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 |
|---|---|---|---|---|---|---|
| Caldwell Link4046 | Walton Global | Pre-development land | TX | 13.76 yr | 1.29x | 2.11% |
| Caldwell Passage4046 | Walton Global | Pre-development land | TX | 13.74 yr | 1.27x | 1.97% |
| Caldwell Place4046 | Walton Global | Pre-development land | TX | 13.75 yr | 1.32x | 2.33% |
| Caldwell Valley4046 | Walton Global | Pre-development land | TX | 13.47 yr | 1.30x | 2.23% |
| Caldwell Way4046 | Walton Global | Pre-development land | TX | 14.05 yr | 1.40x | 2.85% |
| Caldwell- Southern US Land 2, 100 Acres134246 | Walton Global | Pre-development land | TX | 6.68 yr | 1.71x | Unavailable |
| Cambridge (private investor)414546 | Passco | Multifamily | Lynwood, WA | 7.44 yr | Unavailable | 5.86% |
| Candleglow Apartments, DST40 | Capital Square | Multifamily | Tampa, Florida | 5.30 yr | 2.53x | 28.93% |
| Canopy Apartments, DST40 | Capital Square | Multifamily | San Antonio, Texas | 5.50 yr | 1.78x | 14.17% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Longview, TX | 10.21 yr | 0.86x | -1.34% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Lakewood, CO | 14.12 yr | 1.33x | 2.36% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Irving, TX | 10.29 yr | 1.19x | 1.81% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | McAllen, TX | 10.31 yr | 1.05x | 0.47% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | El Paso, TX | 5.92 yr | 0.64x | -6.03% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Pharr, TX | 15.33 yr | 1.33x | 2.16% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Mansfield, TX | 10.47 yr | 0.92x | -0.73% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Victoria, TX | 16.40 yr | 1.58x | 3.51% |
| Carino’s40 | AEI Capital Corporation | Restaurant / net lease | Austin, TX | 12.32 yr | 1.72x | 5.84% |
| Carmax40 | AEI Capital Corporation | Net lease retail | Lithia Springs, GA | 6.30 yr | 1.44x | 6.98% |
| Carmel Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.08 yr | 1.56x | 9.21% |
| Carmel Office 1031, L.L.C.4044 | Inland | Office | Location unavailable | 8.75 yr | 1.36x | 4.11% |
| Carriage Homes on the Lake I + II424446 | Bridgeview | Multifamily / development | Garland, TX | Unavailable | 6.05x | Unavailable |
| Carrington Apartments4145 | Passco | Multifamily | Montgomery, AL | 6.95 yr | Unavailable | 7.00% |
| Carrington Park Apartments4046 | Bluerock | Multifamily | Morrisville, NC | 1.83 yr | 2.19x | 64.72% |
| Cary Custom 1031, L.L.C.4044 | Inland | Multifamily | Location unavailable | 3.67 yr | 1.35x | 9.54% |
| Cash America40 | AEI Capital Corporation | Net lease retail | Covington, LA | 17.57 yr | 1.32x | 1.83% |
| CF Aurora Multifamily DST4043 | Cantor Fitzgerald | Multifamily | Location unavailable | 5.90 yr | 1.31x | 5.20% |
| CF Bellevue Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.50 yr | 1.69x | 19.83% |
| CF Hendry Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.80 yr | 1.72x | 19.03% |
| CF Net Lease Portfolio DST 840 | Cantor Fitzgerald | Retail | Location unavailable | 5.10 yr | 1.32x | 6.29% |
| CF Norterra Canyon Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.20 yr | 1.37x | 11.69% |
| CF Railway Multifamily DST4048 | Cantor Fitzgerald | Multifamily | Location unavailable | 4.70 yr | 1.25x | 5.40% |
| CF Rivertop Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.20 yr | 1.42x | 12.97% |
| CF Sawyer Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.40 yr | 1.37x | 10.88% |
| CF Star Multifamily Portfolio DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 5.20 yr | 1.59x | 11.40% |
| CF Towson Multifamily DST40 | Cantor Fitzgerald | Multifamily | Location unavailable | 3.20 yr | 1.31x | 9.63% |
| Chace Lake Villas4145 | Bluerock | Multifamily | Birmingham, AL | 5.25 yr | Unavailable | 7.20% |
| Champions Centre + Champions Park4046 | Bridgeview | Multifamily | Houston, TX | 4.75 yr | 1.64x | 13.47% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Utica, MI | 9.65 yr | 0.64x | -3.73% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Schaumburg, IL | 15.21 yr | 1.48x | 3.14% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Columbus (Easton), OH | 15.54 yr | 1.85x | 5.49% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Columbus (Crosswood), OH | 19.60 yr | 1.36x | 1.82% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Centerville, OH | 11.75 yr | 0.82x | -1.54% |
| Champps40 | AEI Capital Corporation | Restaurant / net lease | Lyndhurst, OH | 17.17 yr | 1.02x | 0.11% |
| Chandler Heights Marketplace4145 | Passco | Retail | Chandler, AZ | 9.72 yr | Unavailable | -4.53% |
| Charlotte 1031, L.L.C.4044 | Inland | Office | Location unavailable | 9.92 yr | 0.77x | -2.32% |
| Charlotte Office 1031 DST4044 | Inland | Office | Location unavailable | 10.42 yr | 1.24x | 2.30% |
| Charlotte Student Housing DST4044 | Inland | Student housing | Location unavailable | 6.67 yr | 1.27x | 4.05% |
| Chateau Elite40 | AEI Capital Corporation | Net lease retail | Mundelein, IL | 18.16 yr | 1.96x | 5.30% |
| Chattahoochee Ridge4046 | Bluerock | Multifamily | Atlanta, GA | 2.92 yr | 2.12x | 38.29% |
Footnotes
Caldwell- Southern US Land 2, 100 Acres
The source row starts in April 2018 but has no RUC vehicle label or footnote proving a capital rebase. The earlier rebase inference is not used to suppress its reported-multiple outcome: success (1.71x). Capital-basis uncertainty is retained as a warning. The Investments-tab annual return remains unavailable.
Reported-multiple outcome restored; annual return remains unavailable
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 208, 211
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.
Estimated or nonfinal source result
The sponsor identifies this result as estimated or nonfinal. It may be revised and does not establish a final realized investor return.
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.
Result subject to adjustment
The source indicates that the displayed result remains subject to adjustment. Consult the current PPM and sponsor reports for updated figures.
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.