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 |
Capital Square20
| Metric | Value |
|---|---|
| Offerings listed | 45 |
| Avg. annual return | 9.41% |
| Avg. hold (years) | 6.19 |
| Avg. equity multiple | 1.57x |
| Success Rate | 93.33% |
What enters the comparison
45 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 8.30% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |
Source coverage
Offering-structure evidence is retained with each record.
View the existing sponsor profileListed investments
Source figures remain visible even when a specific metric is excluded from a comparison.
Scroll across the table to view every metric.
| Investment | Sponsor | Property type | Location | Hold (years) | Equity multiple | Annual return |
|---|---|---|---|---|---|---|
| Woodshire Apartments, DST40 | Capital Square | Multifamily | Virginia Beach, Virginia | 4.00 yr | 1.60x | 15.06% |
| Winchester MOB, DST40 | Capital Square | Medical office | Location unavailable | 7.00 yr | 1.50x | 7.08% |
| Saltmeadow Bay Apartments, DST40 | Capital Square | Multifamily | Virginia Beach, Virginia | 3.60 yr | 1.82x | 22.76% |
| Riverwood Corporate Center, DST40 | Capital Square | Office | Location unavailable | 8.30 yr | 1.59x | 7.15% |
| Richmond VA Apartments, DST40 | Capital Square | Multifamily | Chesterfield County, Virginia | 5.20 yr | 1.56x | 10.81% |
| Richmond Golf Retail, DST40 | Capital Square | Retail | Location unavailable | 9.20 yr | 1.44x | 4.74% |
| Raleigh MOB, DST40 | Capital Square | Medical office | Location unavailable | 7.00 yr | 1.91x | 13.03% |
| Perry Place, DST40 | Capital Square | Multifamily | Richmond, Virginia | 4.80 yr | 1.44x | 9.07% |
| Old Towne Loft Apartments, DST40 | Capital Square | Multifamily | Petersburg, Virginia | 6.50 yr | 1.53x | 8.08% |
| NY MOB, DST40 | Capital Square | Medical office | Location unavailable | 5.00 yr | 1.90x | 17.99% |
| Newcastle North, DST40 | Capital Square | Type unavailable | Location unavailable | 5.00 yr | 1.51x | 10.11% |
| NC MOB, DST40 | Capital Square | Medical office | Location unavailable | 7.00 yr | 1.58x | 8.22% |
| MHC Portfolio I, DST40 | Capital Square | Manufactured housing | Location unavailable | 4.30 yr | 1.48x | 11.19% |
| Maple Springs, DST40 | Capital Square | Multifamily | Richmond, Virginia | 4.40 yr | 1.67x | 15.28% |
| Komar Desert Center, DST40 | Capital Square | Type unavailable | Location unavailable | 8.90 yr | 1.47x | 5.24% |
| Kinston MOB, DST40 | Capital Square | Medical office | Location unavailable | 6.00 yr | 1.48x | 7.94% |
| Ivy Commons Apartments, DST40 | Capital Square | Multifamily | Marietta, Georgia | 4.20 yr | 2.02x | 24.19% |
| High Ridge Apartments, DST40 | Capital Square | Multifamily | Athens, Georgia | 6.50 yr | 2.26x | 19.43% |
| Hickory Creek Apartments, DST40 | Capital Square | Multifamily | Richmond, VA suburb | 3.50 yr | 1.63x | 17.89% |
| GM Dothan, DST40 | Capital Square | Retail | Location unavailable | 4.00 yr | 0.20x | -19.92% |
| Galeria del Rio, DST40 | Capital Square | Multifamily | Tucson, Arizona | 5.30 yr | 2.22x | 23.06% |
| Fairway View Apartments, DST40 | Capital Square | Multifamily | Atlanta, GA suburb | 4.00 yr | 1.92x | 22.93% |
| Dallas MOB, DST40 | Capital Square | Medical office | Location unavailable | 7.00 yr | 1.51x | 7.30% |
| CSRA MOB TX IV, DST40 | Capital Square | Medical office | Location unavailable | 9.70 yr | 1.37x | 3.84% |
| CSRA MOB I, DST40 | Capital Square | Medical office | Location unavailable | 10.60 yr | 1.51x | 4.77% |
| CSRA Grocery Portfolio II, DST40 | Capital Square | Retail | Location unavailable | 9.90 yr | 1.69x | 6.92% |
| CSRA Grocery Portfolio I, DST40 | Capital Square | Retail | Location unavailable | 10.00 yr | 1.83x | 8.30% |
| CS1031 Promenade at Newnan Crossing, Apartments DST40 | Capital Square | Multifamily | Newnan, Georgia | 5.20 yr | 1.43x | 8.28% |
| CS1031 Morganton MOB, DST40 | Capital Square | Medical office | Location unavailable | 9.20 yr | 1.55x | 5.95% |
| CS1031 Misty Ridge Apartments, DST40 | Capital Square | Multifamily | Woodbridge, Virginia | 6.40 yr | 1.44x | 6.94% |
| CS1031 Marina Pointe Apartments, DST40 | Capital Square | Multifamily | Chattanooga, Tennessee | 4.90 yr | 1.40x | 8.14% |
| CS1031 Louisburg MOB, DST40 | Capital Square | Medical office | Location unavailable | 8.90 yr | 1.44x | 4.91% |
| CS1031 Birmingham MOB, DST40 | Capital Square | Medical office | Location unavailable | 9.30 yr | 1.56x | 6.02% |
| Crossroads Apartments, DST40 | Capital Square | Multifamily | Phoenix, Arizona | 2.30 yr | 1.45x | 19.67% |
| Chicago Parking I, DST40 | Capital Square | Parking | Location unavailable | 1.00 yr | 0.33x | -66.63% |
| Canopy Apartments, DST40 | Capital Square | Multifamily | San Antonio, Texas | 5.50 yr | 1.78x | 14.17% |
| Candleglow Apartments, DST40 | Capital Square | Multifamily | Tampa, Florida | 5.30 yr | 2.53x | 28.93% |
| Bridgeview Apartments, DST40 | Capital Square | Multifamily | Tampa, Florida | 4.80 yr | 1.72x | 15.00% |
| Bellemeade Farms Apartments, DST40 | Capital Square | Multifamily | Leesburg, VA | 5.60 yr | 1.37x | 6.54% |
| Bedford Parke Apartments, DST40 | Capital Square | Multifamily | Warner Robins, Georgia | 5.30 yr | 2.00x | 18.95% |
| Ashford Club Apartments, DST40 | Capital Square | Multifamily | Tallahassee, Florida | 6.00 yr | 1.70x | 11.66% |
| Alexander Pointe Apartments, DST40 | Capital Square | Multifamily | Jacksonville, Florida | 4.50 yr | 2.61x | 35.74% |
| 5901 Golden Triangle, DST40 | Capital Square | Office | Location unavailable | 8.40 yr | 1.06x | 0.75% |
| 2700 S. Las Vegas, DST40 | Capital Square | Type unavailable | Location unavailable | 11.10 yr | 0.29x | -6.41% |
| 1530 West Covina, DST40 | Capital Square | Office | Location unavailable | 4.00 yr | 1.49x | 12.36% |
Footnotes
Capital Square: source basis and comparison samples
Source basis: Investor (fees unspecified). 45 investments are listed. Annual return: 45 available; Hold period: 45 available; Equity multiple: 45 available; Success Rate: 45 available. Missing values and the specific exclusions determine each metric’s sample.
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.
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.