Deciphering The T12 In Commercial Real Estate Investment

Written By Corey Philip  |  Commercial

Financial documents provide crucial insights into a property’s financial health and performance. They enable investors, lenders, and stakeholders to make informed decisions. The T12 is one of the most powerful financial documents in the property business. This article gives a crash course in deciphering the T12 in commercial real estate.

The T12 in commercial real estate refers to the “trailing twelve months” document. The T12 tracks the property’s income and expenses for the past year, calculating the net operating income and providing vital information regarding its profitability and potential to generate income.

As we unpack the details of this document, you will gain insightful information to help assess the financial condition of a property. Whether you’re a potential investor or lender, the T12 paints a clear picture of the financial realities of a specific property, indicating whether or not it is a worthwhile investment.

What Is A T12 In Commercial Real Estate?

T12, or Trailing 12 months, is a financial statement that zooms in on an income-generating property’s finances to assess its performance over the last twelve months. The final figures indicate the property’s potential to generate income, manage regular expenses, and what type of return on investment it will likely yield.

T12 figures don’t necessarily coincide with the financial year-end period. They are the property’s most recent annualized data. T12 is an excellent tool for analyzing growth and identifying investment opportunities, and it also gives a clear indication of seasonal changes or periods with extra expenses or income.

Who Benefits From A T12 In Commercial Real Estate?

The T12 is helpful for experienced investors, newcomers to investing, and lenders in the commercial real estate world.

Investors use it to gain a snapshot of a property’s financial health, offering insightful information regarding its expenses, revenue, and profitability. This information will reveal whether the property is a worthwhile investment.

The T12 is also invaluable to lenders as it helps them make an informed decision when offering financial assistance to buyers wanting to purchase the property.

Understand The T12 Calculation

To calculate T12, you need all the expense and income data for the last twelve months. Once all the income and expense data is available, you will calculate the T12 according to this formula:

Gross Rental Income – Vacancy and Credit Loss – Operating Expenses.

Gross Rental income includes all income generated by the property before deductions. Vacancy and Credit Loss refers to the loss of income through vacancies or when tenants don’t pay the rent. Finally, Operating Expenses encompass all running costs associated with the property, including maintenance, repairs, utilities, management fees, and property taxes.

After deducting all expenses from the gross rental income and vacancy and credit losses, your final figure emerges as a valuable metric for assessing the property’s financial performance.

You can calculate T12 from three possible sources: balance sheets, cash flow statements, and income statements.

T12 from cash flow statements is calculated by adding the monthly cash flow figures for the last year.

A balance sheet reflects an entity’s financial performance at a specific time, so the most recent balance sheet will provide the necessary values to calculate the T12.

A detailed income statement reflects gross income, income before tax, operating income, and net income. Generating the T12 from this source involves adding the last year’s revenue, expenses, and profits.

Why Is T12 Important?

The T12 calculates a property’s net operating income (NOI), an essential factor when assessing its financial health. This gives analysts and investors a good idea of the potential return on investment (ROI) and the possible risks associated.

By comparing T12s of different properties, investors and lenders can also compare the NOIs. This will give them a good indication of the more profitable investments. It’s also helpful in identifying properties that best suit an investor’s financial goals and risk tolerance.

The T12 tells the whole story about the property’s financial status, giving the investor an understanding of possible issues and risks and an opportunity to find solutions.

The T12 is one of the most informative documents because it zooms in on the most current figures, as opposed to the outdated numbers in the previous fiscal year or the limited data extracted from year-to-date reports. It reveals possible seasonal ebbs and flows and other factors that may not be immediately apparent on other financial statements.

Know How To Interpret A T12 Statement

A property’s net operating income determines profitability in the commercial real estate investment space. High revenues and low expenses suggest that a property will be a profitable investment. Other factors are necessary to confirm profitability, though.

Comparing NOI to the total value of the property as if it was paid up in cash creates a more accurate picture of its performance. The higher this value, the better.

T12s are only efficient tools if they are accurate, so investors and lenders considering the property should do an intense study of the document. Here are some things to consider when studying the T12:

  • Look for missing operating costs. Sellers may try to inflate the NOI by omitting some expenses to make a property’s performance appear better than it is.
  • They may reflect these costs as Capex (capital expenditure), which does not appear on a T12, but listing them as such is a misrepresentation.
  • Check whether T12 reflects a property management fee. Ensure you include it in your underwriting if you intend to use a third party to manage the potential investment.
  • Contact your insurance broker to confirm whether the seller has listed an appropriate amount for insurance expenses.
  • Remember that property taxes will be adjusted according to the new purchase price, so it’s advisable to confirm amounts with the county.
  • Commercial real estate investors must remember that the onus is on them to double-check the figures on the T12.

Conclusion

Deciphering the T12 in commercial real estate investment may sound complicated, but in reality, an accurate statement provides investors and lenders with all the details necessary to assess financial performance. It calculates the NOI, a good indicator of profitability and the property’s potential to generate income and manage costs. A T12 is an asset when investing in commercial real estate.

About the Author

I am a small business owner and real estate investor. I have primarily acquired industrial buildings that are partially occupied by my businesses using SBA 504 loans (and leasing the other space). I am currently increasing my exposure to industrial and commercial real estate while exiting small businesses as the income is simply 'easier'. As someone who has been self employed for more than 10 years I do not use Linkedin but you can connect with me on my Instagram or Youtube both of which are primarily focused on my mountain bike travels.