Lease Renewal Checklist

Simplify your lease renewal process! Our comprehensive Lease Renewal Checklist ensures you cover all crucial steps - from tenant communication and rent adjustments to lease agreement review and property inspections. Avoid costly mistakes & ensure a smooth transition. Download your free checklist now! #LeaseRenewal #RealEstate #Landlord #PropertyManagement #Checklist

This Template was installed 2 times.

Initial Assessment & Tenant Communication

1 of 8

Gather information and initiate discussions with the tenant regarding renewal intentions.

Date of Initial Contact Regarding Renewal

Summary of Initial Tenant Communication (Verbal or Email)

Tenant's Initial Stated Interest in Renewal?

Tenant’s Concerns/Questions (if any)

Method of Initial Communication

Date of Follow-Up Communication (if applicable)

Summary of Follow-Up Communication (if applicable)

Market Research & Rental Rate Analysis

2 of 8

Research current market conditions and comparable rental rates to determine appropriate renewal pricing.

Comparable Rental Rates (Average)

Average Square Footage of Comparables

Neighborhood Condition (Overall)

Notes on Market Trends & Factors

Supporting Documentation (e.g., rental listings, property reports)

Vacancy Rate in Area

Type of Comparable Properties

Lease Review & Amendment Preparation

3 of 8

Review the current lease agreement and identify any necessary amendments or changes for the renewal.

Current Lease Expiration Date (Verify)

Lease Type (Confirm)

Summary of Key Lease Terms (Current)

Current Monthly Rent

Special Clauses or Addenda (Note any)

Review for Required Amendments (Select All that Apply)

Date of Last Lease Review (For Record Keeping)

Financial Evaluation & Proposal Creation

4 of 8

Assess property financials and create a compelling renewal proposal for the tenant.

Current Annual Rent

Estimated Market Rent for Similar Units

Proposed Annual Rent Increase (in $)

Percentage Rent Increase

Rationale for Rent Increase (Justification)

Renewal Incentive Offered (if any)

Details of Renewal Incentive (if applicable)

Renewal Fee (if applicable)

Negotiation & Agreement

5 of 8

Engage in negotiations with the tenant and finalize the lease renewal terms.

Tenant's Initial Renewal Response?

Proposed Rent Increase (if applicable)

Summary of Negotiation Discussions

Negotiated Rent Adjustment?

Final Agreed Rent Amount

Date of Agreement Signature

Notes on any concessions/incentives offered (e.g., free parking, minor improvements)

Lease Documentation & Legal Review

6 of 8

Prepare the renewal lease agreement and ensure legal compliance.

Review Lease Renewal Clause Details

Compliance Review (Local, State, Federal)

Effective Date of Renewal Lease

Upload Attorney Review Document (if applicable)

Notes on Legal Review and Potential Risks

Review of Rent Control/Stabilization Status

Legal Reviewer Initials

Tenant Acceptance & Signatures

7 of 8

Obtain the tenant's acceptance and signatures on the renewal lease agreement.

Tenant Signature

Date of Signature

Printed Name of Tenant

Acknowledgement of Received Copy

Tenant Comments (Optional)

Record Keeping & Notifications

8 of 8

Update property records and notify relevant parties of the lease renewal.

Renewal Lease Execution Date

Notes on Renewal Discussion/Negotiation

Renewal Rent Amount

Lease Renewal Type

Copy of Signed Renewal Lease Agreement

Notification Sent to Property Management Software (Details)

Date of Tenant Notification of Renewal

We can do it Together

Need help with Checklists?

Have a question? We're here to help. Please submit your inquiry, and we'll respond promptly.

Email Address
How can we help?