Property Management·Commercial Leases

Commercial Leases

Overview

Commercial leases differ fundamentally from residential leases. They are negotiated between sophisticated parties (or their agents), involve significantly more complex financial and legal terms, and carry far fewer consumer protections than residential tenancies. A California broker working in commercial real estate must understand the full spectrum of lease types, structures, and commercial-specific clauses that define the economics of a commercial tenancy.

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Types of Commercial Leases

Gross Lease

In a gross lease, the tenant pays a single flat rent and the landlord pays all operating expenses:
  • Property taxes
  • Insurance
  • Maintenance and repairs
  • Utilities (in some gross leases)
  • Gross leases are common in multi-tenant office buildings and are simple from the tenant's perspective — one predictable payment. The landlord assumes all risk of cost increases. From the landlord's perspective, this requires careful budgeting and reserves to absorb cost volatility.

    Modified Gross Lease: A variation where the base rent is gross, but certain specified expenses (e.g., utilities) are the tenant's responsibility. Common in creative office or co-working environments.

    Net Leases

    Net leases shift operating expenses to the tenant. There are three levels:

    Single Net (N) Lease:

  • Tenant pays base rent plus property taxes
  • Landlord pays insurance and maintenance
  • Relatively uncommon in practice
  • Double Net (NN) Lease:

  • Tenant pays base rent plus property taxes and insurance
  • Landlord pays structural maintenance and repairs
  • Triple Net (NNN) Lease:

  • Tenant pays base rent plus property taxes, insurance, and maintenance (including repairs)
  • Landlord has minimal obligations
  • The most common structure in freestanding retail, industrial, and single-tenant commercial properties
  • Major retail tenants (McDonald's, Walgreens, 7-Eleven) routinely use NNN leases
  • Attractive to investors because passive income with minimal landlord obligations
  • Absolute NNN (Bond Lease):

  • The most extreme form — tenant responsible for everything, including structural repairs and roof replacement
  • Used for corporate credit tenants on long-term leases (15–25 years)
  • Percentage Lease

    A percentage lease combines a base rent with a percentage of the tenant's gross sales:
  • Common in retail (shopping centers, malls)
  • Formula: Base Rent + Percentage Overage (tenant pays percentage of sales above a "natural breakpoint")
  • Example: Base rent $5,000/month; percentage clause triggers once annual sales exceed $600,000; tenant pays 6% of sales above the breakpoint
  • Natural breakpoint = Base Rent ÷ Percentage Rate (e.g., $60,000/year ÷ 6% = $1,000,000 breakpoint)
  • Aligns landlord and tenant interests — landlord benefits from tenant success
  • Ground Lease

    A ground lease is a long-term lease of land only — the tenant (ground lessee) builds improvements on the land:
  • Duration: Typically 50–99 years
  • Tenant constructs and owns the building during the lease term
  • At lease expiration, improvements revert to the landowner
  • Common for development in infill urban areas where land is expensive but owners won't sell
  • Banks can finance ground lease improvements (lenders require non-disturbance clauses)
  • Leasehold interest can be mortgaged and transferred
  • California has a significant number of ground lease situations in urban markets (San Francisco, Los Angeles)
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    Assignment vs. Sublease

    Two mechanisms allow a commercial tenant to transfer their leasehold interest:

    Assignment:

  • The original tenant (assignor) transfers all rights and obligations under the lease to a third party (assignee)
  • The original tenant may remain secondarily liable depending on lease terms
  • The assignee steps directly into the tenant's shoes
  • Most leases require landlord consent for assignment
  • Sublease:

  • The original tenant (sublessor) re-rents all or a portion of the leased space to a subtenant (sublessee)
  • The original tenant remains primarily liable to the landlord under the master lease
  • The sublessee pays rent to the original tenant, who pays the landlord
  • Often used when a tenant has excess space or wants to exit before lease expiration
  • Most leases require landlord consent for subleases
  • Landlord perspective: Landlords generally prefer tighter control over assignment and sublease — an undesirable tenant could end up in the space. Most commercial leases include "landlord consent required, not to be unreasonably withheld" language.

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    CAM Charges (Common Area Maintenance)

    In multi-tenant commercial properties, CAM charges cover the costs of maintaining shared spaces:

  • Lobbies, hallways, restrooms
  • Parking lots and landscaping
  • Security and building management
  • Elevators and HVAC in common areas
  • Property management fees (sometimes)
  • CAM charges are typically estimated annually and billed monthly in addition to base rent. At year end, actual expenses are reconciled against estimates — if actuals exceed estimates, the tenant pays a "true-up"; if actuals are lower, the tenant receives a credit.

    Tenants should negotiate:

  • CAM caps (maximum annual increase in CAM charges, e.g., 5%/year)
  • Exclusions (capital improvements, management fees above a certain percentage)
  • Audit rights (tenant's right to audit CAM calculations)
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    Tenant Improvement Allowance (TI)

    A tenant improvement allowance is money provided by the landlord for the tenant to build out or improve the leased space:

  • Common in office and retail leases where the space is delivered in "vanilla shell" or "gray box" condition
  • Expressed as a dollar amount per square foot (e.g., $50/SF TI allowance on 5,000 SF = $250,000)
  • In competitive leasing markets, TI allowances are a negotiating lever
  • The landlord typically retains ownership of the improvements at lease end
  • TI allowances are funded through a request for disbursement process — tenant submits invoices; landlord approves and pays directly to contractors or reimburses tenant
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    Letter of Intent (LOI)

    Before executing a commercial lease, the parties typically negotiate a letter of intent (LOI):

  • Outlines the major economic terms: rent, term, TI allowance, CAM, options to renew
  • Generally non-binding on the final lease (though some provisions, like exclusivity and confidentiality, may be binding)
  • Allows parties to confirm agreement on key terms before investing in full lease drafting
  • An LOI signed by both parties signals serious intent but does not create an enforceable lease
  • The broker's commission may be earned upon LOI execution, lease execution, or lease commencement — depending on the commission agreement
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    SNDA (Subordination, Non-Disturbance, and Attornment)

    The SNDA is a critical clause in commercial leases when a mortgage is on the property:

    Subordination: The tenant's leasehold interest is subordinate to the landlord's mortgage — if the property is foreclosed, the lender's interest is senior.

    Non-Disturbance: Despite subordination, the lender agrees not to disturb the tenant's possession if the tenant is in compliance with the lease terms and the property is foreclosed. This protects the tenant from being evicted if the landlord defaults on their mortgage.

    Attornment: The tenant agrees to recognize a new owner (lender after foreclosure, or new purchaser) as the landlord under the same lease terms.

    The SNDA is typically required by lenders when financing commercial properties with existing tenants. Tenants benefit from the non-disturbance provision — without it, a foreclosing lender could terminate their lease.

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    Estoppel Certificates

    An estoppel certificate is a signed statement by a tenant confirming:

  • The lease is in full force and effect
  • The amount of rent and the rent payment schedule
  • Whether any rent has been prepaid
  • Whether the landlord is in default
  • The lease term and any options
  • Landlords typically request estoppel certificates when selling or refinancing a property. The buyer/lender needs to know the status of all tenancies. Tenants are usually required by the lease to provide an estoppel certificate within 10–20 days of request. A tenant cannot use an estoppel certificate to assert new claims against the landlord that contradict prior lease terms.

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    Key Terms

  • Gross lease: Tenant pays flat rent; landlord pays all operating expenses
  • Net lease (NNN): Tenant pays rent plus taxes, insurance, and maintenance
  • Percentage lease: Rent = base rent + percentage of tenant's gross sales above a breakpoint
  • Ground lease: Long-term lease of land only; tenant builds and owns improvements
  • CAM charges: Tenant's share of common area maintenance costs
  • TI allowance: Landlord funds provided for tenant to build out the space
  • Assignment: Transfer of all lease rights to a third party; original tenant may remain secondarily liable
  • Sublease: Tenant re-rents space to a subtenant; original tenant remains primarily liable
  • SNDA: Subordination, Non-Disturbance, Attornment — protects tenant from lender foreclosure disruption
  • Estoppel certificate: Tenant's written confirmation of the current lease status, used in sale/financing transactions
  • LOI (Letter of Intent): Preliminary non-binding agreement on major lease terms

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Quiz Questions:

Q1. A retail tenant under a percentage lease pays a base rent of $8,000/month and a percentage rent of 5% of annual gross sales above the natural breakpoint. Annual base rent is $96,000/year. What is the natural breakpoint?

A) $160,000 B) $1,600,000 C) $1,920,000 D) $480,000

Answer: C — Natural breakpoint = Annual Base Rent ÷ Percentage Rate = $96,000 ÷ 5% = $1,920,000. The percentage clause only applies to sales above this figure.

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Q2. A tenant assigns her lease to a third party with the landlord's consent. The assignee defaults on the rent. Who is liable to the landlord?

A) Only the assignee, as the original tenant transferred all obligations B) Only the original tenant, because she signed the original lease C) Both the original tenant and the assignee may be liable depending on the lease language regarding the original tenant's continuing liability D) Neither — the landlord's only recourse is against the property

Answer: C — In most commercial assignments, the original tenant remains secondarily liable unless the landlord expressly releases them. The assignee is primarily liable, but the original tenant can be pursued if the lease is silent on release.

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Q3. A ground lessee builds a 10-story office building on land leased from a landowner for 75 years. When the lease expires, who owns the building?

A) The ground lessee, because they paid to construct it B) The landowner, because improvements revert to the land at lease end C) The city, which has jurisdiction over abandoned structures D) Whoever purchases the building before lease expiration

Answer: B — In a standard ground lease, all improvements constructed by the tenant revert to the landowner at lease expiration. This is a fundamental characteristic of ground leases.

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Q4. A commercial tenant receives an estoppel certificate from her landlord prior to the building's sale. The certificate states no rent has been prepaid and no landlord defaults exist. The tenant signs it but later claims the landlord was actually in default at the time. What is the likely legal effect?

A) The tenant can still assert the default because the estoppel was signed under duress B) The tenant is estopped from asserting facts that contradict the signed certificate C) Estoppel certificates are not legally binding D) The new buyer takes the property subject to all known and unknown claims

Answer: B — An estoppel certificate creates an estoppel — the signing party is legally barred from later asserting facts that contradict their prior signed certification. This is the entire purpose of estoppel in commercial real estate.

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Q5. A commercial tenant wants to move out of half her 5,000 SF office space 18 months before lease expiration and rent that portion to a technology startup. This arrangement is best described as a:

A) Assignment of the entire leasehold B) Sublease of the partial space C) Lease modification D) Ground lease of the vacated space

Answer: B — Renting a portion of leased space to another party (the startup) while the original tenant remains in occupancy and continues to pay rent to the landlord is a sublease. The original tenant remains the primary obligor to the landlord.