Broker Offering Memorandum – Short Form Marketing Package

A fast, clean, investor-ready marketing OM for broker email blasts, buyer outreach, and off-market deal circulation.

The Broker OM – Short Form Marketing Package is designed specifically for commercial real estate brokers who need speed, clarity, and professional presentation for active deal marketing.

This product is not an investment underwriting memorandum. It is a marketing-focused Offering Memorandum built to help you:

• Generate buyer interest

• Support email and off-market campaigns

• Qualify buyers quickly

• Drive tours, calls, and LOIs

This is the ideal OM for:

• Off-market deals

• Buyer list outreach

• Crexi/LoopNet follow-ups

• Early price discovery

• Wholesale and high-velocity sales environments

All content is built using broker-provided materials and high-level advisory assumptions only.

WHAT’S INCLUDED

You receive a 6–10 page branded marketing Offering Memorandum (PDF) optimized for broker outreach, including:

• Cover Page

  • Property name & address

  • Large hero photo

  • Broker logo & contact info

  • “Confidential Offering Memorandum”

• Confidentiality & Marketing Disclaimer

  • Marketing use only

  • No financial verification

  • Buyer independent verification required

• Executive Snapshot

  • Asset type

  • SF or unit count

  • Occupancy

  • Asking price (if provided)

  • In-place NOI

  • Cap rate

  • One-paragraph value-add story

• Property Overview

  • Construction & layout

  • Access, visibility & parking

  • Zoning (if provided)

• Location & Aerial

  • Trade area map

  • Nearby retail, employers, schools

  • Traffic counts (if available)

• Investment Highlights (Broker Talking Points)

  • Upside drivers

  • Rent growth story

  • Lease-up opportunity

  • Density & demand story

• High-Level Financial Snapshot

  • In-place NOI

  • Pro forma NOI (if provided)

  • Cap rate

  • Asking $/SF or $/unit
    No IRR, no DCF, no modeling liability

• Light Market Snapshot

  • Population

  • Income

  • Growth trend

• Risks & Buyer Disclosures

  • Vacancy

  • Lease rollover

  • Financing sensitivity

  • Market volatility

WHAT IS NOT INCLUDED (BY DESIGN)

• No financial model

• No IRR or returns

• No DCF or valuation modeling

• No tenant-by-tenant lease analysis

• No due diligence

• No inspections

• No legal, tax, or securities review

TURNAROUND TIME

2–4 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 Short Form OM – $499