InvestExpertiseDataWriting

Baker 1031 · Data

Full-cycle investment data

Overall historical offering results, sponsor summaries and source methods, compiled by Baker 1031 for educational analysis.

Compiled November 3, 2026

Manually compiled and unaudited. Metrics use higher source endpoints. Review the current PPM and data limitations.

Investment histories837
Sponsors covered (25 with histories)39
Annual-return observations737
All sponsor summaries

Passco33

What enters the comparison

76 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.

Source coverage

8 retained histories have an investor structure that the source does not confirm.

View the existing sponsor profile

Listed investments

Source figures remain visible even when a specific metric is excluded from a comparison.

76 records

Scroll across the table to view every metric.

InvestmentSponsorProperty typeLocationHold (years)Equity multipleAnnual return
Warminster (2 Industrial Bldgs)4145PasscoIndustrialWarminster, PA12.75 yrUnavailable-0.04%
Wakefield Glen4145PasscoMultifamilyRaleigh, NC4.27 yrUnavailable4.98%
Vue214145PasscoMultifamilyColorado Springs, CO4.34 yrUnavailable14.49%
Voyager at the Space Center4145PasscoMultifamilyNassau Bay, TX4.66 yrUnavailable7.06%
Vinings at Laurel Creek4145PasscoMultifamilyGreenville, SC6.68 yrUnavailable10.15%
Village at Lionsgate4145PasscoMultifamilyOverland Park, KS9.68 yrUnavailable7.07%
Villa Toscana4145PasscoMultifamilyHouston, TX13.19 yrUnavailable11.65%
Veranda at Norton4145PasscoMultifamilyProspect, KY5.83 yrUnavailable14.64%
Two Blocks4145PasscoMultifamilyDunwoody, GA4.97 yrUnavailable16.08%
Twenty254145PasscoMultifamilyKennesaw, GA6.45 yrUnavailable21.19%
Turkey Creek4145PasscoMultifamilyKnoxville, TN5.92 yrUnavailable15.30%
The Village at Orange-Additional Investment4145PasscoRetailOrange, CA3.10 yrUnavailable9.48%
The Village at Orange4145PasscoRetailOrange, CA12.04 yrUnavailable-5.83%
The Summit ( Mosaic Hills) (private investor)414546PasscoMultifamilyKent, WA7.92 yrUnavailable5.40%
The Resort at Lake Crossing4145PasscoMultifamilyLexington, KY8.46 yrUnavailable2.37%
Sundance Creek4145PasscoMultifamilyMcDonough, GA5.70 yrUnavailable12.33%
Stonegate Apartments4145PasscoMultifamilyBirmingham, AL6.02 yrUnavailable6.44%
Silver City Plaza4145PasscoRetailLas Vegas, NV15.04 yrUnavailable10.49%
Shelby4145PasscoMultifamilyAlexandria, VA5.66 yrUnavailable4.70%
River Oaks Self Storage4145PasscoSelf StorageHouston, TX8.03 yrUnavailable-0.61%
Raveneaux4145PasscoMultifamilyHouston, TX9.61 yrUnavailable8.40%
Point at Tamaya4145PasscoMultifamilyJacksonville, FL6.44 yrUnavailable4.42%
Pinnacle Village Marketplace4145PasscoRetailOverland Park, KS10.89 yrUnavailable-6.01%
Pearce at Pavilion4145PasscoMultifamilyRiverview, FL6.58 yrUnavailable9.55%
Parker4145PasscoMultifamilyAlexandria, VA4.48 yrUnavailable6.33%
Parkcrest Landings4145PasscoMultifamilyBradenton, FL7.10 yrUnavailable10.70%
Overlook4145PasscoMultifamilyNashville, TN5.01 yrUnavailable9.42%
Ovation at Tempe Apartments414546PasscoMultifamilyTempe, AZ2.92 yrUnavailable24.80%
Olathe Station4145PasscoRetailOlathe, KS13.41 yrUnavailable-5.69%
Montclair Plaza414546PasscoRetailMontclair, CA9.89 yrUnavailable1.11%
Mission Ridge414546PasscoMultifamilyRenton, WA8.43 yrUnavailable-4.10%
Merritt at Sugarloaf4145PasscoMultifamilyDuluth, GA4.71 yrUnavailable19.56%
Meadows at Home Place4145PasscoMultifamilyPrattville, AL6.55 yrUnavailable8.32%
Marisol4145PasscoMultifamilyViera, FL7.69 yrUnavailable9.35%
Mariner Grove4145PasscoMultifamilySavannah, GA4.48 yrUnavailable20.60%
Marcus Pointe Grande Apartments4145PasscoMultifamilyPensacola, FL6.17 yrUnavailable11.92%
Madison at Fairwood4146PasscoMultifamilyRenton, WA6.33 yr0.59x-7.35%
Luxe Scottsdale4145PasscoMultifamilyScottsdale, AZ4.01 yrUnavailable7.72%
Longitude 824145PasscoMultifamilySarasota, FL4.52 yrUnavailable16.07%
Longitude 814145PasscoMultifamilyEstero, FL6.15 yrUnavailable13.85%
Lone Oak4145PasscoMultifamilyRound Rock, TX5.14 yrUnavailable8.65%
Lively at Carolina Forest4145PasscoMultifamilyMyrtle Beach, SC3.74 yrUnavailable20.97%
Lincoln Plaza4145PasscoRetailTacoma, WA10.05 yrUnavailable3.40%
Lexington4145PasscoMultifamilyNashville, TN5.29 yrUnavailable8.75%
Legends at Wolfchase4145PasscoMultifamilyBartlett (Memphis), TN6.99 yrUnavailable9.24%
Legends at Indian Springs4145PasscoMultifamilyLouisville, KY5.54 yrUnavailable12.80%
Laveen MarketPlace4145PasscoRetailPhoenix, AZ10.11 yrUnavailable-5.44%
Lake Mead Square (Private Investor)414546PasscoRetailN. Las Vegas, NV2.53 yrUnavailable7.87%
Ivy4145PasscoMultifamilyOrlando, FL5.08 yrUnavailable3.15%
Hickory Hollow4145PasscoMultifamilyAntioch, TN5.10 yrUnavailable19.83%
Haven4145PasscoMultifamilyBrevard, FL4.58 yrUnavailable18.96%
Hanford Mall4145PasscoRetailHanford, CA16.09 yrUnavailable-2.86%
Greenwood Reserve4145PasscoMultifamilyOlathe, KS4.54 yrUnavailable15.21%
Glen at Alexander4145PasscoMultifamilyAugusta, GA6.62 yrUnavailable10.16%
Four Winds4145PasscoMultifamilyOverland Park, KS9.95 yrUnavailable3.52%
Estates at Crossroads4145PasscoMultifamilyDuluth, GA5.73 yrUnavailable21.20%
Encore at the Park4145PasscoMultifamilyDurham, NC4.64 yrUnavailable10.04%
Enclave at Rivergate4145PasscoMultifamilyCharlotte, NC5.32 yrUnavailable12.35%
Eastwind Center4145PasscoRetailLas Vegas, NV13.60 yrUnavailable-2.19%
Eastwind - Additional Investment4145PasscoRetailLas Vegas, NV5.28 yrUnavailable21.52%
Desert Parks Vista (private investor)414546PasscoMultifamilyScottsdale, AZ8.47 yrUnavailable10.82%
CVS Pharmacy - PC Master Fund I (4 properties)4145PasscoRetail(3) TX, (1) (CA)9.61 yrUnavailable5.13%
Creekwalk Village4145PasscoRetailPlano, TX10.02 yrUnavailable-1.52%
Courtney Village4145PasscoMultifamilyPhoenix, AZ11.29 yrUnavailable8.42%
Columns at Wakefield4145PasscoMultifamilyRaleigh, NC6.36 yrUnavailable12.54%
Chandler Heights Marketplace4145PasscoRetailChandler, AZ9.72 yrUnavailable-4.53%
Carrington Apartments4145PasscoMultifamilyMontgomery, AL6.95 yrUnavailable7.00%
Cambridge (private investor)414546PasscoMultifamilyLynwood, WA7.44 yrUnavailable5.86%
Broad River Trace4145PasscoMultifamilyColumbia, SC6.87 yrUnavailable7.27%
Brier Creek4145PasscoMultifamilyRaleigh, NC5.58 yrUnavailable7.44%
Azure4145PasscoMultifamilySt. Petersburg, FL4.79 yrUnavailable10.81%
Autumn Breeze4145PasscoMultifamilyNoblesville, IN6.82 yrUnavailable7.53%
Asheville Exchange4145PasscoMultifamilyAsheville, NC5.91 yrUnavailable11.24%
Arlington4145PasscoMultifamilySpanish Fort, AL5.75 yrUnavailable8.38%
Almeria at Ocotillo4145PasscoMultifamilyChandler, AZ4.61 yrUnavailable20.20%
1000 West4145PasscoMultifamilyCharleston, SC4.93 yrUnavailable16.64%

Footnotes

  1. 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.

  2. 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.

  3. 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.

  4. 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.

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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.