Home / Property Types / Portfolio & Multi-Property
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.
No credit card required
Trusted by
CRE Brokers at:
Built for Portfolio & 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 clear "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.
Portfolio & Multi-Property Marketing Templates
Professional templates customized for portfolio & multi-property properties.
What's Inside Every Portfolio & 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, occupancy, plus any custom fields you add. Long portfolios flow onto extra pages automatically 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 clear footnotes on any shared expenses not tied to a specific building.
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 Portfolio & 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/mo billed annually.
View Plans & PricingOther Property Types
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?
Ready to market your portfolio & multi-property property?
Start for free — no credit card required