Offering Memorandum and Underwriting Services

WHY WORK WITH ISOURCEOUT?

Bridging the Gap

Unified Underwriting, Content, and Design for Multifamily and Commercial Real Estate

We provide integrated underwriting, content creation, and design services for real estate offering memorandums, eliminating the need for clients to coordinate with multiple vendors. This approach reduces communication challenges, accelerates project timelines, and assures a cohesive, high-quality final product.

OUR SERVICES

Argus & Excel UW for Commercial and Multi-Family Real Estate

We provide in-depth underwriting services to evaluate the financial viability of commercial and multi-family real estate investments. Get competitive, market-driven pricing for your property, tailored to maximize value and investor appeal.

Offering Memorandums

Our professionally designed offering memorandums and marketing materials enhance investor appeal with clear insights and compelling visuals.

Custom-Designed Templates

We take care of writing the content for your Offering Memorandums and other marketing materials—like property summaries, market overviews, and investment sections. You won’t need to coordinate with a separate content team or hire a writer. Everything you need is handled in one place, saving you time and keeping the process simple.

Other Services

The iSourceOut team also offers a range of services designed to enhance your property’s value and cater to your specific needs.

Lease Brochure
Debt and Equity Underwriting
Equity Waterfalls
Due Diligence
Portfolio Review and Analysis
3rd Party Review
Lease Abstracting
Competitor Analysis
Offering Memoranda
Site Plans
Investment Committee Memos
Investor Presentations
Lender Presentations
Database Administration
Lease Audits
Dedicated Staffing Solutions
Quarterly Reporting
CAM Audits
Market Research

WHAT WE OFFER

Choose an OM Package that
matches your needs

$129

TEASER OM

A short-form OM to generate initial interest in a property.

  • Design and content comparable to sample

  • 4-6 professionally designed pages

  • 2 days delivery

$229

ESSENTIAL OM

A basic OM with a standardized template, including key deal details.

  • Design and content comparable to sample

  • 10-12 professionally designed pages

  • 2 days delivery

$499

ESSENTIAL OM + FINANCIALS

Everything in Essential OM, plus rent roll, P&L summary, and underwriting

  • Design and content comparable to sample

  • 18-20 professionally designed pages

  • 5 days delivery

Most Popular

$899

PROFESSIONAL OM + FINANCIALS

A premium OM with custom branding, financials, and polished visuals.

  • Design and content comparable to sample

  • 30-40 professionally designed pages

  • 7 days delivery

OM Package Overview

Feature

Covers (Design)

Executive Summary

Investment Highlights

Property Profile

Regional Map

Financial Analysis

Market Overview

Local Map

Aerials

Points of Interest Map

Transportation Map

Sales Comparables

Rent Comparables

Site Plan / Stacking Plan

Custom Charts & Graphs

Teaser

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Essential OM + Financials

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Professional OM + Financials

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HOW IT WORKS

Production Process

01.

Estimate Cost of your Chosen Plan or Service

Choose from Essential, Professional or Client Provided OM Package. For underwriting support, follow prompts for guidance.

02.

Submit Form to get a Proposal

Submit property details & upon review, we’ll follow up with questions or proposal.

03.

Production Begins

The project commences, we submit the first draft and refine it to your vision.

04.

Final Delivery & Close out

We send you the assignment with print-ready and digital deliverables.

HOW MUCH DOES IT COST

Estimate the Price

Want to adjust your selected package? Use the form below to estimate the price based on your custom needs. Be sure to complete all fields for accurate pricing.

WHAT THEY SAY ABOUT US

“Partnering with iSourceOut ensures a seamless experience, delivering top-tier OMs and UW with unmatched quality.”

Steve Fithian

Senior Advisor and Managing Director, SVN Trinity Advisor

Our Satisfied Clients

Frequently asked questions

Click here to submit your project. Complete the submission form with your project details, and our team will review and follow up promptly. If you have any questions before submitting, feel free to contact us!

We require a 50% deposit before starting the project. The remaining balance is due upon final delivery.

Revisions requested within a reasonable timeframe (up to one month after project delivery) are typically included. For revisions requested after one month, additional fees may apply based on scope and time required.

Yes, but scope changes after work has started may affect pricing or timeline.

Delivery timelines depend on receiving all required data. Delays in data submission will extend the project timeline. A project will be placed on hold until all necessary details are received. We’ll send reminders to keep the process moving.

All OMs are delivered as a professional PDF, optimized for both printing and digital sharing. Editable source files (InDesign, Canva, or PowerPoint) are available upon request for an additional fee.

Turnaround time depends on the complexity of the request. You’ll receive an ETA with the proposal. Basic Offering Memorandums are typically completed within 1-3 business days. Professional Offering Memorandums are typically completed within 5-8 business days. Underwriting assignments are typically completed within 1-3 business days.

Turnaround time depends on the complexity of the request. You’ll receive an ETA with the proposal. Basic Offering Memorandums are typically completed within 1-3 business days. Professional Offering Memorandums are typically completed within 5-8 business days. Underwriting assignments are typically completed within 1-3 business days.

If you’re unsure, submit your request, and our team will assess the best fit based on your needs and preferences.

Yes! If your project has unique requirements beyond the standard options, fill out this form for a custom quote. We’ll assess the scope and provide an estimated cost and timeline.

Cancellations are allowed; however, fees for work completed up to that point will be invoiced.

We typically require a 50% deposit upfront, with the remaining balance due upon project completion. For long-term clients, we can discuss flexible payment arrangements.

Post-delivery support (e.g., for additional revisions) is available for an additional fee.

No, we do not provide licenses. Clients must have their own access to proprietary tools if deliverables are expected in those formats.

Investment Sales
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CONNECT WITH US
  • +1 347-697-9855
  • 67 West St, Suite 421, Brooklyn, NY 11222
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