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Co‑tenancy intelligence

Somewhere in your portfolio,a clause just triggered.

Aerial view of a retail corridor of shopping centers and parking fields
Fairmount Collection70.4%
Portfolio view — 4 of 214 centersSample data

A co‑tenancy failure can be worth six figures a year on a single store — and it is still found by a district manager noticing a dark storefront.

24–48 hrs
to your first evaluated center
One lease
or an entire national portfolio
Recurring
evaluation as verified conditions change
Potential triggerFairmount Collection · occupancy 67.8% against a 70.0% floor · est. $18,917/mo · review readyNamed tenant darkBrookfield Court · 7,400 SF · named inline count 4 → 3 · verifiedCure window expiredRedwood Galleria · 90-day landlord cure elapsed · remedy available pending noticeAnchor closure filedStonebridge Commons · 138,000 SF · 14 leases reference this anchorCondition curedAshford Crossing · occupancy 71.4% · remedy period ends at month closeReview package readyFairmount Collection · store 4412 · clause, evidence and calculations for counselApproaching floorKestrel Pointe · 71.2% and falling · 2 leases within 1.2 points
An enclosed shopping center concourse with storefronts closed
What nobody filed

Three named tenants dark. Occupancy at 67.8% against a 70% floor. The condition appears to have held for nine months.

The detection problem

The system of record is a district manager’s memory.

Traditional lease platforms store your co‑tenancy clause. What they don’t hold is what your center looks like right now. So the trigger event — the thing actually worth money — gets spotted by whoever happens to walk the mall.

“Identification of a co‑tenancy violation is often a difficult undertaking since it is incumbent upon store staff and regional management to note closures and keep the corporate office informed.”
Tango Analytics, The Retailer’s Guide to Co-Tenancy

That is the state of the art at companies operating a thousand stores. Not a failure of diligence — a failure of instrumentation. Nobody gave these teams a feed.

Interactive demonstration

Close a storefront. Watch your lease react.

One shopping center, one lease — the outlined unit is your store. Pick a scenario or click any other storefront to close it (“going dark,” in lease terms). Breakpoint re‑runs your co‑tenancy tests and shows the potential impact on your rent.

Fairmount Collection

Dublin, OH · 628,000 SF · fictional center, real clause mechanics

Tap any storefront to close it — everything recalculates.

Named anchors

Named inline stores + you

Tap a store to close or reopen it. The other 23 storefronts stay as the scenario sets them — the drawn plan on larger screens shows every unit.

Your storeOpen (color = category)ClosedVacantNamed in your lease
No potential remedy detected
$0/mo est.

Every co-tenancy test in this lease is currently satisfied. Close a storefront on the map — or pick a scenario above — and watch the lease react.

The lease math§ 4.3
Occupied space90.8%

119,150 SF of 131,250 SF non-anchor space · lease floor 70%

  • Named Anchor TestSatisfied

    ≥ 2 of 3 Named Anchors open & operating

    §4.3(a) observed: 3 of 3 open

  • Named Inline TestSatisfied

    ≥ 4 of 6 Named Inline Tenants open & operating

    §4.3(b) observed: 6 of 6 open

  • Occupancy TestSatisfied

    ≥ 70% of non-anchor GLA open & operating

    §4.3(c) observed: 90.8% occupied

A healthy center. Three vacancies, every named tenant trading, occupancy comfortably above the floor. Nothing to claim — and this is the state almost every lease file quietly assumes is still true.

The notice clock

The clause doesn’t pay retroactively. It pays from the day you notice.

In this lease — as in many — alternative rent commences on the first day of the month following written notice. Not the day the anchor went dark. Not the day occupancy crossed the floor. Which makes detection speed the entire product.

Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
Notice delivered
Potential savings missed before notice

$0

The condition appears to have existed for nine months — but the remedy only begins after written notice. Undetected, those months can’t be captured.

Savings available from notice forward

$0

On one store, in one center. Breakpoint’s entire job is to move that marker left.

Illustrative, based on the sample lease used throughout this site: an estimated $18,917/mo rent difference on a 3,850 SF store. Whether a remedy applies depends on the executed lease.

How it works

Read the clause. Watch the center. Catch the collision.

See the full platform
  1. 01Abstract

    The lease and every amendment become testable rules, each field citing the sentence it came from.

  2. 02Watch

    We assemble what each center actually looks like — closures, filings, permits, field verification.

  3. 03Trigger

    Every test re-runs as conditions change. The day one fails, the right person hears about it.

  4. 04Package

    The notice materials, citations, evidence and calculations arrive as one package for your team and counsel.

The workspace

Upload through the portal. Watch it come back as money math.

Submit leases in your Breakpoint workspace and evaluations come back inside it — portfolio status at a glance, potential triggers flagged, and every finding one click from its review package.

Start your evaluation
app.breakpoint.re/portfolio
Portfolio · 214 centers
Fairmount CollectionDublin, OHPotential trigger
Kestrel PointeNaperville, ILApproaching floor
Northgate CommonsPlano, TXSatisfied
Vermont PlazaTorrance, CASatisfied
Ashford CrossingMarietta, GACured
Fairmount Collection — store 4412Evaluation complete · Hour 46

§4.3(b) named inline and §4.3(c) occupancy tests appear to have failed. Estimated relief $18,917/mo, pending your review and written notice.

Open review packageShare with counsel

Product rendering with illustrative sample data — not client results.

Why this isn’t a feature

Your lease holds half the problem. The center holds the other half.

Most lease suites track the clause — a field in a record, entered once. The trigger lives outside the document, in a center that changes every week. Breakpoint is built on joining the two. And if you hold one lease instead of a thousand, the “system” is a filing cabinet — the gap is the same.

Your documents + the center’s reality

Executed leaseAmendmentsStore list & rentGross salesClosure signalsFilings & permitsProperty researchField verification

The Breakpoint engine

Potential trigger flaggedEstimated rent reliefReview package
Runs alongside
  • Visual Lease
  • Tango
  • CoStar Real Estate Manager
  • MRI
  • Yardi
  • IBM TRIRIGA
  • Lucernex

Named as the systems Breakpoint is built to sit on top of. Not a claim of partnership, certification or endorsement by any of them.