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Offering Memorandum Builder for Commercial Real Estate

Build professional CRE offering memorandums with reusable templates, automated property data, financial sections, maps, photos, and broker-ready PDF exports.

Free plan · No credit card · Cancel anytime

Demographics
Population1 Mi3 Mi5 Mi
2025 Pop.24K148K245K
Growth1.2%0.9%0.7%
Median Inc.$72K$84K$94K
Income & Expenses
DescriptionIn-PlacePro Forma
Income
Base Rental Income$312,000$324,000
CAM Reimbursement$48,000$52,000
Tax Reimbursement$24,000$26,000
Effective Gross Income$384,000$402,000
Expenses
Property Taxes$42,000$44,000
Insurance$18,000$19,000
Management$15,360$16,080
Net Operating Income$291,125$305,400
Offering Memorandum
Midtown Commerce Center
3200 N Central Ave
Phoenix, AZ 85012
$6.13M
Price
7.25%
Cap Rate
$444,375
NOI
Midtown Commerce Center - cover photo
Michael Torres
Senior Vice President
(602) 555-8100 (Direct)
mtorres@apexcre.com
Apex Commercial Real Estate
2727 N Central Ave
Suite 400, Phoenix, AZ 85004
(602) 555-8100
www.apexcre.com
Lic# BR-0654321
Auto Data
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Trusted by
CRE Brokers at:

CBRE
JLL
Cushman & Wakefield
Compass
Colliers
Marcus & Millichap
Newmark
RE/MAX
Keller Williams
Coldwell Banker
Sotheby's Realty
SVN International
eXp Realty
Lee & Associates
NAI Global
Berkadia
Transwestern
Kidder Mathews
Northmarq
CBRE
JLL
Cushman & Wakefield
Compass
Colliers
Marcus & Millichap
Newmark
RE/MAX
Keller Williams
Coldwell Banker
Sotheby's Realty
SVN International
eXp Realty
Lee & Associates
NAI Global
Berkadia
Transwestern
Kidder Mathews
Northmarq

OM Templates by Property Type

Each template is customized to highlight the features that matter most for your property type.

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Retail OM

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Office OM

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Multifamily OM

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Industrial OM

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Net Lease OM

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Hospitality OM

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Self-Storage OM

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Land OM

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Mixed-Use OM

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Mobile Home Park OM

Create Offering Memorandums with CREBuilder

Everything you need to produce professional OMs, built into one platform.

Automated Property Data

CREBuilder accesses property data including parcel information, tax records, and maps from 155M+ properties across the U.S. and auto-populates your document.

Built-In Financial Calculator

Enter your financial data and CREBuilder automatically generates professional financial tables including rent rolls, operating expenses, cap rate analysis, and investment returns.

Customizable Templates

Choose from multiple professionally-designed template themes. Swap templates anytime without losing your content. Brand with your logo and colors.

Easy to Use

Our step-by-step wizard guides you through every section. Auto-save keeps your work safe. No design or technical skills required.

What's Included in Your OM

Executive Summary
Rent Roll / Unit Mix
Property Description
Investment Highlights
Location Highlights
Property Photos
Demographics
Gallery Pages
Aerial Maps
Financial Analysis
Sales Comparables
Rental Comparables
Location Maps
Confidentiality Page
Contact Information
Branded Cover Page

Commercial Real Estate Offering Memorandum Templates, Built Into a Workflow

A downloadable OM template only solves the layout problem. CREBuilder gives brokers a working offering memorandum template system with property data, photos, financial sections, maps, branding, and export tools in one place.

Investment narrative

Executive summary, investment highlights, location story, property positioning, and broker contact information.

Property and market detail

Photos, maps, demographics, building facts, site details, tenant mix, and property-type-specific selling points.

Financial support

Rent roll, operating expenses, cash flow support, valuation metrics, cap rate analysis, and comparable sales sections.

Template coverage for major CRE asset types

Multifamily offering memorandum templates with unit mix and rent roll sections.
Retail and net lease OM templates with tenant, lease, traffic, and trade-area context.
Office, medical, and industrial templates with occupancy, suite, loading, and building details.
Land, hospitality, self-storage, mixed-use, and mobile home park OMs with asset-specific sections.

How It Works

01

Enter Property Address

We'll automatically acquire property facts, tax records, maps, demographics & more.

02

Add Details & Photos

Upload photos and write descriptions. We'll provide tips and pre-written suggestions.

03

Customize & Download

Export as a professional PDF or share online with a custom link.

Build Your OM — Free
Offering Memorandum Workflow

From Raw Deal Info to Investor-Ready OM

A strong commercial real estate offering memorandum is more than a static template. Brokers need a repeatable workflow that turns property facts, visuals, market context, and financial support into a clear investor-facing package.

Infographic showing the commercial real estate offering memorandum workflow from property facts, photos, maps, financial inputs, market context and investment highlights to a branded investor-ready OM.

Property facts

Start with the address, parcel details, property basics, and the deal information investors need first.

Photos and maps

Add photography, aerials, location maps, and visual context that help buyers understand the asset.

Financial inputs

Organize rent roll, NOI, cap rate, operating expense, and property-type-specific financial support.

Market context

Frame the submarket, demographics, location advantages, and nearby demand drivers around the property.

Deal story

Turn raw inputs into investment highlights, buyer logic, and a clear commercial real estate narrative.

Brand and review

Apply the template, logo, colors, contact information, confidentiality language, and final edits.

Export or share

Package the final offering memorandum as a professional PDF or shareable investor-facing document.

Use CREBuilder to build the whole OM workflow.

Start with the offering memorandum builder, then use related CREBuilder resources for template examples, financial sections, and OM education.

Build Your OM

Frequently Asked Questions

What is an Offering Memorandum?
An Offering Memorandum (OM) is a comprehensive document used in commercial real estate to present a property for sale. It includes property details, financial analysis, photos, maps, demographics, and investment highlights.
What is an offering memorandum in real estate?
An offering memorandum in real estate — sometimes called a CRE OM, investment brochure, or marketing package — is the formal sales document a broker or principal provides to prospective buyers of a commercial property. It covers the executive summary, property and tenant details, rent roll, operating expenses, cash flow projections, comparable sales, demographics, aerial maps, and investment highlights in one branded package.
How long does it take to create an OM?
With CREBuilder, you can create a complete Offering Memorandum in about 30 minutes. Traditional methods with a designer typically take 3-5 business days.
Can I create OMs for any property type?
Yes! CREBuilder supports all major commercial property types including Retail, Office, Multifamily, Industrial, Land, Hospitality, Self-Storage, Mobile Home Parks, Mixed-Use, and Net Lease.
What financial data is included?
CREBuilder generates professional financial tables including rent rolls, operating expenses, income projections, cap rate analysis, price per square foot, and investment returns.
Can I use my own branding?
Absolutely. Upload your company logo, set your brand colors, and add your professional headshot. Your branding appears on every page of the document.
How does the property data automation work?
Enter a property address and CREBuilder automatically pulls in parcel data, tax records, maps, aerial imagery, and demographic data from our database of 155M+ properties.
Can I download the OM as a PDF?
Yes, Pro plan users can export high-resolution print-ready PDFs. The PDF generates in 10-30 seconds depending on the document size.
Is there a free trial?
CREBuilder offers a free Starter plan that lets you create up to 3 documents. No credit card required.
Can I edit the OM after creating it?
Yes, all your documents are saved to your dashboard and can be edited at any time. Changes auto-save as you work.
What makes CREBuilder different from hiring a designer?
CREBuilder is faster (~30 min vs 3-5 days), more affordable ($89/mo unlimited vs $300-500 per document), and includes automated property data and financial calculations.
Can I import my listings from Buildout?
Yes! CREBuilder can import your listings directly from Buildout, so you don't have to start from scratch. Your property data transfers over and you can start creating OMs immediately.

Ready to Create Your First Offering Memorandum?

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