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 |
|---|---|---|---|---|---|---|
| Storesmart McDonough4046 | Reliant | Self-storage | Location unavailable | 3.25 yr | 2.36x | 41.85% |
| Storesmart Riverdale4046 | Reliant | Self-storage | Location unavailable | 4.17 yr | 3.14x | 51.36% |
| Storesmart Rockledge4046 | Reliant | Self-storage | Location unavailable | 5.75 yr | 3.16x | 37.57% |
| Storesmart South Wake (Raleigh)4046 | Reliant | Self-storage | Location unavailable | 4.75 yr | 3.33x | 49.05% |
| Storesmart Spring Lake4046 | Reliant | Self-storage | Location unavailable | 4.75 yr | 4.84x | 80.84% |
| Storesmart Summerville4046 | Reliant | Self-storage | Location unavailable | 4.25 yr | 0.89x | -2.59% |
| Storesmart Warner Robins4046 | Reliant | Self-storage | Location unavailable | 4.25 yr | 3.01x | 47.29% |
| Storesmart Warner Robins Two4046 | Reliant | Self-storage | Location unavailable | 4.25 yr | 1.97x | 22.82% |
| Storesmart Watkinsville4046 | Reliant | Self-storage | Location unavailable | 3.67 yr | 2.15x | 31.36% |
| Stovall at River City424546 | Olympus | Multifamily | Jacksonville, FL | 10.08 yr | Unavailable | Unavailable |
| Student Housing Development4046 | Syndicated Equities | Student housing | Carbondale, IL | 1.31 yr | 1.13x | 10.08% |
| Summit at Southpoint42 | Bluerock | Office | Jacksonville, FL | 11.75 yr | Unavailable | Unavailable |
| Sun Microsystems Headquarters40 | NLC | Office | San Jose, CA | 12.75 yr | 3.97x | 23.29% |
| Sundance Creek4145 | Passco | Multifamily | McDonough, GA | 5.70 yr | Unavailable | 12.33% |
| Sunterra424546 | IDEAL Capital Group | Multifamily | Oceanside, CA | 2.50 yr | Unavailable | Unavailable |
| Superior Huntington94246 | Secure Properties | Industrial | Location unavailable | 0.10 yr | Unavailable | Unavailable |
| Sycamore Farms424546 | Olympus | Multifamily | Oklahoma City, OK | 12.08 yr | Unavailable | Unavailable |
| Taco Cabana40 | AEI Capital Corporation | Restaurant / net lease | Waco, TX | 13.88 yr | 2.53x | 11.04% |
| Taco Cabana40 | AEI Capital Corporation | Restaurant / net lease | San Antonio, TX | 13.17 yr | 2.13x | 8.60% |
| Tampa-Coconut Palms Office Building 1031,4044 | Inland | Office | Location unavailable | 12.55 yr | 0.92x | -0.64% |
| Tampa-Coconut Palms Office Building 1031, L.L.C.4044 | Inland | Office | Location unavailable | 12.55 yr | 0.92x | -0.64% |
| Tech Ridge4046 | Bluerock | Multifamily | Austin, TX | 2.50 yr | 2.18x | 47.36% |
| Telecommunications 1031 Venture, DST4044 | Inland | Office | Location unavailable | 17.75 yr | 1.01x | 0.06% |
| The Ashford4046 | Bluerock | Multifamily | Atlanta, GA | 1.92 yr | 2.05x | 54.99% |
| The Brodie4046 | Bluerock | Multifamily | Austin, TX | 5.83 yr | 3.41x | 41.29% |
| The Commons on Anniston4046 | Bluerock | Multifamily | Jacksonville, FL | 2.17 yr | 1.23x | 10.59% |
| The Conley4046 | Bluerock | Multifamily | Leander, TX | 2.42 yr | 1.25x | 10.49% |
| The Cottages at Warner Robins64046 | Bluerock | Multifamily | Warner Robins, GA | 2.00 yr | 1.25x | 12.49% |
| The DeSota4145 | Bluerock | Multifamily | Sarasota, FL | 3.92 yr | Unavailable | 12.40% |
| The District at Scottsdale4046 | Bluerock | Multifamily | Scottsdale, AZ | 1.58 yr | 1.40x | 25.42% |
| The Everett424546 | Olympus | Multifamily | Midland, TX | 0.92 yr | Unavailable | Unavailable |
| The Grayson4046 | Bridgeview | Multifamily development | Spring, TX | 4.08 yr | 2.01x | 24.73% |
| The Hartley at Blue Hill4046 | Bluerock | Multifamily | Chapel Hill, NC | 2.17 yr | 1.21x | 9.61% |
| The Links at Plum Creek4046 | Bluerock | Multifamily | Castle Rock, CO | 4.50 yr | 2.54x | 34.27% |
| The Mill at MSU - Starkville, MS4046 | Peachtree Group | Mixed Use | Starkville, MS | 8.85 yr | 1.68x | 7.68% |
| The Mills4046 | Bluerock | Multifamily | Greenville, SC | 4.92 yr | 3.15x | 43.77% |
| The Mosaic424546 | Olympus | Multifamily | Dallas, TX | 7.67 yr | Unavailable | Unavailable |
| The Overlook424546 | Olympus | Multifamily | Antioch, TN | 5.92 yr | Unavailable | Unavailable |
| The Preserve at Henderson Beach4046 | Bluerock | Multifamily | Destin, FL | 6.58 yr | 4.80x | 57.79% |
| The Ranch at Shadow Lake424546 | Olympus | Multifamily | Houston, TX | 6.58 yr | Unavailable | Unavailable |
| The Reserve at Palmer Ranch4046 | Bluerock | Multifamily | Sarasota, FL | 1.33 yr | 1.16x | 11.91% |
| The Reserve at Palmer Ranch4046 | Bluerock | Multifamily | Sarasota, FL | 5.50 yr | 3.46x | 44.75% |
| The Resort at Lake Crossing4145 | Passco | Multifamily | Lexington, KY | 8.46 yr | Unavailable | 2.37% |
| The Riley4046 | Bluerock | Multifamily | Richardson, TX | 1.58 yr | 1.19x | 11.89% |
| The Sanctuary4046 | Bluerock | Multifamily | Las Vegas, NV | 3.25 yr | 3.01x | 61.91% |
| The Stratford4046 | Bluerock | Multifamily | Cary, NC | 1.42 yr | 1.49x | 34.83% |
| The Summit ( Mosaic Hills) (private investor)414546 | Passco | Multifamily | Kent, WA | 7.92 yr | Unavailable | 5.40% |
| The Village at Orange4145 | Passco | Retail | Orange, CA | 12.04 yr | Unavailable | -5.83% |
| The Village at Orange-Additional Investment4145 | Passco | Retail | Orange, CA | 3.10 yr | Unavailable | 9.48% |
| The Vista & Willow Creek4046 | Syndicated Equities | Multifamily | Portage and Battle Creek, MI | 2.21 yr | 1.19x | 8.52% |
Footnotes
The Cottages at Warner Robins
The Cottages at Warner Robins: printed purchase/sale years are reversed. The calculations use the separately reported 24-month hold; the date typo is preserved in the notes.
Source warning / existing missing input; offering retained
Bluerock - BR Diversified Industrial Portfolio 8, DST - PPM.pdf · PDF viewer page 133
Superior Huntington
Superior Huntington: no investor capital was called; source MOIC and IRR are N/A. The offering remains listed, with return magnitude and success outcome unavailable rather than treated as a failure.
Source warning / existing missing input; offering retained
Secure Properties - Secure Net Lease Industrial II, DST - PPM.pdf · PDF viewer page 67
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.