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 |
|---|---|---|---|---|---|---|
| MHC Portfolio I, DST40 | Capital Square | Manufactured housing | Location unavailable | 4.30 yr | 1.48x | 11.19% |
| Miami Office DST4044 | Inland | Office | Location unavailable | 10.17 yr | 1.13x | 1.28% |
| Midgard Athens4046 | Reliant | Self-storage | Location unavailable | 7.92 yr | 3.77x | 34.99% |
| Midgard Boat and Self Storage404647 | Reliant | Self-storage | Location unavailable | 6.08 yr | 2.44x | 23.67% |
| Midgard Bradenton Portfolio (2 prop)4046 | Reliant | Self-storage | Location unavailable | 3.33 yr | 2.27x | 38.10% |
| Midgard Chisholm Rd4046 | Reliant | Self-storage | Location unavailable | 7.92 yr | 3.91x | 36.76% |
| Midgard Cocoa4046 | Reliant | Self-storage | Location unavailable | 4.92 yr | 1.64x | 13.02% |
| Midgard Columbia4046 | Reliant | Self-storage | Location unavailable | 2.92 yr | 1.76x | 26.06% |
| Midgard Cox Blvd4046 | Reliant | Self-storage | Location unavailable | 7.92 yr | 3.86x | 36.13% |
| Midgard Greenville 2 (Butler Rd)4046 | Reliant | Self-storage | Location unavailable | 5.08 yr | 1.65x | 12.79% |
| Midgard Greenwood4046 | Reliant | Self-storage | Location unavailable | 4.92 yr | 1.73x | 14.85% |
| Midgard Key West4046 | Reliant | Self-storage | Location unavailable | 3.25 yr | 2.12x | 34.46% |
| Midgard Lake Wylie4046 | Reliant | Self-storage | Location unavailable | 4.17 yr | 2.57x | 37.68% |
| Midgard Little River4046 | Reliant | Self-storage | Location unavailable | 7.83 yr | 1.77x | 9.83% |
| Midgard Mall Drive4046 | Reliant | Self-storage | Location unavailable | 7.92 yr | 3.13x | 26.91% |
| Midgard Murfreesboro Cason4046 | Reliant | Self-storage | Location unavailable | 1.67 yr | 1.86x | 51.60% |
| Midgard Murfreesboro Glenside4046 | Reliant | Self-storage | Location unavailable | 1.67 yr | 1.71x | 42.60% |
| Midgard Murrells Inlet Two84246 | Reliant | Self-storage | Location unavailable | Unavailable | 4.30x | Unavailable |
| Midgard Naples 23404647 | Reliant | Self-storage | Location unavailable | 4.67 yr | 1.09x | 1.93% |
| Midgard Naples Vanderbilt4046 | Reliant | Self-storage | Location unavailable | 2.17 yr | 3.89x | 133.38% |
| Midgard Newberry4046 | Reliant | Self-storage | Location unavailable | 3.67 yr | 4.68x | 100.36% |
| Midgard Pawleys Island4046 | Reliant | Self-storage | Location unavailable | 5.25 yr | 1.80x | 15.24% |
| Midgard Rock Hill4046 | Reliant | Self-storage | Location unavailable | 4.17 yr | 1.61x | 14.64% |
| Midgard Roswell4046 | Reliant | Self-storage | Location unavailable | 3.58 yr | 1.61x | 17.02% |
| Midgard Woodstock4046 | Reliant | Self-storage | Location unavailable | 4.42 yr | 3.84x | 64.30% |
| Mill Creek Run40 | Hamilton Point | Multifamily | Macon, GA | 3.75 yr | 1.57x | 15.20% |
| Mill Valley424546 | Olympus | Multifamily | Fort Worth, TX | 2.75 yr | Unavailable | Unavailable |
| Milwaukee MSA Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 7.58 yr | 1.55x | 7.26% |
| Mimi’s Café40 | AEI Capital Corporation | Restaurant / net lease | Kansas City, MO | 11.76 yr | 1.04x | 0.38% |
| Mira Vista4046 | Bluerock | Multifamily | Austin, TX | 1.75 yr | 1.21x | 11.86% |
| Mirador at River City424546 | Olympus | Multifamily | Jacksonville, FL | 10.08 yr | Unavailable | Unavailable |
| Mission Ridge414546 | Passco | Multifamily | Renton, WA | 8.43 yr | Unavailable | -4.10% |
| Mister Car Wash404647 | Secure Properties | Car Wash | Location unavailable | 1.60 yr | 1.13x | 8.08% |
| Modesto Retail Center DST4044 | Inland | Retail | Location unavailable | 4.20 yr | 1.22x | 5.24% |
| Mojave 2764046 | Walton Global | Builder land finance | CA | 4.34 yr | 1.20x | 4.61% |
| Montclair Plaza414546 | Passco | Retail | Montclair, CA | 9.89 yr | Unavailable | 1.11% |
| Moody DFW DST (combined Lost Spurs Ranch + Bardin Greene)42 | Moody National | Multifamily | Fort Worth / Arlington, TX | Unavailable | Unavailable | Unavailable |
| Moreno Valley4046 | Walton Global | Builder land finance | CA | 2.68 yr | 1.13x | 4.85% |
| Motif4046 | Bluerock | Multifamily | Fort Lauderdale, FL | 6.33 yr | 1.68x | 10.71% |
| Mr. Happy Burger4046 | Secure Properties | Casual Dining | Location unavailable | 0.63 yr | 1.38x | 59.38% |
| Mt. Pleasant Retail Venture DST4044 | Inland | Retail | Location unavailable | 8.84 yr | 1.84x | 9.50% |
| Multifamily 1 – Van Mark Creek Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 3.94 yr | 1.35x | 8.84% |
| Multifamily 2 – Mira Bella and San Martin Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 4.29 yr | 1.33x | 8.27% |
| Multifamily 3 – Lakeside at Arbor Place Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 3.20 yr | 1.46x | 14.51% |
| Multifamily 4 – North Austin Apartment Portfolio4144 | ExchangeRight | Multifamily | Location unavailable | 4.25 yr | 1.37x | 9.71% |
| Multifamily 5 – Crystal Lake Florida Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 2.57 yr | 1.29x | 12.55% |
| Multifamily 6 – El Paso Apartment Portfolio4144 | ExchangeRight | Multifamily | Location unavailable | 3.80 yr | 1.68x | 17.91% |
| Murfreesboro 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 17.67 yr | 0.99x | -0.06% |
| Naperville Retail Center DST4044 | Inland | Retail | Location unavailable | 3.08 yr | 1.49x | 15.91% |
| Naples Multifamily DST4044 | Inland | Multifamily | Location unavailable | 1.92 yr | 1.44x | 22.92% |
Footnotes
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
Midgard Murrells Inlet Two
Midgard Murrells Inlet Two: both dates are June 2020 at month precision. The reported 4.3x multiple remains included; a positive hold and simple annual-return estimate are unavailable.
Source warning / existing missing input; offering retained
Reliant - Reliant Midgard Self Storage DST I - PPM.pdf · PDF viewer page 62
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.