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Understanding Net Leasing Spread (NLS) Calculations in Deal Manager

Updated over 6 months ago

The Net Leasing Spread is a key performance metric used to evaluate the difference between the economic value of a new lease and that of the prior lease for the same space. In Deal Manager (DM), this spread is calculated using a defined set of rules and formulas that consider rent components and property expenses, sourced from both Deal Manager and Voyager systems.

Lease Types and Their Calculation Formulas

The calculation approach varies based on the lease type:

1. Gross / Modified Gross Leases

Formula:

(Base Rent + Additional Rent) + CAM - Property Expenses

Explanation:

This lease type includes:

  • All rent components (Base Rent + Additional Rent)

  • Common Area Maintenance (CAM) charges

  • Less property expenses

This results in a net value that reflects the landlord's retained income after covering expenses.

2. Net Leases

Formula:

Base Rent + Additional Rent

Explanation:

Net leases exclude property expenses from the calculation. Only Base Rent and Additional Rent are included, offering a straightforward view of gross income potential.


Components of the Net Lease Spread Calculation

The spread compares values from the Prior Lease and the Proposal Lease using data pulled from both Voyager and Deal Manager respectively.

Prior Lease (Voyager)

Rent Components:

  • Base Rent: Only the last rent step is used.

  • Additional Rent: All types of additional rents are considered.

  • Free Rent: Ignored in the calculation.

Property Expenses:

  • Uses ending year expenses of the prior lease.

  • If the lease ends in the current year:

    • Pull expenses from DM if available on the company setup.

    • Else, fetch expenses from Voyager for the corresponding property.

Proposal (Deal Manager)

Rent Components:

  • Base Rent: Only the first rent step is used.

  • Additional Rent: Only those with the NER (Net Effective Rent) flag checked on company setup are considered.

  • Free Rent: Also ignored.

Property Expenses:

  • Uses start year expenses of the proposed lease.

  • Always considers expenses saved in Deal Manager for the property as defined in the company setup.


Summary of Considerations

Element

Prior Lease (Voyager)

Proposal Lease (Deal Manager)

Base Rent

Last step rent

First step rent

Additional Rent

All additional rents

Only with NER flag checked

Free Rent

Ignored

Ignored

Property Expenses

Ending year; source depends on setup

Start year; always from DM company setup


This structured approach ensures consistency in how leasing spreads are measured, allowing stakeholders to make informed decisions about the profitability of leasing proposals compared to historical performance.

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