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Task guide

Build an Offering Memorandum step by step

Your 10-step OM checklist: set up the document, add facts, story, photos, map, and financials, confirm contacts and disclosure, then download a polished PDF.

30 to 90 minutes once your source files are readyFor brokers preparing an investment-sale Offering MemorandumBeginnerLast verified October 5, 2026

Video walkthrough

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Verify contacts, tenant profiles, and confidentiality that apply.
Read the transcript
00:00 | Verify the broker contact information Open Contact Info and confirm the broker information that will appear in the memorandum. Check the name, title, phone number, email, and brokerage identity. The primary contact comes from the profile, so use the profile controls if that information needs correction. Add a co-listing contact only when it belongs in this assignment. Then inspect the actual contact page during review. Keep the contact information easy to find and read. 00:30 | Add an optional tenant profile Tenant Profiles lets you add context about the businesses occupying the property. Create a profile with the tenant name and a concise description. Use verified information and approved imagery for a real tenant. A tenant profile explains the business to the reader; it does not replace the rent-roll entry. Check that the name and property-specific facts agree with the financial section. Include the profiles that support the investment story. 00:58 | Save the applicable document disclosure Review the Confidentiality section before finishing. For a real offering, use the language approved by your brokerage and follow any administrator-managed settings. Our example identifies the document as fictional training material. This document statement is separate from online access controls or a Deal Room agreement. Those settings belong to the distribution workflow, which we will cover separately.
Before you watch
  • Have approved broker details, any applicable tenant profile and the required disclosure language ready.
  • The practice uses only fictional contacts and a training disclosure. Printed confidentiality text is separate from Listing Hub or Deal Room access controls.
Juniper retail OM practice materials (ZIP)Juniper sample Offering Memorandum (PDF)

Outcome

Go from a blank draft to a finished OM PDF in one sitting, with every fact, photo, and figure telling the same story.

Navigation path

Dashboard > Create New > Offering Memorandum > Document Wizard

Access

Offering Memorandum creation is available through the standard document flow. Template and publishing options follow the current plan.

On this page

What you will accomplish

Work through these ten steps in order. Each step matches the lesson with the same number in the Create an Offering Memorandum tutorial and links to a focused guide. Skip steps 5, 7, and 8 when your OM does not need a custom map, a rent roll, or an operating statement. The sections your OM shows depend on its property type and financial scope.

Start with one property

For a first OM, choose Single Property and the property type that matches the asset. Choose Multiple Properties only for a campus, assemblage, or portfolio.

Before you start

Data, sources, and access to prepare

  • Authority to market the property
  • Property facts: address, asking price, building size or unit count, and year built
  • Photos, with your strongest exterior shot first, plus any site plan or aerial
  • Your rent roll and T-12 or operating statement, if the OM includes financials
  • Your logo, brand color, and the broker contacts to list

Prepare these details

  • Major-tenant logos, if your property type supports tenant profiles
  • Your confidentiality language, if your company uses its own
  • One source for every financial figure, so the numbers agree everywhere

Complete the task

1. Create the OM draft

  1. 1

    Choose Offering Memorandum

    Dashboard > Create New > Select a Marketing Package

    Select Offering Memorandum.

    Expected result: The property structure, property type, brand color, and template choices follow.

    If this step does not work

    The setup guide walks through each screen, including creating an account at the end.

Lesson 1: set up the document

Create your first documentChoose the right document type and property setup

2. Enter the property facts

  1. 1

    Open Property Details

    Document Sections or Sections drawer

    Select Property Details.

    Expected result: Property Name, the address, and the asking price are ready to fill in.

    If this step does not work

    Physical facts such as building size live in Property Data, the next section.

Lesson 2: property facts and units

Enter and edit property and document contentChoose the right property type

3. Write the property story

  1. 1

    Open Executive Summary

    Document Sections or Sections drawer

    Select Executive Summary.

    Expected result: Your draft opens with the summary and an optional headline.

    If this step does not work

    Suggested copy gives you a head start; the narrative guide covers Investment Highlights and Location Highlights too.

Lesson 3: write the narrative

Write and format narrative sections

4. Add and arrange the photos

  1. 1

    Open Images & Media

    Document Sections or Sections drawer

    Select Images & Media.

    Expected result: Cover Image, Single-Page Images, and Multi-Image Page are ready for uploads.

    If this step does not work

    Upload into the zone that matches each photo. The photo guide covers ordering and cropping.

Lesson 4: upload, order, and crop

Upload, organize, and review property imagesChoose cover images and reorder gallery photosCrop, edit, replace, and remove images

5. Add a location map (optional)

  1. 1

    Open Maps

    Document Sections or Sections drawer

    Select Maps when the OM needs a custom map.

    Expected result: The Maps workspace opens with Create Map and any saved map cards.

    If this step does not work

    Maps uses the address saved in Property Details. Skip this step when the OM does not need a custom map.

Lesson 5: create and save the map

Open Map Builder and set the subject propertySave the map, add it to the document, and troubleshoot results

6. Choose the financial scope

  1. 1

    Choose the financial scope

    Document Sections > Financials

    Select Full Financials, Rent Roll Only, Cap Rate & NOI, or Skip Financials.

    Expected result: The wizard adds only the financial sections that scope needs.

    If this step does not work

    Pick the scope that matches the numbers you have. Net Lease does not offer Rent Roll Only.

Lesson 6: choose financial scope

Choose and change the financial scopeChoose a rent-roll model and layout

7. Build the rent roll (optional)

  1. 1

    Open Rent Roll

    Document Sections or Sections drawer

    Select Rent Roll.

    Expected result: The rent-roll editor for your property type opens.

    If this step does not work

    Rent Roll appears for Full Financials and Rent Roll Only. Skip this step for Cap Rate & NOI or Skip Financials.

Lesson 7: build and check the rent roll

Build a commercial rent rollBuild unit, storage, and pad rent rolls

8. Enter income and expenses (optional)

  1. 1

    Open Income & Expenses

    Document Sections or Sections drawer

    Select Income & Expenses.

    Expected result: The operating statement opens with income, expense, and NOI totals.

    If this step does not work

    Income & Expenses appears for Full Financials. For Cap Rate & NOI, enter NOI or the cap rate in Valuation instead.

Lesson 8: income, expenses, and NOI

Enter income and operating expensesUse the Cap Rate & NOI quick pathVerify financial pages before publishing

9. Confirm contacts and disclosure

  1. 1

    Open Contact Info

    Document Sections or Sections drawer

    Select Contact Info.

    Expected result: Your contact card and any co-listing contacts appear.

    If this step does not work

    The sections below cover contacts, tenant profiles, and the confidentiality statement.

10. Review every page and download the PDF

  1. 1

    Open Review & Customize

    Document Sections or Sections drawer

    Select Review & Customize.

    Expected result: Your assembled OM and its page thumbnails load.

    If this step does not work

    The review guide covers fixing content at its source, image framing, page order, and design.

    Review and Customize workspace showing completed Offering Memorandum pages, design controls, and delivery actions.
    Finish the Offering Memorandum by reviewing entered content, page design, conditional sections, and delivery readiness.
  2. 2

    Generate the current PDF

    Review & Customize

    Select Download PDF.

    Expected result: The button shows Generating... and the new PDF downloads.

    If this step does not work

    Open the new file and page through it. A PDF you downloaded earlier keeps its old content.

Lesson 10: review and download the PDF

Review and customize the final documentProofread the finished document before you send itDownload and troubleshoot the PDF

Next: get your OM in front of buyers

Export, share, and publish the current documentPublish a listing and control syndicationCreate and design an Email BlastCreate a Deal Room and choose access

Choose the contacts shown in the OM

Contact Info sets the broker cards printed in your OM. Your own card comes from your profile, so you edit it there. An OM can list up to four contacts.

You (primary contact)

Where it comes from
Your profile
How to change it
Select Edit Profile, update your profile, then come back to the document.

Co-listing agent

Where it comes from
Add Co-Listing Agent
How to change it
Type the details directly in the document. Free accounts can list two contacts in total, including you.

Teammates

Where it comes from
Add Team Member
How to change it
Paid accounts can pick teammates; their cards use each teammate's profile. Coordinators are not listed as document contacts.

Maximum

Where it comes from
All of the above
How to change it
Up to four contacts per OM.

Set up the contact page

  1. 1

    Verify the primary contact

    Contact Info, primary contact card

    Compare your contact card with your current details.

    Expected result: Your name, title, phone, and email are correct.

    If this step does not work

    Select Edit Profile, then Go to Profile to fix them; CREBuilder saves the document first. Keep Editing Here closes the box without leaving.

  2. 2

    Add an editable co-listing contact

    Contact Info

    Select Add Co-Listing Agent.

    Expected result: A second-contact form appears.

    If this step does not work

    The button disappears once the second-contact slot is filled.

  3. 3

    Enter the co-listing details

    Co-Listing Agent form

    Enter the co-listing agent's full name, email, and phone.

    Expected result: The contact card shows the details you entered.

    If this step does not work

    Check the spelling against the agent's signature or license record.

  4. 4

    Add a team contact

    Add Team Member

    Select the teammate card you want to list.

    Expected result: A read-only contact card is added from that teammate's profile.

    If this step does not work

    If a teammate is missing, open Manage Team in Settings.

  5. 5

    Save the contact list

    Wizard footer

    Select Continue.

    Expected result: Your contacts save and the next section opens.

    If this step does not work

    If Failed to save contacts appears, stay on the page, check your connection, and try again.

My own contact details are wrong

Likely cause: Your card comes from your profile, not the document.

  1. Select Edit Profile.
  2. Select Go to Profile and correct your details.
  3. Return to the document and check the card.
A teammate is not listed

Likely cause: They may already be on the OM, be a Coordinator, or belong to a different team.

  1. Check the existing contact cards.
  2. Open Manage Team in Settings.
  3. Check the teammate's role, then return.
I cannot add another contact

Likely cause: The OM already lists four contacts.

  1. Remove a co-listing contact you do not need.

Contact details printed in the OM

Full Name and Title Required

The person and role printed on the contact page.

Format
Plain text
Units
Not applicable
Save behavior
Your own details save in your profile. Co-listing details save when you select Continue on Contact Info.
Downstream effect
Identifies each broker in the finished OM.

Email and Phone Recommended

How buyers reach each broker.

Format
Valid email address and formatted phone number
Units
Not applicable
Save behavior
Your own details save in your profile. Co-listing details save when you select Continue on Contact Info.
Downstream effect
Lets buyers contact the right person.

License Number Optional

A broker license number, where your market requires it.

Format
Plain text
Units
Not applicable
Save behavior
Saves in your profile or the co-listing form when you select Continue.
Downstream effect
Prints with the contact where the template shows it.

Profile Photo and Company Logo Optional

The headshot and logo used on contact layouts.

Format
Uploaded image
Units
Not applicable
Save behavior
Upload in your profile or company settings; Contact Info uses the saved images.
Downstream effect
Can appear on the contact page and other branded pages.

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Build major-tenant profiles

Tenant Profiles turn your anchor and major tenants into marketing cards with a logo, a short story, and key facts. They are separate from rent-roll rows, so add a profile for each tenant you want to feature. The tenant page appears once at least one profile is saved and your property type supports it.

Which property types show tenant profiles

Retail, Office and Medical Office, Industrial, and Mixed-Use OMs can include tenant profiles. Standard Multifamily, Land, Hospitality, Self-Storage, Mobile Home Park, and Net Lease OMs do not include the tenant page. Custom templates can differ, so check Review & Customize.

Add a tenant profile

  1. 1

    Open Tenant Profiles

    Document Sections or Sections drawer

    Select Tenant Profiles.

    Expected result: Your tenant cards, or the empty state, appear.

    If this step does not work

    If the section is missing, your property type or package does not include tenant profiles.

  2. 2

    Start a tenant profile

    Tenant Profiles

    Select Add Tenant.

    Expected result: The Add Tenant Profile dialog opens.

    If this step does not work

    Select Add First Tenant when the empty state shows that button instead.

  3. 3

    Fill in the tenant card

    Add Tenant Profile

    Enter the Trade Name plus any other tenant facts you have.

    Expected result: Trade Name is filled in and Add Tenant becomes available.

    If this step does not work

    Select Upload Logo to add the tenant logo. Description is limited to 2,000 characters. Leave any fact blank that you cannot confirm.

  4. 4

    Save the tenant profile

    Add Tenant Profile footer

    Select Add Tenant.

    Expected result: The dialog closes and the tenant card appears.

    If this step does not work

    If Logo upload failed appears, try another image file before saving.

  5. 5

    Correct a saved profile

    Tenant profile card

    Select Edit on the card.

    Expected result: Edit Tenant Profile opens with the saved values, and Save Changes stores your corrections.

    If this step does not work

    Hover over the card if its action icons are hidden. If a save fails, read the error message and try again.

The tenant is in the rent roll but has no profile

Likely cause: Rent-roll rows and tenant profiles are separate on purpose.

  1. Open Tenant Profiles.
  2. Add a profile for each major tenant you want to feature.
The tenant page is missing from the OM

Likely cause: No profile is saved, or the property type or template does not include the page.

  1. Confirm at least one tenant card exists.
  2. Check the property-type note above.
  3. Look for the page in Review & Customize.
A profile was deleted by mistake

Likely cause: Delete removes the profile permanently after you confirm.

  1. Add the profile again.
  2. Check the tenant page in Review & Customize.

Tenant profile fields

Trade Name Required

The tenant brand shown on the card.

Format
Plain text
Units
Not applicable
Save behavior
Saves when you select Add Tenant or Save Changes.
Downstream effect
Add Tenant stays unavailable until this field has text.

Description Recommended

A short summary of the business and why it matters to the property.

Format
Plain text, up to 2,000 characters
Units
Characters
Save behavior
Saves when you select Add Tenant or Save Changes.
Downstream effect
The story shown on the tenant page.

Logo Optional

The tenant logo.

Format
Uploaded image file
Units
Not applicable
Save behavior
Let the upload finish, then save the profile before closing the dialog.
Downstream effect
Adds instant brand recognition to the card.

Industry, Year Founded, Headquarters, and # of Locations Optional

Business facts that support the tenant story.

Format
Text plus calendar-year and whole-number values
Units
Calendar year and locations where applicable
Save behavior
Saves when you select Add Tenant or Save Changes.
Downstream effect
Print as profile facts when filled in.

Website and Credit Rating Optional

The tenant website and its credit rating, or Not Rated.

Format
Website URL plus a selected rating or Not Rated
Units
Not applicable
Save behavior
Saves when you select Add Tenant or Save Changes.
Downstream effect
Print as reference facts when filled in.

Square Feet and Lease Expiration Optional

The tenant's space and lease term at this property.

Format
Whole-number area plus a date or label
Units
Square feet and date
Save behavior
Saves when you select Add Tenant or Save Changes.
Downstream effect
Ties the profile to the property when filled in.

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Review the confidentiality statement

Confidentiality sets the disclaimer page printed in your OM. It is separate from the Deal Room NDA. Start from a built-in or saved template, then tailor the wording for this property.

You are typing

What happens
Changes save automatically a few seconds after you stop.
What to do
Wait for Auto-saved before you review. Moving to another section also saves your text.

You apply a template

What happens
The template replaces the current text after you confirm.
What to do
Read the new text in full before you leave.

Your administrator manages the statement

What happens
A lock banner appears and editing is turned off.
What to do
Ask your administrator to change the wording.

The statement is empty

What happens
The confidentiality page has nothing to print.
What to do
Add your statement when the OM needs the page.

Set the confidentiality statement

  1. 1

    Open Confidentiality

    Document Sections or Sections drawer

    Select Confidentiality.

    Expected result: The current statement appears.

    If this step does not work

    If a lock banner appears, your administrator manages this statement; ask them for changes.

  2. 2

    Open the template list

    Confidentiality Statement header

    Select Templates.

    Expected result: Built-in templates and your saved templates appear.

    If this step does not work

    Skip templates when the statement already says what you need.

  3. 3

    Choose a template

    Templates menu

    Select the template you want.

    Expected result: The text changes, or Replace Content asks before overwriting existing text.

    If this step does not work

    Select Replace Content only when you want to overwrite the current text. This cannot be undone.

  4. 4

    Edit the statement

    Confidentiality editor

    Edit the wording for this property.

    Expected result: Your company name appears wherever the template uses it.

    If this step does not work

    If you see [COMPANY_NAME] instead of your company name, type your company name in its place.

  5. 5

    Wait for autosave

    Wizard footer

    Wait for Auto-saved to appear.

    Expected result: Your latest wording is saved.

    If this step does not work

    Keep the page open while it shows Saving...

  6. 6

    Check the confidentiality page

    Document Sections or Sections drawer

    Select Review & Customize.

    Expected result: The confidentiality page in your OM shows your statement.

    If this step does not work

    Return to Confidentiality if the text is missing or out of date.

Template controls are missing

Likely cause: Your administrator manages and locks the statement.

  1. Read the lock banner.
  2. Send your requested wording to the administrator.
A template would overwrite my edits

Likely cause: Templates replace all of the current text.

  1. Cancel the confirmation.
  2. Copy any wording you want to keep.
  3. Apply the template, then paste your wording back in.
The confidentiality page is missing from Review

Likely cause: The statement is empty or the template does not include the page.

  1. Confirm your statement is saved.
  2. Check page visibility in Review & Customize.

OM completion reference

Property facts

Source to check against
Survey, assessor record, leases, or owner records
Done when
Name, address, areas, and dates agree everywhere

Marketing story

Source to check against
Your positioning and property facts
Done when
Every claim is specific and backed by a fact

Financials

Source to check against
Rent roll and T-12 or operating statement
Done when
Totals and units reconcile

Photos and maps

Source to check against
Your photo set and the property location
Done when
Images are sharp and map pins are in the right place

Final PDF

Source to check against
The latest saved document
Done when
No placeholders, overflowing text, or old pages

Troubleshooting and next steps

A page shows the wrong fact.

Likely cause: The value may come from a property field rather than the narrative text.

  1. Use the page edit action in Review & Customize when it appears.
  2. Fix the source section and download a new PDF.
A section is missing from the OM.

Likely cause: The package, property type, financial scope, template, or page visibility can leave it out.

  1. Check the document setup and that the section is complete.
  2. Check page visibility in Review & Customize.

Final verification

  • The cover shows the right property and transaction
  • Narrative facts match the property fields
  • Financial totals match your rent roll and operating statement
  • Every image and map belongs to this property
  • Contacts and the confidentiality page are current
  • You paged through the newly downloaded PDF
  • No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

Related tasks

Export, share, and publish the current documentProofread the finished document before you send itEnter and edit property and document contentComplete a full financial analysis

Your next OM, done this afternoon

Turn your property facts, photos and financials into a polished, branded offering memorandum. Most brokers finish in 30 to 90 minutes.

Build your first OM freeSee the OM builderHow to create an offering memorandum

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