Overview
The Price Increase Prevention report brings together every protected lease across the facilities you choose - both active and terminated leases can appear, as long as the lease was protected and its tenancy or termination overlapped the selected date range. It's the report you'd pull before rolling out a rent increase, so you know upfront which tenants are off-limits and which ones have already cleared their protection window. Each protected lease gets its own row, listing its facility, what the tenant currently pays, the limit their rent can reach while protected (Max Rent), and the date that limit stops applying.
ℹ️ Info: No payment or balance information factors into this report - it's assembled purely from active lease records, rate history, unit rates, and protection data.
Prerequisites
Access to this report requires:
The Read Price Increase Prevention permission, in the Report section, at the Corporate tab.
Key Terms and Rules
This report relies on a shared set of rules that apply across most of its columns, defined once here rather than repeated in every column bullet where they apply. The three terms below describe concepts and logic used throughout the report - they are not field names you'll see written on the report itself. The actual rate and rent columns are defined individually in the Main Table Content section below.
Key Terms
Active lease – Any tenancy that falls within the date range at some point. A lease qualifies if the move-in happened on or before the To date's end, and the move-out (if any) happened on or after the From date's start. Tenants who moved out midway through the range are still included. If a move-in was later undone, it never counted as a tenancy in the first place.
Terminated lease – Leases that have since been terminated: a terminated lease - a tenant moved-out or transferred - still appears as long as its tenancy overlapped the date range.
Protected lease – A lease with a protection currently in force. Each time a protection is added, its terms are edited, or it's taken off a lease, that action is logged as a new entry in the lease's protection history. Whether a lease counts as protected comes down to the most recent entry as of the To date's end: if that entry is a removal, the lease is treated as unprotected and left off the report, regardless of any protection terms recorded earlier. If the latest entry is anything else - an addition or an edit - the lease is treated as protected and included.
Rate Increase – A rate change is counted as an increase only when the new number is higher than the one it's replacing. A lease's move-in rate - its very first recorded rate - never counts, since there's nothing before it to compare against. Rate changes that lower the number aren't counted either.
Formatting Rules
Money (In Place Rate, Current Street Rate, Current Web Rate, Last Rent Increase Amount, Max Rent) – Rounded to two decimal places and a dollar sign, for example, $1,234.56.
Dates (Move-In Date, Last Rent Increase Date, Max Rent Expiration Date) – Displayed as calendar dates, converted to the facility's local time zone.
Empty values – Two columns can come back blank - Last Rent Increase Date and Last Rent Increase Amount - which signals the value simply hasn't happened yet for that lease. Nine columns never come back blank: Facility, Tenant, Unit, Unit Group, Move-In Date, In Place Rate, Current Street Rate, Max Rent, Max Rent Expiration Date. Current Web Rate is never empty for the facilities that choose to have web rate as a feature; facilities that opted out from web rate do not have this column in their reports.
How Rent Increase Protections Work
A protection ties to one specific active lease and puts a limit on how far that lease's rent can go up before a set date. There are three paths to getting one:
At move-in, automatically – Every new move-in inherits a protection automatically, using whatever default terms the facility has configured, provided such settings exist.
Facility-level defaults for automatic protections, set under Max Rent Increase Settings
At move-in, with custom terms – For an individual move-in, staff can set custom terms instead of the defaults - or add a protection from scratch if the facility has no default configured.
Setting default protection terms on the Financial step during a move-in process
Later, on an existing lease – Independent of the move-in date, an existing lease's protection can be added, modified, or taken off at any point.
Three elements make up any protection: a rate limit (Max Rent), how long it lasts, and when it stops:
Max Rent (the cap) – Calculated from the active lease's rate at the moment the protection was set up, bumped by whatever percentage was agreed to. Take a tenant at $400 with a 10% protection: their cap lands at $440. That percentage itself can be set anywhere from 0 (freezing the rate entirely) up to 500.
The window – Measured in whole calendar months, starting from whichever date kicked off the protection - the move-in date, or, for a protection added later, the day it was set up.
The Max Rent Expiration Date – The last day the window's limit holds. The lease becomes becomes eligible for a rate increase again the day after.
Only one protection can be active on an active lease at any given time. Editing an existing protection wipes out its old terms entirely and rebuilds the cap using the lease's rate as of that edit. So if a lease gets protected again following a rate change, the new cap comes from the new, higher rate - the original cap doesn't carry over. And once a protection is taken off a lease, that lease stops showing up on this report for any date after the removal.
Report Scope
This article covers the Corporate level version of the Price Increase Prevention report, which lists one row per protected lease across the facilities you select. The Facility level version covers the same information for a single facility.
The From and To dates are the two required inputs driving this report - a lease makes the list if its tenancy was active anywhere inside that window and if Max Rent Increase is set for it. Because each facility reads these dates in its own local time zone, a portfolio that crosses time zones still gets measured correctly, site by site.
The To date does double duty as the valuation point too: every rate, snapshot, and protection figure on a row reflects 23:59:59 on the To date, local to that facility. Pulling the From date earlier only widens which tenancies get pulled in - it has no effect on the values shown on any row.
Beyond that, a lease only makes it onto the report if several conditions hold true as of the To date's end:
The lease's most recent protection entry is an addition or an edit - not a removal.
At some point within the date range, the tenancy was active - meaning the move-in happened by the To date's end, any move-out happened on or after the From date's start (or hasn't happened at all), and the move-in wasn't later undone.
The lease was terminated at some point inside the date range: the tenant moved-out or transferred by the end of To date.
The lease belongs to a facility, or a facility within a facility group, that was included in the selected facility scope when generating the report.
An expiration date in the past doesn't pull a lease off the report - that row stays put, past date. That's by design: newly-raisable tenants are exactly who this report is meant to surface.
If no facility group is selected, the report cannot be run - a click is met with the message "At least one Facility Group is required." If no facility at all is selected, the control used to run the report is disabled rather than showing a message. If the same facility is selected directly and also through a facility group, it appears once in the results, not twice.
💡 Tip: This report doesn't have to be run by hand every time - it can be set up for recurring email delivery, or saved as a favorite for quicker access down the line.
Report Layout
Three things make up the report page: parameters at the top, page controls, and the results table itself. Parameters and controls are covered in this section; the results table gets its own section, Main Table Content, further down.
Report Parameters
These items appear at the top of the report:
Report name and category – Shown as Price Increase Prevention, tagged with the orange Operations badge.
Facility scope – The facilities and/or facility groups selected for the report. Individual sites, whole groups, or both can be chosen; a facility group expands to its member facilities.
Date range – The Generated From and To dates defining the period selected when the report was run. The To date must be on or after the From date; the same date can be entered for both, which reports a single day.
Report Generated timestamp – The exact date and time the report was run, indicating how current the data is.
Report parameters on the Corporate level Price Increase Prevention report displaying report name, category, facility scope, date range and Report Generated timestamp
Filter and Export
Filter – Opens the Generate Price Increase Prevention Report drawer, where the From and To dates, and the facility and facility group picker, can be reapplied.
Selecting a report date range, facility group, and generating the Price Increase Prevention report in the Generate Price Increase Prevention Report drawer
Export as – Downloads the report as CSV, Excel, or PDF.
Export as button on the report page displaying CSV, Excel, and PDF as download options
Main Table Content
There's a single results table on this report, and its columns split into three groups: identifying, rate, and protection columns.
Clicking a column header sorts the table by that column:
One click sorts that column in ascending order.
A second click on the same header flips it to descending order.
A third click clears the sort from that column entirely.
The sort can also be cleared directly by clicking the X in the table's top-right corner.
Rows are sorted by facility name, then unit number, then tenant full name. This report has no Total row and no pagination. It is a flat list of protected leases; none of its columns are summed up, and none would be meaningful in aggregate.
Identifying Columns
Facility – Which facility the active lease belongs to. The facility name is clickable and opens the facility Dashboard page in the same tab.
Tenant – The full name on the active lease. The tenant's name is clickable and opens the tenant overview page in the new tab.
Unit – The number of the unit the active lease covers. The unit number is clickable and opens the unit overview screen in the new tab.
Move-In Date – The calendar date the tenancy began, converted to the facility's local time zone.
Unit Group – The unit's type - for example, '5x5 Storage unit' or '2x1 Antenna' - as recorded in the unit's state as of the To date's end. A type change made after the To date won't show up here; this column only reflects how the unit stood as of that date.
Identifying columns section of the Price Increase Prevention report
Rate Columns
In Place Rate – The rate currently being charged - specifically, the most recent lease rate in effect on or before the To date's end.
Current Street Rate – The unit's standard published rate as of the To date's end - useful as a benchmark for how far under market the protected tenant's rate sits.
Current Web Rate – The unit's rate as listed online, as of the To date's end. Companies that don't use web rates will always see this column blank.
Last Rent Increase Date – The local date of the last rent change that actually raised the rate, on or before the To date's end. If the rate's never gone up, this is blank. A rate increase scheduled for after the To date won't show here yet - it only appears once the To date catches up to or passes it.
Last Rent Increase Amount – How big the most recent rate increase was. Calculated as: the new rate minus the rate immediately before it. A jump from $400 to $425, for instance, shows as $25 here. This tracks the last increase specifically, not the current In Place Rate - so if the rate has since dropped back down, this column still reflects that earlier increase.
Rate columns section of the Price Increase Prevention report
Protection Columns
Max Rent – The limit on what this active lease can be charged while its protection holds, reflecting the protection's terms as of the To date's end. Since a protection is what earns a lease its spot on this report, every single row has a Max Rent value - there's no such thing as a blank one here.
Max Rent Expiration Date – The day the protection stops applying - the first day the lease is free to go above its cap. This can already be in the past, since an expired protection doesn't pull the row off the report.
Protection columns section of the Price Increase Prevention report
💡 Tip: Max Rent Expiration Date is worth planning around - as soon as it passes, that lease opens up for a rate increase, making this column handy for lining up increases right when protection lapses.
FAQ
The following questions cover common points of confusion when reading the Price Increase Prevention report at the Corporate level.
1. What happens if I don't select any facilities or facility groups?
If no facility or facility group is selected, the report cannot be run.
2. What happens if I select a facility both directly and through a facility group?
The facility appears once in the results, not twice, even if it's picked both on its own and as part of a selected group.
3. How does the report handle facilities in different time zones?
Each facility interprets the From and To dates in its own local time zone. This means a portfolio spanning multiple time zones is still measured correctly, site by site, rather than against a single shared clock.
4. What happens to an active lease's row after its protection is removed?
The lease drops off the report for any report date after the removal. Running the report with a To date before the removal still shows the lease with its protection terms as they stood at that time.
5. Can the same tenant appear more than once on this report?
Yes. Each protected lease gets its own row, so a tenant with more than one protected unit shows up once per protected lease.