Offering Memorandum · Industrial

Free Industrial Offering Memorandum (OM) Template: PowerPoint, Google Slides & AI

A brokerage-neutral industrial offering memorandum in the same page order as the default OM in IntellCRE, with the pages industrial buyers actually ask for. Placeholders only, no invented data.

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What makes an industrial OM different

Industrial buyers screen on building function before price: clear height, dock doors, truck court, power and sprinklers decide the tenant pool. The document leads with specifications and a bay-level tenancy and rollover table on NNN rents.

That is why this template does not reuse a generic deck. The questions buyers ask first about industrial property are specific, and the document should answer them without being asked:

• What is the clear height, how many dock doors are there, and is there room for trucks to turn?
• What is the power service, and can it be increased?
• Is the rent net, and how does it compare with current asking rents for similar buildings?
• What is the age and condition of the roof and the truck court paving?

The metrics buyers look for

The summary page of this industrial OM is built around six numbers. Show only the ones you can support with a source or a calculation.

• Price per SF
• In-place cap rate
• Occupancy
• WALT
• In-place vs market rent (NNN)
• Clear height

The property-data table beside them covers: building area (sf), clear height, dock-high doors / drive-in doors, column spacing and truck court depth, power (amps / voltage), sprinkler type and trailer parking.

The industrial-specific pages

Building Specifications

Columns: Building / bay, SF, Clear height, Dock doors, Drive-ins, Office %, Power. State the as-of date and where the figures come from.

Tenancy and Rollover

Columns: Tenant, Bay, SF, NNN rent per SF, Escalations, Lease end, Market rent per SF. Cite documents, not memory.

Comparables

Sale comps use these columns: Building SF, Year built, Clear height, Sale price, Price per SF, Cap rate, Occupancy at sale. Rent or rate comps use: Property, Size, Clear height, NNN asking rent per SF, Dock doors, Concessions.

Assumptions to state

Every projection in an industrial OM rests on assumptions a buyer will test. The Assumptions page has rows for: downtime on rollover, market rent growth, ti and commissions, nnn recovery rate, roof and paving reserves, exit cap rate.

Back it up: documents to have ready

An industrial OM is only as credible as the documents behind it. Collect these before you publish figures.

Physical

• Building specifications: clear height, column spacing, dock and drive-in doors, power: Functionality sets the tenant pool
• Roof warranty, roof reports and paving condition: Roof and truck court are the big capital items
• Fire sprinkler design (ESFR or other) and inspection records: Storage use depends on it
• Utility capacity letters (power, gas): Power availability limits future tenants

Environmental

• Phase I environmental report and tenant hazardous-materials disclosures: Industrial uses carry environmental risk

Leases

• Leases, amendments and estoppels: Confirms NNN structure and expansion or purchase options

Operations

• CAM and tax reconciliations: Tests NNN recovery

Compliance

• Zoning verification including outdoor storage and truck parking: Uses vary widely by jurisdiction

Common industrial mistakes

• Leaving out clear height, dock doors or power
• Quoting rent without saying NNN
• Comparing buildings of very different clear height
• Ignoring outdoor storage or truck parking rights

Market data

The market page has rows for: submarket vacancy, average asking nnn rent per sf, net absorption (12 mo), space under construction, port / rail / interstate access, rent growth (12 mo). Put the source and the date next to each one.

Use it with AI: Claude, ChatGPT, Gemini

Paste your deal facts and get a draft industrial OM in this structure. The prompt uses only the facts you give it and marks gaps as [TBD].

You are a commercial real estate marketing analyst helping a broker draft an Industrial Offering Memorandum (Industrial OM).

Draft the Industrial OM in the structure below. Use ONLY the facts I give you. Where a fact is missing, write [TBD: what is needed] instead of guessing.

STRUCTURE
1. Intro
   - Cover Page: [Property name]; [Address]
   - Presented By: [Brokerage]; [counsel-approved disclaimer]
2. Executive Summary
   - Price estimate: [$]
   - Price per SF: [ ]
   - In-place cap rate: [ ]
   - Occupancy: [ ]
   - WALT: [ ]
   - In-place vs market rent (NNN): [ ]
   - Clear height: [ ]
   - Building area (SF): [ ]
   - Clear height: [ ]
   - Dock-high doors / drive-in doors: [ ]
   - Column spacing and truck court depth: [ ]
   - Power (amps / voltage): [ ]
   - Sprinkler type and trailer parking: [ ]
3. The Asset
   - Property Overview: [Description]
   - Photos and Area: [Captions; area description]
   - Points of Interest: [List with distances]
4. Building Specifications
   - Building / bay: [ ]
   - SF: [ ]
   - Clear height: [ ]
   - Dock doors: [ ]
   - Drive-ins: [ ]
   - Office %: [ ]
   - Power: [ ]
5. Tenancy and Rollover
   - Tenant: [ ]
   - Bay: [ ]
   - SF: [ ]
   - NNN rent per SF: [ ]
   - Escalations: [ ]
   - Lease end: [ ]
   - Market rent per SF: [ ]
6. Financials
   - Income and Expenses / Development Budget: [Current and proforma; source and period]
   - Assumptions: Downtime on rollover, Market rent growth, TI and commissions, NNN recovery rate, Roof and paving reserves, Exit cap rate
7. Sale Comparables
   - Sale Comps Summary: Building SF, Year built, Clear height, Sale price, Price per SF, Cap rate, Occupancy at sale
8. Rent Comparables
   - Rent Comps Summary: Property, Size, Clear height, NNN asking rent per SF, Dock doors, Concessions
9. Market Overview
   - Submarket vacancy: [Value; source and date]
   - Average asking NNN rent per SF: [Value; source and date]
   - Net absorption (12 mo): [Value; source and date]
   - Space under construction: [Value; source and date]
   - Port / rail / interstate access: [Value; source and date]
   - Rent growth (12 mo): [Value; source and date]
10. Advisory Bios and Contact Us
   - Advisors: [Name, title, license, contact]

RULES
- Use only facts the user supplied. Never invent property data, tenants, statistics, comps or quotes.
- If a fact is missing, write [TBD: what is needed] in its place.
- Every market statistic needs its source and date as given by the user; otherwise mark it [TBD: source and date].
- Show arithmetic for any figure you derive and flag it as calculated.
- Write in plain, factual US English. Avoid unsupported superlatives.
- Avoid this industrial mistake: leaving out clear height, dock doors or power.
- Avoid this industrial mistake: quoting rent without saying nnn.
- Avoid this industrial mistake: comparing buildings of very different clear height.
- Avoid this industrial mistake: ignoring outdoor storage or truck parking rights.
- Leave confidentiality and disclaimer text as [Insert the brokerage's counsel-approved language]; do not write legal text.

BEFORE YOU DRAFT
If essential facts are missing, ask me up to 8 short questions first, then draft once I answer.
If I say "just draft it", draft now and list every [TBD] at the end.

OUTPUT
Return the Industrial OM as clean Markdown, one heading per section above, followed by a checklist of every [TBD] item and every number I should double-check against source documents.

MY DEAL FACTS
[Paste property details, financials, rent roll, comps, market notes and anything else here.]

Fill it from a real deal

With the IntellCRE MCP connector, your assistant can pull the property, its unit mix and rents, and its selected comps from IntellCRE before it drafts. Or let IntellCRE build the document from your deal files: try IntellCRE, free to start.

Frequently asked questions

Related templates

• All free Industrial templates
• Industrial Broker Opinion of Value template
• Offering Memorandum template for any property type

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