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Operating Statement Analysis

Normalize T-12s and T-3s. Identify non-recurring items. Get to real NOI.

today

The T-12 includes one-time legal fees, understates management fees, and uses a different chart of accounts than your template. Your analyst spends half a day normalizing line items, flagging non-recurring expenses, and mapping everything to your format.

with apers

Upload the T-12 and T-3 into the Data Room. Apers normalizes every line item — flags non-recurring expenses, adjusts management fees to market, and maps to your chart of accounts. Real NOI in minutes, not hours.

Normalized_OpStatement.xlsx
Apers wants to populate 42 cells in Normalized_OpStatement.xlsx
Data Room
Status
Drop files to upload
T-12.pdf
T-3.pdf
Budget.xlsx
how it works

Four Steps to Normalized Operating Statements

01

Upload operating statements

Drag the T-12, T-3, and budget into the Data Room. Apers reads every format — broker PDFs, owner-prepared spreadsheets, property management exports — and identifies the chart of accounts structure.

02

Apers normalizes line items

Non-recurring charges stripped, management fees adjusted to market, line items mapped to your chart of accounts. Each adjustment traced to the source with a reason code.

03

Review adjustments

Every normalization decision is visible — what was adjusted, what the original value was, and why. Approve each adjustment or override with your own assumptions.

04

Open in Google Sheets

The normalized statement saves to Google Sheets with adjustment notes in every cell. Download as .xlsx or save to your Library for portfolio-wide benchmarking.

extraction

Every Format, Every Source

Broker-prepared PDFs, property management exports, owner spreadsheets — the ingestion engine reads them all. Line items identified and categorized regardless of how the seller formatted the statement.

normalization

Institutional Adjustments

Non-recurring items stripped, management fees adjusted to market, line items mapped to your chart of accounts. The T-12 the way it should have been delivered.

trending

Trailing Period Analysis

T-12, T-6, T-3 trending by line item. See where expenses are accelerating, where revenue is softening, and what the broker’s pro forma is hiding.

transparency

Every Adjustment Documented

Each normalization includes the original value, the adjusted value, and the reason. Approve one line item at a time or switch to Fast Mode when you trust the methodology.

output

Benchmarking-Ready Output

Normalized statements accumulate in your Library with consistent chart of accounts. Compare operating metrics across your portfolio — same format, same methodology, every time.

powered by

Models

Frequently Asked Questions

How does Apers normalize a T-12?

Upload the T-12 and T-3 into the Data Room. The UDPE engine reads every line item, flags non-recurring expenses, adjusts management fees to market, and maps everything to your chart of accounts. The result is a normalized NOI you can use directly in your underwriting.

Can Apers identify non-recurring expenses automatically?

Yes. Apers flags one-time items like legal settlements, insurance claims, and capital expenditures that were expensed. Each flag includes a citation to the source document so you can verify the classification before accepting it.

What documents do I need for operating statement analysis?

Upload the T-12, T-3, and budget to the Data Room. You can also include prior-year operating statements for trending. The UDPE engine reads scanned PDFs, native PDFs, and Excel files without reformatting.

How does Apers handle different charts of accounts?

Apers maps the property's line items to your standard chart of accounts, regardless of how the property manager categorizes expenses. This makes it possible to compare operating statements across properties in your portfolio on a consistent basis.

Can I compare operating statements across properties?

Yes. Once normalized, operating statements from different properties use the same line-item structure. You can compare expense ratios, per-unit costs, and NOI margins across your portfolio in Google Sheets.

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