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Portfolio & Multi-Property Marketing Templates
Sell a portfolio of properties or a multi-building campus as a single package. Aggregate cover stats, per-building rent rolls, blended cap rates, allocated valuations, and land assemblage support — designed for brokers who package multiple assets into one transaction.
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Built for Portfolios & Multi-Property Properties
Multi-Building Campus or Scattered Portfolio
Pick the right mode for the deal — same-site campus (office park, apartment complex, mixed-use) or scattered portfolio (3 shopping centers across a metro, multi-state holdings, land assemblage).
Per-Building Rent Rolls & Financials
Each building carries its own tenants, vacancies, expenses, and additional income. The Portfolio Financial Summary rolls everything up with per-building columns + a Portfolio Total.
Blended Cap Rate & Allocated Value
Cover and TOC label the cap rate as "Blended Cap Rate" for true portfolios. The Valuation Summary breaks the asking price into allocated per-property values by gross rent share — with a 2-decimal % and an "indicative only" disclosure.
Portfolio Location Map
Auto-generated multi-marker static map covers all properties in the portfolio. Single-marker maps for the Multi-Building (campus) mode where all buildings share one location.
Portfolios & Multi-Property Marketing Templates
Professional templates customized for portfolios & multi-property properties.
Portfolio Offering Memorandum
Full multi-building / multi-property OM with per-building financials and a blended portfolio-level summary.
Portfolio Sales Teaser
Aggregated portfolio summary — total SF, blended cap rate, allocated values — with broker contact and NDA gate.
Land Assemblage OM
Multi-parcel land deal with per-parcel APN, lot size, zoning, and a combined acreage total.
What's Inside Every Portfolios & Multi-Property Marketing Package
Every page professionally designed and ready to export as a polished PDF.
Portfolio Cover
Distinct labels for campus ("Multi-Building Property") and portfolio ("Multi-Property Portfolio"), city aggregator listing all locations, and a property/building count subtitle.
Executive Summary
Portfolio stats panel — number of properties, total SF, total units — alongside the standard investment thesis and price/cap/NOI metrics.
Investment & Location Highlights
Portfolio-aware bullets that talk to "the Properties" plural for true portfolios. Location Highlights uses the portfolio centroid with all markers placed.
Portfolio Properties
Per-building cards with address, year built, total SF, lot size, year built, occupancy, and any custom propertyData fields you added. Multi-page slicing for portfolios with 7+ buildings so no field gets dropped.
Combined Rent Roll
Single combined rent roll grouped by building with per-building section headers showing inline key facts (TOTAL SF / YEAR BUILT / CLASS / STORIES / OCCUPANCY / ANNUAL BASE RENT).
Portfolio Financial Summary
Columnar table — one column per building plus a Portfolio Total. Income, expenses, NOI, expense ratio, and operating statistics with allocation footnotes for unlinked pool rows.
Valuation Summary with Allocated Values
Asking price + blended cap rate + projected exit, plus an Allocated Value Per Property panel showing each property's share of the portfolio price by gross rent.
Cash Flow Projection
10-year compounding cash flow at the portfolio level — same in-place + lease-up + pro-forma flexibility as single-property OMs.
Sales Comparables
Per-comp Cap Rate (not blended) so the comp set reads as individual transactions, while portfolio-level pages keep the Blended Cap Rate framing.
Closing & Confidentiality
Portfolio-aware confidentiality language ("the Properties" plural for scattered portfolios; "the property" singular for campus mode).
Why Brokers Choose CREBuilder for Portfolios & Multi-Property
No Spreadsheet Hand-Off
Most platforms force you to assemble portfolios by hand or export everything to Excel. CREBuilder treats portfolio as a first-class mode — one wizard, one PDF, one consistent narrative.
Campus vs Portfolio Distinction
Same-site multi-building deals and scattered portfolios are meaningfully different products to a buyer. CREBuilder picks the right labels, math, and copy for each — Blended Cap Rate where it belongs, plain Cap Rate where it doesn't.
Land Assemblages Supported
Selling three contiguous parcels as one entitlement opportunity? Land is a first-class property type inside the multi-building flow, with parcel-friendly copy and APN tracking.
One flat rate for all features.
No contracts. No onboarding fees. Starting at $69/month.
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Frequently Asked Questions
What's the difference between Multi-Building and Portfolio mode?
Does CREBuilder support land assemblages?
Can I show per-building financials?
How does the blended cap rate work?
How long does it take to build a portfolio OM?
What does CREBuilder cost?
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