Offering Memorandums as a Service
Investment-grade OMs and BOVs — delivered in 48-72 hours. Send us the raw data, we handle everything.
No scoping calls needed — just send data and we get to work.
Order an OMExcel, Argus, photos — whatever you have
Financial modeling, narrative, design — all handled
Print-ready PDF + digital flipbook link
Open the actual OMs.
Review complete industrial and retail samples—not cropped mockups. Every property, tenant, and financial figure is fictional and created to demonstrate our approach.
Not Just Pretty Documents
Investment-Grade Financial Modeling
Clean, accurate rent rolls, operating statements, and pro-forma analysis.
Professional Layout & Design
Sophisticated templates that look premium without distracting from the data.
Value-Add Narrative Development
Clear repositioning strategies, renovation budgets, and market rent analysis.
Turnkey Production
Send us your raw data. We handle everything from narrative writing to final PDF.
Our Process
Data Intake
Send us the raw data (Excel, Argus exports, Photos). We audit the numbers.
Financial Visualization
We redesign your Rent Roll, Sensitivity Analysis, and Cash Flow models.
The Narrative
We write the "Story of the Deal" — location drivers, demographics, upside.
Delivery
Print-ready PDF and a secure Digital Flipbook link for email blasts.
What's Included
Every OM is comprehensive, professional, and ready to send to your buyer list.
Quality Guarantee
We'll revise until it meets your standards. No charge.
Standard Deliverables
- Executive Summary & Investment Highlights
- Location & Retail Mapping
- Financial Analysis & Rent Roll Visualization
- Sales Comps & Lease Comps
- Market Analysis with demographic data
- Financial Performance (T-12)
- Operating Expense Breakdown
- Capital Improvements list and budget
- Pro-Forma Analysis
- Confidentiality Agreement Page
- Digital flipbook version

