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 |
| Metric | Value |
|---|---|
| Offerings listed | 4 |
| Avg. annual return | 9.45% |
| Avg. hold (years) | 4.17 |
| Avg. equity multiple | 1.36x |
| Success Rate | 100.00% |
What enters the comparison
4 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 10.58% |
| 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 |
|---|---|---|---|---|---|---|
| LSC-UKHS HC2, DST54047 | Livingston Street Capital | Type unavailable | Location unavailable | 2.74 yr | 1.29x | 10.58% |
| LSC-FAUR MC3, DST40 | Livingston Street Capital | Type unavailable | Location unavailable | 2.66 yr | 1.28x | 10.64% |
| LSC-BIO HC1, DST24047 | Livingston Street Capital | Type unavailable | Location unavailable | 4.27 yr | 1.46x | 10.78% |
| LSC-AM MC2, DST40 | Livingston Street Capital | Type unavailable | Location unavailable | 7.01 yr | 1.50x | 7.13% |
Footnotes
LSC-BIO HC1, DST
LSC-BIO HC1: the PPM reports 1.46x, while its disclosed total distributions of $7,319,376 divided by $4,453,890 of invested equity equal about 1.6434x. Multiple and derived annual-return averages omit the conflicted magnitude; the reported capital-recovery outcome remains a success.
Excluded from annual, multiple comparisons; listing retained
Livingston Street Capital - LSC-Fort Washington MD, DST - PPM.pdf · PDF viewer page 101
LSC-UKHS HC2, DST
LSC-UKHS HC2: the source states 2 years 11 months, while its dates imply about 2.74 years. Its 1.29x multiple is slightly below the 1.2995x cash ratio. The worksheet uses its stated date convention and preserves these differences.
Source warning / existing missing input; offering retained
Livingston Street Capital - LSC-Fort Washington MD, DST - PPM.pdf · PDF viewer page 101
Livingston Street Capital: source basis and comparison samples
Source basis: Investor (fees unspecified). 4 investments are listed. Annual return: 3 available, 1 excluded; Hold period: 4 available; Equity multiple: 3 available, 1 excluded; Success Rate: 4 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.
Source-input warning
The source flags inputs or the original measurement period. Consult the investment’s source and calculation notes before comparing the displayed result.
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.