Creating a high-quality Offering Memorandum (OM) or Broker Opinion of Value (BOV) is essential for brokers and investors looking to make a strong impression and win deals. A professional OM or BOV communicates credibility, showcases your expertise, and helps you stand out in a competitive market.
Why It Matters
Your OM or BOV isn’t just a brochure—it’s often your first impression. A clean, data-driven, and well-designed presentation builds trust with potential clients. On the other hand, a disorganized or incomplete document can signal inexperience and reduce your chances of winning business.
What Every Professional OM or BOV Should Include
A comprehensive OM or BOV typically consists of six core components (seven if it's a BOV):
1. Cover Page
Property photo
Address
Property name
Your branding and logo
2. Executive Summary
Key property facts and metrics (price, price per unit, year built, etc.)
Return metrics (cap rate, cash on cash, etc.)
Property description and highlights
Additional photos of the property and surrounding area
3. Financial Summary
Current and Proforma financials (income, expenses)
Operating projections
Pricing scenarios
Underwriting assumptions
4. Market Comps
Sales comps to support pricing (price per SF or per unit)
Rent comps to justify projected rents in pro forma financials
5. Market or Location Overview
Market Overview
Demographic trends
Population growth
Major employers and economic indicators
Additional relevant market data
6. Contact Information
A final contact page with your name, phone, email, and firm branding to make it easy for clients to reach you
7. About Us / Team Overview (BOV only)
Information about your company, team, and experience
Marketing or sale strategy overview
Recent successful deals and client testimonials
Building Your OM or BOV
To build a professional OM or BOV, follow these steps:
Gather Your Materials:
Property data and financials
High-quality property photos
Market research (rent and sales comps, demographics)
Choose Your Tools:
Pro Tip: Use Automation to Save Time
Creating OMs and BOVs manually can take hours or even days. IntellCRE streamlines the process by allowing you to upload your data and photos, select a template, and generate a professional document instantly. This approach ensures consistency, speed, and professional presentation every time.
Ready to Get Started?
If you’d like to see a fully automated BOV or OM workflow in action, visit IntellCRE or reach out to us for a custom demo.