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Baker 1031 · Data

Full-cycle investment data

Overall historical offering results, sponsor summaries and source methods, compiled by Baker 1031 for educational analysis.

Compiled November 3, 2026

Manually compiled and unaudited. Metrics use higher source endpoints. Review the current PPM and data limitations.

Investment histories837
Sponsors covered (25 with histories)39
Annual-return observations737
All sponsor summaries

Bluerock61417

What enters the comparison

137 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.

Source coverage

111 retained histories have an investor structure that the source does not confirm.

View the existing sponsor profile

Listed investments

Source figures remain visible even when a specific metric is excluded from a comparison.

137 records

Scroll across the table to view every metric.

InvestmentSponsorProperty typeLocationHold (years)Equity multipleAnnual return
23Hundred Berry Hill4046BluerockMultifamilyNashville, TN2.25 yr1.88x39.14%
Alamance Reserve4145BluerockMultifamilyAlamance, NC4.92 yrUnavailable6.50%
Alexan City Centre4046BluerockMultifamilyHouston, TX7.58 yr0.78x-2.84%
Alexan Southside Place4046BluerockMultifamilyHouston, TX6.17 yr0.55x-7.34%
Ansley Village4145BluerockMultifamilyMacon, GA5.33 yrUnavailable6.70%
Arbor Terrace4046BluerockMultifamilyMarietta, GA2.83 yr1.27x9.48%
Arium Glenridge4046BluerockMultifamilyAtlanta, GA6.00 yr2.69x28.23%
Arium Grandewood4046BluerockMultifamilyOrlando, FL5.17 yr3.61x50.47%
Arium Hunters Creek4046BluerockMultifamilyOrlando, FL5.00 yr3.49x49.80%
Arium Metrowest4046BluerockMultifamilyOrlando, FL5.00 yr1.06x1.12%
Arium Palms Gateway4046BluerockMultifamilyOrlando, FL4.08 yr1.57x13.94%
Arium Westside4046BluerockMultifamilyAtlanta, GA6.25 yr2.53x24.45%
Arlo4046BluerockMultifamilyCharlotte, NC4.83 yr1.47x9.64%
Artisan on 18th4046BluerockMultifamilyNashville, TN2.33 yr2.12x48.00%
Ashford Belmar4046BluerockMultifamilyLakewood, CO3.92 yr2.55x39.48%
Ashton Reserve4046BluerockMultifamilyCharlotte, NC4.75 yr1.71x14.86%
Avenue4046BluerockMultifamilyPhoenix, AZ2.75 yr2.97x71.63%
Avondale Hills4046BluerockMultifamilyAtlanta, GA1.08 yr1.19x17.83%
Axis West4145BluerockMultifamilyOrlando, FL4.25 yrUnavailable10.00%
Beach House4145BluerockMultifamilyJacksonville, FL5.50 yrUnavailable11.80%
Belmont Crossing4046BluerockMultifamilySmyrna, GA2.00 yr1.22x10.95%
Big Creek4145BluerockMultifamilyAlpharetta, GA4.17 yrUnavailable10.40%
CADE Boca Raton4046BluerockMultifamilyBoca Raton, FL4.08 yr1.32x7.79%
Carrington Park Apartments4046BluerockMultifamilyMorrisville, NC1.83 yr2.19x64.72%
Chace Lake Villas4145BluerockMultifamilyBirmingham, AL5.25 yrUnavailable7.20%
Chattahoochee Ridge4046BluerockMultifamilyAtlanta, GA2.92 yr2.12x38.29%
Chevy Chase4046BluerockMultifamilyAustin, TX2.25 yr2.10x48.89%
Cielo on Gilbert4046BluerockMultifamilyPhoenix, AZ1.83 yr4.27x178.30%
Citrus Tower4046BluerockMultifamilyClermont, FL5.08 yr3.48x48.81%
Clearwater4145BluerockMultifamilyClearwater, FL6.92 yrUnavailable18.40%
CoHo House4046BluerockMultifamilyAtlanta, GA3.42 yr1.26x7.64%
Cottages at Myrtle Beach4046BluerockMultifamilyMyrtle Beach. SC3.92 yr1.57x14.51%
Cottages at Port St. Lucie4046BluerockMultifamilyPort St. Lucie, FL4.00 yr1.60x15.10%
Creekside Village4046BluerockMultifamilyChattanooga, TN4.00 yr2.27x31.73%
Cummings Research Park I42BluerockOfficeHuntsville, AL12.33 yrUnavailableUnavailable
Cummings Research Park II42BluerockOfficeHuntsville, AL10.75 yrUnavailableUnavailable
Cummings Research Park III42BluerockOfficeHuntsville, AL12.33 yrUnavailableUnavailable
Deercross Apartments4046BluerockMultifamilyIndianapolis, IN1.33 yr1.14x10.69%
Deerwood Apartments4046BluerockMultifamilyHouston, TX1.33 yr1.09x7.02%
Denim4046BluerockMultifamilyScottsdale, AZ3.25 yr3.24x69.00%
Domain at the One Forty4046BluerockMultifamilyGarland, TX6.42 yr2.00x15.63%
Elan Apartments4046BluerockMultifamilyAustin, TX1.83 yr2.23x67.00%
Element4046BluerockMultifamilyLas Vegas, NV3.33 yr3.25x67.62%
Encore Chandler4046BluerockMultifamilyChandler, AZ2.00 yr1.32x15.77%
Encore Chandler Development4046BluerockMultifamilyChandler, AZ1.83 yr1.30x16.37%
Enders Place4046BluerockMultifamilyOrlando, FL7.67 yr1.96x12.58%
EOS4046BluerockMultifamilyOrlando, FL2.50 yr1.77x30.80%
Estates at Perimeter4046BluerockMultifamilyAugusta, GA4.17 yr1.25x5.97%
Falls at Forsyth4046BluerockMultifamilyCumming, GA2.75 yr0.90x-3.69%
Four Corners4145BluerockMultifamilyDavenport, FL3.42 yrUnavailable23.30%
Fox Hill4046BluerockMultifamilyAustin, TX2.00 yr1.62x31.00%
Georgetown Crossing4046BluerockMultifamilySavannah, GA2.25 yr1.22x9.79%
Glenwood4145BluerockMultifamilyAtlanta, GA5.58 yrUnavailable6.90%
Grand at Westside4145BluerockMultifamilyKissimmee, FL4.50 yrUnavailable16.90%
Grand Dominion4145BluerockMultifamilySan Antonio, TX4.92 yrUnavailable12.20%
Grove at Waterford4046BluerockMultifamilyHendersonville, TN2.58 yr1.34x13.10%
Gulfshore Apartment Homes4046BluerockMultifamilyNaples, FL6.75 yr1.16x2.43%
Helios4046BluerockMultifamilyAtlanta, GA4.67 yr1.89x19.09%
Hillsboro4046BluerockMultifamilyNashville, TN3.00 yr2.19x39.83%
Hunter’s Pointe4046BluerockMultifamilyPensacola, FL1.83 yr1.20x10.91%
Indian Springs4046BluerockMultifamilyEl Paso, TX4.08 yr0.98x-0.45%
James on South First4046BluerockMultifamilyAustin, TX4.25 yr1.91x21.39%
Jefferson Place4145BluerockMultifamilyFrederick, MD7.00 yrUnavailable8.10%
Landmark TIC portfolio4246BluerockOfficeSt. Louis, MOUnavailableUnavailableUnavailable
Lansbrook4046BluerockMultifamilyPalm Harbor, FL3.08 yr1.85x27.54%
Leigh House4046BluerockMultifamilyRaleigh, NC3.67 yr1.94x25.55%
Lower Broadway4046BluerockMultifamilySam Antonio, TX1.17 yr1.30x25.69%
Lynd Portfolio4046BluerockMultifamilyLocation unavailable3.00 yr1.91x30.23%
Marquis Portfolio4046BluerockMultifamilyLocation unavailable2.75 yr1.42x15.40%
MDA City4046BluerockMultifamilyChicago, IL4.50 yr2.32x29.42%
Meadowmont4046BluerockMultifamilyChapel Hill, NC3.50 yr2.41x40.30%
Mesa Ridge4145BluerockMultifamilySan Antonio, TX5.75 yrUnavailable9.30%
Mira Vista4046BluerockMultifamilyAustin, TX1.75 yr1.21x11.86%
Motif4046BluerockMultifamilyFort Lauderdale, FL6.33 yr1.68x10.71%
Navigator Villas4046BluerockMultifamilyPasco, WA4.67 yr2.16x24.85%
North Park Towers4046BluerockMultifamilySouthfield, MI9.83 yr0.25x-7.65%
Note4046BluerockMultifamilyNashville, TN1.25 yr1.77x61.41%
Novel Perimeter4046BluerockMultifamilyAtlanta, GA4.00 yr1.40x9.99%
Orange City Apartments4046BluerockMultifamilyOrange City, FL1.17 yr1.25x21.47%
Outlook at Greystone4046BluerockMultifamilyBirmingham, AL5.00 yr1.21x4.23%
Park and Kingston4046BluerockMultifamilyCharlotte, NC5.58 yr2.37x24.46%
Park on the Square4046BluerockMultifamilyPensacola, FL2.25 yr1.23x10.02%
Pine Lakes Preserve4046BluerockMultifamilyPort St. Lucie, FL5.83 yr4.14x53.82%
Plantation Park4046BluerockMultifamilyLake Jackson, TX3.00 yr0.59x-13.56%
Plaza Gardens4145BluerockMultifamilyOverland Park, KS10.92 yrUnavailable3.10%
Preston View4046BluerockMultifamilyMorrisville, NC2.58 yr1.16x6.33%
Providence Trail4046BluerockMultifamilyMount Juliet, TN3.33 yr2.93x57.96%
Quinn354145BluerockMultifamilyShrewsbury, MA5.25 yrUnavailable9.40%
Renew4046BluerockMultifamilyMesa, AZ1.17 yr1.12x10.08%
Reunion Apartments4046BluerockMultifamilyOrlando, FL1.50 yr1.25x16.93%
Riverside4145BluerockMultifamilyJacksonville, FL5.50 yrUnavailable10.90%
Riverside Apartments4046BluerockMultifamilyAustin, TX2.00 yr1.18x9.22%
Roswell City Walk4046BluerockMultifamilyRoswell. GA5.83 yr3.07x35.49%
Sands Parc4046BluerockMultifamilyDaytona Beach, FL4.33 yr1.60x13.88%
Sierra Terrace4046BluerockMultifamilyAtlanta, GA2.00 yr1.25x12.40%
Sierra Village4046BluerockMultifamilyAtlanta, GA2.00 yr1.22x10.92%
Sonoma Pointe4145BluerockMultifamilyKissimmee, FL5.00 yrUnavailable26.00%
Sorrel Phillips Creek144246BluerockMultifamilyFrisco, TX3.83 yr1.39xUnavailable
Springhouse4046BluerockMultifamilyNewport News, VA6.67 yr2.40x21.05%
Stonebrook4145BluerockMultifamilyNashville, TN7.67 yrUnavailable48.50%
Summit at Southpoint42BluerockOfficeJacksonville, FL11.75 yrUnavailableUnavailable
Tech Ridge4046BluerockMultifamilyAustin, TX2.50 yr2.18x47.36%
The Ashford4046BluerockMultifamilyAtlanta, GA1.92 yr2.05x54.99%
The Brodie4046BluerockMultifamilyAustin, TX5.83 yr3.41x41.29%
The Commons on Anniston4046BluerockMultifamilyJacksonville, FL2.17 yr1.23x10.59%
The Conley4046BluerockMultifamilyLeander, TX2.42 yr1.25x10.49%
The Cottages at Warner Robins64046BluerockMultifamilyWarner Robins, GA2.00 yr1.25x12.49%
The DeSota4145BluerockMultifamilySarasota, FL3.92 yrUnavailable12.40%
The District at Scottsdale4046BluerockMultifamilyScottsdale, AZ1.58 yr1.40x25.42%
The Hartley at Blue Hill4046BluerockMultifamilyChapel Hill, NC2.17 yr1.21x9.61%
The Links at Plum Creek4046BluerockMultifamilyCastle Rock, CO4.50 yr2.54x34.27%
The Mills4046BluerockMultifamilyGreenville, SC4.92 yr3.15x43.77%
The Preserve at Henderson Beach4046BluerockMultifamilyDestin, FL6.58 yr4.80x57.79%
The Reserve at Palmer Ranch4046BluerockMultifamilySarasota, FL1.33 yr1.16x11.91%
The Reserve at Palmer Ranch4046BluerockMultifamilySarasota, FL5.50 yr3.46x44.75%
The Riley4046BluerockMultifamilyRichardson, TX1.58 yr1.19x11.89%
The Sanctuary4046BluerockMultifamilyLas Vegas, NV3.25 yr3.01x61.91%
The Stratford4046BluerockMultifamilyCary, NC1.42 yr1.49x34.83%
The Woods at Forrest Hill4046BluerockMultifamilyForrest Hill, TX3.00 yr1.15x4.98%
Thornton Flats4046BluerockMultifamilyAustin, TX2.25 yr1.18x7.89%
Town & Country Corporate Center4145BluerockOfficeSt. Louis, MO10.08 yrUnavailable-2.10%
Valley Townhomes4145BluerockMultifamilyPuyallup, WA11.08 yrUnavailable11.40%
Veranda at Centerfield4046BluerockMultifamilyHouston, TX4.17 yr2.03x24.65%
Vicker’s Historic Roswell4046BluerockMultifamilyRoswell, GA4.58 yr1.36x7.80%
Village Green4046BluerockMultifamilyAnn Arbor, MI4.42 yr2.25x28.31%
Villages at Cypress Creek4046BluerockMultifamilyHouston, TX5.08 yr1.87x17.14%
Villas at Oak Crest4046BluerockMultifamilyChattanooga, TN3.42 yr1.33x9.65%
Water’s Edge4046BluerockMultifamilyPensacola, FL1.83 yr1.22x11.92%
Weatherford BFR4046BluerockMultifamilyWeatherford, TX0.42 yr1.05x12.44%
Wesley Village4046BluerockMultifamilyCharlotte, NC5.58 yr3.40x42.95%
Westerly4145BluerockMultifamilyShrewsbury, MA5.50 yrUnavailable7.00%
Whetstone Apartments4046BluerockMultifamilyDurham, NC4.67 yr1.62x13.38%
Wilkinson Crossings at Dawsonville4046BluerockMultifamilyDawsonville, GA1.25 yr1.14x10.87%
Wilkinson Spring Parc4046BluerockMultifamilyDallas, TX1.25 yr1.14x10.90%
Willow Park4046BluerockMultifamilyFort Worth, TX3.50 yr1.32x9.01%
Windsor Falls4046BluerockMultifamilyRaleigh, NC1.50 yr1.83x55.39%
Zoey4046BluerockMultifamilyAustin, TX2.42 yr1.15x6.23%

Footnotes

  1. 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

    View investment

  2. Sorrel Phillips Creek / Sovereign Apartments portfolio

    The source reports combined portfolio equity and return for Sorrel Phillips Creek and Sovereign Apartments, while the displayed holding period relates to one property. A matched portfolio annual rate is unavailable. The portfolio is counted once; its supported multiple and reported success remain.

    Annual return already unavailable; reported portfolio multiple and outcome retained

    Bluerock - BR Diversified Industrial Portfolio 8, DST - PPM.pdf · PDF viewer pages 131, 134

    View investment

  3. Bluerock: source basis and comparison samples

    Source basis: Mixed source bases. 137 investments are listed. Annual return: 131 available; Hold period: 136 available; Equity multiple: 110 available; Success Rate: 132 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 22 outcomes inferred from return signs, assuming conventional cash flows; 111 histories have unconfirmed investor structures; inclusion does not establish 1031 eligibility.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

  8. 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.

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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.