# Louisville Multifamily DST

Source: https://baker1031.com/data/full-cycle/investments/90c50d1361199652

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 |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Louisville Multifamily DST](https://baker1031.com/data/full-cycle/investments/90c50d1361199652.md) [40](#note-40) [44](#note-44) | Inland | Multifamily | Unavailable | 2014-07-30 | 2019-06-11 | 4.95 | 8.28% | 1.41x | 8.42% | Break-even or better |

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

| Metric | Source / calculated value | Sponsor comparison |
| --- | --- | --- |
| Annual return | 8.28% | Included |
| Hold period (years) | 4.95 | Included |
| Equity multiple | 1.41x | Included |
| Outcome | Break-even or better | Included |

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

| Field | Value |
| --- | --- |
| Annual-return method | Calculated simple |
| Reported IRR, kept separate | 8.42% |
| Source start date | 2014-07-30 |
| Source end date | 2019-06-11 |
| Offering structure | DST / 1031 property program |

## Source and calculation notes

Return basis: Calculated simple; valuation exit. 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: Inland - Inland Mokena Senior Living DST - PPM.pdf, PDF viewer pages 87.

Definition: IRR calculated with Excel XIRR or equivalent at entity level from capital contributions and funds available for property distribution, time-valued. EquityMultiple=(investor distributions duringhold+sale proceeds returned)/investor capital. OfferingPrice includes property+acquisition/financing/offering expenses+reserves.

Original notes: Disposition table excludes foreclosure investment-continuation programs. Only programs fully sold included. Location not separately disclosed; city in program name not treated as verified location. 

Structure: DST / 1031 property program. Unconfirmed: false. Estimated: false. Valuation/in-kind exit: true.

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

| Additional source metric | Value | Units |
| --- | --- | --- |
| Offering price USD | 40446295 | USD |
| Offering price raw | 40,446,295 | Source value; see metric label/basis |
| Total program gross sales price USD | 45500000 | USD |

## 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.

<a id="note-44"></a>

### 44. Valuation or in-kind exit

The source uses a valuation, NAV or in-kind consideration, including some 721 outcomes. The reported result and nominal break-even indication do not establish final cash realization.

## 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.

