For a commercial property, include a lease abstract of the current tenants. Include a page of photographs of both interior and exterior pictures. Information can be summarized in a large table that clearly organizes the property detail.
![offering memoranda offering memoranda](https://www.heritagechristiancollege.com/wp-content/uploads/2019/05/free-offering-memorandum-template-of-3-confidential-memo-template-free-download-of-free-offering-memorandum-template.jpg)
Describe the great location of the property and opportunity to increase rent through value-added improvements. Briefly describe the firm’s investment strategy, and dive into a highlight reel. Use the investment highlights section to sell the deal. The “uses” of capital can be divided into property, renovations, closing costs, acquisitions fee, reserves, etc. This table should break down the “sources” of capital into debt, equity, and any other source of monies (grants, mezzanine debt, etc). In addition to a summary table, a “sources and uses” table should be included to clearly display the capital structure of the project. Make a note of management team experience and the lead firm’s strategy. This information can be easily displayed in a simple, clean table.
Offering memoranda full#
As such, the memo should be comprehensive and paint a full picture of the deal and management team. In some cases, the offering memo is an investor’s first impression of an investment opportunity and management team.
![offering memoranda offering memoranda](https://www.rebackoffice.com/repository/images/om/om-01-a.jpg)
![offering memoranda offering memoranda](https://www.pdffiller.com/preview/376/464/376464642.png)
Simply stated, an offering memo is typically a watered-down summary of a private placement memo. A real estate offering memorandum (also referred to as equity offering package or investment memo) is used by sponsors, developers, and other real estate professionals who raise money to invest in projects.