Offering Memorandum Builder for Commercial Real Estate

An Offering Memorandum (OM) — sometimes called a CRE OM, investment brochure, or marketing package — is the formal sales document a broker or principal provides to prospective buyers of a commercial property. It covers the executive summary, property and tenant details, rent roll, operating expenses, cash flow projections, comparable sales, demographics, aerial maps, and investment highlights in one branded package.

From address to a polished OM draft in one sitting. The address fills in the building facts, demographics and maps; a full OM with a rent roll takes longer because you are adding the numbers.

Yes! CREBuilder supports all major commercial property types including Retail, Office, Multifamily, Industrial, Land, Hospitality, Self-Storage, Mobile Home Parks, Mixed-Use, and Net Lease.

Rent roll (unit-by-unit or unit mix), pro forma, multi-year cash flow with escalations, income and expenses, and sales and rental comps. Enter the price and NOI and the cap rate calculates itself, along with price per SF, per unit and per acre.

Absolutely. Upload your company logo, set your brand colors, and add your professional headshot. Your branding appears on every page of the document.

Type the address. CREBuilder fills in building facts (building SF, year built, lot size, parcel ID, zoning, county) where data is available, plus 1/3/5-mile demographics, a market overview, city key facts, a location map, and nearby transit, airports and highways. Anything it cannot find, you type in.

Yes. Pro exports a sharp, presentation-ready PDF in seconds, rendered at 2x resolution.

Starter is free with no credit card and no trial countdown. Build and preview up to 3 documents; PDF export is Pro.

Yes, all your documents are saved to your dashboard and can be edited at any time. Changes auto-save as you work.

CREBuilder provides guided templates, supported property data, and financial calculations under one $89/month subscription, with unlimited documents and no per-listing fees.

CREBuilder supports a structured listing CSV import for one external export format. Contact support before a larger migration so we can confirm the source fields and expected result.