Baker 1031 · Data
Full-cycle investment data
Overall historical offering results, sponsor summaries and source methods, compiled by Baker 1031 for educational analysis.
Manually compiled and unaudited. Metrics use higher source endpoints. Review the current PPM and data limitations.
| Measure | Value |
|---|---|
| Investment histories | 837 |
| Sponsors covered (25 with histories) | 39 |
| Annual-return observations | 737 |
Reported figures and comparison treatment
Return unavailable
| Annual return | Unavailable | No usable value available |
|---|---|---|
| Hold period (years) | 3.83 | Included |
| Equity multiple | 1.39x | Included |
| Outcome | Break-even or better | Included |
Definitions and timing
| Field | Value |
|---|---|
| Annual-return method | Unavailable |
| Reported IRR, kept separate | 10.30% |
| Source start date | 2015-10 |
| Source end date | 2019-07 |
| Offering structure | Real estate history; structure unconfirmed |
A reported multiple is retained, but its rebased capital or measurement period does not match the whole holding period. Annual return is unavailable; the offering remains included by type.
Existing reviewed hold; Reported months /12.
The source does not confirm the investor security structure. It remains in the broad property-history screen; inclusion does not establish 1031 eligibility.
Source references
Bluerock - BR Diversified Industrial Portfolio 8, DST - PPM.pdf
PDF viewer page 131
Blended net IRR: includes property-level fees/expenses; excludes upfront offering-level expenses except ^ programs, which include them. Gross return is distributions plus net sale proceeds; figures represent100% property interest incl JV partners. No equity multiple inferred from rounded USD amounts.
Unrounded reported/supported equity multiple compared with 1.00x; source valuation/capital basis applies.
Original source notes
No additional source note.
Additional source metrics
| Purchase cost USD | 55260000 | USD |
|---|---|---|
| Equity invested USD | 33600000 | USD |
| Total gross return USD | 46660000 | USD |
Footnotes
Sorrel Phillips Creek / Sovereign Apartments portfolio
The source reports combined portfolio equity and return for Sorrel Phillips Creek and Sovereign Apartments, while the displayed holding period relates to one property. A matched portfolio annual rate is unavailable. The portfolio is counted once; its supported multiple and reported success remain.
Annual return already unavailable; reported portfolio multiple and outcome retained
Bluerock - BR Diversified Industrial Portfolio 8, DST - PPM.pdf · PDF viewer pages 131, 134
Annual return unavailable
No supported comparable annual return is available for this record. An available hold period, multiple or qualified outcome may still enter its own sponsor comparison sample.
Investor structure unconfirmed
The source does not confirm the investor security structure. The property history remains in the broad screen; inclusion does not establish 1031 eligibility.
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.
Displayed metrics use the higher endpoint of each reported range, including averages and medians of those values. Selecting higher return or multiple endpoints presents the more favorable source case. These figures do not establish typical or expected performance. Original ranges remain in the underlying data and source materials.
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.