Offering Memorandum Example

See a Full Offering Memorandum Example, Online

A complete OM sample. Also known as an investment packet, deal book, or CIM.

Every page. Six color themes. No download required. This is the same OM your brokers can generate in about five minutes through the Build Packet wizard, customized to your firm's brand.

Free to start. Paid plans from $99/mo. No credit card required.
✓ 21-page OM sample ✓ 6 brand color themes ✓ Built by a CRE acquisitions analyst

Cover of the featured sample OM. Click to expand.

Cover page of a Solsten-generated offering memorandum for Innovation Plaza, a 60,000 SF Class-A office building in Denver with a 10.55% going-in cap rate

Featured property: Innovation Plaza, a 60,000 SF Class-A office building in Denver. Every OM below is the same property in a different color theme.

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Full Walkthrough

Every Page of the Blue Theme

Scroll through all 21 pages of the sample OM. Click any page to expand it full-screen.

Page 1 of 21

Innovation Plaza investment packet page 1 of 21, generated by Solsten CRE

Page 2 of 21

Innovation Plaza deal book page 2 of 21, generated by Solsten CRE

Page 3 of 21

Innovation Plaza CRE OM sample page 3 of 21, generated by Solsten CRE

Page 4 of 21

Innovation Plaza offering memorandum example 4 of 21, generated by Solsten CRE

Page 5 of 21

Innovation Plaza investment packet page 5 of 21, generated by Solsten CRE

Page 6 of 21

Innovation Plaza deal book page 6 of 21, generated by Solsten CRE

Page 7 of 21

Innovation Plaza CRE OM sample page 7 of 21, generated by Solsten CRE

Page 8 of 21

Innovation Plaza offering memorandum example 8 of 21, generated by Solsten CRE

Page 9 of 21

Innovation Plaza investment packet page 9 of 21, generated by Solsten CRE

Page 10 of 21

Innovation Plaza deal book page 10 of 21, generated by Solsten CRE

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Innovation Plaza CRE OM sample page 11 of 21, generated by Solsten CRE

Page 12 of 21

Innovation Plaza offering memorandum example 12 of 21, generated by Solsten CRE

Page 13 of 21

Innovation Plaza investment packet page 13 of 21, generated by Solsten CRE

Page 14 of 21

Innovation Plaza deal book page 14 of 21, generated by Solsten CRE

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Innovation Plaza CRE OM sample page 15 of 21, generated by Solsten CRE

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Innovation Plaza offering memorandum example 16 of 21, generated by Solsten CRE

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Innovation Plaza investment packet page 17 of 21, generated by Solsten CRE

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Innovation Plaza deal book page 18 of 21, generated by Solsten CRE

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Innovation Plaza CRE OM sample page 19 of 21, generated by Solsten CRE

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Innovation Plaza offering memorandum example 20 of 21, generated by Solsten CRE

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Innovation Plaza investment packet page 21 of 21, generated by Solsten CRE
Brand Customization

Every OM Matches Your Firm's Brand

Six color themes ship out of the box. Same property, same numbers, same analytical depth. Different visual identity for every firm.

Gold theme — Innovation Plaza offering memorandum example, generated by Solsten CRE

Gold theme

Green theme — Innovation Plaza CRE investment packet cover, generated by Solsten CRE

Green theme

Orange theme — Innovation Plaza commercial real estate deal book, generated by Solsten CRE

Orange theme

Red theme — Innovation Plaza OM sample cover, generated by Solsten CRE

Red theme

Architecture Orange theme — Innovation Plaza investor package cover, generated by Solsten CRE

Architecture Orange theme

Click any theme to expand the cover page. Full walkthroughs of each theme available on request.

OM, CIM, Deal Book, Investment Packet: What's the Difference?

These terms all describe the same investor-facing document that a broker or seller assembles to market a commercial property. The label depends mostly on who you ask:

  • Offering memorandum (OM) — the standard broker-industry term. Most commercial listings you see are marketed with an "OM."
  • Investment packet or investor package — broker-side vocabulary, especially in mid-market office, retail, and industrial deals. Same document, more approachable name.
  • Deal book — informal broker slang. You'll hear it in shop talk, on capital-markets desks, and in analyst training.
  • CIM (Confidential Information Memorandum) — more common on the institutional and private-equity side. Same content, slightly more formal framing.

The example you just walked through above is all four things at once. Solsten generates the document; how you introduce it to your buyers is up to you.

What's Inside Every Investment Packet

Every generated OM covers the full investor-diligence package brokers need to bring a deal to market. Whether you call it an OM, an investment packet, or a deal book, the anatomy is the same.

Executive Summary + Highlights

Property overview, key metrics, and investment thesis on the first spread. Everything a busy investor needs before deciding to keep reading.

Financial Proforma

NOI, cash flow, IRR, cap rate, and multi-year projections built by Solsten's underwriting engine. Not a template, not an estimate, the actual output.

Suggested Financing Scenarios

Live 10-year UST base plus a 200 bps spread produces defensible financing scenarios. LTV table shows the sensitivity range.

Area Overview

Auto-fetched demographics, employment data, and an aerial basemap centered on the property. No manual data collection.

Comparable Properties

Broker-supplied comparables displayed alongside the subject property. Sale, lease, and market comparables all supported.

Confidentiality + Disclosures

Every OM ends with a standard confidentiality section and required broker disclosures. Editable per firm.

Build Your Own in Five Minutes

Enter a property, walk through the Build Packet wizard, and generate a branded OM PDF end to end. Free to start, paid plans from $99 a month.

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