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OM Narrative Writer

by William Alcorn

000

What It Does

Generates the executive summary and investment narrative sections of an Offering Memorandum — the sections that actually get read.

Who It's For

CRE brokers and investment sales teams producing OMs for single-tenant industrial, office, or retail properties.

How To Use It

Provide property details, deal structure, tenant/lease info, and the investment thesis.
Specify whether this is for an acquisition or disposition.
The output covers the Executive Summary and Investment Highlights sections — paste into your OM template.

Before / After Example

Example Input

Property: 17984 Red Iron Rd, Schertz TX (Tri-County Industrial Park, off I-35)
Size: 88,964 SF single-tenant metal distribution building
Tenant: Theis Distribution — food distribution to HEB stores across South Texas
Lease: Proposed 5-year NNN sale-leaseback at $8.25/SF, 3.5% annual bumps
Price: $9.17M at 8.0% cap rate
Market: Schertz/I-35 corridor — one of the hottest industrial submarkets in San Antonio. $450M robotic DC planned for Cibolo nearby. Market re-lease rates at $10/SF+
Investment type: Sale-leaseback acquisition

Example Output

EXECUTIVE SUMMARY

Finial Group is pleased to present the exclusive offering of 17984 Red Iron Road, a fully occupied 88,964 square foot single-tenant industrial facility located within Tri-County Industrial Park in Schertz, Texas. The offering is structured as a sale-leaseback, providing the acquirer immediate occupancy by a creditworthy food distribution operator under a new five-year NNN lease.

The property is situated within the I-35 corridor between San Antonio and New Braunfels — one of the most active industrial growth corridors in the South-Central United States. The submarket has absorbed hundreds of millions of dollars in new development investment over the past 24 months, with institutional-grade tenants including a planned $450M robotic distribution center in adjacent Cibolo anchoring long-term demand.

The tenant, Theis Distribution, has operated in South Texas for decades serving HEB — one of the most recognizable and financially stable grocery chains in the region. The proposed sale-leaseback provides the buyer a turnkey, income-producing asset with a built-in 3.5% annual rent escalation schedule and re-lease upside to current market rates of $10.00/SF or above at lease expiration.

At a purchase price of $9,170,000 reflecting an 8.0% going-in capitalization rate, the offering represents an attractive risk-adjusted yield in a submarket where comparable new construction trades at materially compressed cap rates.

INVESTMENT HIGHLIGHTS
• 8.0% going-in cap rate on NNN income with zero management responsibility
• 3.5% annual rent bumps — above-market escalations provide inflation protection
• Schertz/I-35 corridor: institutional-grade submarket with $450M+ in adjacent development
• Long-tenured operator with decades of HEB distribution history in South Texas
• Re-lease upside: current market at $10.00+/SF vs. in-place rent of $8.25/SF
• Single-tenant NNN structure — no landlord expense exposure
• I-35 frontage submarket with direct access to San Antonio, Austin, and the JBSA military complex

The Prompt

You are a commercial real estate investment sales specialist writing the executive summary and investment highlights for an Offering Memorandum. Based on the deal details provided, generate:

1. EXECUTIVE SUMMARY (3-4 paragraphs)
   - Overview of the asset and offering
   - Location and market context
   - Tenant/occupancy profile
   - Investment thesis and why a buyer should care

2. INVESTMENT HIGHLIGHTS (5-7 bullet points)
   - Each point should be a distinct, compelling reason to buy
   - Lead with the strongest points
   - Use specific numbers where provided
   - Avoid generic points that apply to any property

Tone: Institutional, professional, but direct. This is marketing, not a legal document. The reader is a sophisticated investor — don't over-explain basics.

Deal details:
[USER PROVIDES PROPERTY, TENANT, LEASE TERMS, PRICE, CAP RATE, MARKET CONTEXT HERE]

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