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 |
Old Towne Loft Apartments, DST40
Capital Square · Multifamily · Petersburg, Virginia
Reported figures and comparison treatment
Calculated simple
| Annual return | 8.08% | Included |
|---|---|---|
| Hold period (years) | 6.50 | Included |
| Equity multiple | 1.53x | Included |
| Outcome | Break-even or better | Included |
Definitions and timing
| Field | Value |
|---|---|
| Annual-return method | Calculated simple |
| Reported IRR, kept separate | 7.82% |
| Source start date | 2018-06-20 |
| Source end date | 2024-12-20 |
| Offering structure | DST program |
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.
Existing reviewed hold; Reported hold in years retained.
Source references
Capital Square - CS1031 Texas Active Living Portfolio II, DST - Sponsor Track Record.pdf
PDF viewer page 6
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.
Unrounded reported/supported equity multiple compared with 1.00x; source valuation/capital basis applies.
Original source notes
Full-cycle results include foreclosures; start/end dates absent in general table. Detailed multifamily PPM exhibit supplements some dates/locations.
Additional source metrics
| Acquisition price USD | 21500000 | USD |
|---|---|---|
| Total investment cost USD | 24784000 | USD |
| Sale price USD | 27250000 | USD |
| Total return including capital | 1.5253 | decimal ratio including original capital unless otherwise stated |
| Average annual distribution rate | 0.0542 | decimal rate |
Footnotes
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.
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.