Offering Memorandum Template for Commercial Real Estate

About this template

An offering memorandum has one job: let an investor assess the deal fast — objectives, terms, risks, numbers — without wading through formatting. This template is that job, solved. Seventy-two fully editable pages, structured the way institutional buyers expect, ready for your brokerage’s name on the cover. Buy it once; produce full-color OMs for every listing after.

Built For Brokers That Want the Best

Our offering memorandum template can be used by any real estate agent or brokerage dealing with commercial properties and needs to produce these types of documents. The template includes everything needed to begin creating comprehensive, attractive documents immediately. And, since the template is fully unlocked, it can be customized to incorporate branding and match existing documents.

Designed to win new business

Every template in the library is built by our designers, then pressure-tested by working CRE professionals for ease of use and thoroughness. Each presents information clearly, and concisely to engage readers. Our templates include the following:

• A clean and modern design.
• Design elements consistent with real estate regulations and best practices.
• A fully modifiable format to meet branding needs.
• A comprehensive collection of pages to meet every need.
• Widgets that allow for adding financial metrics, demographic data, and other information.
• Adobe InDesign and Microsoft PowerPoint formats
• Certification by commercial real estate professionals.

About this Product

This offering memorandum template includes 72 fully customizable pages. You can add, merge, move, or remove sections to meet your needs with a few simple clicks. Some of the elements included in this template are:

• Executive summary
• Investment highlights
• Property overview
• Property photos
• Maps
• Aerial imagery
• Demographics
• Tenant profiles
• Financials
• Comparables

The fine print

Files are delivered after purchase, fully editable in Adobe InDesign or Microsoft PowerPoint — no design expertise required. Photography shown is placeholder and isn’t included. Rather have us do the drop-in? Point a block of retainer hours at it and send us the deal.