Retail PPM software
A PPM for retail centers and net-lease-heavy portfolios
Retail offerings, including grocery-anchored and necessity-based centers, may require detailed tenant, lease, and co-tenancy disclosures. PPMWizard organizes those inputs into a retail PPM draft for counsel to 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 draft inputs
Harpeth Crossing
Target raise
$9.8M
Minimum commitment
$50K
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
Describe the property
Start with the asset, location, unit mix, and acquisition strategy.
- 2
Build the deal economics
Add the rent roll, capital budget, loan terms, and distribution inputs.
- 3
Review the investor story
Choose relevant risks and read the assembled draft before counsel review.
PPMWizard workspace
Simplified interactive illustration
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 typeReal Estate · Private placement memorandum
Harpeth Crossing
The proposed offering targets $9,750,000 in commitments, with a minimum investment of $50,000. Final terms and disclosures require issuer and counsel review.
Target raise
$9,750,000
Minimum investment
$50,000
Real Estate · Private placement memorandum
Harpeth Crossing
This illustrative budget allocates the $9,750,000 target across property investment, reserves, and offering expenses. Adjust reserves below to see the composition change.
Real Estate · Private placement memorandum
Harpeth Crossing
Example topics for Harpeth Crossing. Select, revise, and add disclosures with counsel for the actual offering.
- Property operations and vacancy
- Leverage and refinancing
- Illiquidity and loss of capital
Illustrative topics only. This is not a complete risk assessment.
- Property investment · 80%
- $7,800,000
- Reserves · 15%
- $1,462,500
- Offering expenses · 5%
- $487,500
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 sampleThe 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 centerWhat this property type is
Retail covers neighborhood and community centers, grocery-anchored strip centers, power centers, lifestyle centers, and other tenant mixes. A private offering may finance one property or a portfolio. Any projection period, lease-rollover assumption, and tenant description must come from the sponsor's deal underwriting and diligence.
PPM considerations specific to retail
Retail disclosure may include tenant category, square footage, base and percentage rent, lease expiration, co-tenancy clauses, anchor exposure, CAM reconciliation, re-tenanting costs, and e-commerce pressure.
PPMWizard provides a general rent roll, real-estate underwriting inputs, and narrative sections; it does not generate retail-specific lease, co-tenancy, or rollover tables. Specialized lease facts and retail risks belong in narrative or custom risks, are not selected automatically, and require counsel review.
Illustrative structure questions
A retail vehicle may use an LLC, membership interests, senior debt, a preferred return, a promote, and a hold period tied to leasing and disposition assumptions. Any difference between grocery-anchored, unanchored, or other retail strategies must be entered as a deal assumption rather than inferred by PPMWizard.
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.
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.