product

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 OM
48-72hr turnaround
Unlimited revisions
1.
Send Us Your Data

Excel, Argus, photos — whatever you have

2.
We Build the OM

Financial modeling, narrative, design — all handled

3.
Receive in 48-72hrs

Print-ready PDF + digital flipbook link

Sample work

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.

Red Mountain Commerce Park offering memorandum cover
Industrial offering memorandum

Red Mountain Commerce Park

Mesa, Arizona

$42.75M
285,600 SF
6.50% cap

Twelve-page landscape sample with aerials, investment highlights, rent roll, five-year underwriting, mapping, and comparable evidence.

Desert Bloom Shops offering memorandum cover
Retail offering memorandum

Desert Bloom Shops

Scottsdale, Arizona

$18.90M
92,400 SF
6.50% cap

Twelve-page landscape sample with aerials, investment highlights, rent roll, five-year underwriting, mapping, and comparable evidence.

What's Different

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.

Workflow

Our Process

01

Data Intake

Send us the raw data (Excel, Argus exports, Photos). We audit the numbers.

02

Financial Visualization

We redesign your Rent Roll, Sensitivity Analysis, and Cash Flow models.

03

The Narrative

We write the "Story of the Deal" — location drivers, demographics, upside.

04

Delivery

Print-ready PDF and a secure Digital Flipbook link for email blasts.

Deliverables

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

Ready to Market Your Property?

Send us your data and we'll deliver in 48-72 hours.

Order an OM