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) | 3.75 | Included |
| Equity multiple | Unavailable | No usable value available |
| Outcome | Break-even or better | Included |
Definitions and timing
| Field | Value |
|---|---|
| Annual-return method | Unavailable |
| Reported IRR, kept separate | Unavailable |
| Source start date | 2018-03 |
| Source end date | 2021-12-15 |
| Offering structure | DST property program |
No annual total-return figure is inferred from price changes, income-only yields or IRR.
Derived from source months: elapsed calendar months / 12; days within months unknown.
Source references
Starboard - Starboard Bradley DST - PPM.pdf
PDF viewer page 110
Total return to investors source wording; principal inclusion/formula not explicitly defined, so preserved as source percentage without assuming equivalent multiple.
Reported total return is at least 100%; both plausible principal-inclusive and profit-only conventions indicate nominal capital recovery. No multiple or annual rate inferred.
Original source notes
Bradley PPM supersedes Makley figures: Badger155% vs145%; Metro130% vs128%; Diagonal108% vs110%; same sale prices. Source PDF text decoded and read.
Additional source metrics
| Purchase price USD | 32000000 | USD |
|---|---|---|
| Sale price USD | 50336176 | USD |
| Total return source percentage | 1.55 | decimal rate |
Footnotes
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.
Outcome inferred from a return sign
The nominal break-even outcome is inferred from the sign of a reported lifetime return or IRR, assuming conventional cash flows. This is a qualified inference rather than a cash-confirmed multiple.
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.