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.

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

Brookfield

No Full-Cycle Data Reported

No full-cycle investment results are included for this sponsor in the current compilation.

View sponsor profile

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.