trails for compliance)
Deal Management (pipeline visibility, new site development, and transaction tracking)
All reports can be saved, exported, or scheduled to share as PDF or Excel files with teammates or external stakeholders. This gives your team a single source of truth across the entire portfolio and the ability to track risk, obligations, and performance in real time — without silos or duplication.
Related Resources
Lease Management for Franchisees
Using AI to Support Lease Management
Mastering the Art of Lease Negotiation
Want a piece?
With Leasecake’s Portfolio Analysis, you get real estate clarity so you can grow confidently and manage risk at every turn.
