Broker Offering Memorandum – Full Institutional Marketing Package

The Broker OM – Full Institutional Marketing Package is built for commercial brokers marketing to serious capital—including funds, syndicators, family offices, and portfolio buyers who require deeper financial visibility before submitting offers.

This is a marketing presentation, not seller underwriting or due diligence. It is designed to:

• Support best-and-final rounds

• Help buyers with investment committee review

• Improve offer quality and speed

• Position the deal as institutional-grade

This product is best used after initial buyer qualification, once active interest has been established.

All content is created using broker- and seller-provided materials and advisory financial modeling only.

WHAT’S INCLUDED

You receive a 15–30 page Institutional-Grade Marketing Offering Memorandum (PDF) including:

Executive & Property Sections

• Cover Page with broker branding

• Full Confidentiality & Non-Reliance Disclaimers

• Expanded Executive Summary

• Detailed Property Overview

• Professional Interior & Exterior Photo Layouts

• Location, Aerials & Regional Trade Area Mapping

Market & Competitive Positioning

• Submarket overview

• Demographic trends

• Competitive rent positioning

• Demand drivers

Financial Presentation (Marketing-Level Depth)

• In-place income & expense summary

• Pro-forma income summary (if provided)

• Operating margin expansion

• Valuation overview (summary level)

• Debt & refinance overview (summary level)

• Return projections (IRR, Cash-on-Cash, Equity Multiple — if provided via Tier 3 underwriting)

Deal Structuring & Exit

• Capital stack visualization

• Repositioning strategy

• Exit scenarios

Risk & Disclosures

• Vacancy exposure

• Lease rollover risk

• Financing sensitivity

• Market volatility

• Buyer verification requirements

WHAT IS NOT INCLUDED (BY DESIGN)

• No due diligence execution

• No lease audits or tenant verification

• No inspections or environmental review

• No legal, tax, or securities services

• No seller-reliance guarantees

• No verification of financial accuracy

TURNAROUND TIME

4–7 business days from complete intake.

MANDATORY MARKETING DISCLAIMER (Visible on Page & Inside OM)

This Offering Memorandum is provided solely for marketing and informational purposes. All financial and property information is based on seller and broker-provided materials and advisory assumptions only. No verification, audit, inspection, or due diligence has been performed. Buyers must independently verify all information. Broker and seller retain full responsibility for all representations.

Order Full Institutional OM – $1,250