A studio service
Real estate investment prospectus design the full document, laid out to be read.
Sponsors call the long investor document by several names: prospectus, offering memorandum, investment memorandum. Whatever the title, it is the document an investor keeps, forwards to an adviser and reads twice. We design it from your underwriting and your counsel's text so the summary, the property, the numbers and the terms are easy to find and easy to check.
Investment
Three ways to raise.
Fixed price, fixed scope. Pick the tier that matches your raise — from a single deal deck to a full capital-raise kit.
Offering Memorandum
The OM on its own, for a sale, a raise or a lender.
7 business days
- Up to 24 designed pages
- Investment summary, property, market, financials and comps pages
- Rent roll, pro forma and sources & uses redesigned as readable tables
- Phone-readable and print layouts
- 2 revision rounds
- Not included: investor deck, writing from scratch, photography, PPM or legal language
OM + Investor Deck
The OM plus the 12–18 slide deck for email and meetings.
Priority · 10 business days
- OM up to 40 pages, narrative written from your notes
- Investor deck, 12–18 slides, same design
- Waterfall and returns drawn as diagrams
- 2 revision rounds on each
- Editable source files
- Not included: underwriting, photography, PPM and subscription documents
Raise Kit
OM, deck and everything the raise needs after the first call.
Rush · 7 business days
- Everything in OM + Investor Deck
- Webinar presenter deck and 1-page email summary
- Investor update template
- 3 white-glove revision rounds, 45-minute call
- Not included: legal documents, underwriting, marketing or ad management
N° 01What we design
Five sections every reader looks for.
01
Investment summary
The whole offering on two pages: the asset, the raise, the projected returns and the timeline.
02
Property and business plan
Photographs, site plan, unit mix or specification, and what will be done to create value.
03
Market
Location, demand drivers and comparables, each figure with its source.
04
Financials
Sources and uses, pro forma and returns, redrawn as tables that read clearly on screen and in print.
05
Terms and sponsor
Structure, fees, distributions and the sponsor's track record, with risk factors and disclosures set as your counsel provides them.
N° 02What we do not do
Design, not legal drafting.
01
A prospectus can be a regulated document
In some jurisdictions and for some offerings, "prospectus" has a specific legal meaning with filing requirements. Whether yours is one is a question for your attorney.
02
Counsel's text goes in unchanged
Risk factors, disclosures and offering terms are placed exactly as your attorney supplies them. We do not write or edit legal language.
03
Your figures stay yours
We design the financial pages from your underwriting and flag anything that does not add up between pages. We do not build or audit the model.
Sample slides
Sample slides, in house style.
Generated in our editorial discipline — framed to your vertical. Every deck we ship is original and bespoke.
Questions
The answers we give most often.
- What is a real estate investment prospectus?
- The detailed document given to prospective investors in a property or fund, covering the asset, the market, the financial projections, the terms and the risks. Many sponsors use the term interchangeably with offering memorandum.
- Is a prospectus the same as an offering memorandum?
- In everyday use the two overlap. Legally they can differ, and which one applies depends on how the offering is made. Your attorney decides that; we design the document either way.
- How much does it cost?
- Offering Memorandum $1,500 for up to 24 pages, OM + Investor Deck $3,500, Raise Kit $5,500. Legal documents, underwriting and photography are not included.
- Do you write the content?
- The $3,500 and $5,500 packages include writing the narrative sections from your notes. Legal sections always come from your counsel.
- What formats do you deliver?
- A PDF laid out for screens and phones, a print-ready version, and the editable source files.
- What do you need to start?
- The underwriting or pro forma, property details and photographs, your draft text if any, and the legal sections from your attorney when they are ready.
Next step
Preparing the investor document?
Send us the underwriting and the property details. We will tell you within a day which package fits and what we need from your counsel.