Designing $4B+ in Real Estate Offerings at CBRE

Phone

Client

CBRE, a Fortune 500 leader in corporate real estate, delivering services in capital markets, leasing, investment sales, and asset management.

Phone

Project Type

Offering Memorandums for a large-scale land developments, mixed-use investments, urban portfolio assets, around 50-75 pgs long tailored to specific investor audiences.

Phone

Role

Creative Lead supporting brokerage teams, guiding visual strategy, brand consistency, and investor communications to strengthen positioning in competitive capital markets.

Phone

Objective

Produce investor-ready materials that clarified complex property details, accelerated deal communication, and supported transactions at multi-million and billion-dollar scale.

Challenge

01

OMs needed to communicate complex property data and market positioning to investors and capital market buyers.

02

Prior OMs were inconsistent, overly dense, or lacked visual clarity.

03

Fast turnaround deadlines typical in capital markets (tight transaction windows).

Approach

01

Created a modular design system for OMs (consistent layouts, data visualization styles, photo treatments).

02

Built templates to accelerate production while keeping high polish.

03

Integrated maps, comps tables, and financials into layouts that balanced data density with readability.

CBRE Branded Offering Memorandum

Holiday Inn & Suites

A $40M+ hospitality property located near Hartsfield–Jackson Atlanta International Airport in Atlanta, operating under the Holiday Inn flag and serving business and leisure travelers within one of the nation’s busiest travel hubs.

Multi-Asset Extended Stay Portfolio

Sonesta Suites Portfolio

A national hospitality portfolio of over 65 extended-stay properties operating under the Sonesta ES Suites flag, located across key markets throughout the United States and offering apartment-style accommodations designed for longer-term business and leisure travel.

See full Om

See full Om

Urban Bespoke Hospitality Asset

Boston Kimpton Nine Zero

A boutique luxury hotel property located in downtown Boston, operating under the Kimpton Hotels & Restaurants portfolio, known as Kimpton Nine Zero Hotel, offering upscale accommodations and vibrant hospitality in the heart of the city.

See full Om

Select-Service Hospitality Property

Holiday Inn Express Hilton Head

A select-service hospitality property located on Hilton Head Island, operating under the Holiday Inn Express flag and providing modern accommodations near the island’s beaches, golf courses, and resort destinations.

See full Om

Boutique Coastal Hospitality Property

Palihouse Santa Monica

Broker Opinion of Value for Boutique Coastal Hospitality Property – Palihouse Santa Monica located in Santa Monica, operating under the Palihouse boutique hotel brand.

See full BOV

Design support for multi-million dollar capital markets transactions at Cushman & Wakefield.

Connect with me.

Schedule a quick call to see if we’d be a good fit, or to just pick my brain!

Schedule a call

Phone

© LVO CO

2025

Designing $4B+ in Real Estate Offerings at CBRE

Phone

Client

CBRE, a Fortune 500 leader in corporate real estate, delivering services in capital markets, leasing, investment sales, and asset management.

Phone

Project Type

Offering Memorandums for a large-scale land developments, mixed-use investments, urban portfolio assets, around 50-75 pgs long tailored to specific investor audiences.

Phone

Role

Creative Lead supporting brokerage teams, guiding visual strategy, brand consistency, and investor communications to strengthen positioning in competitive capital markets.

Phone

Objective

Produce investor-ready materials that clarified complex property details, accelerated deal communication, and supported transactions at multi-million and billion-dollar scale.

Challenge

01

OMs needed to communicate complex property data and market positioning.

02

Prior OMs were inconsistent, overly dense, or lacked visual clarity

03

Fast turnaround deadlines typical in capital markets (tight transaction windows).

Approach

01

Created a modular design system for OMs (consistent layouts, data visualization styles, photo treatments).

02

Built templates to accelerate production while keeping high polish.

03

Integrated maps, comps tables, and financials into layouts that balanced data density with readability.

CBRE Branded Offering Memorandum

Holiday Inn & Suites

A $40M+ hospitality property located near Hartsfield–Jackson Atlanta International Airport in Atlanta, operating under the Holiday Inn flag and serving business and leisure travelers within one of the nation’s busiest travel hubs.

Multi-Asset Extended Stay Portfolio

Sonesta Suites Portfolio

A national hospitality portfolio of over 65 extended-stay properties operating under the Sonesta ES Suites flag, located across key markets throughout the United States and offering apartment-style accommodations designed for longer-term business and leisure travel.

See full Offering Memorandum

Urban Bespoke Hospitality Asset

Boston Kimpton Nine Zero

A boutique luxury hotel property located in downtown Boston, operating under the Kimpton Hotels & Restaurants portfolio, known as Kimpton Nine Zero Hotel, offering upscale accommodations and vibrant hospitality in the heart of the city.

See full Offering Memorandum

Select-Service Hospitality Property

Holiday Inn Express Hilton Head

A select-service hospitality property located on Hilton Head Island, operating under the Holiday Inn Express flag and providing modern accommodations near the island’s beaches, golf courses, and resort destinations.

See full Offering Memorandum

Boutique Coastal Hospitality Property

Palihouse Santa Monica

Broker Opinion of Value for Boutique Coastal Hospitality Property – Palihouse Santa Monica located in Santa Monica, operating under the Palihouse boutique hotel brand.

See full BOV

Connect with me.

Schedule a quick call to see if we’d be a good fit, or to just pick my brain!

Schedule a call

Phone

© LVO CO

2025

All Rights Reserved

Designing $4B+ in Real Estate Offerings at CBRE

Phone

Client

CBRE, a Fortune 500 leader in corporate real estate, delivering services in capital markets, leasing, investment sales, and asset management.

Phone

Project Type

Offering Memorandums for a large-scale land developments, mixed-use investments, urban portfolio assets, around 50-75 pgs long tailored to specific investor audiences.

Phone

Role

Creative Lead supporting brokerage teams, guiding visual strategy, brand consistency, and investor communications to strengthen positioning in competitive capital markets.

Phone

Objective

Produce investor-ready materials that clarified complex property details, accelerated deal communication, and supported transactions at multi-million and billion-dollar scale.

Challenge

01

OMs needed to communicate complex property data and market positioning to investors and capital market buyers.

02

Prior OMs were inconsistent, overly dense, and lacked clarity

03

Fast turnaround deadlines typical in capital markets (tight transaction windows).

Approach

01

Created a modular design system for OMs (consistent layouts, data visualization styles, photo treatments).

02

Built templates to accelerate production while keeping high polished and dynamic content.

03

Integrated maps, comps tables, and financials into layouts that balanced data density with readability.

CBRE Branded Offering Memorandum

Holiday Inn & Suites

A $40M+ hospitality property located near Hartsfield–Jackson Atlanta International Airport in Atlanta, operating under the Holiday Inn flag and serving business and leisure travelers within one of the nation’s busiest travel hubs.

Multi-Asset Extended Stay Portfolio

Sonesta Suites Portfolio

A national hospitality portfolio of over 65 extended-stay properties operating under the Sonesta ES Suites flag, located across key markets throughout the United States and offering apartment-style accommodations designed for longer-term business and leisure travel.

See full Offering Memorandum

Urban Bespoke Hospitality Asset

Boston Kimpton Nine Zero

A boutique luxury hotel property located in downtown Boston, operating under the Kimpton Hotels & Restaurants portfolio, known as Kimpton Nine Zero Hotel, offering upscale accommodations and vibrant hospitality in the heart of the city.

See full Offering Memorandum

Select-Service Hospitality Property

Holiday Inn Express Hilton Head

A select-service hospitality property located on Hilton Head Island, operating under the Holiday Inn Express flag and providing modern accommodations near the island’s beaches, golf courses, and resort destinations.

See full Offering Memorandum

Boutique Coastal Hospitality Property

Palihouse Santa Monica

Broker Opinion of Value for Boutique Coastal Hospitality Property – Palihouse Santa Monica located in Santa Monica, operating under the Palihouse boutique hotel brand.

See full BOV

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Rebranding Cox2m for Retention

Block by Block: Building Comms That Scale

Esmeralda Botanicals: Building a Holistic Wellness Brand and Digital Experience

Connect with me.

Schedule a quick call to see if we’d be a good fit, or to just pick my brain!

Schedule a call

Phone

© LVO CO

2025

All Rights Reserved