Baker 1031 · Data
Full-cycle investment data
Overall historical offering results, sponsor summaries and source methods, compiled by Baker 1031 for educational analysis.
This data is manually compiled and unaudited. Source dates and methods vary; consult the current PPM and read the limitations.
Summary49
Overall averages across the available investment histories. Each metric uses its own sample and documented exclusions.
Explore the data
Success rate reflects nominal break-even or better on the available source basis. Source ranges, valuations and inferred outcomes retain their qualifications.
Footnotes
Overall averages and success rate
Each available investment record receives equal weight within its metric; sponsor averages are not averaged, and results are not weighted by invested capital or hold length. Annual return: 737 available, 4 excluded, 96 unavailable; Hold period: 824 available, 1 excluded, 12 unavailable; Equity multiple: 646 available, 4 excluded, 187 unavailable; Success Rate: 820 available, 1 excluded, 16 unavailable. Missing values are omitted, not treated as zero. Lower and upper source-range endpoints are averaged separately. Annual return combines source-reported AAR and supported simple annual profit, (equity multiple − 1) / hold years; it is not IRR or a compounded portfolio return. Success Rate is 743 nominal break-even-or-better indications among 820 available outcomes, based on capital-inclusive multiples or qualified lifetime-return/IRR-sign inferences assuming conventional cash flows. 169 included outcomes use valuations or in-kind consideration; 171 are inferred from return signs. These qualifications may overlap. 2 listed results are source-estimated or nonfinal. Existing metric-specific comparison exclusions apply, including the NLC estate exception; ordinary losses remain included. Different source dates, fees, methods and populations limit comparison. See Methods and the individual investment footnotes for the source exceptions and calculation details.
Data limitations and educational use
This data was collected from sponsor materials and manually entered into a data file for analysis. Transcription, calculation or classification errors may exist. The compilation has not been independently audited or verified for correctness, completeness or currency. Consult the current private placement memorandum (PPM), its supplements and sponsor reports for complete, up-to-date track-record information.
Some source data is dated, estimated or based on valuations rather than cash exits. Sponsors may use different periods, fees, return definitions and calculation methods, making direct comparisons unreliable or impossible. Available histories may be incomplete or selected, and exclusions and missing values affect each metric’s sample. Averages are not pooled investor returns or a ranking of sponsors.
For educational purposes only. This data is not investment, tax or legal advice, a recommendation, or an offer to buy or sell securities. Past performance does not guarantee or predict future results. Real estate securities are speculative and illiquid; distributions are not guaranteed and investors may lose their entire investment.
Compilation rights and source methods · Current offering statistics
Proprietary compilation
Baker 1031 Investments, LLC’s selection, organization, annotations and presentation form a proprietary compilation. Underlying sponsor materials and third-party content remain subject to their respective owners’ rights. No open-data or redistribution license is granted. Contact Baker 1031 for permission to reproduce the compilation.