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 | 27 |
| Avg. annual return | 70.78% |
| Avg. hold (years) | 1.83 |
| Avg. equity multiple | 1.90x |
| Success Rate | 100.00% |
What enters the comparison
27 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 33.50% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |
Source coverage
27 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 |
|---|---|---|---|---|---|---|
| Z Grilled Chicken4046 | Secure Properties | QSR | Location unavailable | 2.75 yr | 1.22x | 7.83% |
| Valvoline OKC4046 | Secure Properties | Oil Change | Location unavailable | 0.27 yr | 1.14x | 52.78% |
| Superior Huntington94246 | Secure Properties | Industrial | Location unavailable | 0.10 yr | Unavailable | Unavailable |
| Stop & Shop4046 | Secure Properties | Grocery | Location unavailable | 1.64 yr | 1.45x | 27.46% |
| Spring Education404647 | Secure Properties | Education | Location unavailable | 5.00 yr | 3.04x | 40.81% |
| Sperber4046 | Secure Properties | Industrial | Location unavailable | 1.80 yr | 1.33x | 18.36% |
| Slim Chickens4046 | Secure Properties | QSR | Location unavailable | 2.74 yr | 1.20x | 7.39% |
| Ranews4046 | Secure Properties | Industrial | Location unavailable | 2.01 yr | 1.16x | 8.19% |
| Raising Canes Champaign4046 | Secure Properties | QSR | Location unavailable | 1.10 yr | 10.88x | 899.97% |
| Orion Energy Systems4046 | Secure Properties | Industrial | Location unavailable | 0.44 yr | 1.63x | 143.30% |
| Ojos Locos Weslaco4046 | Secure Properties | Casual Dining | Location unavailable | 0.49 yr | 1.27x | 55.43% |
| NOOD Portfolio4046 | Secure Properties | QSR | Location unavailable | 1.73 yr | 1.89x | 51.33% |
| Mr. Happy Burger4046 | Secure Properties | Casual Dining | Location unavailable | 0.63 yr | 1.38x | 59.38% |
| Mister Car Wash404647 | Secure Properties | Car Wash | Location unavailable | 1.60 yr | 1.13x | 8.08% |
| MBN Development4046 | Secure Properties | QSR (Development) | Location unavailable | 2.75 yr | 2.10x | 40.00% |
| Main Street 5-Pack4046 | Secure Properties | Collision Repair | Location unavailable | 2.41 yr | 1.18x | 7.53% |
| Maaco4046 | Secure Properties | Collision Repair | Location unavailable | 2.11 yr | 1.52x | 24.82% |
| Johnson Portfolio4046 | Secure Properties | QSR and Automotive | Location unavailable | 0.91 yr | 1.81x | 88.34% |
| Huddle House4046 | Secure Properties | QSR | Location unavailable | 2.95 yr | 2.14x | 38.55% |
| Guidepost104246 | Secure Properties | Education (Development) | Location unavailable | Unavailable | 1.73x | Unavailable |
| Equipment Share4046 | Secure Properties | Industrial | Location unavailable | 3.59 yr | 1.60x | 16.72% |
| El Car Wash4046 | Secure Properties | Car Wash | Location unavailable | 1.03 yr | 1.35x | 33.50% |
| Circle K Jacksonville4046 | Secure Properties | Convenience Store | Location unavailable | 3.43 yr | 1.68x | 19.81% |
| Big Brand Tire4046 | Secure Properties | Automotive parts and service | Location unavailable | 0.37 yr | 1.23x | 63.71% |
| Applebees4046 | Secure Properties | Casual Dining | Location unavailable | 2.61 yr | 1.97x | 37.03% |
| Alliance Animal4046 | Secure Properties | Vet (Development) | Location unavailable | 2.01 yr | 1.02x | 0.95% |
| AAP Port Richey4046 | Secure Properties | Automotive parts and service | Location unavailable | 1.19 yr | 1.22x | 18.31% |
Footnotes
Superior Huntington
Superior Huntington: no investor capital was called; source MOIC and IRR are N/A. The offering remains listed, with return magnitude and success outcome unavailable rather than treated as a failure.
Source warning / existing missing input; offering retained
Secure Properties - Secure Net Lease Industrial II, DST - PPM.pdf · PDF viewer page 67
Guidepost
Guidepost: an 18-asset program reports “Various” dates. Its cash multiple and success outcome remain; a single hold or simple annual-return estimate is unavailable.
Source warning / existing missing input; offering retained
Secure Properties - Secure Net Lease Industrial II, DST - PPM.pdf · PDF viewer page 67
Secure Properties: source basis and comparison samples
Source basis: Investor (fees unspecified). 27 investments are listed. Annual return: 25 available; Hold period: 26 available; Equity multiple: 26 available; Success Rate: 26 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 27 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.
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.