CAM Reconciliation Example: Step-by-Step with Real Numbers

A complete worked example for a 3-tenant retail strip center — from GL expenses to tenant true-ups, including gross-up at 82% occupancy and a 5% CAM cap.

By Angel Campa, Founder, CapVeri

The Building: Westgate Retail Center

Total Rentable SF
48,000 SF
Actual Occupancy (2025)
82%
Gross-Up Threshold
95%
Tenants in Example
3
Lease Structure
NNN
Reconciliation Year
2025

This example uses a 48,000 SF retail center with 3 occupied tenants. The building was 82% occupied in 2025 (one unit vacant for 7 months), triggering gross-up for variable expenses. Two tenants have CAM caps; one does not.

1

Build the Recoverable Expense Pool

ExpenseTypeActualRecoverableNote
Property TaxesFixed$142,800$142,800
Property InsuranceFixed$28,400$28,400
Landscaping & GroundsVariable$36,200$36,200
Parking Lot MaintenanceVariable$18,600$18,600
Cleaning & JanitorialVariable$24,300$24,300
Utilities (Common Area)Variable$31,500$31,500
General & Admin (Mgmt Fee)Fixed$22,000$22,000
Roof Repair (Capital)Fixed$15,000Capital exclusion per lease §8.3
Total Recoverable$318,800$303,800$15K capital excluded

Error found: The original GL included a $15,000 roof repair as a recoverable expense. Lease §8.3 excludes capital improvements. Removing it reduces the pool by $15,000 — which would have been billed improperly to all three tenants.

2

Apply Gross-Up (82% → 95%)

The building was only 82% occupied in 2025. The leases require gross-up of variable expenses to 95%. Fixed expenses (taxes, insurance, management fee) are not grossed up.

Variable expenses (actual): $110,600
Gross-up: $110,600 ÷ 0.82 × 0.95
Grossed-up variable: $128,134
Fixed expenses (unchanged): $193,200
Total grossed-up pool: $321,334

Gross-up adds $17,534 to the recoverable pool. Without gross-up, each tenant would have underpaid for shared variable services that don't scale down proportionally with vacancy.

3

Calculate Each Tenant's True-Up

Tenant 1: Coffee & Co. (1,800 SF)

Pro-rata %: 1,800 ÷ 48,000 = 3.75%
Gross CAM obligation: $321,334 × 3.75% = $12,050
Cap applied (5% non-cumulative): ceiling = $7,200 × 1.05 = $7,560
Estimates paid (12 × $650): $7,800
True-up: $240 credit to tenant
CAM cap applies — landlord absorbs $4,490 shortfall.

Tenant 2: Ridgeline Fitness (8,500 SF)

Pro-rata %: 8,500 ÷ 48,000 = 17.71%
Gross CAM obligation: $321,334 × 17.71% = $56,903
Estimates paid (12 × $2,900): $34,800
True-up: $22,103 owed by tenant

Tenant 3: Metro Dental (4,200 SF)

Pro-rata %: 4,200 ÷ 48,000 = 8.75%
Gross CAM obligation: $321,334 × 8.75% = $28,117
Cap applied (4% cumulative): ceiling = $16,200 × 1.04 = $16,848
Estimates paid (12 × $1,400): $16,800
True-up: $48 owed by tenant
CAM cap applies — landlord absorbs $11,269 shortfall.
4

Reconciliation Summary

TenantCAM ObligationEst. PaidTrue-Up
Coffee & Co.$7,560$7,800-$240
Ridgeline Fitness$56,903$34,800+$22,103
Metro Dental$16,848$16,800+$48
Total$81,311$59,400$21,911

Errors Found in This Reconciliation

Capital expense included in recoverable pool
$15,000 roof repair was included in the original reconciliation. Lease §8.3 explicitly excludes capital improvements. Impact: tenants would have been overbilled a combined $4,532.
Gross-up correctly applied to variable expenses only
Variable expenses were grossed up; fixed expenses (taxes, insurance, management fee) were excluded from gross-up. A common error is applying gross-up to the entire expense pool, which overstates recoveries.

Frequently Asked Questions

What does a CAM reconciliation look like in practice?

A CAM reconciliation compares actual building operating expenses for the year to the estimated amounts tenants paid monthly. The landlord calculates each tenant's pro-rata share of actual expenses (adjusting for gross-up and caps per the lease), then compares to payments received. Tenants owe a true-up if actuals exceed estimates, or receive a credit if estimates were too high.

What is a typical CAM reconciliation true-up amount?

True-up amounts vary widely by building, market, and expense volatility. A mid-size retail center might see true-ups of $0.50–$2.00 per SF per year for most tenants. Landlords who haven't reconciled in multiple years or who have significant billing errors may face much larger true-ups or credits.

What are common errors found in a CAM reconciliation?

The most common errors are: (1) incorrect gross-up application — grossing up fixed expenses that shouldn't be grossed up, or using the wrong occupancy threshold; (2) wrong denominator — using occupied SF instead of total leasable SF; (3) non-recoverable expenses included in the pool; (4) CAM cap misapplication.

How long does a CAM reconciliation take?

Manual CAM reconciliation for a single property typically takes 4–8 hours per tenant when done in Excel. CapVeri automates this to under 15 minutes per property by ingesting the GL export directly.

Related Resources

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