Intelligence Chat
⌘ Intelligence — Monte Circle Office Park · Cycle 2026-06
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Show me the renewal-risk picture for the next 12 months.
Five tenants are within 12 months of expiry with at least one signal worth a call. AfriSky and Helix are the most material — together R245M of NOI exposure. AfriSky's signal mix is split (recover + liability) so trust is the lever; Helix is leading-indicator-soft, ops-volume up 40% in 90 days. Click any tenant for the full For/Against/Resolution.
- audit_rowTurnover rent variance · Q4 2025
Q4 turnover R4.62M vs natural break R3.40M — clear above-break trading. Tenant business is healthy.
- leaseTerm remaining · 4y 4m
Long-dated lease with 8% escalation locked. NOI durability intact.
- job_cardJC-1842 cooling tower · stage 5
Tenant flagged the issue at 04:12 — engaged communicator, willing to take portable spot-cooler interim. No friction signal.
- audit_rowLiability position · −R8 845/m
BOMA re-survey shows 61 sqm GLA overstatement — landlord owes back-correction. Trust signal if not surfaced proactively.
- audit_rowEscalation under-applied 3 cycles · +R45 000
Recoverable, but trust-fragile if the tenant discovers it before we do. Resolve narrative before billing the back-correction.
Disclose & re-paper · keep tenant
Lead with the GLA over-billing back-correction (R8 845/m owed to tenant) before billing the escalation recovery (R45 000 owed to landlord). Trust requires honesty in both directions.