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

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

Draft the 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: [Document title: Offering Memorandum]; [Highlight line]; [Property name]; [Address]; [Additional line]
   - Presented By: [Brokerage name, logo, contact details]; [Confidentiality and disclaimer: insert counsel-approved language]
   - Table of Contents: Generated from the pages below.
2. The Asset
   - Executive Summary: [Price estimate]; property data; return metrics: Current cap rate, Proforma cap rate, Stabilized cap rate, GRM, Cash on cash, YoC, IRR, Equity multiple, ROE, ROI. Include only metrics the facts support.
   - Property Overview: [Description of the property, site, building, amenities, recent improvements]
   - Photos: [Photo list with captions]
   - Area: [Description of the surrounding area and access]
   - Points of Interest: [Map and list of nearby points of interest with distances]
   - Area Photos: [Photo list with captions]
3. Financials
   - Unit Mix Summary: [Unit or space type, count, size, current and market rent]
   - Rent Roll: Columns: Unit #, # of units, Unit type, Dimensions, SF, Current rent (per SF, annually), Lease to, Year 1 rent (per SF, annually), Pre-reno rent, Proforma rent (per SF, annually), Note
   - Income and Expenses: [Current and proforma income and expense lines, NOI]
   - Income and Expense Chart: [Chart of income and expense categories]
   - Operating Projections: [Year-by-year projections, labeled as projections]
   - Financing: [Loan terms and DCR, if financing is shown]
   - Equity Waterfall: [Optional: only if a waterfall is part of the offering]
   - Value Scenarios: [Scenarios and resulting values and returns, with DCR]
   - Sensitivity Analysis: [Sensitivity table, for example cap rate vs. price]
   - Assumptions: [Hold term, exit cap rate, working capital, closing costs (acquisition and sale), acquisition fee, total cash to close, acquisition date, total acquisition costs]
4. Sale Comparables
   - Sale Comps Map: [Map of the selected sale comps with the subject]
   - Sale Comps Summary: Columns: Built/Renovated, Units, Sale price, Price per unit, Rentable area, Price per area, Avg area, Cap rate, Gross rent multiplier, Percentage difference, Averages row, Subject row
   - Sale Comps Chart: [Charts: price per unit, price per area, cap rate, gross rent multiplier]
   - Sale Comps Detailed: Per comp: Built/Renovated, Units, Rentable area, Price per area, Price per unit, Sale price, Sale date, Lot size, Cap rate, Gross rent multiplier, Unit type
5. Rent Comparables
   - Rent Comps Map: [Map of the selected rent comps with the subject]
   - Rent Comps Summary: [Rent comp summary table with the subject row]
   - Rent Comps Detailed: [Per comp detail]
   - Rent Comps Sort: [Comps sorted by rent]
6. Market Overview
   - City Overview: [City description with source]
   - Demographics: [Population, households, income; source and date]
   - Employers: [Largest employers; source]
   - Employment: [Employment by sector or trend; source and date]
7. Tenants Overview
   (Only when tenant profiles exist.)
   - Tenants: [Tenant profiles and rent schedules]
8. Advisory Bios
   - Advisory Bio: [Name, title, short bio, contact, license number for each advisor]
9. Outro
   - Contact Us: [Main line]; [Secondary line]; advisor headshots and contacts; [Message line]; [Office address]

RULES
- Follow the section and page order below exactly. Skip a page only if the user has no data for it, and say which pages you skipped.
- Use only facts the user supplied. Never invent property data, tenants, statistics, comps, testimonials 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; if none was given, mark it [TBD: source and date].
- Show arithmetic for any figure you derive (NOI, price per unit, cap rate) and flag it as calculated.
- Write in plain, factual US English. Avoid unsupported superlatives such as best, unmatched or irreplaceable.
- For residential property, avoid language that describes or prefers a type of tenant or neighborhood demographic.
- On Presented By, leave the confidentiality and disclaimer text as [Insert the brokerage's counsel-approved language]. Do not write legal text.
- Keep the broker's brand out of the structure; the broker adds logo and colors.

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 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.]

No. The downloads on this page are free and there is no form.

No. It is a placeholder. Your brokerage’s counsel should supply the confidentiality notice and disclaimer.

Yes. Pages such as the rent roll and unit mix are laid out for multifamily and mixed-use, and are easy to adapt to office, retail or industrial by changing the column headings.

The section and page order, and the names of the tables and metrics, follow the default offering memorandum in IntellCRE. The visual design here is deliberately plain so you can re-brand it.