PlanBuild your OM with live preview and market pro forma
Investor Document Generator
Offering Memorandum
Start by importing from Valuation Studio, or build a one-page free property details sheet before upgrading to the full Growth OM.
Import From Previous Activity
Pro only: Choose a saved property, valuation, or OM draft from previous activity so you don't have to enter the same information twice.
Select a saved item to preview what will be imported.
Co-Branding Pro
Optional. With a team name or logo set, YOUR brand leads the OM: cover, page footers, narrative, and closing page all carry your team, and BRIC appears only as a small "Prepared with BRIC Studios" credit on the cover and closing page. Carries over from a saved valuation when imported.
Optional. Your logo leads the cover lockup, the Opportunity page header, and every page footer.
Property Details
Choose a state to load cities, or enter an address and BRIC will try to detect it.
Shown on the cover and market pages. For NYC, the borough goes in City above and the finer submarket goes here.
Development Site Inputs
SF
FT
BRIC can auto-draft this from the zoning input, but it should be reviewed before publishing.
Estimated Buildable SF
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Calculated as Lot Size × FAR. This is a planning estimate and should be verified against zoning, deductions, overlays, and applicable regulations.
$
Free users can summarize the unit count here. Pro unlocks the full itemized rent roll with unit-by-unit inputs.
Income Snapshot
$
$
Use Itemized Rent Roll Pro
Select apartment/store count, then expand rows to input unit-level details like the valuation builder
Free uses the annual gross rental income box above. Pro unlocks the itemized rent roll dropdown with apartment and retail rows.
Upload Rent Roll / PDFs / Excel
Growth rent roll: choose the number of apartments and stores, then each generated row opens below with unit, bed/bath, SF, rent, pro forma, retail tenant, lease expiration, and rent bumps.
Expenses
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Free: use the total expense box. Growth: open itemized expenses below if you want a detailed expense schedule.
Itemize Expenses Pro
Break out taxes, insurance, heat, water, common electric, repairs, management, and custom lines
Free uses the single annual total expense input. Pro unlocks itemized expense rows.
Estimates each line (insurance, water/sewer, heat, common electric, repairs, payroll, management) from your units, SF, and income using BRIC's valuation formulas. Property taxes pull from the Asset Profile when available. Review and adjust after populating.
Description Pro
AI description helper: Builds a polished OM description using the address, state, city, property type, rent roll, expenses, cap rate, trend, and pricing assumptions you submitted.
Customize Description
These settings only affect the description when you click AI Build Description. Manual edits are always respected.
Free generates only the one-page Property Details sheet. Pro unlocks the custom description section and AI description builder.
Market Positioning
This feeds the AI market overview and investor-facing narrative.
Market Debt Quote Pro
Pre-filled from your saved valuation when imported. Override here to match a co-marketing lender quote or current market terms. Powers the Financing Snapshot page in the generated OM.
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Property Photos
Upload Property Photos / Plans
Upload up to 4 images (exterior, retail, residential, detail). Uploaded photos replace the sample placeholders on the Photos page and flow into the PDF. The first photo also becomes the cover image if no cover photo is set.
Sections to Include
Free: Generate one clean Property Details page. Growth: unlock the full OM sections below, including cover, highlights, rent roll, financials, maps, market overview, and photos.
Cover PagePro
Hero with address
Upload a primary property image for the OM cover page.
No cover photo uploaded yet, a sample image is shown in the OM preview. Upload here to replace it.
Cover stats to display (the four checked stats make the hero row):
Executive SummaryPro
The Opportunity page narrative · edit the text under Edit Actions
This page makes the generated OM feel like a pitch deck, not a form output.
HighlightsPro
Why This Deal rail + highlight cards
Click a highlight to edit it. Use ↑ / ↓ to move the order. The first selected 3, 6, or 9 cards appear in the OM.
Add 3–6 bullet highlights. AI can populate a starting draft, and you can override any bullet manually. The first 4 bullets replace the "Why This Deal" list on The Opportunity page; write "Title: your text" to get a bold heading, or clear all bullets to return to the auto-built list.
Rent RollPro
Unit-by-unit detail
Rent roll edits live in the Income Snapshot section above. This toggle controls whether the rent roll appears in the generated OM.
Financial SummaryPro
Income & expenses
Cash Flow Potential & UpsidePro
5-year projection · Year 10 anchor · upside narrative
Year-by-year operating statement using the same NYC customary increases as the rent comparison chart (RGB for stabilized, 3.5% FM customary, retail follows lease escalation). Expense growth held at 2.5%/yr. Debt service pulls from your Market Debt Quote. Turnover-driven market resets are called out as additional unmodeled upside.
Financing SnapshotPro
Market debt quote · DSCR · cash-on-cash
Inputs live in the Market Debt Quote section above. This toggle controls whether the Financing Snapshot page appears in the generated OM. Loan amount, monthly debt service, annual debt service, DSCR, and cash-on-cash are calculated from the entered terms and pro forma NOI.
Local MapPro
Neighborhood / location map
Transit MapPro
Nearby subway / transit access
Transit map is intentionally zoomed out more than the local map to show train access around the property.
Market OverviewPro
City / market context
Neighborhood Snapshot stats appear on the Market page. They're pre-filled as editable estimates, replace with verified figures (e.g. from Census/NYC data) before distribution.
Property PhotosPro
Photo gallery / upload placeholder
Property photo uploads live in the Property Photos section above. This toggle controls whether the photo gallery section appears in the generated OM.
Custom SectionsPro
Add your own OM pages
Create custom pages for items like zoning, renovation plan, tax notes, tenancy story, neighborhood thesis, financing assumptions, or seller notes.
Your AdvisorPro
Headshot, bio & specialization from your profile
This page pulls your headshot, title, specialization, market, license, and bio from your broker profile in My Account (broker dashboard). Fill it there once and it appears on every OM. Nothing prints until you add it, and it stays synced across your devices.
Track RecordPro
Year-by-year deals & volume from your profile
Pulls the year, deal count, and dollar volume rows you entered in your broker profile. Self-reported and honest, it prints only the years you filled in.
Contact PagePro
Custom last page with contact details
Add the contact information that should appear on the final page of the OM. You can add custom fields such as website, license number, company, social links, assistant contact, or disclaimer.