Each Maris Advisors engagement runs on a proprietary suite of analysis tools — and every stage of the process produces work product you can see. The Client Dashboard organizes all of it for you, private to your engagement. Below, a sample engagement stage by stage: choose your sector, then select each stage to see the tools at work.
This engagement began where many do: an OpEx Audit™ review of the client’s current reconciliation statement surfaced square-footage and expense variances worth raising with the landlord — and a bigger question about whether the current space still fit. Lease Analyzer™ abstracted the existing lease — rights, options, critical dates — while a SpaceLogic™ planning session sized the real requirement and a full Tenant Needs Analysis captured what actually matters to the firm, factor by factor. Renew or Relocate framed the threshold question the rest of the engagement would answer.
Before any building tour, Labor Logic™ mapped where the firm can best recruit the talent it runs on — commute sheds, labor concentrations, competition for the same people. Building Intel™ then screened candidate buildings against that picture, including the self-selected amenities that attract that workforce, and mapped the employee amenity landscape around each. Incentive Intelligence™ flagged where incentive programs exist for the client’s own advisors to evaluate, and the Quarterly Market Briefing set the market context. Twelve buildings surveyed; five advanced.
A sector-aware RFP package went to all five shortlisted buildings — every landlord answering the same questions, so responses compare cleanly instead of arriving as five different brochures. The expense questions were written from the Requirements-stage findings: base year, gross-up method, cap structure, and audit rights, informed by OpEx Audit™. Spec-verification questions came from the Building Intel™ screens, so quoted numbers arrive tied to a source.
Every RFP response was scored on the same framework and compared in one landscape view. Total Cost of Occupancy ran across the three finalists — rate, escalations, concessions, and expenses together, not asking rate alone. Renew or Relocate finalized the stay-versus-go math against the current space, Lease vs. Buy™ tested the ownership question the partners raised, and Incentive Intelligence™ summarized applicable programs for the client’s CFO and tax advisors to evaluate.
The Letter of Intent was drafted from the evaluation record — and the expense protections earned in stage one were written in as terms: audit rights, base-year definition, cap language, and gross-up method, all informed by the OpEx Audit™ findings. Lease Analyzer™ tracked every counter so each round is compared to the last on paper, not from memory.
Before signature, Lease Analyzer™ abstracted the final lease — every right, obligation, option, and critical date in one reference — and verified the negotiated expense protections made it into the document. And it keeps working after the ink dries: periodic reminders surface each lease-specific event ahead of time — option windows, notice deadlines, escalation dates, reconciliation periods — so obligations and key decisions stay on schedule instead of arriving as surprises. At signing, the Move Compliance Tracker was handed off: a structured, phased task list that turns the transition into a managed project from day one. The Incentive Intelligence™ summary went to the client’s CFO and CPA for their own process; Maris Advisors provides the information, and the client’s advisors run their evaluation.
The Move Coordination Guide laid out the runway — phases, vendors, and the address-change checklist — while the Move Compliance Tracker carried the task list week by week. The Building Intel™ amenity map was shared with employees ahead of day one, and the Transportation Planning Guide covered the new commute picture for the whole team.
An OpEx Audit™ review of the current triple-net reconciliation surfaced expense and square-footage variances worth raising with the landlord — and opened the larger question of whether the building still fit the operation. Lease Analyzer™ abstracted the existing lease — options, notice windows, expense structure — while a SpaceLogic™ session sized the real requirement: warehouse-to-office ratio, dock positions, staging, and headcount. A full Tenant Needs Analysis captured the operation’s priorities — clear height, power, trailer parking, shift access — factor by factor, and Renew or Relocate framed the stay-or-go question.
Labor Logic™ mapped the warehouse and assembly labor sheds first — who lives within a real commute of each submarket, across both shifts, and who else competes for the same workforce. Building Intel™ screened candidate buildings against the operation’s hard requirements — clear height, power capacity, truck courts, last-mile access — along with flood, air-quality, and site factors, and mapped the amenities that help hourly teams stay. Incentive Intelligence™ flagged program geography for the client’s advisors, and the Quarterly Market Briefing set the industrial market context. Ten buildings surveyed; four advanced.
The RFP package put the operation’s hard questions to all four shortlisted buildings in identical form: verified clear height, available power and service capacity, sprinkler classification, dock and trailer counts, and yard rights — spec questions drawn from the Building Intel™ screens. The expense section — CAM structure, management and admin fees, cap language, audit rights — was written from the OpEx Audit™ findings, so responses arrive comparable and tied to a source.
Responses were scored on one framework and compared in a single landscape view, with Total Cost of Occupancy run across the finalists — rate, escalations, expenses, and power costs together. Renew or Relocate finalized the math against the current facility, and because ownership is a live question at this size, ClearPath Purchase Engine™ and Lease vs. Buy™ tested the buy-side path on an after-tax basis for the client’s advisors to weigh. Incentive Intelligence™ summarized applicable programs — informational, for the client’s own tax counsel.
The Letter of Intent carried the evaluation record into terms: the measurement standard, delivery condition, and the expense protections earned in stage one — CAM cap language, fee definitions, audit rights — all informed by the OpEx Audit™ findings. Lease Analyzer™ tracked each counter so every round compares to the last on paper.
Before signature, Lease Analyzer™ abstracted the final lease — every right, obligation, option, and critical date — and verified the negotiated protections made it into the document. It keeps working after signing: periodic reminders surface each lease-specific event ahead of time — option windows, notice deadlines, escalations, CAM reconciliation periods — so obligations and decisions stay on schedule. The Move Compliance Tracker was handed off at signing as the phased task list for the transition, and the Incentive Intelligence™ summary went to the client’s CFO and CPA for their own process.
The Move Coordination Guide sequenced the runway — vendor phases, equipment moves, and the address-change checklist — while the Move Compliance Tracker carried the tasks week by week so the operation kept shipping through the move. The Building Intel™ amenity map went to the team ahead of day one, and the Transportation Planning Guide covered commute and freight-corridor context for the new location.
An OpEx Audit™ review of the current reconciliation surfaced expense variances worth raising with the landlord, and Lease Analyzer™ abstracted the existing lease — renewal options, notice windows, and the TI amortization still running inside the rate. A SpaceLogic™ session translated provider count and patient flow into a real program — exam rooms, procedure space, front-of-house — and a full Tenant Needs Analysis captured the practice’s priorities: parking ratio, patient access, hospital-campus proximity, and staff recruiting. Renew or Relocate framed the threshold question.
Labor Logic™ mapped where the practice can best recruit clinical staff — nurses, techs, and front office — against real commute sheds and competing employers. Building Intel™ screened candidate buildings on what medical occupancy actually turns on: parking ratios, patient access and wayfinding, building systems, and the nearby amenities that help clinical teams stay — plus environmental and site factors. Incentive Intelligence™ flagged program geography for the client’s advisors, and the Quarterly Market Briefing set the market context. Nine buildings surveyed; four advanced.
The RFP package asked every shortlisted landlord the same clinical-use questions: parking commitments, HVAC capacity and after-hours service, TI structure for exam-room buildout, signage, and delivery condition — spec questions built from the Building Intel™ screens. The expense section — base year, cap structure, audit rights — came from the OpEx Audit™ findings, so every response arrives comparable and sourced.
Responses were scored on one framework and compared side by side, with Total Cost of Occupancy run across the finalists — and for a clinical buildout, the TI package and amortization terms moved the ranking as much as the rate did. Renew or Relocate finalized the math against renewing in place, and Incentive Intelligence™ summarized applicable programs for the practice’s CFO and tax advisors to evaluate — informational throughout.
The Letter of Intent carried the evaluation into terms: TI allowance and delivery condition, parking commitments, after-hours HVAC terms, and the expense protections from stage one — base-year definition, cap language, audit rights — informed by the OpEx Audit™ findings. Lease Analyzer™ tracked each counter, round over round.
Before signature, Lease Analyzer™ abstracted the final lease — every right, obligation, option, and critical date — and verified the negotiated protections made it into the document. After signing, periodic reminders surface each lease-specific event ahead of time — option windows, notice deadlines, escalations, reconciliation periods — so the practice’s obligations and decisions stay on schedule. The Move Compliance Tracker was handed off at signing as the phased task list, and the Incentive Intelligence™ summary went to the practice’s CFO and CPA for their own process.
The Move Coordination Guide sequenced a phased runway built around the practice’s schedule — buildout, equipment, records, and the address-change checklist — while the Move Compliance Tracker carried the tasks week by week. The Building Intel™ amenity map went to staff ahead of day one, and the Transportation Planning Guide covered the new commute picture for the whole team.
An OpEx Audit™ review of the current CAM and marketing-fund reconciliation surfaced expense variances worth raising with the landlord — retail pass-throughs reward a close read. Lease Analyzer™ abstracted the existing lease: options, kick-out and exclusive-use provisions, percentage-rent terms, and notice windows. A SpaceLogic™ session sized sales floor against back-of-house, a full Tenant Needs Analysis captured the operator’s priorities — trade area, visibility, co-tenancy, access — and Renew or Relocate framed the stay-or-go question.
Building Intel™ screened candidate spaces on what retail turns on: traffic volumes, visibility and access, the surrounding tenant mix, and site factors — the context a storefront lives in. Labor Logic™ mapped the staffing pool within a real commute of each trade area, because a store that can’t hire can’t open. Incentive Intelligence™ flagged program geography for the client’s advisors, and the Quarterly Market Briefing set the retail market context. Eight spaces surveyed; four advanced.
The RFP package put the same questions to every shortlisted landlord: full CAM structure and history, marketing-fund terms, exclusive-use and co-tenancy information, delivery condition, TI, and signage rights — with the expense questions written from the OpEx Audit™ findings and the site questions from the Building Intel™ screens. Answers arrive comparable, in writing, and tied to a source.
Responses were scored on one framework and compared side by side, with Total Cost of Occupancy run across the finalists — base rent, CAM, marketing fund, and percentage-rent scenarios together, because retail economics live in the pass-throughs. Renew or Relocate finalized the math against the current location, and Incentive Intelligence™ summarized applicable programs for the operator’s advisors — informational throughout.
The Letter of Intent carried the evaluation into terms: exclusive-use language, kick-out provisions, CAM cap language and fee definitions, marketing-fund terms, TI and delivery condition, and signage — the expense protections informed by the OpEx Audit™ findings. Lease Analyzer™ tracked each counter so every round compares to the last on paper.
Before signature, Lease Analyzer™ abstracted the final lease — every right, obligation, option, and critical date, including the co-tenancy and percentage-rent mechanics — and verified the negotiated protections made it into the document. After signing, periodic reminders surface each lease-specific event ahead of time — option windows, notice deadlines, reporting dates, reconciliation periods — so obligations and decisions stay on schedule. The Move Compliance Tracker was handed off at signing, and the Incentive Intelligence™ summary went to the operator’s CFO and CPA for their own process.
The Move Coordination Guide sequenced the buildout-to-open runway — contractor phases, fixturing, signage, and the address-change checklist — while the Move Compliance Tracker carried the tasks week by week toward opening day. The Transportation Planning Guide covered the commute picture for the new team, and the Building Intel™ amenity context went into the staff onboarding packet.
Every figure above carries its source with it — a landlord’s quoted number is reported as the landlord’s representation, a public record as a public record. The dashboard presents your engagement’s information; decisions remain yours, made with your own advisors.
Analyses, comparisons, drafts, and reference guides accumulate across an engagement. The dashboard keeps the complete set organized by stage, so nothing lives buried in an email thread.
Candidate buildings are presented together — scores, costs, and documents in parallel — so the comparison that drives the decision is visible, not assembled from memory.
Each dashboard is prepared for one client and one engagement. Your information is never combined with, or visible to, any other client’s view.
The Client Dashboard is part of every Maris Advisors engagement — an organized, private view of the work as it happens. Ask what it looks like for a requirement like yours.
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