Sample offering memorandum
OM · 16 pages
Fictional sample · illustrative rendering
Scroll sideways to turn the pages.
For Brokers, sponsors and owners taking an asset to marketCorrections Two rounds, 12 hours eachTurnaround 48 hours from complete inputs
What you get
OM Light1 map · summary financials
Up to 8 pages1 map: location or aerial, up to 10 labelsYour financial summary, typesetBTS baseline template, or your own template
- 1Cover
- 2Executive Summary
- 3Investment Highlights
- 4Property Overview
- 5Site Plan
- 6Site Aerial
- 7Financial Summary
- 8Meet the Team
OMup to 3 maps · rent roll + operating statement
9 to 16 pagesUp to 3 maps: aerial, location, retail or amenityRent roll and operating statement typeset from your spreadsheetBTS baseline template, or your own template
- 1Cover
- 2Confidentiality
- 3Contents
- 4Executive Summary
- 5Investment Highlights
- 6Property Overview
- 7Site Plan
- 8Site Aerial
- 9Retail Map
- 10Market Overview
- 11Demographics
- 12Tenant Overview
- 13Rent Roll
- 14Operating Statement
- 15Financial Summary
- 16Meet the Team
Full OMup to 5 maps · tenant profiles, comps, their brand
17 to 24 pagesUp to 5 maps, including trade area and demographics from your figures or free public dataFinancial pages plus up to 2 pages of tenant profilesYour colors, logo and fonts on the baseline layoutCorrections Two rounds, 12 hours each; one may be a re-layout
- 1Cover
- 2Confidentiality
- 3Contents
- 4Executive Summary
- 5Investment Highlights
- 6Property Overview
- 7Site Plan
- 8Availability
- 9Site Aerial
- 10Retail Map
- 11Location Map
- 12Market Overview
- 13Demographics
- 14Tenant Overview
- 15Tenant Profiles
- 16Tenant Profiles, continued
- 17Sale Comparables
- 18Lease Comparables
- 19Lease Comps Map
- 20Rent Roll
- 21Operating Statement
- 22Financial Summary
- 23Track Record
- 24Meet the Team
How it’s used
Fictional sample · illustrative rendering 
Fictional sample 
Fictional sample · illustrative rendering
Paper, print finishes and settings in rendered scenes are illustrative. Orders deliver print-ready files.
Your offering memorandum, page by page
OM · 16 pages
- Introduction
- 1Cover
- 2Confidentiality
- 3Contents
- Property Detail
- 4Executive Summary
- 5Investment Highlights
- 6Property Overview
- 7Site Plan
- Maps & Market
- 8Site Aerial
- 9Retail Map
- 10Market Overview
- 11Demographics
- Tenancy & Financials
- 12Tenant Overview
- 13Rent Roll
- 14Operating Statement
- 15Financial Summary
- Team & Closing
- 16Meet the Team
You bring the docs. We take care of the rest.
Skip the template. This is our baseline OM layout, filled and finished for your listing, then checked and sent by our team, with the maps and financial pages built in.
One OM for every property type: multifamily, retail, office, industrial, land, hospitality, net lease and mixed-use. Pick the property type below and we ask only the questions that type needs.
You send the facts, the financials and the photos. We set every page, typeset your numbers exactly as you send them, and check the whole book before it reaches you.
Demographics from your report or public data; branded reports available.
Looking for the template? Quick Serve replaces it: the same baseline layout, filled and finished for your listing by BTS Brands.
Every property type: the same tiers and price. You tell us the type first thing on the brief after you order.
What you receive
- Print PDF: US Letter 8.5 x 11 in, 0.125 in bleed, CMYK, fonts embedded
- Screen PDF: RGB, under 10 MB, live links
- InDesign package only when built on your own template
Extra rounds after the included ones: light edits (text, a photo, a number) $50 per round; new content or re-layout $125 per round; larger changes are quoted before we start.
Every tier fills a template: ours, or yours at the same price. Want something designed from scratch? That is Custom.
What you send, what you get
What you send
- Property facts: price, cap rate, NOI, building and land size, zoning, year built
- Financials as a spreadsheet (rent roll, operating statement)
- Photos, or a link to them
- Your narrative copy, or bullet points we fit to the layout
- Your confidentiality text, if the OM carries one
- Broker contact blocks and logo
- Which maps you want, and the businesses to label (or 'label the anchors')
What you get
- Print-ready PDF and a lighter web PDF
- A secure download link
- Working files on request
Not included
- Writing the narrative from scratch (quoted separately)
- Financial modeling or valuation
- Photography
- Paid demographic data
- A new template design (quoted as custom)
- More than 24 pages (quoted as custom)
Have your own demographic or traffic report? Upload it and we use it; otherwise we pull public data and note the source, and you can send yours later.
The delivery promise
48 hours, counted on business days (Mon-Fri, Eastern) from the moment your payment has cleared and your inputs are complete. Complete by 2:00 PM ET and the clock starts that day; later, it starts the next business day. Missing an input pauses the clock, and we tell you exactly what is missing.
Corrections
Each print or digital piece includes two revision rounds. A round is one set of comments sent together. Send your comments within 7 days of each delivery. Each round comes back within 12 hours of your complete comments; the 12 hours count Monday to Friday, Eastern time, and comments that arrive after 2:00 PM ET start at 9:00 AM ET on the next business day. A comment that changes the layout, adds a section or reorders pages is a re-layout round, outside the two, at $125; we confirm the price with you before we start. Anything we got wrong is fixed free and never counts as a round. Further rounds: $50 light, $125 re-layout. Orders keep the terms they were bought under.
Already a BTS client on a retainer or VMD plan? Send it to [email protected] as usual; it draws from your hours.
If we got it wrong, we fix it for free, every time.
Fixed price, paid at checkout, and no refunds after purchase. Anything we got wrong is always fixed free and never counts as one of your tier's included revision rounds; see our terms.
After you order, your confirmation email links to your brief.
Need something outside these tiers? Schedule a consultation or ask Jane, our AI assistant.