With a quick skim, interested parties will be able to go directly to essential details. Table of Contents. Including a table of contents in an offering memorandum makes it quickly readable. Your company logo, brand colors, and a picture of the property should all be included. A well-designed cover attracts readership, establishes your brand, and builds confidence in the offering right from the beginning. National Geographic never skimps on the cover image of their magazine and you shouldn’t either.
Here are some aesthetic qualities that every OM should include:Ĭover Page. The presentation, colors, layout, and even the feel of the paper are all critical to making a first impression that wins over investors. Investors are drawn to nice-looking materials. While OMs will vary in content and design, here are ten essentials, split along the categories mentioned above, that should never be skipped. Both parts are equally important and need to complement each other to create a compelling case for investment. In broad strokes, the components of an offering memorandum can be broken down into two categories: aesthetics and details. An organization that specializes in commercial real estate marketing can guide the creation of the document and ensure that it includes all of the essentials. It’s important to get this document right, and that’s why it’s best to outsource OM development. The offering memorandum can quickly establish credibility, particularly among investors that may not be familiar with the offeror. They also want to know about the organization they’ll be doing business with.
Prospective investors will seek out excellent opportunities. Offering Memorandums Establish Credibility What’s sometime forgotten, is that this document is one of the essential tools for enforcing a company’s brand while also creating interest among investors. The OM should provide all of the information surrounding a property like financial information, location, demographics, and so on. These authoritative documents, when executed correctly, inform prospective investors of the details of a real estate opportunity. Anyone that’s worked in commercial real estate for more than a minute knows about offering memorandums (OMs).