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 |
|---|---|---|---|---|---|---|
| Elan Apartments4046 | Bluerock | Multifamily | Austin, TX | 1.83 yr | 2.23x | 67.00% |
| Element4046 | Bluerock | Multifamily | Las Vegas, NV | 3.33 yr | 3.25x | 67.62% |
| Element - Orlando, FL4046 | Peachtree Group | Hotel | Orlando, FL | 5.35 yr | 2.19x | 22.26% |
| Elements 616424546 | IDEAL Capital Group | Multifamily | Redondo Beach, CA | 2.83 yr | Unavailable | Unavailable |
| Elements at 901424546 | IDEAL Capital Group | Multifamily | Kingsburg, CA | 5.42 yr | Unavailable | Unavailable |
| Elements at 1600424546 | IDEAL Capital Group | Multifamily | Fairfield, CA | 4.00 yr | Unavailable | Unavailable |
| Elevation424546 | Olympus | Multifamily | Chandler, AZ | 5.83 yr | Unavailable | Unavailable |
| Elevation at the Village (Development)424546 | Olympus | Multifamily development | Gilbert, AZ | 2.83 yr | Unavailable | Unavailable |
| Elevation Plaza del Rio424546 | Olympus | Multifamily | Phoenix, AZ | 1.25 yr | Unavailable | Unavailable |
| Embassy Suites - Williamsburg, VA4046 | Peachtree Group | Hotel | Williamsburg, VA | 4.29 yr | 1.41x | 9.56% |
| Enclave at Rivergate4145 | Passco | Multifamily | Charlotte, NC | 5.32 yr | Unavailable | 12.35% |
| Encore at the Park4145 | Passco | Multifamily | Durham, NC | 4.64 yr | Unavailable | 10.04% |
| Encore Chandler4046 | Bluerock | Multifamily | Chandler, AZ | 2.00 yr | 1.32x | 15.77% |
| Encore Chandler Development4046 | Bluerock | Multifamily | Chandler, AZ | 1.83 yr | 1.30x | 16.37% |
| Enders Place4046 | Bluerock | Multifamily | Orlando, FL | 7.67 yr | 1.96x | 12.58% |
| Entrada424546 | IDEAL Capital Group | Multifamily | San Diego, CA | 2.92 yr | Unavailable | Unavailable |
| EOS4046 | Bluerock | Multifamily | Orlando, FL | 2.50 yr | 1.77x | 30.80% |
| Equipment Share4046 | Secure Properties | Industrial | Location unavailable | 3.59 yr | 1.60x | 16.72% |
| Estates at Crossroads4145 | Passco | Multifamily | Duluth, GA | 5.73 yr | Unavailable | 21.20% |
| Estates at Perimeter4046 | Bluerock | Multifamily | Augusta, GA | 4.17 yr | 1.25x | 5.97% |
| Fairfield Inn - Valdosta, GA4046 | Peachtree Group | Hotel | Valdosta, GA | 3.72 yr | 2.11x | 29.81% |
| Fairfield Inn & Suites - Columbus, MS4046 | Peachtree Group | Hotel | Columbus, MS | 16.12 yr | 2.12x | 6.95% |
| Fairfield Inn & Suites - Gadsden, AL4046 | Peachtree Group | Hotel | Gadsden, AL | 14.16 yr | 1.00x | 0.00% |
| Fairfield Inn & Suites - Indianapolis, IN4046 | Peachtree Group | Hotel | Indianapolis, IN | 11.68 yr | 3.32x | 19.87% |
| Fairfield Inn & Suites - Lewisville, TX4046 | Peachtree Group | Hotel | Lewisville, TX | 1.19 yr | 1.69x | 57.80% |
| Fairfield Inn & Suites - Montgomery , AL4046 | Peachtree Group | Hotel | Montgomery, AL | 10.05 yr | 1.90x | 8.96% |
| Fairway View Apartments, DST40 | Capital Square | Multifamily | Atlanta, GA suburb | 4.00 yr | 1.92x | 22.93% |
| Falls at Forsyth4046 | Bluerock | Multifamily | Cumming, GA | 2.75 yr | 0.90x | -3.69% |
| Family Discount Portfolio II DST4044 | Inland | Retail | Location unavailable | 10.08 yr | 0.75x | -2.48% |
| Family Discount Portfolio III DST4044 | Inland | Retail | Location unavailable | 10.08 yr | 0.74x | -2.58% |
| Family Dollar414446 | Four Springs TEN31 Xchange | Net lease retail | Verona, PA | 0.89 yr | 1.06x | 7.25% |
| Family Dollar414446 | Four Springs TEN31 Xchange | Net lease retail | Memphis, TN | 0.40 yr | 1.03x | 7.12% |
| Family Dollar414446 | Four Springs TEN31 Xchange | Net lease retail | Milledgeville, GA | 0.53 yr | 1.04x | 7.75% |
| Fashion Outlet Center4046 | Syndicated Equities | Retail | Las Vegas, NV | 3.43 yr | 0.19x | -23.76% |
| Fashion Outlet Center4046 | Syndicated Equities | Retail | Rosemont, IL | 5.67 yr | 3.97x | 52.37% |
| Fields at Walnut Creek4046 | Walton Global | Pre-development land | GA | 7.68 yr | 1.02x | 0.26% |
| FL-NY Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 5.75 yr | 2.19x | 20.70% |
| Flatiron Athletic Club4046 | Syndicated Equities | Type unavailable | Broomfield, CO | 13.64 yr | 0.22x | -5.72% |
| Fort Myers Multifamily DST4044 | Inland | Multifamily | Location unavailable | 5.50 yr | 1.37x | 6.73% |
| Four Corners4145 | Bluerock | Multifamily | Davenport, FL | 3.42 yr | Unavailable | 23.30% |
| Four Seasons Hotel4046 | Syndicated Equities | Hotel | Austin, TX | 5.86 yr | 1.94x | 16.04% |
| Four Winds4145 | Passco | Multifamily | Overland Park, KS | 9.95 yr | Unavailable | 3.52% |
| Fox Hill4046 | Bluerock | Multifamily | Austin, TX | 2.00 yr | 1.62x | 31.00% |
| FSC AS Jonesboro AR, DST41 | Four Springs TEN31 Xchange | Retail | Location unavailable | 6.99 yr | 1.44x | 6.27% |
| FSC AS Mt. Juliet TN, DST41 | Four Springs TEN31 Xchange | Retail | Location unavailable | 7.82 yr | 1.37x | 4.75% |
| FSC BJ Tilton NH, DST41 | Four Springs TEN31 Xchange | Retail | Location unavailable | 8.25 yr | 1.64x | 7.74% |
| FSC GM Lebanon IN, DST4144 | Four Springs TEN31 Xchange | Industrial | Location unavailable | 11.57 yr | 1.42x | 3.66% |
| FSC Healthcare II, DST41 | Four Springs TEN31 Xchange | Medical office | Location unavailable | 7.28 yr | 1.41x | 5.61% |
| FSC Industrial 8, DST4144 | Four Springs TEN31 Xchange | Industrial | Location unavailable | 4.98 yr | 0.96x | -0.80% |
| FSC Industrial 10, DST4144 | Four Springs TEN31 Xchange | Industrial | Location unavailable | 4.05 yr | 0.89x | -2.61% |
Footnotes
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.