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Offering Memorandums for Brokers

A professional OM is the fastest way to position a deal, attract qualified buyers, and drive serious offers. Clean, institutional-grade presentation builds credibility, clarifies upside and risk, and helps your listings stand out in a competitive market.

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If CRE underwriting or investment presentation isn’t your core specialty, we bridge that gap with clean, buyer-ready, institutional-grade Offering Memorandums—the same caliber of marketing materials used by national CRE firms, at a fraction of the price.

Broker Offering Memorandums

Broker Offering Memorandum – Full Institutional Marketing Package

Broker Offering Memorandum – Full Institutional Marketing Package

Broker Offering Memorandum – Full Institutional Marketing Package

$1,250.00 USD
Broker Offering Memorandum – Short Form Marketing Package

Broker Offering Memorandum – Short Form Marketing Package

Broker Offering Memorandum – Short Form Marketing Package

$499.00 USD

Tier 1: Broker OM – Short Form Marketing

$499

Includes:

  • 6–10 page branded marketing OM (PDF)
  • Cover page with broker branding & contact info
  • Confidentiality & marketing-only disclaimer
  • Executive snapshot (asset type, size, occupancy, price, NOI, cap rate)
  • Property overview (construction, layout, access, parking)
  • Location map & labeled aerial
  • Investment highlights (broker talking points)
  • High-level financial snapshot (no modeling)
  • Light market snapshot (population, income, growth)
  • Risks & buyer disclosure section
  • Optimized for:
    Email blasts
    Off-market outreach
    Crexi/LoopNet follow-ups
    Early price discovery
Purchase Short Form OM - $499

Tier 2: Broker OM – Full Institutional Marketing

$1,250

Includes EVERYTHING in Tier 1, plus:

  • 15–30 page institutional-grade OM (PDF)
  • Expanded executive summary
  • Full property photo layouts (interior & exterior)
  • Detailed submarket & demographic analysis
  • Competitive rent positioning
  • Full in-place & pro-forma financial summaries
  • Valuation overview (summary level)
  • Debt & refinance overview (summary level)
  • Investor return projections (IRR, CoC, Equity Multiple)
    (when provided via underwriting)
  • Capital stack visualization
  • Exit strategy & repositioning overview
  • Expanded risk & sensitivity section
  • Built for:
    Funds & syndicators
    Best-and-final rounds
    Family office buyers
    Portfolio dispositions
    Investment committee review
Purchase Full OM - $1,250