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 |
|---|---|---|---|---|---|---|
| The Wilcox40 | Hamilton Point | Multifamily | Middletown, CT | 4.17 yr | 1.62x | 14.88% |
| The Woodlands424546 | Olympus | Multifamily | Tyler, TX | 4.17 yr | Unavailable | Unavailable |
| The Woods at Forrest Hill4046 | Bluerock | Multifamily | Forrest Hill, TX | 3.00 yr | 1.15x | 4.98% |
| Thornton Flats4046 | Bluerock | Multifamily | Austin, TX | 2.25 yr | 1.18x | 7.89% |
| Timber Hollow Apartments4046 | Syndicated Equities | Multifamily | Fairfield, OH | 4.95 yr | 1.47x | 9.53% |
| Timber Lodge40 | AEI Capital Corporation | Restaurant / net lease | Rochester, MN | 10.06 yr | 1.21x | 2.05% |
| Timber Lodge40 | AEI Capital Corporation | Restaurant / net lease | St. Cloud, MN | 13.58 yr | 1.21x | 1.57% |
| Town & Country Corporate Center4145 | Bluerock | Office | St. Louis, MO | 10.08 yr | Unavailable | -2.10% |
| Tractor Supply40 | AEI Capital Corporation | Net lease retail | Bristol, VA | 22.94 yr | 3.49x | 10.84% |
| Tradewinds at Willowbrook424546 | Olympus | Multifamily | Houston, TX | 6.58 yr | Unavailable | Unavailable |
| Trails of Sanger424546 | Olympus | Multifamily | Sanger, TX | 1.50 yr | Unavailable | Unavailable |
| Tumbleweed40 | AEI Capital Corporation | Restaurant / net lease | Chillicothe, OH | 9.20 yr | 1.62x | 6.78% |
| Tumbleweed40 | AEI Capital Corporation | Restaurant / net lease | Columbus, OH | 11.24 yr | 1.43x | 3.83% |
| Turkey Creek4145 | Passco | Multifamily | Knoxville, TN | 5.92 yr | Unavailable | 15.30% |
| Turner Crest4046 | Walton Global | Pre-development land | TX | 6.95 yr | 1.72x | 10.36% |
| Twenty254145 | Passco | Multifamily | Kennesaw, GA | 6.45 yr | Unavailable | 21.19% |
| Two Blocks4145 | Passco | Multifamily | Dunwoody, GA | 4.97 yr | Unavailable | 16.08% |
| Two Park Office Building4046 | Syndicated Equities | Office | Milwaukee, WI | 2.57 yr | 1.02x | 0.95% |
| U-Like Buffet / HomeTown Buffet40 | AEI Capital Corporation | Restaurant / net lease | Tucson, AZ | 23.33 yr | 1.74x | 3.17% |
| Union North424546 | IDEAL Capital Group | Multifamily | Manteca, CA | 3.08 yr | Unavailable | Unavailable |
| United Healthcare Portfolio4046 | Syndicated Equities | Healthcare | Las Vegas, NV | 5.75 yr | 1.48x | 8.31% |
| University Lofts, L.L.C.404446 | Inland | Student housing | Location unavailable | 8.42 yr | 1.43x | 5.11% |
| US Government GSA FBI & National Archives40 | NLC | Government office | Portland OR; Brooklyn Center MN; Sycamore OH; St. Louis MO | 7.58 yr | 1.60x | 7.87% |
| US Government GSA Social Security Administration40 | NLC | Government office | Birmingham, AL | 12.25 yr | 2.64x | 13.41% |
| US Government Veterans Administration (original VA Birmingham DST)140 | NLC | Government / healthcare | Birmingham, AL | 5.00 yr | 1.10x | 2.08% |
| Valley Townhomes4145 | Bluerock | Multifamily | Puyallup, WA | 11.08 yr | Unavailable | 11.40% |
| Valvoline OKC4046 | Secure Properties | Oil Change | Location unavailable | 0.27 yr | 1.14x | 52.78% |
| Veranda at Centerfield4046 | Bluerock | Multifamily | Houston, TX | 4.17 yr | 2.03x | 24.65% |
| Veranda at Norton4145 | Passco | Multifamily | Prospect, KY | 5.83 yr | Unavailable | 14.64% |
| Verano4046 | Walton Global | Builder land finance | CA | 1.74 yr | 1.10x | 5.75% |
| Vicker’s Historic Roswell4046 | Bluerock | Multifamily | Roswell, GA | 4.58 yr | 1.36x | 7.80% |
| Villa Toscana4145 | Passco | Multifamily | Houston, TX | 13.19 yr | Unavailable | 11.65% |
| Village at Lionsgate4145 | Passco | Multifamily | Overland Park, KS | 9.68 yr | Unavailable | 7.07% |
| Village Green4046 | Bluerock | Multifamily | Ann Arbor, MI | 4.42 yr | 2.25x | 28.31% |
| Village One DST – Village at Bellaire42 | Moody National | Multifamily | Houston, TX | 4.19 yr | Unavailable | Unavailable |
| Villages at Cypress Creek4046 | Bluerock | Multifamily | Houston, TX | 5.08 yr | 1.87x | 17.14% |
| Villas at LeBlanc Park424546 | Olympus | Multifamily | Fort Worth, TX | 5.58 yr | Unavailable | Unavailable |
| Villas at Oak Crest4046 | Bluerock | Multifamily | Chattanooga, TN | 3.42 yr | 1.33x | 9.65% |
| Villas by the Lake40 | Hamilton Point | Multifamily | Jonesboro, GA | 3.08 yr | 1.45x | 14.59% |
| Vinings at Laurel Creek4145 | Passco | Multifamily | Greenville, SC | 6.68 yr | Unavailable | 10.15% |
| Vintage Station North (Development)424546 | Olympus | Multifamily development | Mount Juliet, TN | 3.58 yr | Unavailable | Unavailable |
| Visions Drive 1031 DST4044 | Inland | Office | Location unavailable | 14.17 yr | 1.71x | 5.01% |
| Vista Ranch4046 | Walton Global | Pre-development land | AZ | 8.62 yr | 1.13x | 1.51% |
| Vistara at SanTan Village424546 | Olympus | Multifamily | Gilbert, AZ | 7.92 yr | Unavailable | Unavailable |
| Volkswagen Distribution Facility4046 | Syndicated Equities | Industrial | Libertyville, IL | 8.32 yr | 1.45x | 5.43% |
| Voyager at the Space Center4145 | Passco | Multifamily | Nassau Bay, TX | 4.66 yr | Unavailable | 7.06% |
| Vue214145 | Passco | Multifamily | Colorado Springs, CO | 4.34 yr | Unavailable | 14.49% |
| W Pharmacy I DST4044 | Inland | Retail | Location unavailable | 12.25 yr | 1.47x | 3.84% |
| Wakefield Glen4145 | Passco | Multifamily | Raleigh, NC | 4.27 yr | Unavailable | 4.98% |
| Walden at Chatham Center424546 | Olympus | Multifamily | Savannah, GA | 8.33 yr | Unavailable | Unavailable |
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
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.