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 |
|---|---|---|---|---|---|---|
| Staybridge Suites4046 | Syndicated Equities | Hotel | Mayfield, OH | 5.43 yr | 0.14x | -15.91% |
| Springhouse4046 | Bluerock | Multifamily | Newport News, VA | 6.67 yr | 2.40x | 21.05% |
| Springhill Suites - San Antonio, TX4046 | Peachtree Group | Hotel | San Antonio, TX | 5.20 yr | 1.81x | 15.58% |
| Spring Education404647 | Secure Properties | Education | Location unavailable | 5.00 yr | 3.04x | 40.81% |
| Sperber4046 | Secure Properties | Industrial | Location unavailable | 1.80 yr | 1.33x | 18.36% |
| Southwest Colonial, DST4244 | Blue Door | Self-storage | Location unavailable | Unavailable | Unavailable | Unavailable |
| Southport424546 | Olympus | Multifamily | Tulsa, OK | 9.92 yr | Unavailable | Unavailable |
| South Beach Apartments41 | Griffin Capital | Multifamily | Las Vegas, NV | 3.25 yr | 1.73x | 23.28% |
| Sorrel Phillips Creek144246 | Bluerock | Multifamily | Frisco, TX | 3.83 yr | 1.39x | Unavailable |
| Sonoma Pointe4145 | Bluerock | Multifamily | Kissimmee, FL | 5.00 yr | Unavailable | 26.00% |
| Somerset Park424546 | Olympus | Multifamily | Tulsa, OK | 11.33 yr | Unavailable | Unavailable |
| Social Security Administration4046 | Syndicated Equities | Government office | Indianapolis, IN | 12.82 yr | 1.25x | 1.93% |
| Social Security Administration4046 | Syndicated Equities | Government office | Fort Wayne, IN | 12.66 yr | 1.53x | 4.21% |
| Social Security Administration4046 | Syndicated Equities | Government office | Worthington, OH | 12.65 yr | 1.36x | 2.88% |
| Social Security Administration4046 | Syndicated Equities | Government office | Fort Smith, AR | 12.22 yr | 1.57x | 4.67% |
| Social Security Administration4046 | Syndicated Equities | Government office | Aurora, IL | 12.59 yr | 1.40x | 3.21% |
| Social Security Administration4046 | Syndicated Equities | Government office | Whitehall, OH | 12.87 yr | 1.51x | 3.96% |
| Social Security Administration4046 | Syndicated Equities | Government office | Valparaiso, IN | 12.98 yr | 1.20x | 1.54% |
| Slim Chickens4046 | Secure Properties | QSR | Location unavailable | 2.74 yr | 1.20x | 7.39% |
| Skyline Place Apartments424546 | Olympus | Multifamily | Dallas, TX | 12.17 yr | Unavailable | Unavailable |
| Silver City Plaza4145 | Passco | Retail | Las Vegas, NV | 15.04 yr | Unavailable | 10.49% |
| Sierra Village4046 | Bluerock | Multifamily | Atlanta, GA | 2.00 yr | 1.22x | 10.92% |
| Sierra Terrace4046 | Bluerock | Multifamily | Atlanta, GA | 2.00 yr | 1.25x | 12.40% |
| Shops of Beverly4046 | Syndicated Equities | Retail | Beverly, IL | 11.61 yr | 0.56x | -3.82% |
| Sheraton - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 3.41 yr | 2.20x | 35.23% |
| Shelby4145 | Passco | Multifamily | Alexandria, VA | 5.66 yr | Unavailable | 4.70% |
| Severance Town Center4046 | Syndicated Equities | Type unavailable | Cleveland Heights, OH | 11.75 yr | 0.58x | -3.54% |
| Sentry Office Building DBT404446 | Inland | Office | Location unavailable | 17.65 yr | 2.29x | 7.31% |
| Self-Storage Portfolio V DST4044 | Inland | Self-storage | Location unavailable | 6.75 yr | 1.93x | 13.78% |
| Self-Storage Portfolio IV DST4044 | Inland | Self-storage | Location unavailable | 4.58 yr | 1.76x | 16.59% |
| Self-Storage Portfolio II DST4044 | Inland | Self-storage | Location unavailable | 4.97 yr | 1.83x | 16.70% |
| Self-Storage Portfolio I DST4044 | Inland | Self-storage | Location unavailable | 5.55 yr | 1.61x | 10.99% |
| Self Storage I, DST4244 | Blue Door | Self-storage | Location unavailable | 5.33 yr | Unavailable | Unavailable |
| Sekani West 14046 | Walton Global | Builder land finance | WA | 2.11 yr | 1.26x | 12.32% |
| Seasons at Pendergrass UDI4046 | Walton Global | Pre-development land | GA | 0.94 yr | 1.18x | 19.15% |
| Sears Sterling4046 | Syndicated Equities | Retail | Lombard, IL | 15.23 yr | 3.11x | 13.85% |
| Schaumburg Childcare DST4044 | Inland | Office | Location unavailable | 9.33 yr | 1.29x | 3.11% |
| Schaumburg 1031 Venture, L.L.C.4044 | Inland | Industrial | Location unavailable | 12.25 yr | 0.93x | -0.57% |
| Scarborough Medical DST4044 | Inland | Healthcare | Location unavailable | 9.50 yr | 2.12x | 11.79% |
| Sandshell at Fossil Creek424546 | Olympus | Multifamily | Fort Worth, TX | 4.92 yr | Unavailable | Unavailable |
| Sands Parc4046 | Bluerock | Multifamily | Daytona Beach, FL | 4.33 yr | 1.60x | 13.88% |
| San Marcos Student Living DST4044 | Inland | Student housing | Location unavailable | 8.67 yr | 1.49x | 5.65% |
| San Antonio Multifamily II DST4044 | Inland | Multifamily | Location unavailable | 4.58 yr | 1.13x | 2.84% |
| San Antonio Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.67 yr | 0.89x | -2.36% |
| Saltmeadow Bay Apartments, DST40 | Capital Square | Multifamily | Virginia Beach, Virginia | 3.60 yr | 1.82x | 22.76% |
| Rush-Copley4046 | Syndicated Equities | Healthcare | Aurora, IL | 9.82 yr | 0.42x | -5.89% |
| RR-HV Venture Holdings DST4044 | Inland | Office | Location unavailable | 11.13 yr | 1.85x | 7.64% |
| Roswell City Walk4046 | Bluerock | Multifamily | Roswell. GA | 5.83 yr | 3.07x | 35.49% |
| Riverwood Corporate Center, DST40 | Capital Square | Office | Location unavailable | 8.30 yr | 1.59x | 7.15% |
| Riverstone Apartments4046 | Syndicated Equities | Multifamily | Kansas City, MO | 3.29 yr | 1.50x | 15.23% |
Footnotes
Sorrel Phillips Creek / Sovereign Apartments portfolio
The source reports combined portfolio equity and return for Sorrel Phillips Creek and Sovereign Apartments, while the displayed holding period relates to one property. A matched portfolio annual rate is unavailable. The portfolio is counted once; its supported multiple and reported success remain.
Annual return already unavailable; reported portfolio multiple and outcome retained
Bluerock - BR Diversified Industrial Portfolio 8, DST - PPM.pdf · PDF viewer pages 131, 134
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.
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.