Real Estate Fund
Offering Memorandums

Real estate fund offering memorandums (often abbreviated as "OM") serve as the primary marketing document in most CRE transactions, and are typically prepared by a broker or seller to present a property or investment thesis to prospective buyers. Ranging anywhere from 10 to hundreds of pages, these OMs typically include a property overview, rent roll or lease summary, financial pro forma, market comparables, location demographics and terms of the offering. In contrast to single-asset OMs, these memos tend to put cap rates, NOI, occupancy, and lease structure front and center.

OfferingMemos.com is a manually-curated, searchable archive of real offering memorandum examples from actual commercial and residential real estate transactions. We created this resource to serve as a free educational reference for investors, brokers, analysts, and students who want to study how real deals are structured and presented by leading brokerages and CRE firms.

We hand-picked these memos across various asset classes, property types, and investment theses so you can easily browse and find the closest comparables to what you're working on.

That said, you might find it helpful to also look at OMs outside your focus area purely to see how top firms approach deals from a design and pitch narrative standpoint (for instance, you'll find that CBRE has a fairly templated approach across asset classes).

Our database indexes some of the key data such as market, price, cap rate, unit count, NOI, etc. (where available), and you can read the original OM documents for more details.

The strongest OMs lead with a clear investment thesis, make it easy to find key financials and cap rate, and include a deep-dive into market comps and the location. Browsing real examples here is the best way to understand the "industry standard" best practices in how top brokerages structure narrative, financials, and design to pitch a deal. You may find it helpful to start with this OM Template for PowerPoint, which has multiple slide templates for each key topic derived from the examples you see here, is easy to edit, and has been used by 100+ happy customers.

Don't waste hours on clunky software or back-and-forth with designers. Use this professionally-designed offering memorandum template for PowerPoint, used by 100+ brokers and syndicators. The slide templates cover all topics needed for a complete real estate OM, and were designed based on the institutional examples in this database. Although the preview images appear tailored for hospitality, the templates themselves are great for any property type. It is the fastest way to produce a polished, investor-ready memorandum without starting from scratch.