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 |
|---|---|---|---|---|---|---|
| US Government Veterans Administration (original VA Birmingham DST)140 | NLC | Government / healthcare | Birmingham, AL | 5.00 yr | 1.10x | 2.08% |
| Midgard Naples 23404647 | Reliant | Self-storage | Location unavailable | 4.67 yr | 1.09x | 1.93% |
| LSC-BIO HC1, DST24047 | Livingston Street Capital | Type unavailable | Location unavailable | 4.27 yr | 1.46x | 10.78% |
| 1501 Jackson4404647 | Syndicated Equities | Type unavailable | Omaha, NE | 8.78 yr | 0.28x | -8.20% |
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
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
Midgard Naples 2
Midgard Naples 2: the PPM reports a 1.09x deal multiple, but $8,461,740 of investor distributions divided by $4,788,100 of investor capital equals about 1.7672x. Multiple and derived annual-return averages omit the unresolved magnitude; success remains positive under both figures.
Excluded from annual, multiple comparisons; listing retained
Reliant - Reliant Midgard Self Storage DST I - PPM.pdf · PDF viewer pages 61, 62
1501 Jackson
1501 Jackson: the report prints malformed distributions of “$1,869,0533” and a 0.28x multiple. The magnitude is unresolved and omitted from multiple/annual-return averages. Its explicitly reported loss outcome remains in Success Rate; no cash amount is corrected by assumption.
Excluded from annual, multiple comparisons; listing retained
Syndicated Full Track Record (2024).pdf · PDF viewer page 10
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.
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.