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 |
|---|---|---|---|---|---|---|
| National Archives & Records4046 | Syndicated Equities | Government office | Riverside, CA | 10.10 yr | 1.41x | 4.02% |
| National Fire & Resource4046 | Syndicated Equities | Type unavailable | Tucson, AZ | 10.05 yr | 1.56x | 5.53% |
| National Net Lease Portfolio404446 | Inland | Retail | Location unavailable | 13.67 yr | 1.28x | 2.05% |
| National Net Lease Portfolio V DST4044 | Inland | Retail | Location unavailable | 9.08 yr | 1.20x | 2.20% |
| National Net Lease Portfolio VI DST4044 | Inland | Retail | Location unavailable | 10.67 yr | 1.44x | 4.12% |
| National Retail Portfolio Venture DST4044 | Inland | Retail | Location unavailable | 10.30 yr | 1.75x | 7.28% |
| Navigator Villas4046 | Bluerock | Multifamily | Pasco, WA | 4.67 yr | 2.16x | 24.85% |
| NC MOB, DST40 | Capital Square | Medical office | Location unavailable | 7.00 yr | 1.58x | 8.22% |
| Net-Leased Portfolio 14144 | ExchangeRight | Net lease retail | Location unavailable | 7.40 yr | 1.51x | 10.58% |
| Net-Leased Portfolio 24144 | ExchangeRight | Net lease retail | Location unavailable | 7.07 yr | 1.79x | 12.12% |
| Net-Leased Portfolio 34144 | ExchangeRight | Net lease retail | Location unavailable | 7.64 yr | 1.88x | 11.50% |
| Net-Leased Portfolio 44144 | ExchangeRight | Net lease retail | Location unavailable | 7.52 yr | 1.74x | 9.98% |
| Net-Leased Portfolio 54144 | ExchangeRight | Net lease retail | Location unavailable | 7.84 yr | 1.72x | 9.43% |
| Net-Leased Portfolio 64144 | ExchangeRight | Net lease retail | Location unavailable | 7.90 yr | 1.68x | 8.91% |
| Net-Leased Portfolio 74144 | ExchangeRight | Net lease retail | Location unavailable | 7.38 yr | 1.76x | 10.57% |
| Net-Leased Portfolio 84144 | ExchangeRight | Net lease retail | Location unavailable | 4.70 yr | 1.51x | 11.23% |
| Net-Leased Portfolio 94144 | ExchangeRight | Net lease retail | Location unavailable | 7.38 yr | 1.59x | 8.27% |
| Net-Leased Portfolio 104144 | ExchangeRight | Net lease retail | Location unavailable | 7.15 yr | 1.58x | 8.24% |
| Net-Leased Portfolio 114144 | ExchangeRight | Net lease retail | Location unavailable | 6.74 yr | 1.51x | 7.63% |
| Net-Leased Portfolio 124144 | ExchangeRight | Net lease retail | Location unavailable | 3.68 yr | 1.40x | 11.30% |
| Net-Leased Portfolio 134144 | ExchangeRight | Net lease retail | Location unavailable | 4.16 yr | 1.43x | 10.74% |
| Net-Leased Portfolio 144144 | ExchangeRight | Net lease retail | Location unavailable | 4.31 yr | 1.46x | 10.73% |
| Net-Leased Portfolio 154144 | ExchangeRight | Net lease retail | Location unavailable | 4.67 yr | 1.47x | 10.82% |
| Net-Leased Portfolio 164144 | ExchangeRight | Net lease retail | Location unavailable | 4.75 yr | 1.51x | 11.25% |
| Net-Leased Portfolio 174144 | ExchangeRight | Net lease retail | Location unavailable | 4.87 yr | 1.49x | 10.34% |
| Net-Leased Portfolio 184144 | ExchangeRight | Net lease retail | Location unavailable | 4.71 yr | 1.46x | 10.00% |
| Net-Leased Portfolio 194144 | ExchangeRight | Net lease retail | Location unavailable | 4.67 yr | 1.48x | 10.29% |
| Net-Leased Portfolio 214144 | ExchangeRight | Net lease retail | Location unavailable | 4.43 yr | 1.38x | 8.88% |
| Net-Leased Portfolio 224144 | ExchangeRight | Net lease retail | Location unavailable | 5.23 yr | 1.42x | 8.29% |
| Net-Leased Portfolio 284144 | ExchangeRight | Net lease retail | Location unavailable | 5.36 yr | 1.48x | 9.02% |
| New Braunfels Land4046 | Bridgeview | Land | New Braunfels, TX | 1.67 yr | 1.34x | 20.40% |
| New York Grocery DST4044 | Inland | Retail | Location unavailable | 3.83 yr | 0.76x | -6.27% |
| New York Power DST4044 | Inland | Industrial | Location unavailable | 10.50 yr | 1.93x | 8.86% |
| Newcastle North, DST40 | Capital Square | Type unavailable | Location unavailable | 5.00 yr | 1.51x | 10.11% |
| NOOD Portfolio4046 | Secure Properties | QSR | Location unavailable | 1.73 yr | 1.89x | 51.33% |
| North Park Towers4046 | Bluerock | Multifamily | Southfield, MI | 9.83 yr | 0.25x | -7.65% |
| Northridge424546 | Olympus | Multifamily | Arlington, TX | 3.42 yr | Unavailable | Unavailable |
| NorthShore University HealthSystem4046 | Syndicated Equities | Healthcare | Bannockburn, IL | 9.33 yr | 1.83x | 8.92% |
| Norwalk Office Building4046 | Syndicated Equities | Office | Norwalk, CA | 15.00 yr | 1.26x | 1.71% |
| Note4046 | Bluerock | Multifamily | Nashville, TN | 1.25 yr | 1.77x | 61.41% |
| Novel Perimeter4046 | Bluerock | Multifamily | Atlanta, GA | 4.00 yr | 1.40x | 9.99% |
| NREA Adair DST74144 | NexPoint | Multifamily | Location unavailable | Unavailable | 1.70x | 17.10% |
| NREA Estates DST4144 | NexPoint | Multifamily | Location unavailable | 3.75 yr | 2.00x | 28.80% |
| NREA Meritage DST4144 | NexPoint | Multifamily | Location unavailable | 5.67 yr | 1.24x | 4.60% |
| NY MOB, DST40 | Capital Square | Medical office | Location unavailable | 5.00 yr | 1.90x | 17.99% |
| O’Reilly Automotive414446 | Four Springs TEN31 Xchange | Net lease retail | Atmore, AL | 0.58 yr | 1.04x | 6.50% |
| Oak Valley Apartments424546 | IDEAL Capital Group | Multifamily | Tulare, CA | 3.08 yr | Unavailable | Unavailable |
| Oak View Apartments424546 | IDEAL Capital Group | Multifamily | Visalia, CA | 3.25 yr | Unavailable | Unavailable |
| Ojos Locos Weslaco4046 | Secure Properties | Casual Dining | Location unavailable | 0.49 yr | 1.27x | 55.43% |
| Olathe Station4145 | Passco | Retail | Olathe, KS | 13.41 yr | Unavailable | -5.69% |
Footnotes
NREA Adair DST
NREA Adair DST: source acquisition October 2022 follows its April 2022 sale. Hold is unavailable. Reported 17.1% annualized return and 1.70x multiple remain source observations.
Source warning / existing missing input; offering retained
NexPoint - NexPoint Lodging II DST - PPM.pdf · PDF viewer page 85
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.