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 |
Peachtree Group34
| Metric | Value |
|---|---|
| Offerings listed | 49 |
| Avg. annual return | 27.72% |
| Avg. hold (years) | 6.07 |
| Avg. equity multiple | 2.10x |
| Success Rate | 100.00% |
What enters the comparison
49 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 17.81% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |
Source coverage
49 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 |
|---|---|---|---|---|---|---|
| Wingate - Kennesaw, GA4046 | Peachtree Group | Hotel | Kennesaw, GA | 3.28 yr | 1.96x | 29.27% |
| The Mill at MSU - Starkville, MS4046 | Peachtree Group | Mixed Use | Starkville, MS | 8.85 yr | 1.68x | 7.68% |
| Springhill Suites - San Antonio, TX4046 | Peachtree Group | Hotel | San Antonio, TX | 5.20 yr | 1.81x | 15.58% |
| Sheraton - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 3.41 yr | 2.20x | 35.23% |
| Residence Inn - Southern Pines, NC4046 | Peachtree Group | Hotel | Southern Pines, NC | 6.48 yr | 1.91x | 14.05% |
| Residence Inn - Ocean Township, NJ4046 | Peachtree Group | Hotel | Ocean Township, NJ | 1.82 yr | 1.20x | 11.00% |
| Residence Inn - Little Rock, AR4046 | Peachtree Group | Hotel | Little Rock, AR | 5.02 yr | 1.79x | 15.74% |
| Hyatt Place - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 3.70 yr | 1.97x | 26.24% |
| Homewood Suites - Durham, NC4046 | Peachtree Group | Hotel | Durham, NC | 2.20 yr | 1.87x | 39.47% |
| Homewood Suites - Destin, FL4046 | Peachtree Group | Hotel | Destin, FL | 5.39 yr | 1.81x | 15.03% |
| Home2 Suites - St. Augustine, FL4046 | Peachtree Group | Hotel | St Augustine, FL | 6.75 yr | 2.51x | 22.36% |
| Home2 Suites - San Antonio, TX4046 | Peachtree Group | Hotel | San Antonio, TX | 8.76 yr | 1.83x | 9.47% |
| Home2 Suites - Prattville, AL4046 | Peachtree Group | Hotel | Prattville, AL | 4.71 yr | 3.51x | 53.33% |
| Home2 Suites - Lawrenceville, GA4046 | Peachtree Group | Hotel | Lawrenceville, GA | 6.48 yr | 2.30x | 20.06% |
| Holiday Inn Express - Pell City, AL4046 | Peachtree Group | Hotel | Pell City, AL | 6.90 yr | 1.58x | 8.40% |
| Holiday Inn - Franklin, TN4046 | Peachtree Group | Hotel | Brentwood, TN | 4.29 yr | 1.29x | 6.76% |
| Hilton Garden Inn - Tupelo, MS4046 | Peachtree Group | Hotel | Tupelo, MS | 8.43 yr | 2.09x | 12.93% |
| Hilton Garden Inn - Overland Park, KS4046 | Peachtree Group | Hotel | Overland Park, KS | 2.47 yr | 1.85x | 34.42% |
| Hilton Garden Inn - Jackson, TN4046 | Peachtree Group | Hotel | Jackson, TN | 8.10 yr | 3.83x | 34.92% |
| Hilton Garden Inn - Indianapolis, IN4046 | Peachtree Group | Hotel | Indianapolis, IN | 6.32 yr | 1.64x | 10.12% |
| Hampton Inn & Suites - Orlando, FL4046 | Peachtree Group | Hotel | Orlando, FL | 2.16 yr | 1.98x | 45.31% |
| Hampton Inn & Suites - Lake Mary, FL4046 | Peachtree Group | Hotel | Lake Mary, FL | 2.45 yr | 2.06x | 43.26% |
| Hampton Inn & Suites - East Point, GA4046 | Peachtree Group | Hotel | East Point, GA | 2.46 yr | 1.89x | 36.24% |
| Hampton Inn & Suites - Columbus, MS4046 | Peachtree Group | Hotel | Columbus, MS | 13.32 yr | 1.69x | 5.18% |
| Hampton Inn - Starkville, MS4046 | Peachtree Group | Hotel | Starkville, MS | 14.50 yr | 3.04x | 14.07% |
| Hampton Inn - Pell City, AL4046 | Peachtree Group | Hotel | Pell City, AL | 7.02 yr | 1.58x | 8.26% |
| Hampton Inn - Okeechobee, FL4046 | Peachtree Group | Hotel | Okeechobee, FL | 0.71 yr | 2.18x | 167.05% |
| Hampton Inn - Milledgeville, GA4046 | Peachtree Group | Hotel | Milledgeville, GA | 3.19 yr | 1.85x | 26.65% |
| Hampton Inn - Corydon, IN4046 | Peachtree Group | Hotel | Corydon, IN | 7.32 yr | 1.36x | 4.92% |
| Fairfield Inn & Suites - Montgomery , AL4046 | Peachtree Group | Hotel | Montgomery, AL | 10.05 yr | 1.90x | 8.96% |
| Fairfield Inn & Suites - Lewisville, TX4046 | Peachtree Group | Hotel | Lewisville, TX | 1.19 yr | 1.69x | 57.80% |
| Fairfield Inn & Suites - Indianapolis, IN4046 | Peachtree Group | Hotel | Indianapolis, IN | 11.68 yr | 3.32x | 19.87% |
| Fairfield Inn & Suites - Gadsden, AL4046 | Peachtree Group | Hotel | Gadsden, AL | 14.16 yr | 1.00x | 0.00% |
| Fairfield Inn & Suites - Columbus, MS4046 | Peachtree Group | Hotel | Columbus, MS | 16.12 yr | 2.12x | 6.95% |
| Fairfield Inn - Valdosta, GA4046 | Peachtree Group | Hotel | Valdosta, GA | 3.72 yr | 2.11x | 29.81% |
| Embassy Suites - Williamsburg, VA4046 | Peachtree Group | Hotel | Williamsburg, VA | 4.29 yr | 1.41x | 9.56% |
| Element - Orlando, FL4046 | Peachtree Group | Hotel | Orlando, FL | 5.35 yr | 2.19x | 22.26% |
| DoubleTree - Biloxi, MS4046 | Peachtree Group | Hotel | Biloxi, MS | 8.11 yr | 2.19x | 14.67% |
| CY - Kennesaw, GA4046 | Peachtree Group | Hotel | Kennesaw, GA | 7.44 yr | 1.52x | 6.99% |
| Crowne Plaza - North Charleston, SC4046 | Peachtree Group | Hotel | North Charleston, SC | 2.92 yr | 1.92x | 31.55% |
| Courtyard - Starkville, MS4046 | Peachtree Group | Hotel | Starkville, MS | 8.85 yr | 1.68x | 7.68% |
| Courtyard - Jacksonville, FL4046 | Peachtree Group | Hotel | Jacksonville, FL | 2.59 yr | 2.10x | 42.43% |
| Courtyard - Gulf Shores, AL4046 | Peachtree Group | Hotel | Gulf Shores, AL | 3.32 yr | 3.93x | 88.15% |
| Courtyard - Columbus, MS4046 | Peachtree Group | Hotel | Columbus, MS | 13.95 yr | 2.05x | 7.52% |
| Courtyard - Columbia, SC4246 | Peachtree Group | Hotel | Columbia, SC | 0.08 yr | Unavailable | Unavailable |
| Country Inn & Suites - Montgomery, AL4046 | Peachtree Group | Hotel | Montgomery, AL | 3.00 yr | 4.26x | 108.54% |
| Comfort Suites - Starkville, MS4046 | Peachtree Group | Hotel | Starkville, MS | 14.50 yr | 3.04x | 14.07% |
| AC - Austin, TX4046 | Peachtree Group | Hotel | Austin, TX | 2.61 yr | 2.24x | 47.57% |
| AC - Atlanta, GA4046 | Peachtree Group | Hotel | Atlanta, GA | 1.94 yr | 1.64x | 32.97% |
Footnotes
Peachtree Group: source basis and comparison samples
Source basis: Gross deal equity. 49 investments are listed. Annual return: 48 available; Hold period: 49 available; Equity multiple: 48 available; Success Rate: 48 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 49 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.
Annual return unavailable
No supported comparable annual return is available for this record. An available hold period, multiple or qualified outcome may still enter its own sponsor comparison sample.
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.