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 |
|---|---|---|---|---|---|---|
| Villas at LeBlanc Park424546 | Olympus | Multifamily | Fort Worth, TX | 5.58 yr | Unavailable | Unavailable |
| Villages at Cypress Creek4046 | Bluerock | Multifamily | Houston, TX | 5.08 yr | 1.87x | 17.14% |
| Village One DST – Village at Bellaire42 | Moody National | Multifamily | Houston, TX | 4.19 yr | Unavailable | Unavailable |
| Village Green4046 | Bluerock | Multifamily | Ann Arbor, MI | 4.42 yr | 2.25x | 28.31% |
| Village at Lionsgate4145 | Passco | Multifamily | Overland Park, KS | 9.68 yr | Unavailable | 7.07% |
| Villa Toscana4145 | Passco | Multifamily | Houston, TX | 13.19 yr | Unavailable | 11.65% |
| Vicker’s Historic Roswell4046 | Bluerock | Multifamily | Roswell, GA | 4.58 yr | 1.36x | 7.80% |
| Verano4046 | Walton Global | Builder land finance | CA | 1.74 yr | 1.10x | 5.75% |
| Veranda at Norton4145 | Passco | Multifamily | Prospect, KY | 5.83 yr | Unavailable | 14.64% |
| Veranda at Centerfield4046 | Bluerock | Multifamily | Houston, TX | 4.17 yr | 2.03x | 24.65% |
| Valvoline OKC4046 | Secure Properties | Oil Change | Location unavailable | 0.27 yr | 1.14x | 52.78% |
| Valley Townhomes4145 | Bluerock | Multifamily | Puyallup, WA | 11.08 yr | Unavailable | 11.40% |
| US Government Veterans Administration (original VA Birmingham DST)140 | NLC | Government / healthcare | Birmingham, AL | 5.00 yr | 1.10x | 2.08% |
| US Government GSA Social Security Administration40 | NLC | Government office | Birmingham, AL | 12.25 yr | 2.64x | 13.41% |
| US Government GSA FBI & National Archives40 | NLC | Government office | Portland OR; Brooklyn Center MN; Sycamore OH; St. Louis MO | 7.58 yr | 1.60x | 7.87% |
| University Lofts, L.L.C.404446 | Inland | Student housing | Location unavailable | 8.42 yr | 1.43x | 5.11% |
| United Healthcare Portfolio4046 | Syndicated Equities | Healthcare | Las Vegas, NV | 5.75 yr | 1.48x | 8.31% |
| Union North424546 | IDEAL Capital Group | Multifamily | Manteca, CA | 3.08 yr | Unavailable | Unavailable |
| U-Like Buffet / HomeTown Buffet40 | AEI Capital Corporation | Restaurant / net lease | Tucson, AZ | 23.33 yr | 1.74x | 3.17% |
| Two Park Office Building4046 | Syndicated Equities | Office | Milwaukee, WI | 2.57 yr | 1.02x | 0.95% |
| Two Blocks4145 | Passco | Multifamily | Dunwoody, GA | 4.97 yr | Unavailable | 16.08% |
| Twenty254145 | Passco | Multifamily | Kennesaw, GA | 6.45 yr | Unavailable | 21.19% |
| Turner Crest4046 | Walton Global | Pre-development land | TX | 6.95 yr | 1.72x | 10.36% |
| Turkey Creek4145 | Passco | Multifamily | Knoxville, TN | 5.92 yr | Unavailable | 15.30% |
| Tumbleweed40 | AEI Capital Corporation | Restaurant / net lease | Chillicothe, OH | 9.20 yr | 1.62x | 6.78% |
| Tumbleweed40 | AEI Capital Corporation | Restaurant / net lease | Columbus, OH | 11.24 yr | 1.43x | 3.83% |
| Trails of Sanger424546 | Olympus | Multifamily | Sanger, TX | 1.50 yr | Unavailable | Unavailable |
| Tradewinds at Willowbrook424546 | Olympus | Multifamily | Houston, TX | 6.58 yr | Unavailable | Unavailable |
| Tractor Supply40 | AEI Capital Corporation | Net lease retail | Bristol, VA | 22.94 yr | 3.49x | 10.84% |
| Town & Country Corporate Center4145 | Bluerock | Office | St. Louis, MO | 10.08 yr | Unavailable | -2.10% |
| Timber Lodge40 | AEI Capital Corporation | Restaurant / net lease | Rochester, MN | 10.06 yr | 1.21x | 2.05% |
| Timber Lodge40 | AEI Capital Corporation | Restaurant / net lease | St. Cloud, MN | 13.58 yr | 1.21x | 1.57% |
| Timber Hollow Apartments4046 | Syndicated Equities | Multifamily | Fairfield, OH | 4.95 yr | 1.47x | 9.53% |
| Thornton Flats4046 | Bluerock | Multifamily | Austin, TX | 2.25 yr | 1.18x | 7.89% |
| The Woods at Forrest Hill4046 | Bluerock | Multifamily | Forrest Hill, TX | 3.00 yr | 1.15x | 4.98% |
| The Woodlands424546 | Olympus | Multifamily | Tyler, TX | 4.17 yr | Unavailable | Unavailable |
| The Wilcox40 | Hamilton Point | Multifamily | Middletown, CT | 4.17 yr | 1.62x | 14.88% |
| The Vista & Willow Creek4046 | Syndicated Equities | Multifamily | Portage and Battle Creek, MI | 2.21 yr | 1.19x | 8.52% |
| The Village at Orange-Additional Investment4145 | Passco | Retail | Orange, CA | 3.10 yr | Unavailable | 9.48% |
| The Village at Orange4145 | Passco | Retail | Orange, CA | 12.04 yr | Unavailable | -5.83% |
| The Summit ( Mosaic Hills) (private investor)414546 | Passco | Multifamily | Kent, WA | 7.92 yr | Unavailable | 5.40% |
| The Stratford4046 | Bluerock | Multifamily | Cary, NC | 1.42 yr | 1.49x | 34.83% |
| The Sanctuary4046 | Bluerock | Multifamily | Las Vegas, NV | 3.25 yr | 3.01x | 61.91% |
| The Riley4046 | Bluerock | Multifamily | Richardson, TX | 1.58 yr | 1.19x | 11.89% |
| The Resort at Lake Crossing4145 | Passco | Multifamily | Lexington, KY | 8.46 yr | Unavailable | 2.37% |
| The Reserve at Palmer Ranch4046 | Bluerock | Multifamily | Sarasota, FL | 1.33 yr | 1.16x | 11.91% |
| The Reserve at Palmer Ranch4046 | Bluerock | Multifamily | Sarasota, FL | 5.50 yr | 3.46x | 44.75% |
| The Ranch at Shadow Lake424546 | Olympus | Multifamily | Houston, TX | 6.58 yr | Unavailable | Unavailable |
| The Preserve at Henderson Beach4046 | Bluerock | Multifamily | Destin, FL | 6.58 yr | 4.80x | 57.79% |
| The Overlook424546 | Olympus | Multifamily | Antioch, TN | 5.92 yr | Unavailable | Unavailable |
Footnotes
US Government Veterans Administration (original VA Birmingham DST)
Original VA Birmingham DST: a member of its single ownership group died in 2020, and Net Lease Capital Advisors purchased the property in March 2021. The PPM reports 1.104x including returned capital, equivalent to a 10.4% nominal gain. Excluded from performance comparisons at Jerry’s direction as the death-related early-exit exception he identified. The source confirms the death and property purchase; the estate-driven early-exit rationale comes from Jerry.
Excluded from annual, hold, multiple, success comparisons; listing retained
NLC - NLC Financial Service HQ DST - PPM.pdf · PDF viewer pages 45, 48
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.