All Countries
Capital Markets
Offering Memorandum (Real Estate)

Offering Memorandum (Real Estate) Template for Ireland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Offering Memorandum (Real Estate)

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Offering Memorandum (Real Estate)

"I need a Real Estate Offering Memorandum for a Grade A office building in Dublin's Docklands area, targeting institutional investors with a minimum investment of €5 million, planned for distribution in March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Offering Memorandum (Real Estate) is a crucial document used in Irish property investment transactions to present comprehensive information about a real estate investment opportunity to potential investors. It serves as both a marketing tool and a legal document, containing detailed information about the property, market conditions, financial projections, risk factors, and investment terms. The document must comply with Irish regulatory requirements, including the Companies Act 2014 and relevant securities regulations. It is typically used when seeking institutional or sophisticated investors for significant real estate investments, whether single properties or portfolios. The memorandum provides protection for issuers by ensuring full disclosure while giving investors the detailed information needed for due diligence.
Suggested Sections

1. Important Notice and Disclaimer: Legal disclaimers, regulatory statements, and information about the nature of the offering

2. Executive Summary: Overview of the investment opportunity, key highlights, and summary of essential terms

3. Investment Highlights: Key selling points and unique features of the property investment opportunity

4. Property Description: Detailed description of the property, including location, specifications, and current condition

5. Market Overview: Analysis of the relevant real estate market, including trends, comparable properties, and economic factors

6. Financial Information: Current and projected financial performance, including rental income, expenses, and returns

7. Investment Structure: Legal structure of the investment, ownership details, and governance framework

8. Risk Factors: Comprehensive disclosure of material risks associated with the investment

9. Management Team: Information about key personnel and their relevant experience

10. Terms of the Offering: Detailed terms and conditions of the investment opportunity

11. Tax Considerations: Overview of relevant tax implications for investors

12. Regulatory Matters: Applicable regulatory framework and compliance requirements

13. Subscription Process: Instructions and requirements for participating in the offering

Optional Sections

1. Development Strategy: For properties with development potential, detailing development plans and timelines

2. Tenant Profile: For leased properties, detailed information about existing tenants and lease arrangements

3. Environmental Assessment: When environmental factors are material to the investment decision

4. Planning Permission Status: For properties requiring or holding specific planning permissions

5. Property Management Strategy: When specific property management arrangements are material to the investment

6. Exit Strategy: When specific exit options or strategies are predetermined

7. Financing Structure: When debt financing is part of the investment structure

8. Track Record: When the sponsor has relevant previous experience in similar investments

9. Co-Investment Details: When co-investment opportunities or requirements exist

Suggested Schedules

1. Property Photos and Plans: Visual documentation of the property, including floor plans and site maps

2. Title Documents: Summary of title documentation and any encumbrances

3. Valuation Report: Independent property valuation report

4. Technical Due Diligence Report: Summary of building surveys and technical assessments

5. Financial Projections: Detailed financial models and assumptions

6. Legal Due Diligence Report: Summary of legal review findings

7. Market Research Report: Detailed market analysis and research data

8. Subscription Agreement: Legal documentation for investment subscription

9. Property Management Agreements: Relevant property management contracts and terms

10. Environmental Reports: Detailed environmental assessments and certificates

11. Planning Documentation: Copies of relevant planning permissions and applications

12. Insurance Certificates: Property insurance documentation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Acquisition
Affiliate
Agent
Applicable Law
Asset Manager
Business Day
Closing Date
Companies Act
Completion
Confidential Information
Consideration
Control
Development Plan
Due Diligence
Encumbrance
Environmental Laws
EIRR (Equity Internal Rate of Return)
Financial Year
Freehold
Gross Asset Value
Gross Rental Income
Investment Committee
Investment Period
Investment Structure
Investor
Irish GAAP
Land Registry
Lease
Leasehold
Lender
Loan Agreement
Management Agreement
Material Adverse Change
Net Operating Income
Offering
Offering Documents
Operating Expenses
Permitted Use
Planning Permission
Property
Property Manager
Property Services Regulatory Authority
Purchase Price
REIT
Related Party
Rent Roll
Security Interest
Sponsor
Subscription Agreement
Subscription Amount
Target Return
Tenant
Title Documents
Transaction Documents
Valuation
VAT
Clauses
Investment Overview
Risk Factors
Regulatory Compliance
Subscription Rights
Investment Terms
Property Description
Title and Ownership
Valuation
Financial Terms
Due Diligence
Environmental Compliance
Planning and Zoning
Management Rights
Rental Terms
Operating Expenses
Tax Considerations
Confidentiality
Liability Limitations
Investor Eligibility
Transfer Restrictions
Exit Rights
Voting Rights
Distribution Rights
Asset Management
Property Management
Insurance Requirements
Environmental Matters
Regulatory Approvals
Anti-Money Laundering
Data Protection
Governing Law
Dispute Resolution
Force Majeure
Market Analysis
Financial Projections
Investment Structure
Subscription Process
Amendments
Notices
Representations and Warranties
Relevant Industries

Real Estate

Property Development

Investment Management

Commercial Property

Residential Property

Real Estate Investment Trusts (REITs)

Property Investment

Asset Management

Financial Services

Construction

Property Management

Professional Services

Relevant Teams

Legal

Investment

Real Estate

Finance

Compliance

Risk Management

Asset Management

Property Management

Development

Due Diligence

Investor Relations

Marketing

Treasury

Tax

Relevant Roles

Investment Director

Real Estate Manager

Property Director

Chief Investment Officer

Legal Counsel

Investment Analyst

Fund Manager

Asset Manager

Property Manager

Development Director

Financial Controller

Risk Manager

Compliance Officer

Investment Relations Manager

Portfolio Manager

Acquisitions Manager

Chief Financial Officer

Due Diligence Manager

Industries
Companies Act 2014: Primary legislation governing company law in Ireland, relevant for corporate structure disclosure and requirements for offering memoranda
Investment Funds, Companies and Miscellaneous Provisions Act 2005: Regulates the offering of investment products and securities in Ireland, including real estate investment offerings
Land and Conveyancing Law Reform Act 2009: Fundamental legislation governing property law in Ireland, including property rights, transfers, and legal requirements for real estate transactions
Consumer Protection Act 2007: Ensures fair trading practices and protects investors/purchasers from misleading information in offering documents
Criminal Justice (Money Laundering and Terrorist Financing) Act 2010: Sets requirements for due diligence and anti-money laundering procedures in real estate transactions
European Union (Alternative Investment Fund Managers) Regulations 2013: Relevant if the real estate offering is structured as an alternative investment fund
Property Services (Regulation) Act 2011: Regulates property service providers and sets standards for property-related services and documentation
Multi-Unit Developments Act 2011: Important if the real estate offering involves apartment complexes or multi-unit developments
Central Bank Act 1942 (as amended): Relevant for financial promotion rules and regulatory oversight of investment offerings
Planning and Development Acts 2000-2021: Important for disclosing planning status, zoning, and development potential of the real estate assets
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Ppm Private Placement Memorandum

An Irish law-governed offering document for private securities placement, providing comprehensive investment information while complying with Irish and EU regulations.

find out more

Commercial Offering Memorandum

A formal disclosure document under Irish law that details a company's securities offering, including business information, financials, and risks, complying with Irish and EU regulatory requirements.

find out more

Investment Memorandum (Real Estate)

A comprehensive Irish law-governed document outlining a real estate investment opportunity, including legal, financial, and commercial details for potential investors.

find out more

Offering Memorandum (Real Estate)

An Irish law-governed investment document outlining a real estate opportunity, including property details, financial projections, and risk factors for potential investors.

find out more

Private Placement Memorandum Private Equity

A comprehensive offering document for Private Equity funds in Ireland, detailing fund terms and structure while ensuring compliance with Irish and EU regulations.

find out more

Preliminary Offering Memorandum

A preliminary securities offering document under Irish law that outlines the terms of a proposed offering and provides comprehensive information about the issuer and the investment opportunity.

find out more

Investment Offering Memorandum

An Irish-law governed investment offering document that details investment terms, risks, and regulatory requirements for potential investors in compliance with Irish and EU regulations.

find out more

Investment Memorandum Private Equity

An Irish law-governed private equity investment memorandum detailing fund terms, structure, and strategy while meeting Irish and EU regulatory requirements.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.