Template · Offering memorandum

Offering memorandum template for commercial real estate

The full offering memorandum is the longest of the three outputs. It includes every page your data supports — property details over an aerial, zoning, location and drive times, neighbours, labour and demographics, availability, leases and financial analysis — and leaves out any page you have no data for.

Start free $399 CAD per document, or 3 credits on a plan. One free watermarked preview per account.

It is built for the stage after the teaser, when a qualified buyer needs enough detail to underwrite the property and every figure has to be traceable.

Best for

Investment sales with a rent roll
Owner-user sales that need full building and zoning detail
Listings where buyers will sign a confidentiality agreement before receiving the package

What you need

A fact sheet or the address
Rent roll and operating figures (for income properties)
Photos, aerials and a site plan if you have them

Upload a fact sheet (PDF, Word, image or a phone photo of a flyer), paste its text, or start from the address. Extracted facts are marked “verify” until you accept them.

What’s inside

Cover and executive summaryTransaction title, headline facts, the listing team and investment highlights written from your facts.
Property details over an aerialParcel outline, dimension lines and a specification column from your data.
Zoning and servicingZone code, permitted uses you choose to show and servicing at the lot line, each with its source.
Location, drive times and neighbours10/20/30-minute drive-time areas, highway access and neighbouring occupiers with leader lines.
Labour and demographicsPopulation and labour force around the site from official census tables, each figure with its source and year.
Availability, tenancy and leasesUnit tables, leasing plans by floor, tenant profiles and lease abstracts — only the columns that carry data.
Financial analysisIncome, NOI and pricing metrics; every calculated value is labelled as calculated and assumptions are kept separate.
Photos, plans and contactsSite photos with colour and exposure correction only, site plan, offering process and broker contacts.

Real pages from the product

Sample pages are generated by the product from a fictitious test listing (9100 Keele Street, "Summit Ridge Commercial" test brand). Figures marked (test) are not real.

Sample page: Cover, from a fictitious test listing — Sample · fictitious test listing · p. 1CoverFull-bleed hero, transaction title, stat line and broker contacts.

Sample page: Property details over aerial, from a fictitious test listing — Sample · fictitious test listing · p. 10Property details over aerialSite outline, dimension lines and a spec column drawn from your data.

Sample page: Availability & leasing plan, from a fictitious test listing — Sample · fictitious test listing · p. 18Availability & leasing planUnit table with only the columns that carry data, plus calculated totals.

Sample page: Financing assumptions, from a fictitious test listing — Sample · fictitious test listing · p. 34Financing assumptionsDebt service, DSCR, debt yield and equity, each labelled as calculated.

Sample page: Drive times, from a fictitious test listing — Sample · fictitious test listing · p. 38Drive times10/20/30-minute isochrones with highway and connectivity tables.

Sample page: Labour & demographics, from a fictitious test listing — Sample · fictitious test listing · p. 45Labour & demographicsRadius rings beside an icon-stat panel; every figure carries its source.

Questions

How long is the full OM?

It has every page your data supports. A well-documented industrial investment can run past 50 pages; a listing with less data is shorter, because pages without data are left out rather than shown empty.

Where do the location figures come from?

Drive times and maps come from Mapbox, amenities from OpenStreetMap and demographics from Statistics Canada tables. Each figure carries its source and date, and AI-researched facts need your acceptance before they appear.

Can I remove or reorder pages?

Yes. Add, remove or reorder any page, and leave any field blank. The same property file also produces the teaser and the brochure.

Start with the fact sheet you already have.

Upload it, answer only what’s missing for the output you choose, and review a watermarked preview before you buy anything.

Start a brochure See sample pages