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

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.