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Occupier's rent obligations report is where you can export your rent for your entire real estate portfolio from one place. Learn how to run this report here!
Occupier has two rent obligations report, monthly and annually. The rent obligations report (annually) will show you a detailed breakdown of not only how much you are paying in rent for each of your leases, but also how much you are paying in any additional expenses as well. The annual report will give you an aggregate view of the total amount for each expense for the year. The monthly obligations report is very similar, except instead of showing totals for the year it gives you a month to month breakdown. These reports go all the way back to the year when your first lease agreement commenced and will also include the city, state, country, currency, size (square footage), commencement date and expiration date, which is all extremely valuable information.
Step 1: First, click on the dropdown menu below Lease Admin from the left hand menu in Occupier, then select the Financials menu item.
Step 2 (Optional): As mentioned previously, the rent obligations report is a very large report. The monthly report (which is usually preferred over the annual report) goes back to when your first lease commenced and runs until your last lease expires, with every month in between. Thats a lot of months! To filter this data before exporting, click on the "Filter" button and apply a timeframe filter as shown below.
Tip: If you want to isolate one year at a time you can set the "From Month" to Jan 2025 and the "To Month" to Dec 2025, as an example. If you want to see all future rent obligations you can set the From Month to the current month you are in and leave the To Month empty, this would give you all obligations from this month until your last leas expires. You can also isolate one month at a time to create a rent roll like report if you set the From Month and To Month to be the same month.
Step 3: Click "Export" and then select either the Monthly or Annual report. The report will then be sent to your email. 