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 |
ExchangeRight21
| Metric | Value |
|---|---|
| Offerings listed | 28 |
| Avg. annual return | 10.43% |
| Avg. hold (years) | 5.41 |
| Avg. equity multiple | 1.53x |
| Success Rate | 100.00% |
What enters the comparison
28 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 10.32% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 28 |
| Outcomes inferred from return signs | 0 |
Source coverage
Offering-structure evidence is retained with each record.
The brochure’s 8.60% headline covers 34 programs, including six fund/note products outside this property-program screen. This page averages the higher endpoints reported for the 28 retained property programs. Some 721 outcomes use REIT net asset value.
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 |
|---|---|---|---|---|---|---|
| Net-Leased Portfolio 284144 | ExchangeRight | Net lease retail | Location unavailable | 5.36 yr | 1.48x | 9.02% |
| Net-Leased Portfolio 224144 | ExchangeRight | Net lease retail | Location unavailable | 5.23 yr | 1.42x | 8.29% |
| Net-Leased Portfolio 214144 | ExchangeRight | Net lease retail | Location unavailable | 4.43 yr | 1.38x | 8.88% |
| Net-Leased Portfolio 194144 | ExchangeRight | Net lease retail | Location unavailable | 4.67 yr | 1.48x | 10.29% |
| Net-Leased Portfolio 184144 | ExchangeRight | Net lease retail | Location unavailable | 4.71 yr | 1.46x | 10.00% |
| Net-Leased Portfolio 174144 | ExchangeRight | Net lease retail | Location unavailable | 4.87 yr | 1.49x | 10.34% |
| Net-Leased Portfolio 164144 | ExchangeRight | Net lease retail | Location unavailable | 4.75 yr | 1.51x | 11.25% |
| Net-Leased Portfolio 154144 | ExchangeRight | Net lease retail | Location unavailable | 4.67 yr | 1.47x | 10.82% |
| Net-Leased Portfolio 144144 | ExchangeRight | Net lease retail | Location unavailable | 4.31 yr | 1.46x | 10.73% |
| Net-Leased Portfolio 134144 | ExchangeRight | Net lease retail | Location unavailable | 4.16 yr | 1.43x | 10.74% |
| Net-Leased Portfolio 124144 | ExchangeRight | Net lease retail | Location unavailable | 3.68 yr | 1.40x | 11.30% |
| Net-Leased Portfolio 114144 | ExchangeRight | Net lease retail | Location unavailable | 6.74 yr | 1.51x | 7.63% |
| Net-Leased Portfolio 104144 | ExchangeRight | Net lease retail | Location unavailable | 7.15 yr | 1.58x | 8.24% |
| Net-Leased Portfolio 94144 | ExchangeRight | Net lease retail | Location unavailable | 7.38 yr | 1.59x | 8.27% |
| Net-Leased Portfolio 84144 | ExchangeRight | Net lease retail | Location unavailable | 4.70 yr | 1.51x | 11.23% |
| Net-Leased Portfolio 74144 | ExchangeRight | Net lease retail | Location unavailable | 7.38 yr | 1.76x | 10.57% |
| Net-Leased Portfolio 64144 | ExchangeRight | Net lease retail | Location unavailable | 7.90 yr | 1.68x | 8.91% |
| Net-Leased Portfolio 54144 | ExchangeRight | Net lease retail | Location unavailable | 7.84 yr | 1.72x | 9.43% |
| Net-Leased Portfolio 44144 | ExchangeRight | Net lease retail | Location unavailable | 7.52 yr | 1.74x | 9.98% |
| Net-Leased Portfolio 34144 | ExchangeRight | Net lease retail | Location unavailable | 7.64 yr | 1.88x | 11.50% |
| Net-Leased Portfolio 24144 | ExchangeRight | Net lease retail | Location unavailable | 7.07 yr | 1.79x | 12.12% |
| Net-Leased Portfolio 14144 | ExchangeRight | Net lease retail | Location unavailable | 7.40 yr | 1.51x | 10.58% |
| Multifamily 6 – El Paso Apartment Portfolio4144 | ExchangeRight | Multifamily | Location unavailable | 3.80 yr | 1.68x | 17.91% |
| Multifamily 5 – Crystal Lake Florida Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 2.57 yr | 1.29x | 12.55% |
| Multifamily 4 – North Austin Apartment Portfolio4144 | ExchangeRight | Multifamily | Location unavailable | 4.25 yr | 1.37x | 9.71% |
| Multifamily 3 – Lakeside at Arbor Place Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 3.20 yr | 1.46x | 14.51% |
| Multifamily 2 – Mira Bella and San Martin Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 4.29 yr | 1.33x | 8.27% |
| Multifamily 1 – Van Mark Creek Apartments4144 | ExchangeRight | Multifamily | Location unavailable | 3.94 yr | 1.35x | 8.84% |
Footnotes
ExchangeRight: source basis and comparison samples
Source basis: Noncash / mixed. 28 investments are listed. Annual return: 28 available; Hold period: 28 available; Equity multiple: 28 available; Success Rate: 28 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 28 outcomes include source valuations or in-kind consideration rather than confirmed final cash proceeds.
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.
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.
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.