Offering Memorandum and Underwriting Services

$95

TEASER

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

$195

ESSENTIAL

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

$395

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

$795

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

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

Company Profile

Teaser

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Essential OM + Financials

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Professional OM + Financials

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*Add-Ons

COMMERCIAL REAL ESTATE

Client must provide rental comps.

CUSTOM-DESIGNED TEMPLATES

Contents shall be provided by the client.

SEE OTHER SERVICES

See below for the available services.

Other Services

Commercial Real Estate

iSourceOut provides a comprehensive range of Commercial Real Estate Underwriting services, including Lease Abstracts, Rent Comparables, and more, ensuring accurate analysis and data-driven insights for informed decision-making.

Custom-Designed Templates

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Other Services

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Custom Packages

Select the Best Plan for Your Needs

Review our three pricing tiers—Basic, Premium, and Custom Enterprise—to find the best fit for your project. Each package is designed to meet unique needs, from quick-turnaround OMs to fully customized presentations.

Submit Your Property Details

After selecting your package, you’ll receive an intake form where you can submit property details, financials, and branding preferences. We’ll also provide a checklist of required documents to streamline the process.

Review & Finalize Your Materials

Once we complete the first draft, you’ll have the opportunity to review and request revisions. We include two full rounds of edits to ensure the final product meets your exact needs.

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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