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 |
Passco33
| Metric | Value |
|---|---|
| Offerings listed | 76 |
| Avg. annual return | 8.64% |
| Avg. hold (years) | 7.07 |
| Avg. equity multiple | 0.59x |
| Success Rate | 84.21% |
What enters the comparison
76 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 8.70% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 75 |
Source coverage
8 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 |
|---|---|---|---|---|---|---|
| 1000 West4145 | Passco | Multifamily | Charleston, SC | 4.93 yr | Unavailable | 16.64% |
| Almeria at Ocotillo4145 | Passco | Multifamily | Chandler, AZ | 4.61 yr | Unavailable | 20.20% |
| Arlington4145 | Passco | Multifamily | Spanish Fort, AL | 5.75 yr | Unavailable | 8.38% |
| Asheville Exchange4145 | Passco | Multifamily | Asheville, NC | 5.91 yr | Unavailable | 11.24% |
| Autumn Breeze4145 | Passco | Multifamily | Noblesville, IN | 6.82 yr | Unavailable | 7.53% |
| Azure4145 | Passco | Multifamily | St. Petersburg, FL | 4.79 yr | Unavailable | 10.81% |
| Brier Creek4145 | Passco | Multifamily | Raleigh, NC | 5.58 yr | Unavailable | 7.44% |
| Broad River Trace4145 | Passco | Multifamily | Columbia, SC | 6.87 yr | Unavailable | 7.27% |
| Cambridge (private investor)414546 | Passco | Multifamily | Lynwood, WA | 7.44 yr | Unavailable | 5.86% |
| Carrington Apartments4145 | Passco | Multifamily | Montgomery, AL | 6.95 yr | Unavailable | 7.00% |
| Chandler Heights Marketplace4145 | Passco | Retail | Chandler, AZ | 9.72 yr | Unavailable | -4.53% |
| Columns at Wakefield4145 | Passco | Multifamily | Raleigh, NC | 6.36 yr | Unavailable | 12.54% |
| Courtney Village4145 | Passco | Multifamily | Phoenix, AZ | 11.29 yr | Unavailable | 8.42% |
| Creekwalk Village4145 | Passco | Retail | Plano, TX | 10.02 yr | Unavailable | -1.52% |
| CVS Pharmacy - PC Master Fund I (4 properties)4145 | Passco | Retail | (3) TX, (1) (CA) | 9.61 yr | Unavailable | 5.13% |
| Desert Parks Vista (private investor)414546 | Passco | Multifamily | Scottsdale, AZ | 8.47 yr | Unavailable | 10.82% |
| Eastwind - Additional Investment4145 | Passco | Retail | Las Vegas, NV | 5.28 yr | Unavailable | 21.52% |
| Eastwind Center4145 | Passco | Retail | Las Vegas, NV | 13.60 yr | Unavailable | -2.19% |
| Enclave at Rivergate4145 | Passco | Multifamily | Charlotte, NC | 5.32 yr | Unavailable | 12.35% |
| Encore at the Park4145 | Passco | Multifamily | Durham, NC | 4.64 yr | Unavailable | 10.04% |
| Estates at Crossroads4145 | Passco | Multifamily | Duluth, GA | 5.73 yr | Unavailable | 21.20% |
| Four Winds4145 | Passco | Multifamily | Overland Park, KS | 9.95 yr | Unavailable | 3.52% |
| Glen at Alexander4145 | Passco | Multifamily | Augusta, GA | 6.62 yr | Unavailable | 10.16% |
| Greenwood Reserve4145 | Passco | Multifamily | Olathe, KS | 4.54 yr | Unavailable | 15.21% |
| Hanford Mall4145 | Passco | Retail | Hanford, CA | 16.09 yr | Unavailable | -2.86% |
| Haven4145 | Passco | Multifamily | Brevard, FL | 4.58 yr | Unavailable | 18.96% |
| Hickory Hollow4145 | Passco | Multifamily | Antioch, TN | 5.10 yr | Unavailable | 19.83% |
| Ivy4145 | Passco | Multifamily | Orlando, FL | 5.08 yr | Unavailable | 3.15% |
| Lake Mead Square (Private Investor)414546 | Passco | Retail | N. Las Vegas, NV | 2.53 yr | Unavailable | 7.87% |
| Laveen MarketPlace4145 | Passco | Retail | Phoenix, AZ | 10.11 yr | Unavailable | -5.44% |
| Legends at Indian Springs4145 | Passco | Multifamily | Louisville, KY | 5.54 yr | Unavailable | 12.80% |
| Legends at Wolfchase4145 | Passco | Multifamily | Bartlett (Memphis), TN | 6.99 yr | Unavailable | 9.24% |
| Lexington4145 | Passco | Multifamily | Nashville, TN | 5.29 yr | Unavailable | 8.75% |
| Lincoln Plaza4145 | Passco | Retail | Tacoma, WA | 10.05 yr | Unavailable | 3.40% |
| Lively at Carolina Forest4145 | Passco | Multifamily | Myrtle Beach, SC | 3.74 yr | Unavailable | 20.97% |
| Lone Oak4145 | Passco | Multifamily | Round Rock, TX | 5.14 yr | Unavailable | 8.65% |
| Longitude 814145 | Passco | Multifamily | Estero, FL | 6.15 yr | Unavailable | 13.85% |
| Longitude 824145 | Passco | Multifamily | Sarasota, FL | 4.52 yr | Unavailable | 16.07% |
| Luxe Scottsdale4145 | Passco | Multifamily | Scottsdale, AZ | 4.01 yr | Unavailable | 7.72% |
| Madison at Fairwood4146 | Passco | Multifamily | Renton, WA | 6.33 yr | 0.59x | -7.35% |
| Marcus Pointe Grande Apartments4145 | Passco | Multifamily | Pensacola, FL | 6.17 yr | Unavailable | 11.92% |
| Mariner Grove4145 | Passco | Multifamily | Savannah, GA | 4.48 yr | Unavailable | 20.60% |
| Marisol4145 | Passco | Multifamily | Viera, FL | 7.69 yr | Unavailable | 9.35% |
| Meadows at Home Place4145 | Passco | Multifamily | Prattville, AL | 6.55 yr | Unavailable | 8.32% |
| Merritt at Sugarloaf4145 | Passco | Multifamily | Duluth, GA | 4.71 yr | Unavailable | 19.56% |
| Mission Ridge414546 | Passco | Multifamily | Renton, WA | 8.43 yr | Unavailable | -4.10% |
| Montclair Plaza414546 | Passco | Retail | Montclair, CA | 9.89 yr | Unavailable | 1.11% |
| Olathe Station4145 | Passco | Retail | Olathe, KS | 13.41 yr | Unavailable | -5.69% |
| Ovation at Tempe Apartments414546 | Passco | Multifamily | Tempe, AZ | 2.92 yr | Unavailable | 24.80% |
| Overlook4145 | Passco | Multifamily | Nashville, TN | 5.01 yr | Unavailable | 9.42% |
| Parkcrest Landings4145 | Passco | Multifamily | Bradenton, FL | 7.10 yr | Unavailable | 10.70% |
| Parker4145 | Passco | Multifamily | Alexandria, VA | 4.48 yr | Unavailable | 6.33% |
| Pearce at Pavilion4145 | Passco | Multifamily | Riverview, FL | 6.58 yr | Unavailable | 9.55% |
| Pinnacle Village Marketplace4145 | Passco | Retail | Overland Park, KS | 10.89 yr | Unavailable | -6.01% |
| Point at Tamaya4145 | Passco | Multifamily | Jacksonville, FL | 6.44 yr | Unavailable | 4.42% |
| Raveneaux4145 | Passco | Multifamily | Houston, TX | 9.61 yr | Unavailable | 8.40% |
| River Oaks Self Storage4145 | Passco | Self Storage | Houston, TX | 8.03 yr | Unavailable | -0.61% |
| Shelby4145 | Passco | Multifamily | Alexandria, VA | 5.66 yr | Unavailable | 4.70% |
| Silver City Plaza4145 | Passco | Retail | Las Vegas, NV | 15.04 yr | Unavailable | 10.49% |
| Stonegate Apartments4145 | Passco | Multifamily | Birmingham, AL | 6.02 yr | Unavailable | 6.44% |
| Sundance Creek4145 | Passco | Multifamily | McDonough, GA | 5.70 yr | Unavailable | 12.33% |
| The Resort at Lake Crossing4145 | Passco | Multifamily | Lexington, KY | 8.46 yr | Unavailable | 2.37% |
| The Summit ( Mosaic Hills) (private investor)414546 | Passco | Multifamily | Kent, WA | 7.92 yr | Unavailable | 5.40% |
| The Village at Orange4145 | Passco | Retail | Orange, CA | 12.04 yr | Unavailable | -5.83% |
| The Village at Orange-Additional Investment4145 | Passco | Retail | Orange, CA | 3.10 yr | Unavailable | 9.48% |
| Turkey Creek4145 | Passco | Multifamily | Knoxville, TN | 5.92 yr | Unavailable | 15.30% |
| Twenty254145 | Passco | Multifamily | Kennesaw, GA | 6.45 yr | Unavailable | 21.19% |
| Two Blocks4145 | Passco | Multifamily | Dunwoody, GA | 4.97 yr | Unavailable | 16.08% |
| Veranda at Norton4145 | Passco | Multifamily | Prospect, KY | 5.83 yr | Unavailable | 14.64% |
| Villa Toscana4145 | Passco | Multifamily | Houston, TX | 13.19 yr | Unavailable | 11.65% |
| Village at Lionsgate4145 | Passco | Multifamily | Overland Park, KS | 9.68 yr | Unavailable | 7.07% |
| Vinings at Laurel Creek4145 | Passco | Multifamily | Greenville, SC | 6.68 yr | Unavailable | 10.15% |
| Voyager at the Space Center4145 | Passco | Multifamily | Nassau Bay, TX | 4.66 yr | Unavailable | 7.06% |
| Vue214145 | Passco | Multifamily | Colorado Springs, CO | 4.34 yr | Unavailable | 14.49% |
| Wakefield Glen4145 | Passco | Multifamily | Raleigh, NC | 4.27 yr | Unavailable | 4.98% |
| Warminster (2 Industrial Bldgs)4145 | Passco | Industrial | Warminster, PA | 12.75 yr | Unavailable | -0.04% |
Footnotes
Passco: source basis and comparison samples
Source basis: Investor (fees unspecified). 76 investments are listed. Annual return: 76 available; Hold period: 76 available; Equity multiple: 1 available; Success Rate: 76 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 75 outcomes inferred from return signs, assuming conventional cash flows; 8 histories have unconfirmed investor structures; inclusion does not establish 1031 eligibility.
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.
Outcome inferred from a return sign
The nominal break-even outcome is inferred from the sign of a reported lifetime return or IRR, assuming conventional cash flows. This is a qualified inference rather than a cash-confirmed multiple.
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.