For retailers
You negotiated protection.Nobody is checking whether it fired.
The arithmetic
One store. One clause. $227,000 a year.
A 3,850 SF inline store at $92/SF pays $29,517 a month. Trading at $826/SF, that’s an occupancy cost of 11.1% — healthy. When the co‑tenancy test appears to fail and rent converts to 4% of gross sales, the same store pays $10,600.
Now hold that against an estate of a thousand stores, where a handful of centers are always in decline. The number stops being a rounding error and starts being a line item the CFO asks about.
- Minimum rent
- $29,517 / mo
- Gross sales
- $265,000 / mo
- Occupancy cost
- 11.1%
- Alternative rent
- $10,600 / mo
- Occupancy cost
- 4.0%
+$18,917 / mo
Illustrative. Your remedy is whatever your executed lease says — abatement, percentage rent, a termination right, or nothing at all.
Inside the building
Four teams touch this clause. None of them owns it.
Co‑tenancy falls between lease accounting, real estate, store operations and legal — which is exactly why it goes unclaimed. Breakpoint gives it a single owner: the system.
Lease accounting
You reconcile what the landlord bills. You have no independent signal that the bill is wrong.
A dated, cited trigger event with the alternative-rent calculation already worked, ready to book.
Real estate
You negotiated the clause years ago. Nobody has checked whether the condition it protects against has arrived.
A live register of which centers are failing, which are close, and where the leverage sits at renewal.
Store operations
Your district managers are the current detection system, on top of running stores.
Nothing to do. The signal stops depending on whether someone noticed and remembered to escalate.
Legal
Serving notice needs evidence you don't have and a history nobody recorded.
A packet: the clause, the citations, the dated occupancy record, the workings. You review and send.
Onboarding
You bring the lease. We bring the center.
Enterprise lease implementations run three to nine months. This isn’t one. Send us your lease and we’ll have that center evaluated inside 48 hours — you supply what only you have, and we assemble the rest from closure signals, filings, permits, property research and field verification.
What we need from you
The executed lease
Your store list
Current minimum rent
Monthly gross sales
An existing abstractoptional
Who to wake upoptional
What we bring
- Occupancy by GLA, assembled month by month
- Which named tenants are open, and the date each went dark
- Anchor closure filings and replacement activity
- The tests, re-run as conditions change, with dated evidence attached
The first 48 hours
- Hour 0Lease and store list received
- Hour 12Clause abstracted, every field cited and reviewed
- Hour 36Center conditions assembled and dated
- Hour 48First evaluation in your hands
Who this is for
One lease to a national portfolio.
A single-location tenant can send us one lease and get a straight answer. But the case sharpens with scale: at fifty stores nobody can hold every center in their head, and at five thousand the clause is effectively unenforced across most of the portfolio.
- Portfolio size
- one lease to 5,000+ stores
- Typical inline rent
- $60 – $140 / SF
- Occupancy cost target
- 10 – 15% of sales
- Alternative rent
- commonly 2 – 6% of sales
Ranges reflect common US inline retail terms, not a promise about your leases.