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 |
Investment histories
Every retained offering remains listed. Notes beside each investment explain its sources and comparison treatment.
Scroll across the table to view every metric.
| Investment | Sponsor | Property type | Location | Hold (years) | Equity multiple | Annual return |
|---|---|---|---|---|---|---|
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Twinsburg, OH | 14.74 yr | 2.13x | 7.64% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | De Pere, WI | 14.81 yr | 1.89x | 6.03% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Colorado Springs, CO | 15.31 yr | 2.05x | 6.88% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Houston, TX | 14.57 yr | 2.23x | 8.44% |
| KinderCare40 | AEI Capital Corporation | Childcare / net lease | Ft. Worth, TX | 20.10 yr | 2.74x | 8.64% |
| KinderCare40 | AEI Capital Corporation | Childcare / net lease | Ballwin, MO | 8.78 yr | 1.45x | 5.14% |
| Kenwood Village4046 | Walton Global | Pre-development land | MD | 7.65 yr | 1.09x | 1.18% |
| Kenwood Club at the Park424546 | Olympus | Multifamily | Katy, TX | 3.75 yr | Unavailable | Unavailable |
| Johnson Portfolio4046 | Secure Properties | QSR and Automotive | Location unavailable | 0.91 yr | 1.81x | 88.34% |
| Johns Hopkins Applied Physics Lab4046 | Syndicated Equities | Type unavailable | Laurel, MD | 11.66 yr | 1.95x | 8.15% |
| Jefferson Place4145 | Bluerock | Multifamily | Frederick, MD | 7.00 yr | Unavailable | 8.10% |
| Jefferson Alpha West404647 | Bridgeview | Multifamily development | Addison, TX | 2.17 yr | 2.59x | 73.38% |
| Jared40 | AEI Capital Corporation | Net lease retail | Hazelwood, MO | 15.71 yr | 1.22x | 1.42% |
| Janesville 1031 L.L.C.4044 | Inland | Industrial | Location unavailable | 14.25 yr | 1.72x | 5.05% |
| James on South First4046 | Bluerock | Multifamily | Austin, TX | 4.25 yr | 1.91x | 21.39% |
| Jacksonville Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.42 yr | 1.28x | 6.33% |
| Ivy Commons Apartments, DST40 | Capital Square | Multifamily | Marietta, Georgia | 4.20 yr | 2.02x | 24.19% |
| Ivy4145 | Passco | Multifamily | Orlando, FL | 5.08 yr | Unavailable | 3.15% |
| Inland Sioux Falls, L.L.C.404446 | Inland | Office | Location unavailable | 13.00 yr | 1.57x | 4.38% |
| Inland Honey Creek, L.L.C.404446 | Inland | Retail | Location unavailable | 12.55 yr | 0.52x | -3.82% |
| Inland Chicago Grace L.L.C.404446 | Inland | Office | Location unavailable | 10.75 yr | 1.41x | 3.81% |
| Indianapolis Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.00 yr | 1.17x | 2.83% |
| Indian Springs4046 | Bluerock | Multifamily | El Paso, TX | 4.08 yr | 0.98x | -0.45% |
| Hyatt Place - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 3.70 yr | 1.97x | 26.24% |
| Hunter’s Pointe4046 | Bluerock | Multifamily | Pensacola, FL | 1.83 yr | 1.20x | 10.91% |
| Hunt County124246 | Walton Global | Pre-development land | TX | 4.59 yr | 0.88x | Unavailable |
| Huddle House4046 | Secure Properties | QSR | Location unavailable | 2.95 yr | 2.14x | 38.55% |
| Houston 1031 Limited Partnership4044 | Inland | Office | Location unavailable | 16.18 yr | 0.68x | -1.98% |
| Homewood Suites Lansdale4246 | Moody National | Hotel | Pennsylvania | Unavailable | Unavailable | Unavailable |
| Homewood Suites - Durham, NC4046 | Peachtree Group | Hotel | Durham, NC | 2.20 yr | 1.87x | 39.47% |
| Homewood Suites - Destin, FL4046 | Peachtree Group | Hotel | Destin, FL | 5.39 yr | 1.81x | 15.03% |
| HomeTown Buffet40 | AEI Capital Corporation | Restaurant / net lease | Albuquerque, NM | 20.22 yr | 1.64x | 3.15% |
| Home2 Suites - St. Augustine, FL4046 | Peachtree Group | Hotel | St Augustine, FL | 6.75 yr | 2.51x | 22.36% |
| Home2 Suites - San Antonio, TX4046 | Peachtree Group | Hotel | San Antonio, TX | 8.76 yr | 1.83x | 9.47% |
| Home2 Suites - Prattville, AL4046 | Peachtree Group | Hotel | Prattville, AL | 4.71 yr | 3.51x | 53.33% |
| Home2 Suites - Lawrenceville, GA4046 | Peachtree Group | Hotel | Lawrenceville, GA | 6.48 yr | 2.30x | 20.06% |
| Hollywood Video40 | AEI Capital Corporation | Net lease retail | Saraland, AL | 10.39 yr | 1.27x | 2.56% |
| Holiday Inn Express - Pell City, AL4046 | Peachtree Group | Hotel | Pell City, AL | 6.90 yr | 1.58x | 8.40% |
| Holiday Inn - Franklin, TN4046 | Peachtree Group | Hotel | Brentwood, TN | 4.29 yr | 1.29x | 6.76% |
| Holiday Inn4046 | Syndicated Equities | Hotel | New Orleans, LA | 6.33 yr | 0.30x | -10.99% |
| Hilton Garden Inn - Tupelo, MS4046 | Peachtree Group | Hotel | Tupelo, MS | 8.43 yr | 2.09x | 12.93% |
| Hilton Garden Inn - Overland Park, KS4046 | Peachtree Group | Hotel | Overland Park, KS | 2.47 yr | 1.85x | 34.42% |
| Hilton Garden Inn - Jackson, TN4046 | Peachtree Group | Hotel | Jackson, TN | 8.10 yr | 3.83x | 34.92% |
| Hilton Garden Inn - Indianapolis, IN4046 | Peachtree Group | Hotel | Indianapolis, IN | 6.32 yr | 1.64x | 10.12% |
| Hillsboro 1031 DST4044 | Inland | Retail | Location unavailable | 8.42 yr | 1.34x | 4.04% |
| Hillsboro4046 | Bluerock | Multifamily | Nashville, TN | 3.00 yr | 2.19x | 39.83% |
| High Ridge Apartments, DST40 | Capital Square | Multifamily | Athens, Georgia | 6.50 yr | 2.26x | 19.43% |
| Hickory Hollow4145 | Passco | Multifamily | Antioch, TN | 5.10 yr | Unavailable | 19.83% |
| Hickory Creek Apartments, DST40 | Capital Square | Multifamily | Richmond, VA suburb | 3.50 yr | 1.63x | 17.89% |
| Heritage Apartments4143 | Griffin Capital | Multifamily | Bedford, NH | 5.58 yr | 1.70x | 12.80% |
Footnotes
Hunt County
The source row starts in April 2018 but has no RUC vehicle label or footnote proving a capital rebase. The earlier rebase inference is not used to suppress its reported-multiple outcome: loss (0.88x). Capital-basis uncertainty is retained as a warning. The Investments-tab annual return remains unavailable.
Reported-multiple outcome restored; annual return remains unavailable
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 208, 211
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.
Source-reported annual return
The annual return is reported by the source. Source AAR definitions, fees and periods can differ, so direct comparison may be unreliable. Consult the investment’s source definition and current PPM.
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.
Estimated or nonfinal source result
The sponsor identifies this result as estimated or nonfinal. It may be revised and does not establish a final realized investor return.
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.
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.
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.
Source-input warning
The source flags inputs or the original measurement period. Consult the investment’s source and calculation notes before comparing the displayed result.
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.