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 |
|---|---|---|---|---|---|---|
| Hollywood Video40 | AEI Capital Corporation | Net lease retail | Saraland, AL | 10.39 yr | 1.27x | 2.56% |
| Home2 Suites - Lawrenceville, GA4046 | Peachtree Group | Hotel | Lawrenceville, GA | 6.48 yr | 2.30x | 20.06% |
| Home2 Suites - Prattville, AL4046 | Peachtree Group | Hotel | Prattville, AL | 4.71 yr | 3.51x | 53.33% |
| Home2 Suites - San Antonio, TX4046 | Peachtree Group | Hotel | San Antonio, TX | 8.76 yr | 1.83x | 9.47% |
| Home2 Suites - St. Augustine, FL4046 | Peachtree Group | Hotel | St Augustine, FL | 6.75 yr | 2.51x | 22.36% |
| HomeTown Buffet40 | AEI Capital Corporation | Restaurant / net lease | Albuquerque, NM | 20.22 yr | 1.64x | 3.15% |
| Homewood Suites - Destin, FL4046 | Peachtree Group | Hotel | Destin, FL | 5.39 yr | 1.81x | 15.03% |
| Homewood Suites - Durham, NC4046 | Peachtree Group | Hotel | Durham, NC | 2.20 yr | 1.87x | 39.47% |
| Homewood Suites Lansdale4246 | Moody National | Hotel | Pennsylvania | Unavailable | Unavailable | Unavailable |
| Houston 1031 Limited Partnership4044 | Inland | Office | Location unavailable | 16.18 yr | 0.68x | -1.98% |
| Huddle House4046 | Secure Properties | QSR | Location unavailable | 2.95 yr | 2.14x | 38.55% |
| Hunt County124246 | Walton Global | Pre-development land | TX | 4.59 yr | 0.88x | Unavailable |
| Hunter’s Pointe4046 | Bluerock | Multifamily | Pensacola, FL | 1.83 yr | 1.20x | 10.91% |
| Hyatt Place - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 3.70 yr | 1.97x | 26.24% |
| Indian Springs4046 | Bluerock | Multifamily | El Paso, TX | 4.08 yr | 0.98x | -0.45% |
| Indianapolis Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.00 yr | 1.17x | 2.83% |
| Inland Chicago Grace L.L.C.404446 | Inland | Office | Location unavailable | 10.75 yr | 1.41x | 3.81% |
| Inland Honey Creek, L.L.C.404446 | Inland | Retail | Location unavailable | 12.55 yr | 0.52x | -3.82% |
| Inland Sioux Falls, L.L.C.404446 | Inland | Office | Location unavailable | 13.00 yr | 1.57x | 4.38% |
| Ivy4145 | Passco | Multifamily | Orlando, FL | 5.08 yr | Unavailable | 3.15% |
| Ivy Commons Apartments, DST40 | Capital Square | Multifamily | Marietta, Georgia | 4.20 yr | 2.02x | 24.19% |
| Jacksonville Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.42 yr | 1.28x | 6.33% |
| James on South First4046 | Bluerock | Multifamily | Austin, TX | 4.25 yr | 1.91x | 21.39% |
| Janesville 1031 L.L.C.4044 | Inland | Industrial | Location unavailable | 14.25 yr | 1.72x | 5.05% |
| Jared40 | AEI Capital Corporation | Net lease retail | Hazelwood, MO | 15.71 yr | 1.22x | 1.42% |
| Jefferson Alpha West404647 | Bridgeview | Multifamily development | Addison, TX | 2.17 yr | 2.59x | 73.38% |
| Jefferson Place4145 | Bluerock | Multifamily | Frederick, MD | 7.00 yr | Unavailable | 8.10% |
| Johns Hopkins Applied Physics Lab4046 | Syndicated Equities | Type unavailable | Laurel, MD | 11.66 yr | 1.95x | 8.15% |
| Johnson Portfolio4046 | Secure Properties | QSR and Automotive | Location unavailable | 0.91 yr | 1.81x | 88.34% |
| Kenwood Club at the Park424546 | Olympus | Multifamily | Katy, TX | 3.75 yr | Unavailable | Unavailable |
| Kenwood Village4046 | Walton Global | Pre-development land | MD | 7.65 yr | 1.09x | 1.18% |
| KinderCare40 | AEI Capital Corporation | Childcare / net lease | Ft. Worth, TX | 20.10 yr | 2.74x | 8.64% |
| KinderCare40 | AEI Capital Corporation | Childcare / net lease | Ballwin, MO | 8.78 yr | 1.45x | 5.14% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Monument, CO | 12.47 yr | 1.35x | 2.83% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | West Bridgewater, MA | 14.00 yr | 1.83x | 5.94% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Twinsburg, OH | 14.74 yr | 2.13x | 7.64% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | De Pere, WI | 14.81 yr | 1.89x | 6.03% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Colorado Springs, CO | 15.31 yr | 2.05x | 6.88% |
| KinderCare / Children’s World40 | AEI Capital Corporation | Childcare / net lease | Houston, TX | 14.57 yr | 2.23x | 8.44% |
| Kinston MOB, DST40 | Capital Square | Medical office | Location unavailable | 6.00 yr | 1.48x | 7.94% |
| Komar Desert Center, DST40 | Capital Square | Type unavailable | Location unavailable | 8.90 yr | 1.47x | 5.24% |
| Kyle Estates - West11404647 | Walton Global | Pre-development land | TX | 2.06 yr | 0.00x | -48.54% |
| La Playa Commons14046 | Walton Global | Builder land finance | CA | 3.37 yr | 1.33x | 9.79% |
| Lafayette Multifamily DST4044 | Inland | Multifamily | Location unavailable | 9.90 yr | 1.46x | 4.65% |
| Lake Mead Square (Private Investor)414546 | Passco | Retail | N. Las Vegas, NV | 2.53 yr | Unavailable | 7.87% |
| Landmark TIC portfolio4246 | Bluerock | Office | St. Louis, MO | Unavailable | Unavailable | Unavailable |
| Lansbrook4046 | Bluerock | Multifamily | Palm Harbor, FL | 3.08 yr | 1.85x | 27.54% |
| Laveen MarketPlace4145 | Passco | Retail | Phoenix, AZ | 10.11 yr | Unavailable | -5.44% |
| Le Meridien Hotel4046 | Syndicated Equities | Hotel | Chicago, IL | 1.00 yr | 1.69x | 68.23% |
| Legacy at Acworth4046 | Syndicated Equities | Type unavailable | Acworth, GA | 3.91 yr | 1.54x | 13.82% |
Footnotes
Kyle Estates - West
Kyle Estates–West: source MOIC is 0.00x. Positive property-sale proceeds do not establish investor distributions after allocations. The reported loss remains included; its cash allocation has not been independently reconciled.
Source warning / existing missing input; offering retained
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 201, 211
Hunt County
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: loss (0.88x). 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.
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.
Source-input warning
The source flags inputs or the original measurement period. Consult the investment’s source and calculation notes before comparing the displayed result.
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.