DealDesk/Glossary/CPI escalation

CRE glossary

CPI escalation

A CPI escalation is a rent-increase mechanism tied to the Consumer Price Index. Rent rises each year by the CPI percentage change over the prior year. CPI escalations are most common in long-term industrial leases and ground leases; tenants should always negotiate a cap (5–7% per year) and a floor (0–2%) to protect against inflation extremes.

CPI is calculated by the Bureau of Labor Statistics and published monthly. Lease typically uses CPI-U (urban consumers) for the relevant metro area. The trigger date is set in the lease, usually the lease anniversary, and the increase applies for the upcoming year. A 4% CPI year produces a 4% rent increase the following year.

Without caps, CPI escalations are catastrophic in high-inflation periods. The 2021–2022 inflation cycle hit 7–9% in some quarters; a tenant with uncapped CPI escalation would have seen rent jumps of 7–9% per year. With a 5% cap, the same tenant pays 5%, material savings. Always cap.

CPI floors prevent rent decreases in deflationary periods. Most landlords negotiate a 0% floor (rent never decreases) or a guaranteed 2% minimum increase. A 2% floor protects landlord cash flow in low-inflation environments and is standard in institutional leases.

CPI escalation

Year N rent = Year N-1 rent × (1 + min(CPI%, cap%))

Example

Year 1 rent
$58.00/SF
Year 1-2 CPI
3.2%
Year 2 rent (uncapped)
$59.86/SF
Year 2-3 CPI (high inflation)
7.5%
Year 3 rent at 5% cap
$62.85/SF
Year 3 rent uncapped
$64.35/SF

Broker perspective

Tenants almost always undercap CPI escalations. 7% is too high. 6% is acceptable. 5% is good. 4% is great. Cap exclusions for 'pass-through expenses' (like utility costs) are reasonable; cap exclusions for base rent are not. Push back hard on uncapped CPI in any office or retail deal.

Frequently asked

People also ask

What's a typical CPI cap?

5% per year is market for office and retail. 7% for industrial. Caps over 7% are uncommon and tenant-unfriendly.

Should I negotiate a floor?

Most landlords insist on a 0% floor (rent never decreases) or a 2% guaranteed minimum. Hard to remove entirely.

Which CPI index do leases use?

Usually CPI-U (urban consumers) for the relevant metro area. CPI-W (wage earners) is occasionally used. Confirm in the lease.

Is CPI escalation common in office?

Less common than fixed-percentage escalations (3% per year). More common in long-term industrial and ground leases where inflation protection matters more to the landlord.

See cpi escalation extracted from a real lease.

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