Allocate from the lease
Recurring CAM charges, limits, caps, and base-year amounts live on the tenant record. Pro-rate from lease start and share so you are not re-keying terms in December.
CAM, taxes & insurance
CAM reconciliation without the year-end scramble
Bill tenants on pro-rata share, keep monthly contributions honest against the budget, then reconcile CAM, tax, and insurance in one run — including caps, base year, and prepaid items.
What you get
The details that matter, not a generic checklist
Budget the year
Build an annual budget for CAM, real estate tax, and insurance. Use it to bill monthly contributions and to compare against actuals when you reconcile.
Pass-through that matches the lease
Monthly CAM can follow budget, share, and lease language — not a one-size formula pasted into Excel.
One reconciliation, three buckets
Compare what each tenant paid toward CAM, taxes, and insurance with what you spent. Invoice a shortage or apply a credit on the next bill.
How it runs
Three steps, then it stays in the file
- 01
Set the terms once
Caps, base year, share, and start date are configured on the lease. Recurring charges follow from there.
- 02
Collect through the year
Tenants pay estimated CAM with rent. Prepaid items such as insurance are prorated so a January policy does not dump into one month.
- 03
Reconcile and bill the difference
Run the report, share it with the tenant, and put the variance on the invoice. A credit works the same way as a charge.
FAQ
Questions managers ask
Do I have to have a budget to perform CAM reconciliation?
A budget is not required, but it helps bill tenants accurately and on time. Tenants can be billed from a budget.
Do you handle prepaid items that span a calendar year?
Yes. Prepaid items such as insurance paid twelve months in advance are prorated. Reconciliation recognizes them and adjusts the amount due for the year.
How does the process work?
It compares each tenant’s contributions toward CAM, taxes, and insurance against actual expenses, using pro-rata share and the lease terms in UnitConnect.
Are tenants billed if there is a balance due?
Yes. A shortage becomes an additional charge on the tenant invoice. A credit is applied the same way.
Keep going
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