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 |
Inland26
| Metric | Value |
|---|---|
| Offerings listed | 116 |
| Avg. annual return | 6.18% |
| Avg. hold (years) | 8.88 |
| Avg. equity multiple | 1.40x |
| Success Rate | 81.90% |
What enters the comparison
116 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 5.41% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 116 |
| Outcomes inferred from return signs | 0 |
Source coverage
10 retained histories have an investor structure that the source does not confirm.
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 |
|---|---|---|---|---|---|---|
| Zionsville Ground Express DST4044 | Inland | Industrial | Location unavailable | 1.92 yr | 1.23x | 11.98% |
| Yuma Palms 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 17.25 yr | 0.56x | -2.55% |
| W Pharmacy I DST4044 | Inland | Retail | Location unavailable | 12.25 yr | 1.47x | 3.84% |
| Visions Drive 1031 DST4044 | Inland | Office | Location unavailable | 14.17 yr | 1.71x | 5.01% |
| University Lofts, L.L.C.404446 | Inland | Student housing | Location unavailable | 8.42 yr | 1.43x | 5.11% |
| Telecommunications 1031 Venture, DST4044 | Inland | Office | Location unavailable | 17.75 yr | 1.01x | 0.06% |
| Tampa-Coconut Palms Office Building 1031, L.L.C.4044 | Inland | Office | Location unavailable | 12.55 yr | 0.92x | -0.64% |
| Tampa-Coconut Palms Office Building 1031,4044 | Inland | Office | Location unavailable | 12.55 yr | 0.92x | -0.64% |
| Sentry Office Building DBT404446 | Inland | Office | Location unavailable | 17.65 yr | 2.29x | 7.31% |
| Self-Storage Portfolio V DST4044 | Inland | Self-storage | Location unavailable | 6.75 yr | 1.93x | 13.78% |
| Self-Storage Portfolio IV DST4044 | Inland | Self-storage | Location unavailable | 4.58 yr | 1.76x | 16.59% |
| Self-Storage Portfolio II DST4044 | Inland | Self-storage | Location unavailable | 4.97 yr | 1.83x | 16.70% |
| Self-Storage Portfolio I DST4044 | Inland | Self-storage | Location unavailable | 5.55 yr | 1.61x | 10.99% |
| Schaumburg Childcare DST4044 | Inland | Office | Location unavailable | 9.33 yr | 1.29x | 3.11% |
| Schaumburg 1031 Venture, L.L.C.4044 | Inland | Industrial | Location unavailable | 12.25 yr | 0.93x | -0.57% |
| Scarborough Medical DST4044 | Inland | Healthcare | Location unavailable | 9.50 yr | 2.12x | 11.79% |
| San Marcos Student Living DST4044 | Inland | Student housing | Location unavailable | 8.67 yr | 1.49x | 5.65% |
| San Antonio Multifamily II DST4044 | Inland | Multifamily | Location unavailable | 4.58 yr | 1.13x | 2.84% |
| San Antonio Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.67 yr | 0.89x | -2.36% |
| RR-HV Venture Holdings DST4044 | Inland | Office | Location unavailable | 11.13 yr | 1.85x | 7.64% |
| Reynoldsburg 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 16.17 yr | 1.56x | 3.46% |
| Retail Portfolio II DST4044 | Inland | Retail | Location unavailable | 10.08 yr | 1.27x | 2.68% |
| Rancho Cordova Retail Center, L.L.C.404446 | Inland | Retail | Location unavailable | 6.83 yr | 1.17x | 2.49% |
| Port Richey 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 11.92 yr | 0.55x | -3.78% |
| PNS Grocery DST4044 | Inland | Retail | Location unavailable | 4.25 yr | 1.24x | 5.65% |
| Plano 1031 Limited Partnership4044 | Inland | Office | Location unavailable | 8.92 yr | 0.61x | -4.37% |
| Plainfield 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 11.83 yr | 1.39x | 3.30% |
| Pharmacy Sale Leaseback II DST4044 | Inland | Retail | Location unavailable | 7.50 yr | 1.57x | 7.60% |
| Pharmacy Sale Leaseback DST4044 | Inland | Retail | Location unavailable | 9.53 yr | 1.69x | 7.24% |
| Pharmacy Portfolio IV DST4044 | Inland | Retail | Location unavailable | 10.59 yr | 2.70x | 16.05% |
| Pharmacy Portfolio III DST4044 | Inland | Retail | Location unavailable | 10.92 yr | 2.98x | 18.13% |
| Pearland Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.83 yr | 1.27x | 5.59% |
| Park Creek Steeple Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.42 yr | 2.92x | 29.91% |
| Orlando Student Housing DST4044 | Inland | Student housing | Location unavailable | 2.67 yr | 1.28x | 10.49% |
| Omaha Headquarters Ventures DST4044 | Inland | Office | Location unavailable | 9.50 yr | 1.10x | 1.05% |
| Olivet Church 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 12.88 yr | 0.64x | -2.80% |
| New York Power DST4044 | Inland | Industrial | Location unavailable | 10.50 yr | 1.93x | 8.86% |
| New York Grocery DST4044 | Inland | Retail | Location unavailable | 3.83 yr | 0.76x | -6.27% |
| National Retail Portfolio Venture DST4044 | Inland | Retail | Location unavailable | 10.30 yr | 1.75x | 7.28% |
| National Net Lease Portfolio VI DST4044 | Inland | Retail | Location unavailable | 10.67 yr | 1.44x | 4.12% |
| National Net Lease Portfolio V DST4044 | Inland | Retail | Location unavailable | 9.08 yr | 1.20x | 2.20% |
| National Net Lease Portfolio404446 | Inland | Retail | Location unavailable | 13.67 yr | 1.28x | 2.05% |
| Naples Multifamily DST4044 | Inland | Multifamily | Location unavailable | 1.92 yr | 1.44x | 22.92% |
| Naperville Retail Center DST4044 | Inland | Retail | Location unavailable | 3.08 yr | 1.49x | 15.91% |
| Murfreesboro 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 17.67 yr | 0.99x | -0.06% |
| Mt. Pleasant Retail Venture DST4044 | Inland | Retail | Location unavailable | 8.84 yr | 1.84x | 9.50% |
| Modesto Retail Center DST4044 | Inland | Retail | Location unavailable | 4.20 yr | 1.22x | 5.24% |
| Milwaukee MSA Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 7.58 yr | 1.55x | 7.26% |
| Miami Office DST4044 | Inland | Office | Location unavailable | 10.17 yr | 1.13x | 1.28% |
| Memorial Square 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 15.27 yr | 1.27x | 1.77% |
| Medical Office Portfolio DST4044 | Inland | Healthcare | Location unavailable | 3.75 yr | 1.42x | 11.20% |
| LV-M Venture Holdings, DST4044 | Inland | Office | Location unavailable | 16.67 yr | 0.79x | -1.26% |
| Louisville Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.95 yr | 1.41x | 8.28% |
| Lafayette Multifamily DST4044 | Inland | Multifamily | Location unavailable | 9.90 yr | 1.46x | 4.65% |
| Janesville 1031 L.L.C.4044 | Inland | Industrial | Location unavailable | 14.25 yr | 1.72x | 5.05% |
| Jacksonville Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.42 yr | 1.28x | 6.33% |
| Inland Sioux Falls, L.L.C.404446 | Inland | Office | Location unavailable | 13.00 yr | 1.57x | 4.38% |
| Inland Honey Creek, L.L.C.404446 | Inland | Retail | Location unavailable | 12.55 yr | 0.52x | -3.82% |
| Inland Chicago Grace L.L.C.404446 | Inland | Office | Location unavailable | 10.75 yr | 1.41x | 3.81% |
| Indianapolis Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.00 yr | 1.17x | 2.83% |
| Houston 1031 Limited Partnership4044 | Inland | Office | Location unavailable | 16.18 yr | 0.68x | -1.98% |
| Hillsboro 1031 DST4044 | Inland | Retail | Location unavailable | 8.42 yr | 1.34x | 4.04% |
| Healthcare Portfolio DST4044 | Inland | Healthcare | Location unavailable | 7.98 yr | 1.39x | 4.89% |
| Geneva 1031, L.L.C.4044 | Inland | Office | Location unavailable | 14.25 yr | 1.16x | 1.12% |
| Ft. Collins Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 5.55 yr | 1.66x | 11.89% |
| Ft. Collins Multifamily III DST4044 | Inland | Multifamily | Location unavailable | 5.12 yr | 1.67x | 13.09% |
| Fort Myers Multifamily DST4044 | Inland | Multifamily | Location unavailable | 5.50 yr | 1.37x | 6.73% |
| FL-NY Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 5.75 yr | 2.19x | 20.70% |
| Family Discount Portfolio III DST4044 | Inland | Retail | Location unavailable | 10.08 yr | 0.74x | -2.58% |
| Family Discount Portfolio II DST4044 | Inland | Retail | Location unavailable | 10.08 yr | 0.75x | -2.48% |
| East Coast Wholesale DST4044 | Inland | Retail | Location unavailable | 5.75 yr | 1.56x | 9.74% |
| Downers Grove Retail DST4044 | Inland | Retail | Location unavailable | 11.00 yr | 1.75x | 6.82% |
| Discount Retail Venture II DST4044 | Inland | Retail | Location unavailable | 11.83 yr | 0.89x | -0.93% |
| Discount Retail Venture I DST4044 | Inland | Retail | Location unavailable | 11.50 yr | 1.06x | 0.52% |
| Discount Retail Portfolio III DST4044 | Inland | Retail | Location unavailable | 14.00 yr | 1.73x | 5.21% |
| Discount Retail Portfolio DST4044 | Inland | Retail | Location unavailable | 14.83 yr | 1.92x | 6.20% |
| Denver Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 3.58 yr | 1.31x | 8.66% |
| Denver MSA Multifamily II DST4044 | Inland | Multifamily | Location unavailable | 4.33 yr | 1.43x | 9.93% |
| Denver MSA Multifamily DST4044 | Inland | Multifamily | Location unavailable | 1.75 yr | 1.39x | 22.29% |
| Deer Park 1031 DST4044 | Inland | Industrial | Location unavailable | 9.33 yr | 0.68x | -3.43% |
| DC MSA Retail DST4044 | Inland | Retail | Location unavailable | 9.92 yr | 1.94x | 9.48% |
| Dallas Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.75 yr | 1.17x | 3.58% |
| Dallas MSA Multifamily DST4044 | Inland | Multifamily | Location unavailable | 3.92 yr | 1.26x | 6.63% |
| CW Pharmacy I DST4044 | Inland | Retail | Location unavailable | 6.92 yr | 1.60x | 8.67% |
| Custom Spring TX Storage, L.L.C.404446 | Inland | Self-storage | Location unavailable | 4.11 yr | 2.12x | 27.25% |
| Custom Pharmacy Sale Leaseback, L.L.C.404446 | Inland | Retail | Location unavailable | 8.47 yr | 1.80x | 9.45% |
| Cranberry Retail Venture DST4044 | Inland | Retail | Location unavailable | 9.88 yr | 1.58x | 5.87% |
| Craig Crossing 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 10.92 yr | 0.34x | -6.04% |
| Colorado Springs Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.33 yr | 1.40x | 6.32% |
| Colorado Multifamily Portfolio II DST4044 | Inland | Multifamily | Location unavailable | 4.00 yr | 1.56x | 14.00% |
| Colorado Multifamily Portfolio DST4044 | Inland | Multifamily | Location unavailable | 4.50 yr | 1.43x | 9.56% |
| Clay 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 14.73 yr | 1.52x | 3.53% |
| Cincinnati Eastgate 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 11.83 yr | 0.60x | -3.38% |
| Chicagoland Street Retail DST4044 | Inland | Retail | Location unavailable | 10.13 yr | 1.26x | 2.57% |
| Chicagoland Multifamily DST4044 | Inland | Multifamily | Location unavailable | 7.20 yr | 1.57x | 7.92% |
| Chicagoland Grocery Venture II DST4044 | Inland | Retail | Location unavailable | 2.58 yr | 1.57x | 22.09% |
| Chicagoland Grocery Venture DST4044 | Inland | Retail | Location unavailable | 7.25 yr | 1.69x | 9.52% |
| Chicagoland Fresh Market Venture DST4044 | Inland | Retail | Location unavailable | 4.67 yr | 1.53x | 11.35% |
| Chenal Commons 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 17.53 yr | 2.04x | 5.93% |
| Charlotte Student Housing DST4044 | Inland | Student housing | Location unavailable | 6.67 yr | 1.27x | 4.05% |
| Charlotte Office 1031 DST4044 | Inland | Office | Location unavailable | 10.42 yr | 1.24x | 2.30% |
| Charlotte 1031, L.L.C.4044 | Inland | Office | Location unavailable | 9.92 yr | 0.77x | -2.32% |
| Cary Custom 1031, L.L.C.4044 | Inland | Multifamily | Location unavailable | 3.67 yr | 1.35x | 9.54% |
| Carmel Office 1031, L.L.C.4044 | Inland | Office | Location unavailable | 8.75 yr | 1.36x | 4.11% |
| Carmel Multifamily DST4044 | Inland | Multifamily | Location unavailable | 6.08 yr | 1.56x | 9.21% |
| Burbank 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 9.83 yr | 1.21x | 2.14% |
| Broadway Commons DBT404446 | Inland | Retail | Location unavailable | 13.25 yr | 1.57x | 4.30% |
| Bristol 1031 DST4044 | Inland | Office | Location unavailable | 10.37 yr | 0.78x | -2.12% |
| Brighton Multifamily DST4044 | Inland | Multifamily | Location unavailable | 7.67 yr | 1.59x | 7.69% |
| Bradenton Multifamily DST4044 | Inland | Multifamily | Location unavailable | 4.67 yr | 1.53x | 11.35% |
| BJS Syracuse 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 14.42 yr | 1.86x | 5.96% |
| Bi-Coastal Home Improvement DST4044 | Inland | Retail | Location unavailable | 5.83 yr | 1.48x | 8.23% |
| Austin Lakeshore Multifamily DST4044 | Inland | Multifamily | Location unavailable | 3.01 yr | 1.33x | 10.96% |
| Austell 1031 DST4044 | Inland | Retail | Location unavailable | 9.75 yr | 1.21x | 2.15% |
| Aurora 1031, L.L.C.4044 | Inland | Retail | Location unavailable | 12.17 yr | 1.55x | 4.52% |
| Amarillo Self-Storage Portfolio DST4044 | Inland | Self-storage | Location unavailable | 3.16 yr | 1.59x | 18.67% |
Footnotes
Inland: source basis and comparison samples
Source basis: Net investor. 116 investments are listed. Annual return: 116 available; Hold period: 116 available; Equity multiple: 116 available; Success Rate: 116 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 116 outcomes include source valuations or in-kind consideration rather than confirmed final cash proceeds; 10 histories have unconfirmed investor structures; inclusion does not establish 1031 eligibility.
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.
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.
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.
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.