Real Estate Investment Offering Memorandum Template for Canada

1. Development Plan: For development projects: detailed construction and development timeline, costs, and projections

2. Property Management: If applicable: details about property management arrangements and strategy

3. Environmental Matters: If relevant: environmental assessments, risks, and compliance matters

4. Financing Arrangements: If using leverage: details of any mortgage or other financing arrangements

5. Track Record: If available: past performance of sponsor's previous real estate investments

6. Competitor Analysis: If relevant: analysis of competing properties or developments in the market

7. Exit Strategy: If applicable: planned exit strategies and liquidity options

8. Foreign Investment Considerations: If targeting foreign investors: specific requirements and implications for non-Canadian investors

1. Schedule A - Subscription Agreement: Legal agreement for subscribing to the offering

2. Schedule B - Financial Projections: Detailed financial models and assumptions

3. Schedule C - Property Appraisal: Independent third-party appraisal of the property

4. Schedule D - Corporate Documents: Organizational documents of the investment vehicle

5. Schedule E - Property Condition Report: Technical assessment of property condition

6. Schedule F - Market Research Reports: Detailed third-party market analysis and research

7. Schedule G - Legal Title and Zoning: Property title documents and zoning certificates

8. Schedule H - Tax Opinion: Legal opinion on tax treatment of the investment

9. Schedule I - Management Agreements: Key agreements with property managers or service providers

10. Schedule J - Historical Financial Statements: If applicable: historical financial performance of the property