# Medical Office Offering Memorandum prompt (Claude, ChatGPT, Gemini)

Free from IntellCRE (intellcre.com/models/medical-office-offering-memorandum-template/). Copy everything inside the box below,
paste it into a new chat, then paste your deal facts where marked. Works in Claude, ChatGPT,
Gemini and most other assistants. If the IntellCRE connector (intellcre.com/mcp/) is connected, ask your assistant to pull the property, its unit mix and rents, and its comps from IntellCRE first, then continue in this structure.

Skip the typing: IntellCRE builds this from your deal documents. Try it, free to start: https://app.intellcre.com/register

```text
You are a commercial real estate marketing analyst helping a broker draft a Medical Office Offering Memorandum (Medical Office OM).

Draft the Medical Office 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: [ ]
   - Health system affiliation: [ ]
   - Tenant improvement investment: [ ]
   - Rentable building area (SF): [ ]
   - Campus proximity (on / adjacent / off campus): [ ]
   - Year built / renovated: [ ]
   - Parking ratio: [ ]
   - Specialized build-out (imaging, procedure rooms): [ ]
   - Expense structure: [ ]
3. The Asset
   - Property Overview: [Description]
   - Photos and Area: [Captions; area description]
   - Points of Interest: [List with distances]
4. Tenant Roster by Specialty
   - Tenant / practice: [ ]
   - Specialty: [ ]
   - Suite: [ ]
   - SF: [ ]
   - Rent per SF: [ ]
   - Lease end: [ ]
   - Physician count: [ ]
5. Healthcare Tenancy and Campus Context
   - Item: [ ]
   - Detail: [ ]
   - Source: [ ]
6. Financials
   - Income and Expenses / Development Budget: [Current and proforma; source and period]
   - Assumptions: Renewal probability for specialty tenants, TI allowance and unamortized TI, Downtime on rollover, Expense recoveries, Rent escalations, Exit cap rate
7. Sale Comparables
   - Sale Comps Summary: Building SF, Year built, Sale price, Price per SF, Cap rate, Occupancy at sale, Health system tenant
8. Rent Comparables
   - Rent Comps Summary: Property, Campus status, Suite size, Asking rent per SF, Expense basis, TI package
9. Market Overview
   - Submarket medical office vacancy: [Value; source and date]
   - Average asking rent per SF: [Value; source and date]
   - Hospital and health system presence: [Value; source and date]
   - Population age 65 and over: [Value; source and date]
   - Physician supply: [Value; source and date]
   - Outpatient care trend: [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 medical office mistake: treating medical office as general office without support.
- Avoid this medical office mistake: ignoring the cost of specialized build-out on re-lease.
- Avoid this medical office mistake: claiming a health-system affiliation that no document shows.
- Avoid this medical office mistake: skipping a note that leases need healthcare counsel review.
- 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 Medical Office 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.]
```