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Step-by-step tutorial

Create an Offering Memorandum

Build a polished Offering Memorandum and download the finished PDF. Most brokers finish in 30 to 90 minutes once their property facts, photos, and financials are ready.

For investment sales teams · 10 lessons (7 required)

Start tutorial
Completed Juniper Market Center offering memorandum cover in Review & Customize with every section checked off.
Every section is complete and the offering memorandum is ready to export and share.

Follow along with video

10 short lessons · 13:31 total. Each lesson has captions, a transcript, and its written guide.

Watch video lessons

Before you start

  • A CREBuilder account that can create documents.
  • 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.

Your lessons

Work through the lessons in order. Skip an optional lesson when it doesn't apply to your property.

  1. Create your OM document

    Required

    Choose Offering Memorandum, the property structure, property type, and design.

    Read guideWatch video1:035 to 10 minutes

  2. Enter the property details

    Required

    Enter the address, asking price, and property facts in the document wizard.

    Read guideWatch video1:1510 to 30 minutes per section

  3. Write the property story

    Required

    Add and format the descriptions and narrative sections your OM needs.

    Read guideWatch video1:2715 to 45 minutes per narrative section

  4. Add and organize photos

    Required

    Upload your photos, choose their order, and check the cropping.

    Read guideWatch video1:2510 to 30 minutes

  5. Create a property map

    Optional

    Open the subject property and prepare a map for the document.

    When to use this lesson: Use this lesson when the OM includes a custom map.

    Read guideWatch video0:395 to 15 minutes

  6. Choose the financial scope and model

    Required

    Pick how much financial detail this OM shows (Full Financials, Rent Roll Only, Cap Rate & NOI, or Skip Financials) and, with a rent roll, its model.

    Read guideWatch video1:005 minutes

  7. Build and verify the rent roll

    Optional

    Enter tenants or units and vacancies, then check the totals against your rent roll.

    When to use this lesson: Use this lesson for Full Financials or Rent Roll Only. Skip it for Cap Rate & NOI or Skip Financials.

    Read guideWatch video1:4515 to 45 minutes

  8. Reconcile income, expenses, and NOI

    Optional

    Enter the operating statement and check income, expenses, and NOI against your T-12.

    When to use this lesson: Use this lesson for Full Financials. Skip it for Rent Roll Only or Skip Financials.

    Read guideWatch video1:1315 to 35 minutes

  9. Check contacts and disclosure

    Required

    Set the broker contacts, add tenant profiles where they apply, and confirm the confidentiality statement.

    Read guideWatch video1:26

  10. Review every page and download the PDF

    Required

    Page through the design, fix anything at its source, then select Download PDF and check the file.

    Read guideWatch video2:1615 to 45 minutes

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 builderBrowse sample OMs

No credit card required.