Tenant & Lease Intelligence
Workflows

TENANT CREDIT ASSESSMENT — 8 LEASE APPLICATIONS ════════════════════════════════════════════════════════ AAA CREDIT — Approve immediately deloitte.com — 24,000 SF request /investors: $59B revenue, Big 4 firm /about: 175-year history, 415K employees PR: 8.9 | SCORE: 99/100 MODERATE — Approve with conditions growthstageai.com — 8,000 SF request /investors: Series B ($24M), 18 months runway estimated /careers: 28 positions — growing /about: "Founded 2022, 45 employees" SCORE: 54/100 — require 6mo security deposit + personal guarantee DECLINE — Insufficient creditworthiness cryptoventuresxyz.io — 12,000 SF request /investors: Seed only ($1.2M), no institutional backing /careers: 3 positions | PR: 0.4 SCORE: 14/100 — decline or require full prepayment

TENANT HEALTH MONITORING — 234 ACTIVE TENANTS ════════════════════════════════════════════════════════ DETERIORATING — 4 tenants edtechstartup.com — 18K SF, expires 2027 /careers: Positions dropped 78% (from 34 to 7) /press: "Restructuring to focus on core product" /investors: No new funding announced (18 months since B) RISK: High probability of early termination or default IMPROVING — 12 tenants healthtechcorp.com — 24K SF, expires 2028 /careers: +23 positions (up 45% QoQ) /press: $80M Series D announced /investors: Revenue growing 120% YoY SIGNAL: Likely to need expansion space — engage proactively PORTFOLIO HEALTH SCORE: 78/100 Stable/improving: 92% | Deteriorating: 8%

LEASE RENEWAL PREDICTIONS — EXPIRATIONS NEXT 12 MONTHS ════════════════════════════════════════════════════════ 34 LEASES EXPIRING — RENEWAL PROBABILITY: HIGH PROBABILITY (85%+) — 22 tenants Characteristics: Growing /careers, stable /about, positive /press Total SF: 340K | Combined rent: $24M/yr ACTION: Standard renewal process, modest rate increase MODERATE PROBABILITY (50-85%) — 8 tenants Characteristics: Flat hiring, no expansion signals, hybrid mentions Total SF: 120K | Combined rent: $8.4M/yr ACTION: Proactive engagement, offer flexible terms LOW PROBABILITY (<50%) — 4 tenants Characteristics: Shrinking /careers, negative /press, remote-first Total SF: 89K | Combined rent: $6.2M/yr ACTION: Begin marketing space, prepare for vacancy RETENTION FORECAST: 78% by SF, 82% by rent

TENANT MIX ANALYSIS — DOWNTOWN TOWER ════════════════════════════════════════════════════════ CURRENT MIX (28 tenants, 340K SF): Technology: 42% (over-concentrated, target: 30%) Financial services: 22% (on target) Professional services: 18% (below target: 25%) Healthcare: 8% (below target: 15%) Creative/Media: 10% (on target) OPTIMIZATION OPPORTUNITIES: Vacancy: 34K SF available Target tenants: Healthcare + professional services meridianmedicalgroup.com — Healthcare, seeking 12K SF IAB: Healthcare | /about: 45 physicians, expanding EXCELLENT FIT: Diversifies mix, strong credit bakermckenziechicago.com — Law firm, seeking 18K SF IAB: Legal | /about: Am Law 50 firm EXCELLENT FIT: Professional services, premium tenant If both signed: Tech concentration drops from 42% to 36%

TENANT PROSPECT IDENTIFICATION — ACTIVE SEARCH ════════════════════════════════════════════════════════ COMPANIES LIKELY SEEKING SPACE (from growth signals): HIGH-CONFIDENCE PROSPECTS: rapidscaletech.com /careers: +89 positions in our city (tripled in 6 months) /press: $120M Series C for market expansion Current space: 12K SF (likely outgrowing) Estimated need: 30-40K SF ACTION: Approach with our 35K SF vacancy — perfect fit globalconsulting-expansion.com /press: "Opening new office in [our city] by Q3 2026" /careers: Listing positions in our market Estimated need: 15-20K SF PROSPECT PIPELINE: High-confidence: 8 companies | Moderate: 23 companies Total estimated demand: 340K SF from identified prospects Our available: 89K SF Strong pipeline — 3.8x coverage on available space

RETENTION RISK SCORING — PORTFOLIO TENANTS ════════════════════════════════════════════════════════ HIGH RISK — Proactive intervention needed (12 tenants) downsizingmedia.com — 45K SF, rent $3.4M/yr Risk score: 87/100 /careers: -56% positions | /press: "Going remote-first" /about: Removed office location references Lease expires: 14 months | Market alternatives: Abundant LIKELY OUTCOME: Will not renew or significantly downsize ACTION: Offer blend-and-extend with reduced footprint LOW RISK — Stable/growing (198 tenants) Avg risk score: 22/100 Characteristics: Growing careers, stable press, expanding Standard renewal approach — focus resources on at-risk tenants RETENTION BUDGET ALLOCATION: TI budget for high-risk saves: $4.8M Expected retention improvement: +12% (34K SF saved)

EXPANSION/CONTRACTION SIGNALS — THIS MONTH ════════════════════════════════════════════════════════ EXPANSION SIGNALS (14 tenants): aiscaleup.com — Currently 18K SF /careers: +34 positions (tripled hiring) /press: "$200M funding, expanding to 200 employees" Estimated need: +20K SF within 6 months ACTION: Offer adjacent vacancy immediately CONTRACTION SIGNALS (6 tenants): legacyfinancials.com — Currently 34K SF /careers: -40% positions /press: "Implementing 3-day office policy" Estimated reduction: -15K SF at renewal NET DEMAND FORECAST (from tenant signals): Expansion demand: +89K SF Contraction risk: -45K SF Net internal demand: +44K SF

COMPETITIVE LEASE INTELLIGENCE — OUR SUBMARKET ════════════════════════════════════════════════════════ COMPETITOR PROPERTIES: riverfronttower.com — 400K SF, Class A /pricing: $72/SF (dropped from $78 last quarter) /about: Occupancy: 76% (down from 84%) Concessions: 6 months free + $65/SF TI AGGRESSIVE: Undercutting market by 12% parksquarecenter.com — 280K SF, Class A /pricing: $82/SF (stable) /about: Occupancy: 94% Concessions: 2 months free + $45/SF TI STRONG: Premium positioning working OUR POSITIONING: Asking: $76/SF | Occupancy: 88% Riverfront Tower creating downward pressure RESPONSE: Match concessions on target prospects, hold rate

TENANT INDUSTRY ANALYSIS — PORTFOLIO EXPOSURE ════════════════════════════════════════════════════════ INDUSTRY HEALTH DASHBOARD: AI/ML COMPANIES (18% of portfolio) Industry domains: +47% new registrations YoY Hiring velocity: +34% QoQ across sector Funding: $12B raised in Q1 2026 OUTLOOK: Strong expansion — our AI tenants will grow FINANCIAL SERVICES (22% of portfolio) Industry hiring: Flat — automation offsetting growth Office usage trend: Shifting to 3-4 day hybrid OUTLOOK: Stable headcount but reducing per-person SF MEDIA & ADVERTISING (12% of portfolio) Industry domains: -8% YoY (consolidation) Hiring: -12% QoQ — AI displacing roles OUTLOOK: Contracting — expect 15-20% space reduction