Mixed-use PPM software

A PPM for mixed-use and transit-oriented developments

Mixed-use buildings combine residential, retail, and sometimes office or hospitality in one project. PPMWizard supplies a general real-estate workflow; sponsors must describe the distinct operating and construction facts for each component for counsel review.

No card required. Export one offering for $29, or unlimited drafts and exports for $49/month while Pro is active.

Drafting software. Attorney review required before issuance. Legal and filing costs are separate.

Open a full fictional PPM sample
Illustrative mixed-use property for a fictional offering

Illustrative draft inputs

Beaumont Row

Target raise

$28.6M

Minimum commitment

$250K

Your terms become an editable draft for counsel review.

Image and sample offering are illustrative.

Questions that fit your deal

Asset-specific inputs and editable narrative sections.

See the draft as you go

A connected on-screen preview before you pay.

Give counsel a working file

Paid Word and PDF exports for review and revision.

Try a few inputs

See how your deal takes shape on the page.

Change the example terms and watch the draft update. This simplified illustration shows the input-to-document workflow. Open the full demo to explore more of the actual workspace.

  1. 1

    Describe the property

    Start with the asset, location, unit mix, and acquisition strategy.

  2. 2

    Build the deal economics

    Add the rent roll, capital budget, loan terms, and distribution inputs.

  3. 3

    Review the investor story

    Choose relevant risks and read the assembled draft before counsel review.

Explore the full no-signup demo

PPMWizard workspace

Simplified interactive illustration

Fictional draft

Try your terms

Change a term to update the draft excerpt and budget amounts. These demo edits stay on this page.

Draft excerpt

Updates as you type

Real Estate · Private placement memorandum

Beaumont Row

The proposed offering targets $28,600,000 in commitments, with a minimum investment of $250,000. Final terms and disclosures require issuer and counsel review.

Target raise

$28,600,000

Minimum investment

$250,000

Use-of-proceeds snapshot
Property investment · 80%
$22,880,000
Reserves · 15%
$4,290,000
Offering expenses · 5%
$1,430,000

Illustrative budget inputs, not a return model or forecast. Edit the reserve percentage in Use of proceeds.

Nothing is saved or submitted. Attorney review required before issuance.

Read the full fictional sample

The details, when you need them

What this starting point covers.

Review the workflow, fit, and boundaries with your team. Your attorney determines the final disclosure and document scope.

Browse the help center

What this property type is

Mixed-use covers buildings that combine residential, retail, office, hospitality, or other components. Transit-oriented development is one possible strategy. A private offering may finance acquisition, development, repositioning, or a portfolio, and each component needs deal-specific operating assumptions.

PPM considerations specific to mixed-use

Mixed-use disclosure may require separate explanations for the apartment component, the retail or office component, and, for ground-up projects, the construction budget, timeline, and contractor arrangement. The capital stack and investor waterfall should remain consistent across those narratives.

PPMWizard provides one general real-estate rent roll, underwriting model, waterfall, and narrative workflow; it does not generate separate component models or combine subtype-specific risk libraries automatically. Component-level facts and risks belong in narrative or custom risks and require counsel review.

Illustrative structure questions

A mixed-use vehicle may use an LLC, membership interests, acquisition or construction debt, a preferred return, a sponsor promote, and a hold period tied to construction, lease-up, and disposition. Ground-up projects may include interest and lease-up reserves. Every amount and economic term must come from deal underwriting rather than subtype defaults.

Open the output

Read a full draft before you start yours.

Fictional examples you can open without an account. Explore the layout, deal terms, disclosures, and supporting sections.

Browse all samples

Start with your deal

You have the terms.
Give them a working draft.

Draft and preview up to three offerings free. Add detail at your pace, then unlock exports when you are ready for counsel review.

One offering

Export package and later revisions to that offering.

$29once

Pro monthly

Unlimited drafts and supported exports while active.

$49/mo

USD software prices. Counsel, filing fees, other vendor charges, and any applicable taxes are separate.

A few practical questions

Before you start.

What can I try before paying?

Create up to three offerings and review the on-screen draft previews without a card. Editable Word, PDF, and other supported exports require paid access.

Does the software replace securities counsel?

No. This is drafting software. You retain qualified securities counsel separately to confirm the structure, exemption, disclosures, calculations, and final document before issuance.

How do I choose the right starting point?

Review the sample and the workflow details with your counsel. Select the asset workflow and offering framework that match the actual transaction; the software does not determine eligibility or legal compliance.