# Alexander Pointe Apartments, DST

Source: https://baker1031.com/data/full-cycle/investments/620c71bdbb5ce5fc

Compiled: 2026-11-03. Source workbook: full_cycle_sponsor_summary_reviewed.xlsx; SHA-256: 57b6a4f1684fe8705993e9ddbe73bdadc275be6df22e56a12153298457264a8e. This date describes the compilation, not the currency of every underlying record.

## 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.

## Data coverage

<a id="data-coverage"></a>

| Measure | Value |
| --- | --- |
| Investment histories | 837 |
| Sponsors covered (25 with histories) | 39 |
| Annual-return observations | 737 |

<a id="investment-record"></a>

| Investment | Sponsor | Property type | Location | Start | End | Hold years | Annual return | Multiple | IRR | Outcome |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Alexander Pointe Apartments, DST](https://baker1031.com/data/full-cycle/investments/620c71bdbb5ce5fc.md) [40](#note-40) | Capital Square | Multifamily | Jacksonville, Florida | 2017-02-15 | 2021-09-02 | 4.50 | 35.74% | 2.61x | 25.84% | Break-even or better |

<a id="reported-figures"></a>

| Metric | Source / calculated value | Sponsor comparison |
| --- | --- | --- |
| Annual return | 35.74% | Included |
| Hold period (years) | 4.50 | Included |
| Equity multiple | 2.61x | Included |
| Outcome | Break-even or better | Included |

<a id="investment-facts"></a>

| Field | Value |
| --- | --- |
| Annual-return method | Calculated simple |
| Reported IRR, kept separate | 25.84% |
| Source start date | 2017-02-15 |
| Source end date | 2021-09-02 |
| Offering structure | DST program |

## Source and calculation notes

Return basis: Calculated simple. Annual method: Calculated simple.

Simple annual profit = (reported or supported equity multiple − 1) / reported or date-derived hold years. This is a descriptive annual rate, not IRR. Source discrepancies remain attached.

Hold method: Existing reviewed hold; Reported hold in years retained.

Outcome basis: Unrounded reported/supported equity multiple compared with 1.00x; source valuation/capital basis applies.

Source: Capital Square - CS1031 Texas Active Living Portfolio II, DST - Sponsor Track Record.pdf, PDF viewer pages 6.

Definition: Total return=total sales proceeds+distributions / initial equity. Equity multiple is equivalent of reported total-return percent including capital. Distribution rate is income only, not total AAR. IRR uses initial investment/distributions/net sale proceeds; whole investment weighted investor returns.

Original notes: Full-cycle results include foreclosures; start/end dates absent in general table. Detailed multifamily PPM exhibit supplements some dates/locations.

Structure: DST program. Unconfirmed: false. Estimated: false. Valuation/in-kind exit: false.

<a id="additional-source-metrics"></a>

| Additional source metric | Value | Units |
| --- | --- | --- |
| Acquisition price USD | 20400000 | USD |
| Total investment cost USD | 24026000 | USD |
| Sale price USD | 41350000 | USD |
| Total return including capital | 2.6083999999999996 | decimal ratio including original capital unless otherwise stated |
| Average annual distribution rate | 0.0636 | decimal rate |

## Footnotes

<a id="note-40"></a>

### 40. Calculated simple annual return

Annual profit is calculated as (equity multiple − 1) / hold years where the source period supports those inputs. This is a descriptive simple annual return; it is not IRR or a compounded portfolio return. Individual calculation notes remain on each investment page.

## Proprietary compilation and use

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.

Methods: https://baker1031.com/data/full-cycle/methodology.md

Securities offered through Aurora Securities, Inc., member FINRA/SIPC. Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. Contact: hello@baker1031.com.