# Mixed-Use Offering Memorandum Template (Markdown)

Free Mixed-Use Offering Memorandum structure from IntellCRE (intellcre.com/models/mixed-use-offering-memorandum-template/). Anything in [square brackets] is a placeholder to replace with your own facts. Nothing here is real property data.

How to use: paste this into Claude, ChatGPT, Gemini or any assistant together with your deal facts, or fill it in by hand and paste it into your own document.

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

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## 1. Intro

- **Cover Page:** [Property name]; [Address]
- **Presented By:** [Brokerage]; [counsel-approved disclaimer]

## 2. Executive Summary

- **Price estimate:** [$]
- **Price:** [ ]
- **In-place cap rate:** [ ]
- **Residential occupancy:** [ ]
- **Commercial occupancy:** [ ]
- **Income split (residential / commercial):** [ ]
- **Price per SF:** [ ]
- **Residential unit count:** [ ]
- **Commercial area (SF) and uses:** [ ]
- **Year built / renovated:** [ ]
- **Separate utility metering (yes / no):** [ ]
- **Parking allocation:** [ ]
- **Zoning and permitted mix:** [ ]

## 3. The Asset

- **Property Overview:** [Description]
- **Photos and Area:** [Captions; area description]
- **Points of Interest:** [List with distances]

## 4. Residential and Commercial Rent Rolls

- **Component:** [ ]
- **Space:** [ ]
- **Size:** [ ]
- **Rent:** [ ]
- **Lease end:** [ ]
- **Occupied:** [ ]

## 5. Income by Component

- **Component:** [ ]
- **Gross income:** [ ]
- **% of total:** [ ]
- **Expenses:** [ ]
- **NOI:** [ ]
- **Notes:** [ ]

## 6. Financials

- **Income and Expenses / Development Budget:** [Current and proforma; source and period]
- **Assumptions:** Residential vacancy, Commercial downtime, TI and commissions (commercial), Rent growth by component, Shared expense allocation, Exit cap rate by component

## 7. Sale Comparables

- **Sale Comps Summary:** Units / SF, Year built, Sale price, Price per unit, Price per SF, Cap rate, Commercial share

## 8. Rent Comparables

- **Rent Comps Summary:** Property, Component, Size, Rent, Rent per SF, Expense basis

## 9. Market Overview

- **Residential occupancy and rent:** [Value; source and date]
- **Retail or office vacancy for the commercial component:** [Value; source and date]
- **Foot traffic and walkability:** [Value; source and date]
- **Zoning flexibility:** [Value; source and date]
- **Population within 1 and 3 miles:** [Value; source and date]
- **Comparable mixed-use sales:** [Value; source and date]

## 10. Advisory Bios and Contact Us

- **Advisors:** [Name, title, license, contact]

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## Drafting 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 mixed-use mistake: blending residential and commercial income into one cap rate.
- Avoid this mixed-use mistake: not allocating shared expenses.
- Avoid this mixed-use mistake: presenting one occupancy number for two components.
- Avoid this mixed-use mistake: omitting use and exclusive clauses on the commercial side.
- Leave confidentiality and disclaimer text as [Insert the brokerage's counsel-approved language]; do not write legal text.
- For residential property, avoid language that describes or prefers a type of resident or neighborhood demographic.