Enter next year's budgeted expenses and tenant lease terms, and get a finished, formula-driven CAM estimate — pro-rata shares and base year stops calculated automatically, broken out as both an annual and monthly figure. Export to Excel or generate tenant letters as a PDF.
A 5-step walkthrough of the tool, before you buy.
Enter your letterhead details once, plus the property's total square footage and occupancy — used throughout the rest of the estimate.
Group next year's budgeted expenses by category, with optional gross-up, cap, or management fee calculators applied automatically.
Assign each tenant to a pool — pro-rata share can calculate automatically from square footage, or be entered manually.
See each tenant's estimated annual CAM charge broken into a monthly figure, ready to reflect on rent statements.
Produce formatted, letterhead-branded PDF statements to share with tenants, plus internal expense detail pages for your own records — and a full Excel export.
Shown on the letterhead of your tenant PDF statements.
The fiscal year and period these expenses cover — shown on the summary and tenant letters.
Build a reusable adjustment — like an occupancy gross-up or a management fee target — then apply it to any expense line below. Or skip this and just type a number directly into a line's Adjustment field.
Group expenses into one or more pools. Different tenants can be assigned to different pools.
Add each tenant, assign their expense pool, and enter their pro-rata share for each category.
Set up your expense pools in Step 2 first — imported tenants are matched to a pool by name.
Total owed and amount due (or credit) per tenant, across all categories.
A full record of every expense, adjustment, and note across all pools — for your own files, not shown to tenants.
This closing message appears at the bottom of each tenant's letter — edit it before generating the PDF.
Save downloads a small file to your own computer with everything you've entered — nothing is stored on our servers. Load it back anytime to pick up where you left off.