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{Project or Property Name}
{Delete this sample photo and insert photo of property} Prepared Exclusively For: Insert Client Name Offering Memorandum
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Table of Contents Offering Letter 1 Investment Highlights 2
Executive Summary Property Summary Demographics 5 Photographs 7 Location Map Aerials Site Plan Survey Financials Disclosures 14 Legal Description Title Commitment Zoning Information Tax Certificate Update with your company logo by going to: View > Slide Master. You will want to do this on the title slide and the body slide(s)
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Offering Letter {Your Name} {Title} (Address} {City, State, Zip}
Phone: Web: {date} {client name} {client title} {address} {city, state, zip} Re: {property or project name} {client name}, Enclosed you will find a property offering overview for your review. We have outlined key offering details and information for your evaluation. Our team has sold thousands of similar properties over our 90+ years. We value the opportunity to work for you and see this sale as yet another opportunity to put our client’s needs first and apply unmatched industry leading services designed to achieve your goals. We appreciate your consideration of offering and we hope to work with your upcoming purchase. Please let me know if you have any questions or additional needs and we will make sure to address them as required. Respectfully, {your name} {title}
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Investment Highlights
{Delete this sample photo and insert photo of property} {Project or Property Name} Investment Highlights
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Executive Summary Property overview, key property features, description summary, key summary financial information and price.
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{Project or Property Name}
Property Summary {Project or Property Name} Address: Insert property photos to the right. (Delete current photos} Insert key property information here and below
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Demographics {Project or Property Name}
{Delete this sample photo and insert photo of property} {Project or Property Name} Demographics
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Demographics List area demographics below and any supporting information and rationale You can get demographics of the surrounding area from
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Photographs {Project or Property Name}
{Delete this sample photo and insert photo of property} {Project or Property Name} Photographs
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Insert Image of Google Map, MapRight or other map(s)
Location Map Insert Image of Google Map, MapRight or other map(s)
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Aerials
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Site Plan
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Survey
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Financials {Project or Property Name}
{Delete this sample photo and insert photo of property} {Project or Property Name} Financials
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Financials
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Disclosures {Project or Property Name}
{Delete this sample photo and insert photo of property} {Project or Property Name} Disclosures
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Legal Description
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Title Commitment
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Zoning Information
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Tax Certificate
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{Project or Property Name}
{Delete this sample photo and insert photo of property} Contact Information:
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