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 |
|---|---|---|---|---|---|---|
| BJS Syracuse 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 14.42 yr | 1.86x | 5.96% |
| BJ’s Restaurant & Brewhouse / Champps40 | AEI Capital Corporation | Restaurant / net lease | Livonia, MI | 17.28 yr | 1.73x | 4.21% |
| Big Creek4145 | Bluerock | Multifamily | Alpharetta, GA | 4.17 yr | Unavailable | 10.40% |
| Big Brand Tire4046 | Secure Properties | Automotive parts and service | Location unavailable | 0.37 yr | 1.23x | 63.71% |
| Bi-Coastal Home Improvement DST4044 | Inland | Retail | Location unavailable | 5.83 yr | 1.48x | 8.23% |
| Belmont Crossing4046 | Bluerock | Multifamily | Smyrna, GA | 2.00 yr | 1.22x | 10.95% |
| Bellemeade Farms Apartments, DST40 | Capital Square | Multifamily | Leesburg, VA | 5.60 yr | 1.37x | 6.54% |
| Bedford Parke Apartments, DST40 | Capital Square | Multifamily | Warner Robins, Georgia | 5.30 yr | 2.00x | 18.95% |
| Beach House4145 | Bluerock | Multifamily | Jacksonville, FL | 5.50 yr | Unavailable | 11.80% |
| Bakers Farm4046 | Walton Global | Pre-development land | GA | 13.57 yr | 1.09x | 0.66% |
| Badger Mountain Ranch / Starboard Mountain Ranch DST4245 | Starboard | Multifamily | Richland, WA | 3.75 yr | Unavailable | Unavailable |
| Azure4145 | Passco | Multifamily | St. Petersburg, FL | 4.79 yr | Unavailable | 10.81% |
| Axis West4145 | Bluerock | Multifamily | Orlando, FL | 4.25 yr | Unavailable | 10.00% |
| Avondale Hills4046 | Bluerock | Multifamily | Atlanta, GA | 1.08 yr | 1.19x | 17.83% |
| Avenue4046 | Bluerock | Multifamily | Phoenix, AZ | 2.75 yr | 2.97x | 71.63% |
| Autumn Breeze4145 | Passco | Multifamily | Noblesville, IN | 6.82 yr | Unavailable | 7.53% |
| Austin Lakeshore Multifamily DST4044 | Inland | Multifamily | Location unavailable | 3.01 yr | 1.33x | 10.96% |
| Austell 1031 DST4044 | Inland | Retail | Location unavailable | 9.75 yr | 1.21x | 2.15% |
| Aurora 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 12.17 yr | 1.55x | 4.52% |
| Ashton Reserve4046 | Bluerock | Multifamily | Charlotte, NC | 4.75 yr | 1.71x | 14.86% |
| Ashford Club Apartments, DST40 | Capital Square | Multifamily | Tallahassee, Florida | 6.00 yr | 1.70x | 11.66% |
| Ashford Belmar4046 | Bluerock | Multifamily | Lakewood, CO | 3.92 yr | 2.55x | 39.48% |
| Asheville Exchange4145 | Passco | Multifamily | Asheville, NC | 5.91 yr | Unavailable | 11.24% |
| Artisan on 18th4046 | Bluerock | Multifamily | Nashville, TN | 2.33 yr | 2.12x | 48.00% |
| Arlo4046 | Bluerock | Multifamily | Charlotte, NC | 4.83 yr | 1.47x | 9.64% |
| Arlington Highlands Retail Center4046 | Syndicated Equities | Retail | Arlington, TX | 3.12 yr | 1.50x | 16.10% |
| Arlington4145 | Passco | Multifamily | Spanish Fort, AL | 5.75 yr | Unavailable | 8.38% |
| Arium Westside4046 | Bluerock | Multifamily | Atlanta, GA | 6.25 yr | 2.53x | 24.45% |
| Arium Palms Gateway4046 | Bluerock | Multifamily | Orlando, FL | 4.08 yr | 1.57x | 13.94% |
| Arium Metrowest4046 | Bluerock | Multifamily | Orlando, FL | 5.00 yr | 1.06x | 1.12% |
| Arium Hunters Creek4046 | Bluerock | Multifamily | Orlando, FL | 5.00 yr | 3.49x | 49.80% |
| Arium Grandewood4046 | Bluerock | Multifamily | Orlando, FL | 5.17 yr | 3.61x | 50.47% |
| Arium Glenridge4046 | Bluerock | Multifamily | Atlanta, GA | 6.00 yr | 2.69x | 28.23% |
| Arby’s40 | AEI Capital Corporation | Restaurant / net lease | Homewood, AL | 17.86 yr | 1.61x | 3.39% |
| Arby’s40 | AEI Capital Corporation | Restaurant / net lease | Jackson, TN | 20.04 yr | 2.05x | 5.22% |
| Arborstone424546 | Olympus | Multifamily | Dallas, TX | 10.83 yr | Unavailable | Unavailable |
| Arbor Terrace4046 | Bluerock | Multifamily | Marietta, GA | 2.83 yr | 1.27x | 9.48% |
| Applebees4046 | Secure Properties | Casual Dining | Location unavailable | 2.61 yr | 1.97x | 37.03% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Virginia Beach, VA | 2.55 yr | 1.19x | 7.65% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Middletown, OH | 14.13 yr | 2.39x | 9.85% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Aurora, CO | 11.89 yr | 2.20x | 10.13% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Temple Terrace, FL | 14.19 yr | 2.58x | 11.12% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Destin, FL | 10.95 yr | 1.88x | 8.00% |
| Applebee’s40 | AEI Capital Corporation | Restaurant / net lease | Crestview Hills, KY | 9.39 yr | 1.87x | 9.31% |
| Apex at Sky Valley424546 | IDEAL Capital Group | Multifamily | Reno, NV | 1.75 yr | Unavailable | Unavailable |
| Ansley Village4145 | Bluerock | Multifamily | Macon, GA | 5.33 yr | Unavailable | 6.70% |
| Amarillo Self-Storage Portfolio DST4044 | Inland | Self-storage | Location unavailable | 3.16 yr | 1.59x | 18.67% |
| Almeria at Ocotillo4145 | Passco | Multifamily | Chandler, AZ | 4.61 yr | Unavailable | 20.20% |
| Alliance Animal4046 | Secure Properties | Vet (Development) | Location unavailable | 2.01 yr | 1.02x | 0.95% |
| Alexander's Crossing - Way4046 | Walton Global | Pre-development land | VA | 9.50 yr | 1.28x | 2.95% |
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.
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.
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.
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.