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Written by Angel Campa, Founder
AnalysisMicrosoft Excel
Lease Data to Investor Report
By Angel Campa, Founder · Updated March 2026 · Saves 4–8 hours per reporting cycle
The Problem
Investor reports require a current rent roll and lease schedule showing tenant names, rents, expirations, and option status. Pulling this data manually from lease PDFs for quarterly reporting is a recurring bottleneck that consumes analyst time every reporting cycle.
Step-by-Step Workflow
- Identify leases requiring update for reporting periodSource
Determine which leases have been executed or amended since the last reporting cycle and need fresh extraction.
- Upload updated lease PDFs to LextractLextract
Upload any new or amended lease PDFs to Lextract for extraction.
- Extract rent roll fieldsLextract
Lextract extracts tenant name, premises SF, in-place rent, lease expiration, option status, and credit quality indicators for the current reporting period.
- Download updated rent roll dataDestination
Export the updated abstracts as Excel. Merge with your existing rent roll database to reflect the current portfolio state.
- Build investor report packageDestination
Incorporate the updated rent roll into your quarterly investor report template. Include lease expiration schedule, lease rollover analysis, and occupancy metrics derived from the extracted data.
Who Uses This Workflow
How Lextract integrates with Microsoft Excel
Learn about the full integration between Lextract and Microsoft Excel, including supported export formats and critical fields.
View Microsoft Excel integration →Frequently Asked Questions
What metrics can be derived from Lextract data for investor reporting?
From Lextract extractions you can calculate weighted average lease term (WALT), weighted average remaining term (WART), in-place rent per SF, lease expiration schedule by year, and option coverage ratios.
How frequently should I re-extract for reporting?
Extract each time a new lease is signed or an amendment is executed. For quarterly reporting, a light re-extraction pass on all active leases confirms that system data is current.
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Start the Lease Data to Investor Report workflow
Upload your lease PDF and get 126 structured fields ready to import into Microsoft Excel. Just $15 per lease - no subscription required.
Start Extracting - $15/lease