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 |
|---|---|---|---|---|---|---|
| Marriott TownePlace Suites4046 | Syndicated Equities | Hotel | Indianapolis, IN | 5.96 yr | 0.45x | -9.23% |
| Marriott Residence Inn4046 | Syndicated Equities | Hotel | Alexandria, VA | 10.08 yr | 0.87x | -1.32% |
| Marriott Fairfield Inn4046 | Syndicated Equities | Hotel | Milwaukee, WI | 4.67 yr | 0.08x | -19.79% |
| Marriott Courtyard4046 | Syndicated Equities | Hotel | West Des Moines, IA | 3.94 yr | 0.12x | -22.46% |
| Marriott Courtyard4046 | Syndicated Equities | Hotel | Indianapolis, IN | 3.37 yr | 0.07x | -27.50% |
| Marquis Portfolio4046 | Bluerock | Multifamily | Location unavailable | 2.75 yr | 1.42x | 15.40% |
| Markets at Mesa Ridge Shopping Center4245 | Starboard | Retail | Fountain, CO | 7.33 yr | Unavailable | Unavailable |
| Marisol4145 | Passco | Multifamily | Viera, FL | 7.69 yr | Unavailable | 9.35% |
| Mariner Grove4145 | Passco | Multifamily | Savannah, GA | 4.48 yr | Unavailable | 20.60% |
| Marie Callender’s40 | AEI Capital Corporation | Restaurant / net lease | Gresham, OR | 12.94 yr | 1.10x | 0.75% |
| Marcus Pointe Grande Apartments4145 | Passco | Multifamily | Pensacola, FL | 6.17 yr | Unavailable | 11.92% |
| Maple Springs, DST40 | Capital Square | Multifamily | Richmond, Virginia | 4.40 yr | 1.67x | 15.28% |
| Mandalay at Shadowlake424546 | Olympus | Multifamily | Houston, TX | 6.42 yr | Unavailable | Unavailable |
| Main Street 5-Pack4046 | Secure Properties | Collision Repair | Location unavailable | 2.41 yr | 1.18x | 7.53% |
| Madison Lakes Sub.4046 | Walton Global | Vacant developed land/lots | GA | 6.97 yr | 1.26x | 3.73% |
| Madison at Fairwood4146 | Passco | Multifamily | Renton, WA | 6.33 yr | 0.59x | -7.35% |
| Maaco4046 | Secure Properties | Collision Repair | Location unavailable | 2.11 yr | 1.52x | 24.82% |
| Lynd Portfolio4046 | Bluerock | Multifamily | Location unavailable | 3.00 yr | 1.91x | 30.23% |
| LV-M Venture Holdings, DST4044 | Inland | Office | Location unavailable | 16.67 yr | 0.79x | -1.26% |
| Luxe Scottsdale4145 | Passco | Multifamily | Scottsdale, AZ | 4.01 yr | Unavailable | 7.72% |
| LSC-UKHS HC2, DST54047 | Livingston Street Capital | Type unavailable | Location unavailable | 2.74 yr | 1.29x | 10.58% |
| LSC-FAUR MC3, DST40 | Livingston Street Capital | Type unavailable | Location unavailable | 2.66 yr | 1.28x | 10.64% |
| LSC-BIO HC1, DST24047 | Livingston Street Capital | Type unavailable | Location unavailable | 4.27 yr | 1.46x | 10.78% |
| LSC-AM MC2, DST40 | Livingston Street Capital | Type unavailable | Location unavailable | 7.01 yr | 1.50x | 7.13% |
| Lower Broadway4046 | Bluerock | Multifamily | Sam Antonio, TX | 1.17 yr | 1.30x | 25.69% |
| Louisville Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.95 yr | 1.41x | 8.28% |
| Longitude 824145 | Passco | Multifamily | Sarasota, FL | 4.52 yr | Unavailable | 16.07% |
| Longitude 814145 | Passco | Multifamily | Estero, FL | 6.15 yr | Unavailable | 13.85% |
| Lone Oak4145 | Passco | Multifamily | Round Rock, TX | 5.14 yr | Unavailable | 8.65% |
| Lively at Carolina Forest4145 | Passco | Multifamily | Myrtle Beach, SC | 3.74 yr | Unavailable | 20.97% |
| Lincoln Plaza4145 | Passco | Retail | Tacoma, WA | 10.05 yr | Unavailable | 3.40% |
| Liberty Lofts + Midtown Urban404446 | Bridgeview | Student housing | Fort Worth / Arlington, TX | 2.42 yr | 1.60x | 24.83% |
| Lexington4145 | Passco | Multifamily | Nashville, TN | 5.29 yr | Unavailable | 8.75% |
| Leigh House4046 | Bluerock | Multifamily | Raleigh, NC | 3.67 yr | 1.94x | 25.55% |
| Legends at Wolfchase4145 | Passco | Multifamily | Bartlett (Memphis), TN | 6.99 yr | Unavailable | 9.24% |
| Legends at Ridgeview Ranch424546 | Olympus | Multifamily | Plano, TX | 4.00 yr | Unavailable | Unavailable |
| Legends at Indian Springs4145 | Passco | Multifamily | Louisville, KY | 5.54 yr | Unavailable | 12.80% |
| Legacy at Acworth4046 | Syndicated Equities | Type unavailable | Acworth, GA | 3.91 yr | 1.54x | 13.82% |
| Le Meridien Hotel4046 | Syndicated Equities | Hotel | Chicago, IL | 1.00 yr | 1.69x | 68.23% |
| Laveen MarketPlace4145 | Passco | Retail | Phoenix, AZ | 10.11 yr | Unavailable | -5.44% |
| Lansbrook4046 | Bluerock | Multifamily | Palm Harbor, FL | 3.08 yr | 1.85x | 27.54% |
| Landmark TIC portfolio4246 | Bluerock | Office | St. Louis, MO | Unavailable | Unavailable | Unavailable |
| Lake Mead Square (Private Investor)414546 | Passco | Retail | N. Las Vegas, NV | 2.53 yr | Unavailable | 7.87% |
| Lafayette Multifamily DST4044 | Inland | Multifamily | Location unavailable | 9.90 yr | 1.46x | 4.65% |
| La Playa Commons14046 | Walton Global | Builder land finance | CA | 3.37 yr | 1.33x | 9.79% |
| Kyle Estates - West11404647 | Walton Global | Pre-development land | TX | 2.06 yr | 0.00x | -48.54% |
| Komar Desert Center, DST40 | Capital Square | Type unavailable | Location unavailable | 8.90 yr | 1.47x | 5.24% |
| Kinston MOB, DST40 | Capital Square | Medical office | Location unavailable | 6.00 yr | 1.48x | 7.94% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Monument, CO | 12.47 yr | 1.35x | 2.83% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | West Bridgewater, MA | 14.00 yr | 1.83x | 5.94% |
Footnotes
LSC-BIO HC1, DST
LSC-BIO HC1: the PPM reports 1.46x, while its disclosed total distributions of $7,319,376 divided by $4,453,890 of invested equity equal about 1.6434x. Multiple and derived annual-return averages omit the conflicted magnitude; the reported capital-recovery outcome remains a success.
Excluded from annual, multiple comparisons; listing retained
Livingston Street Capital - LSC-Fort Washington MD, DST - PPM.pdf · PDF viewer page 101
LSC-UKHS HC2, DST
LSC-UKHS HC2: the source states 2 years 11 months, while its dates imply about 2.74 years. Its 1.29x multiple is slightly below the 1.2995x cash ratio. The worksheet uses its stated date convention and preserves these differences.
Source warning / existing missing input; offering retained
Livingston Street Capital - LSC-Fort Washington MD, DST - PPM.pdf · PDF viewer page 101
Kyle Estates - West
Kyle Estates–West: source MOIC is 0.00x. Positive property-sale proceeds do not establish investor distributions after allocations. The reported loss remains included; its cash allocation has not been independently reconciled.
Source warning / existing missing input; offering retained
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 201, 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.
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.