Brochures & OMs

Offering memorandum template: sections and source checklist

By Endcap Design. Published August 29, 2026 · Updated September 24, 2026

Use this outline to plan an OM before laying out pages. Each section names the information to request and what to check. You can also open the complete 12-page Alder Court sample to see one finished approach.

Free offering memorandum template for PowerPoint

The download is a 12-page editable PowerPoint file that follows the order in the table below: cover, investment summary, property overview, site plan, location and demographics, tenant mix, rent roll, lease expirations, operating statement, pricing and assumptions, vacancy and lease-up, and contact and disclosures. Every figure and name is a bracketed placeholder, such as [Property name] or [Asking price]. The rent roll and operating statement are editable tables, and photos, maps and plans have labeled boxes where your own images go.

Each page has speaker notes that explain what belongs on it, which records to request from the seller or property manager, and which figures to reconcile before the file is shared. The template uses Georgia and Arial, which are available in PowerPoint, Keynote and Google Slides. The PDF shows the same 12 pages for review or printing.

• Download the offering memorandum template (PowerPoint .pptx, 12 pages, 68 KB)
• Open the template as a PDF (12 pages, 218 KB)

The template gives you the structure; the finished document depends on the photography, plans and verified figures that go into it. If you would rather have the OM designed for you, see offering memorandum design. We agree on scope, timing and pricing before work begins.

Section-by-section template

An OM usually runs in the order below, from the headline facts to the evidence behind them. For each section the table names what to include, the records to request from the seller or broker, and the check to make before layout. The Alder Court sample uses this order across 12 pages.

Offering memorandum template, section by section

Section	What to include	Records to request	Check before layout
1. Cover	Property name or address, location, offering type, principal image, approved headline facts, listing contact	Approved photography, legal or marketing name, listing team details	Name and address match the title records and the listing
2. Confidentiality and disclaimer	Confidentiality statement and disclaimer wording	Language supplied by the listing brokerage or its counsel	Wording is approved, not drafted by the designer
3. Investment summary	Price or guidance, area, occupancy, in-place figures, and the specific reasons a buyer might look closer	Seller’s pricing instruction, current rent roll, operating statement	Every number has a source and an as-of date
4. Property overview and plans	Parcel and building facts, site access, parking, capital work, floor and site plans	Site plan, floor plans, parcel data, capital expenditure history	Suite labels on the plan match the rent roll; conceptual plans are labeled
5. Location	Map with the subject site marked, access, nearby amenities, market figures	Verified site location, sourced demographic and traffic data	Each figure states its geography and period
6. Tenancy	Tenant mix, rent roll, lease terms, options, vacancies, reimbursements, expirations	Approved rent roll, lease abstracts, estoppels where available	Areas and rents reconcile with the leases; units are stated
7. Financials and assumptions	Income, expenses, net operating income, lease-up and price sensitivity with visible calculations	Trailing statements, budget, analyst’s assumptions	Historical, in-place, and projected figures are kept separate
8. Process and contact	Sale instructions, how to request more records, tour and offer process, contacts	Seller’s approved instructions, confidentiality agreement if used	Contact details and dates are current

Some properties need more detail; others need fewer pages. Remove sections that add no information and expand the ones a buyer needs to evaluate the particular asset.

OM source checklist

Request these items before design starts. Anything missing becomes a separate task, such as a photo shoot or a redrawn plan, so it is better to find the gaps first.

• Property name, address, parcel number, and the offering type approved by the seller
• Current photography, with rights for the OM, listing portals, and a property website
• Site plan and floor plans in the latest version, preferably as vector or CAD files
• Rent roll with an as-of date, and lease abstracts for each tenant
• Trailing income and expense statements and the current budget
• The analyst’s assumptions for any projection, lease-up, or price sensitivity
• Sourced market data, with the geography and period for each figure
• Disclaimer and confidentiality language from the listing brokerage
• Sale instructions, call-for-offers date if any, and approved contacts
• The names of the people who approve facts, figures, and the final file

Rent roll review

For every row, reconcile the suite label, area, lease dates, and rent units with the source. Keep annual base rent distinct from monthly rent and reimbursements. Put the date and assumptions on the page so the numbers can be read without guessing.

Maps and market data

City and county figures can describe a market, but they are not measurements of a property’s one-, three-, or five-mile trade area. If the subject parcel or radius data has not been verified, do not draw a precise ring around a guessed location. The Alder Court sample shows San Juan Capistrano and Orange County as reference geographies and names its Census sources.

Before design begins

For the definition of an OM and how it compares with a flyer or leasing package, see what an offering memorandum is; for budgeting, see what an OM costs to produce.

Walk through the finished sample page by page. If you have source documents ready, tell us what needs to be prepared; we’ll agree on scope and pricing before starting.