How to build a lease-expiration brief
A useful brief connects the lease event to the company, source, decision-maker, and next action.
Start with a tenant brief.
Define the geography, tenant type, size range, and business activity that make a company relevant. Keep those criteria beside the research. A date alone does not make a company a good prospect.
Record what the source actually says.
Keep the source document, publication date, and lease wording. Separate a stated expiration from a date calculated from commencement and term. Mark estimates as estimates. Renewal options and amendments can change the decision window.
Check what happened after the source.
Look for a later renewal, relocation, new lease, or ownership change. A useful historical filing may describe a location the company has already left. Put unresolved questions in the brief.
Connect the company to the people.
Identify who handles the company’s real estate decisions. Record the role and contact source. Check your own relationship history before adding the company to a campaign.
Write the next action.
State why the company fits, what is known about timing, and what the broker should clarify. The broker should be able to read the brief without repeating the research.
Want us to run the work?
Tell us your market and workflow. We’ll discuss the support your team needs.
Book a call