CAM Review Checklist

Here is our CAM checklist for Medical office tenants to review…

  1. Lease Language Review
  • Are CAM charges clearly defined in the lease?
  • Does the lease separate controllable and uncontrollable expenses?
  • Are capital expenditures excluded or amortized over their useful life?
  • Is there a cap on controllable CAM increases (e.g., 3–5%)?
  • Are management or administrative fees limited (e.g., to 10–15%)?
  • Does the lease grant you audit rights and define the scope and frequency?

2. Annual Reconciliation

  • Have you received the year-end CAM reconciliation statement from the landlord?
  • Are backup invoices or ledgers available for inspection?
  • Have expenses been allocated proportionately among tenants?
  • Do year-over-year increases appear reasonable and within any cap?
  • Are new charges or categories showing up that were not previously disclosed?

3. Excluded Expenses (Red Flags to Watch)

  • Capital improvements (unless amortized)
  • Legal fees not related to property operation
  • Landlord marketing or leasing commissions
  • Interest, loan payments, or depreciation
  • Property management fees exceeding agreed limits
  • Repairs due to landlord negligence
  • Vacant space costs allocated to tenants

4. Proactive Negotiation Points (Before Lease Signing or Renewal)

  • Negotiate a CAM cap on controllable expenses
  • Request annual estimated CAM budgets in advance
  • Include a clause that any disputes or errors must be corrected with tenant refund rights
  • Seek the right to approve major capital improvements or at least be notified in advance

5. Medical Use-Specific Considerations

  • Are operating hours or utilities for medical tenants higher and fairly accounted for?
  • Are specialized areas (e.g., imaging centers, labs) treated distinctly in allocation?
  • Is janitorial or waste removal for medical use excluded from general CAM or separately metered?