A studio service
Real estate offering memorandum design the document investors actually forward.
The offering memorandum is the document that travels: forwarded to a partner, printed for a committee, opened on a phone at the airport. Most are built in a template and read like one. We design offering memorandums for syndications, private sales and capital raises, from your numbers, with a structure a reader can navigate and a design that says the sponsor is careful.
Investment
Three ways to raise.
Fixed price, fixed scope. Pick the tier that matches your raise — from a single deal deck to a full capital-raise kit.
Offering Memorandum
The OM on its own, for a sale, a raise or a lender.
7 business days
- Up to 24 designed pages
- Investment summary, property, market, financials and comps pages
- Rent roll, pro forma and sources & uses redesigned as readable tables
- Phone-readable and print layouts
- 2 revision rounds
- Not included: investor deck, writing from scratch, photography, PPM or legal language
OM + Investor Deck
The OM plus the 12–18 slide deck for email and meetings.
Priority · 10 business days
- OM up to 40 pages, narrative written from your notes
- Investor deck, 12–18 slides, same design
- Waterfall and returns drawn as diagrams
- 2 revision rounds on each
- Editable source files
- Not included: underwriting, photography, PPM and subscription documents
Raise Kit
OM, deck and everything the raise needs after the first call.
Rush · 7 business days
- Everything in OM + Investor Deck
- Webinar presenter deck and 1-page email summary
- Investor update template
- 3 white-glove revision rounds, 45-minute call
- Not included: legal documents, underwriting, marketing or ad management
N° 01What OMs get wrong
Four ways the reader gives up.
01
Forty pages, no map
No summary, no section structure, no page a committee can point to. We open with a two-page investment summary and build the rest so each section answers one question.
02
Financials as screenshots
Pasted spreadsheets with eight-point type do not survive a phone screen. We redesign the pro forma, rent roll and sources and uses as readable tables.
03
Photos doing the work of analysis
Full-bleed photography is fine; photography in place of the market section is not. We balance the asset imagery with the demand drivers and comps that justify the price.
04
Built for print only
Most OMs are read on screen first. We design for both: single-page reading order on a phone, spreads in print.
N° 02OMs we design
Sale, raise, or refinance.
01
Investment OM for a syndication or JV
The deal, the business plan, the returns, the sponsor. Pairs with the syndication deck.
02
Sale OM for a broker or owner
Marketing a property to buyers: asset overview, rent roll, financials, market, offering process.
03
Lender package
The same discipline for a refinance or construction loan: sponsor, asset, DSCR, sources and uses, exit.
Sample slides
Sample slides, in house style.
Generated in our editorial discipline — framed to your vertical. Every deck we ship is original and bespoke.
Questions
The answers we give most often.
- What does a real estate offering memorandum include?
- Investment or offering summary, the property, location and market, financial summary, rent roll or pro forma, business plan, comparable sales and rents, the sponsor or seller, the offering process or terms, and disclaimers. Twenty to forty pages.
- Do you write the OM or only design it?
- Both, from your underwriting and your notes. We write the narrative sections in your voice and design the whole document. You supply the numbers, the legal language and the photography.
- Is an OM a legal document?
- No. It is a marketing document. The private placement memorandum, subscription documents and any securities disclosures are prepared by your attorney. We place their required language; we do not draft it.
- How much does an offering memorandum cost?
- Offering Memorandum $1,500 for up to 24 pages, OM + Investor Deck $3,500, Raise Kit $5,500. Underwriting, photography and legal documents such as the PPM are not included in any tier.
- What do you need from us?
- The underwriting model or pro forma, a rent roll if there is one, property photos, the business plan in bullet points, and the sponsor bios. We take it from there.
Next step
Need an offering memorandum?
Send us the deal summary and the model. We will send back a page plan and a fixed price the same day.