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 | 78 |
| Avg. annual return | 5.89% |
| Avg. hold (years) | 7.70 |
| Avg. equity multiple | 1.38x |
| Success Rate | 71.79% |
What enters the comparison
78 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 8.10% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |
Source coverage
78 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 |
|---|---|---|---|---|---|---|
| West Loop Multifamily Development4046 | Syndicated Equities | Multifamily | Chicago, IL | 6.60 yr | 1.57x | 8.68% |
| Wells Place Apartment Development4046 | Syndicated Equities | Multifamily | Chicago, IL | 3.40 yr | 1.33x | 9.60% |
| Webster Place Shopping Center4046 | Syndicated Equities | Retail | Chicago, IL | 13.60 yr | 1.68x | 4.97% |
| Walker House Apartments4046 | Syndicated Equities | Multifamily | Gaithersburg, MD | 3.86 yr | 1.62x | 16.00% |
| Walgreens Center4046 | Syndicated Equities | Retail | Sullivan, MO | 9.31 yr | 0.90x | -1.04% |
| Walgreens4046 | Syndicated Equities | Retail | Chicago, IL | 11.01 yr | 2.14x | 10.34% |
| Walgreens4046 | Syndicated Equities | Retail | Pueblo, CO | 10.06 yr | 1.96x | 9.51% |
| Walgreens4046 | Syndicated Equities | Retail | Hickory Hills, IL | 4.63 yr | 1.68x | 14.62% |
| Walgreens4046 | Syndicated Equities | Retail | Clarkston, MI | 9.87 yr | 1.99x | 10.01% |
| Walgreens4046 | Syndicated Equities | Retail | Alexandria, MN | 5.05 yr | 1.44x | 8.78% |
| Walgreens4046 | Syndicated Equities | Retail | Darien, IL | 12.12 yr | 1.78x | 6.43% |
| Walgreens4046 | Syndicated Equities | Retail | Chicago Heights, IL | 9.93 yr | 1.72x | 7.20% |
| Walgreens4046 | Syndicated Equities | Retail | Amarillo, TX | 9.77 yr | 1.79x | 8.10% |
| Walgreens4046 | Syndicated Equities | Retail | Del City, OK | 24.33 yr | 5.59x | 18.86% |
| Volkswagen Distribution Facility4046 | Syndicated Equities | Industrial | Libertyville, IL | 8.32 yr | 1.45x | 5.43% |
| United Healthcare Portfolio4046 | Syndicated Equities | Healthcare | Las Vegas, NV | 5.75 yr | 1.48x | 8.31% |
| Two Park Office Building4046 | Syndicated Equities | Office | Milwaukee, WI | 2.57 yr | 1.02x | 0.95% |
| Timber Hollow Apartments4046 | Syndicated Equities | Multifamily | Fairfield, OH | 4.95 yr | 1.47x | 9.53% |
| The Vista & Willow Creek4046 | Syndicated Equities | Multifamily | Portage and Battle Creek, MI | 2.21 yr | 1.19x | 8.52% |
| Student Housing Development4046 | Syndicated Equities | Student housing | Carbondale, IL | 1.31 yr | 1.13x | 10.08% |
| Stone Falls of Ada4046 | Syndicated Equities | Type unavailable | Ada, Michigan | 3.67 yr | 1.92x | 25.17% |
| Staybridge Suites4046 | Syndicated Equities | Hotel | Mayfield, OH | 5.43 yr | 0.14x | -15.91% |
| Social Security Administration4046 | Syndicated Equities | Government office | Indianapolis, IN | 12.82 yr | 1.25x | 1.93% |
| Social Security Administration4046 | Syndicated Equities | Government office | Fort Wayne, IN | 12.66 yr | 1.53x | 4.21% |
| Social Security Administration4046 | Syndicated Equities | Government office | Worthington, OH | 12.65 yr | 1.36x | 2.88% |
| Social Security Administration4046 | Syndicated Equities | Government office | Fort Smith, AR | 12.22 yr | 1.57x | 4.67% |
| Social Security Administration4046 | Syndicated Equities | Government office | Aurora, IL | 12.59 yr | 1.40x | 3.21% |
| Social Security Administration4046 | Syndicated Equities | Government office | Whitehall, OH | 12.87 yr | 1.51x | 3.96% |
| Social Security Administration4046 | Syndicated Equities | Government office | Valparaiso, IN | 12.98 yr | 1.20x | 1.54% |
| Shops of Beverly4046 | Syndicated Equities | Retail | Beverly, IL | 11.61 yr | 0.56x | -3.82% |
| Severance Town Center4046 | Syndicated Equities | Type unavailable | Cleveland Heights, OH | 11.75 yr | 0.58x | -3.54% |
| Sears Sterling4046 | Syndicated Equities | Retail | Lombard, IL | 15.23 yr | 3.11x | 13.85% |
| Rush-Copley4046 | Syndicated Equities | Healthcare | Aurora, IL | 9.82 yr | 0.42x | -5.89% |
| Riverstone Apartments4046 | Syndicated Equities | Multifamily | Kansas City, MO | 3.29 yr | 1.50x | 15.23% |
| River North Retail Development4046 | Syndicated Equities | Retail | Chicago, IL | 6.91 yr | 1.21x | 3.00% |
| Rite Aid4046 | Syndicated Equities | Retail | Youngstown, OH | 16.01 yr | 2.60x | 9.98% |
| Rio 21 and Texan 284046 | Syndicated Equities | Student housing | Austin, TX | 8.12 yr | 0.92x | -0.99% |
| Retail Shopping Centers4046 | Syndicated Equities | Retail | Indiana & Kentucky | 8.08 yr | 0.32x | -8.45% |
| Ravinia Plaza Shopping Center4046 | Syndicated Equities | Retail | Orland Park, IL | 3.12 yr | 1.31x | 9.83% |
| Public Square Garage4046 | Syndicated Equities | Parking | Nashville, TN | 9.26 yr | 0.39x | -6.57% |
| Pointe Plaza Shopping Center4046 | Syndicated Equities | Retail | Niles, IL | 2.49 yr | 1.17x | 6.86% |
| Plaza at the Pointe4046 | Syndicated Equities | Type unavailable | Pittsburgh, PA | 5.60 yr | 1.71x | 12.64% |
| Norwalk Office Building4046 | Syndicated Equities | Office | Norwalk, CA | 15.00 yr | 1.26x | 1.71% |
| NorthShore University HealthSystem4046 | Syndicated Equities | Healthcare | Bannockburn, IL | 9.33 yr | 1.83x | 8.92% |
| National Fire & Resource4046 | Syndicated Equities | Type unavailable | Tucson, AZ | 10.05 yr | 1.56x | 5.53% |
| National Archives & Records4046 | Syndicated Equities | Government office | Riverside, CA | 10.10 yr | 1.41x | 4.02% |
| Metropolitan Place Retail4046 | Syndicated Equities | Retail | Chicago, IL | 9.00 yr | 1.78x | 8.70% |
| Merit Medical4046 | Syndicated Equities | Healthcare | Pearland, TX | 4.54 yr | 1.94x | 20.70% |
| Mars Petcare4046 | Syndicated Equities | Type unavailable | Columbus, OH | 4.55 yr | 1.69x | 15.18% |
| Marriott TownePlace Suites4046 | Syndicated Equities | Hotel | Indianapolis, IN | 5.96 yr | 0.45x | -9.23% |
| Marriott Residence Inn4046 | Syndicated Equities | Hotel | Alexandria, VA | 10.08 yr | 0.87x | -1.32% |
| Marriott Fairfield Inn4046 | Syndicated Equities | Hotel | Milwaukee, WI | 4.67 yr | 0.08x | -19.79% |
| Marriott Courtyard4046 | Syndicated Equities | Hotel | West Des Moines, IA | 3.94 yr | 0.12x | -22.46% |
| Marriott Courtyard4046 | Syndicated Equities | Hotel | Indianapolis, IN | 3.37 yr | 0.07x | -27.50% |
| Legacy at Acworth4046 | Syndicated Equities | Type unavailable | Acworth, GA | 3.91 yr | 1.54x | 13.82% |
| Le Meridien Hotel4046 | Syndicated Equities | Hotel | Chicago, IL | 1.00 yr | 1.69x | 68.23% |
| Johns Hopkins Applied Physics Lab4046 | Syndicated Equities | Type unavailable | Laurel, MD | 11.66 yr | 1.95x | 8.15% |
| Holiday Inn4046 | Syndicated Equities | Hotel | New Orleans, LA | 6.33 yr | 0.30x | -10.99% |
| Henry Ford Health - OptimEyes4046 | Syndicated Equities | Healthcare | Southfield, MI | 4.82 yr | 1.55x | 11.34% |
| Four Seasons Hotel4046 | Syndicated Equities | Hotel | Austin, TX | 5.86 yr | 1.94x | 16.04% |
| Flatiron Athletic Club4046 | Syndicated Equities | Type unavailable | Broomfield, CO | 13.64 yr | 0.22x | -5.72% |
| Fashion Outlet Center4046 | Syndicated Equities | Retail | Las Vegas, NV | 3.43 yr | 0.19x | -23.76% |
| Fashion Outlet Center4046 | Syndicated Equities | Retail | Rosemont, IL | 5.67 yr | 3.97x | 52.37% |
| DoubleTree & Embassy Suites4046 | Syndicated Equities | Hotel | Rosemont, IL | 1.99 yr | 0.32x | -33.97% |
| CVS4046 | Syndicated Equities | Retail | Weeki Wachee, FL | 10.04 yr | 2.21x | 12.04% |
| Customs & Border Patrol4046 | Syndicated Equities | Government office | Atlanta, GA | 6.77 yr | 1.95x | 13.99% |
| Curtis Hotel4046 | Syndicated Equities | Hotel | Denver, CO | 2.75 yr | 1.44x | 16.15% |
| Cranberry Square4046 | Syndicated Equities | Type unavailable | Pittsburgh, PA | 4.54 yr | 1.69x | 15.13% |
| Courtland Center4046 | Syndicated Equities | Type unavailable | Burton, MI | 10.23 yr | 0.39x | -5.96% |
| Boot Ranch Apartment4046 | Syndicated Equities | Multifamily | Tampa, FL | 4.31 yr | 1.79x | 18.33% |
| Arlington Highlands Retail Center4046 | Syndicated Equities | Retail | Arlington, TX | 3.12 yr | 1.50x | 16.10% |
| Abbott Labs Bio-Medical Portfolio4046 | Syndicated Equities | Healthcare | Minnetonka, MN | 5.06 yr | 2.35x | 26.59% |
| 2215 Sanders Road4046 | Syndicated Equities | Type unavailable | Northbrook, IL | 10.21 yr | 0.18x | -8.05% |
| 1501 Jackson4404647 | Syndicated Equities | Type unavailable | Omaha, NE | 8.78 yr | 0.28x | -8.20% |
| 840 1st Street4046 | Syndicated Equities | Type unavailable | Washington, DC | 1.56 yr | 1.41x | 26.18% |
| 400 Skokie Blvd.4046 | Syndicated Equities | Type unavailable | Northbrook, IL | 7.36 yr | 0.15x | -11.58% |
| 309 Green Street4046 | Syndicated Equities | Type unavailable | Champaign, IL | 1.87 yr | 1.30x | 15.78% |
| 11 Stanwix4046 | Syndicated Equities | Type unavailable | Pittsburgh, PA | 7.51 yr | 0.28x | -9.63% |
Footnotes
1501 Jackson
1501 Jackson: the report prints malformed distributions of “$1,869,0533” and a 0.28x multiple. The magnitude is unresolved and omitted from multiple/annual-return averages. Its explicitly reported loss outcome remains in Success Rate; no cash amount is corrected by assumption.
Excluded from annual, multiple comparisons; listing retained
Syndicated Full Track Record (2024).pdf · PDF viewer page 10
Syndicated Equities: source basis and comparison samples
Source basis: Investor (fees unspecified). 78 investments are listed. Annual return: 77 available, 1 excluded; Hold period: 78 available; Equity multiple: 77 available, 1 excluded; Success Rate: 78 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 78 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.
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.