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Lease Renewal Checklist for Property Managers

Simplify lease renewals and boost tenant retention! Our comprehensive Lease Renewal Checklist for Property Managers ensures no crucial detail is missed, from rent adjustments to property inspections. Stay organized, compliant, and maximize renewal rates with this essential real estate management tool.

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Initial Assessment & Lease Expiration Review

1 of 8

Evaluate tenant history, lease terms, and market conditions.

Lease Expiration Date

Tenant Contact Information Verification

Rent Payment History

Notes on Tenant Behavior/Communication

Compliance with Lease Agreements?

Number of Lease Violations (if any)

Summary of Previous Maintenance Requests & Resolutions

Market Rent Analysis & Pricing

2 of 8

Research comparable rental rates to determine optimal renewal price.

Current Market Rent (Similar Unit)

Comparable Unit Size (Sq. Ft)

Unit Size Difference (Sq. Ft)

Neighborhood Rental Trends

Notes on Comparable Units & Rental Data

Proposed New Rent

Rent Increase Percentage

Tenant Communication & Negotiation

3 of 8

Initiate lease renewal discussions with the tenant and address any concerns.

Initial Renewal Contact Date

Tenant Contact Method (e.g., Phone, Email, In-Person)

Summary of Initial Renewal Discussion

Proposed Rent Increase (if applicable)

Tenant Concerns/Requests

Notes on Tenant Response & Negotiation Points

Date of Final Agreement (if applicable)

Renewal Offer & Documentation

4 of 8

Prepare and deliver the lease renewal offer, including all terms and conditions.

New Monthly Rent Amount

Lease Term Length

Special Renewal Terms or Conditions (if any)

Effective Date of New Lease

Supporting Documents (Rent Comparables, etc.)

Renewal Offer Expiration Date

Property Manager Signature

Tenant Acceptance & Review

5 of 8

Obtain the tenant’s acceptance of the renewal offer and ensure all parties understand the new lease terms.

Tenant Signature

Date of Acceptance

Renewal Option Chosen

Tenant Comments/Questions (Optional)

Property Manager Signature

Lease Agreement Execution & Record Keeping

6 of 8

Finalize the lease agreement, obtain signatures, and securely store all documentation.

Lease Renewal Effective Date

Landlord Signature

Tenant Signature

Signed Lease Renewal Document

Notes on Execution (e.g., any verbal agreements)

Renewal Rent Amount

Lease Type

Property Inspection & Maintenance Review

7 of 8

Schedule and conduct a property inspection and address any required maintenance items.

Scheduled Inspection Date

Inspection Notes & Observations

Condition of Appliances (e.g., Refrigerator, Oven, Dishwasher)

Quantity of Cracked Tiles (if applicable)

Detailed Description of Required Maintenance (if any)

Maintenance Urgency

Photos of Damages or Issues (optional)

Rent Collection & Financial Updates

8 of 8

Confirm rent payment history and update financial records with the new lease terms.

New Monthly Rent Amount

Effective Date of New Lease

Security Deposit Amount (if applicable)

Payment Method

Next Rent Due Date

Late Fee Amount (if applicable)

Lease Type

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