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T-12 (Trailing Twelve)

En español: T-12 (doce meses corridos)

Definition

A T-12 is the operating statement for the last twelve months: what the property actually collected and actually spent, month by month, through the most recent closed period. It is the historical record of the building, as opposed to any projection of it, and it is the document a lender and a serious buyer will underwrite from.

How to read it
How to read it
  • It is a record, not a forecast. Its value is that nobody had to believe anything for the numbers to exist.
  • Read it monthly, not annually. A single month carrying an entire year of insurance or repairs is the story, and the annual total hides it.
  • In owner-operated buildings the owner's own hours are not a paid line, so labour and management do not appear. Add what a buyer will pay.
  • Ask what is missing: capital projects, deferred repairs, and unbilled utilities do not appear, and each of them is real money.
An example
An example

The same eight units, on the trailing twelve rather than on the seller's page.

Gross potential rent$172,800
Collected, after vacancy and credit loss$164,160
Operating expenses−$68,190
NOI on the record$95,970

This is what happened. Anything more optimistic is an argument, and an argument is something a price can be negotiated against.

Terms arrive with the writing.

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