Property type — Mixed-use
Mixed-use buildings combine residential, retail, and sometimes office into a single project. The disclosure is a superset of its components — a mixed-use PPM has to handle apartment risk and retail risk and, often, ground-up construction risk in one document. The wizard handles the combination.
Mixed-use covers urban-infill buildings that combine apartments on upper floors with retail on the ground floor, sometimes with office or hotel components mixed in. Transit-oriented developments — buildings anchored around a commuter-rail or light-rail stop — are the most common shape in the wizard.
Deals range from small urban-infill acquisitions in the $4–$15M equity range to ground-up development projects in the $25M+ range.
Mixed-use disclosure requires telling two (or three) stories inside one PPM: the apartment component (rent roll, value-add plan), the retail component (tenant mix, lease-rollover), and — for ground-up — the construction component (budget, timeline, contractor agreement). The wizard renders each component separately but keeps the capital stack and waterfall unified.
The risk library layers the apartment, retail, and (where applicable) construction risks, which is typically too heavy for a single asset type's default library. Mixed-use drafts get the combined library by default.
Mixed-use deals typically run as Delaware LLCs offering Class A units under Rule 506(c), with a 7–9% preferred return, a 55–70% LTV loan (lower for ground-up construction), and a 5–7-year hold. Ground-up projects often include a construction-interest-reserve and a lease-up-reserve in the use of proceeds.
Sample offerings
A handful of representative sample PPMs you can open and preview. Each one is a full draft generated by the wizard for a plausible sponsor and deal.
506(c) · Mixed-Use
Ground-up 6-story mixed-use with 148 apartments over 18,000 sq ft of ground-floor retail.
Open sample
506(c) · Historic Mixed-Use
Historic tax-credit adaptive re-use of 180,000 sq ft former tobacco warehouse into residential + retail.
Open sample
Colophon · Draft your own
Free tier includes three full drafts and a watermarked preview. Subscribe when the output beats what you would otherwise hand to counsel.
Drafting tool only — attorney review required before issuance
