# Walton Global full-cycle data

Source: https://baker1031.com/data/full-cycle/sponsors/walton-global

Compiled: 2026-11-03. Source workbook: full_cycle_sponsor_summary_reviewed.xlsx; SHA-256: 57b6a4f1684fe8705993e9ddbe73bdadc275be6df22e56a12153298457264a8e. This date describes the compilation, not the currency of every underlying record.

## 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.

## Data coverage

<a id="data-coverage"></a>

| Measure | Value |
| --- | --- |
| Investment histories | 837 |
| Sponsors covered (25 with histories) | 39 |
| Annual-return observations | 737 |

Source basis: Mixed source bases.

<a id="sponsor-summary"></a>

| Metric | Value |
| --- | --- |
| Offerings listed | 32 |
| Avg. annual return | 3.68% |
| Avg. hold (years) | 8.15 |
| Avg. equity multiple | 1.32x |
| Success Rate | 90.63% |

<a id="sponsor-comparison-facts"></a>

| Field | Value |
| --- | --- |
| Median annual return | 4.65% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |

<a id="investment-histories"></a>

| Investment | Sponsor | Property type | Location | Start | End | Hold years | Annual return | Multiple | IRR | Outcome |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Agate Warbonnet](https://baker1031.com/data/full-cycle/investments/1db5c1fad352c4ac.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | NV | 2021-04 | 2023-12 | 2.70 | 10.00% | 1.27x | 11.63% | Break-even or better |
| [Alexander's Crossing - Crest](https://baker1031.com/data/full-cycle/investments/ca020b5f25367d91.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2013-01 | 2023-11 | 10.83 | 6.09% | 1.66x | 4.79% | Break-even or better |
| [Alexander's Crossing - Crossing](https://baker1031.com/data/full-cycle/investments/0bd4dffa51af1976.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2015-04 | 2025-09 | 10.42 | 10.75% | 2.12x | 7.86% | Break-even or better |
| [Alexander's Crossing - Estates](https://baker1031.com/data/full-cycle/investments/7b7ea16230fdfb43.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2013-01 | 2023-11 | 10.83 | 5.17% | 1.56x | 4.22% | Break-even or better |
| [Alexander's Crossing - Park](https://baker1031.com/data/full-cycle/investments/07c9f5a5745b2366.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2013-04 | 2023-11 | 10.58 | 4.44% | 1.47x | 3.74% | Break-even or better |
| [Alexander's Crossing - Place](https://baker1031.com/data/full-cycle/investments/a3ed971e8f122636.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2013-08 | 2023-11 | 10.25 | 8.78% | 1.90x | 6.45% | Break-even or better |
| [Alexander's Crossing - Point](https://baker1031.com/data/full-cycle/investments/b577475df3821fc0.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2013-08 | 2023-11 | 10.25 | 4.68% | 1.48x | 3.89% | Break-even or better |
| [Alexander's Crossing - Way](https://baker1031.com/data/full-cycle/investments/47808232b0949d93.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | VA | 2014-05 | 2023-11 | 9.50 | 2.95% | 1.28x | 2.58% | Break-even or better |
| [Bakers Farm](https://baker1031.com/data/full-cycle/investments/17dd1376e87eb017.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | GA | 2011-09 | 2025-03 | 13.57 | 0.66% | 1.09x | 0.74% | Break-even or better |
| [Caldwell - Premium Land KG](https://baker1031.com/data/full-cycle/investments/a4f9c00645927039.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2010-03 | 2025-04 | 15.08 | 10.88% | 2.64x | 6.63% | Break-even or better |
| [Caldwell Link](https://baker1031.com/data/full-cycle/investments/4ef09633527368b7.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2011-03 | 2024-12 | 13.76 | 2.11% | 1.29x | 1.84% | Break-even or better |
| [Caldwell Passage](https://baker1031.com/data/full-cycle/investments/da7c7cb61cbe81ec.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2011-03 | 2024-12 | 13.74 | 1.97% | 1.27x | 1.77% | Break-even or better |
| [Caldwell Place](https://baker1031.com/data/full-cycle/investments/cef79c8d7009f759.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2011-07 | 2025-04 | 13.75 | 2.33% | 1.32x | 2.06% | Break-even or better |
| [Caldwell Valley](https://baker1031.com/data/full-cycle/investments/f602c15c73dd6d43.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2011-11 | 2025-04 | 13.47 | 2.23% | 1.30x | 1.90% | Break-even or better |
| [Caldwell Way](https://baker1031.com/data/full-cycle/investments/82aa6d1f6defbd70.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2011-04 | 2025-04 | 14.05 | 2.85% | 1.40x | 2.45% | Break-even or better |
| [Caldwell- Southern US Land 2, 100 Acres](https://baker1031.com/data/full-cycle/investments/6217d9e2003897cb.md) [13](#note-13) [42](#note-42) [46](#note-46) | Walton Global | Pre-development land | TX | 2018-04 | 2024-12 | 6.68 | Unavailable | 1.71x | 8.32% | Break-even or better |
| [Fields at Walnut Creek](https://baker1031.com/data/full-cycle/investments/c3433168f46cc9d7.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | GA | 2013-12 | 2021-08 | 7.68 | 0.26% | 1.02x | 0.24% | Break-even or better |
| [Garrett Sagewood](https://baker1031.com/data/full-cycle/investments/f4c60d8adfc8fe5e.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2020-11 | 2023-08 | 2.77 | 5.05% | 1.14x | 7.73% | Break-even or better |
| [Hunt County](https://baker1031.com/data/full-cycle/investments/60d41697d7ea41b5.md) [12](#note-12) [42](#note-42) [46](#note-46) | Walton Global | Pre-development land | TX | 2018-04 | 2022-11 | 4.59 | Unavailable | 0.88x | 0.00% | Reported loss |
| [Kenwood Village](https://baker1031.com/data/full-cycle/investments/ad8081c12fe84de1.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | MD | 2017-07 | 2025-02 | 7.65 | 1.18% | 1.09x | 1.10% | Break-even or better |
| [Kyle Estates - West](https://baker1031.com/data/full-cycle/investments/7e3aee0e986cf3e4.md) [11](#note-11) [40](#note-40) [46](#note-46) [47](#note-47) | Walton Global | Pre-development land | TX | 2013-04 | 2015-05 | 2.06 | -48.54% | 0.00x | 0.00% | Reported loss |
| [La Playa Commons1](https://baker1031.com/data/full-cycle/investments/6e9a1a30276f65c2.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2022-05 | 2025-09 | 3.37 | 9.79% | 1.33x | 12.71% | Break-even or better |
| [Madison Lakes Sub.](https://baker1031.com/data/full-cycle/investments/8c85002631359e04.md) [40](#note-40) [46](#note-46) | Walton Global | Vacant developed land/lots | GA | 2015-04 | 2022-04 | 6.97 | 3.73% | 1.26x | 3.55% | Break-even or better |
| [Mojave 276](https://baker1031.com/data/full-cycle/investments/fb9a5f5bbeac60f6.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2021-01 | 2025-05 | 4.34 | 4.61% | 1.20x | 9.77% | Break-even or better |
| [Moreno Valley](https://baker1031.com/data/full-cycle/investments/c12c60ce4540cf17.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2021-02 | 2023-10 | 2.68 | 4.85% | 1.13x | 7.83% | Break-even or better |
| [Peak at University Parkway](https://baker1031.com/data/full-cycle/investments/4f89f81030285816.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | GA | 2010-10 | 2025-02 | 14.39 | -0.21% | 0.97x | 0.00% | Reported loss |
| [River Oaks Ranch](https://baker1031.com/data/full-cycle/investments/c3f08eee19c0dbab.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2020-09 | 2025-04 | 4.60 | 4.78% | 1.22x | 7.58% | Break-even or better |
| [Seasons at Pendergrass UDI](https://baker1031.com/data/full-cycle/investments/f3cf1d97e75a875f.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | GA | 2017-05 | 2018-04 | 0.94 | 19.15% | 1.18x | 19.09% | Break-even or better |
| [Sekani West   1](https://baker1031.com/data/full-cycle/investments/45d71eda493d5798.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | WA | 2022-09 | 2024-10 | 2.11 | 12.32% | 1.26x | 12.67% | Break-even or better |
| [Turner Crest](https://baker1031.com/data/full-cycle/investments/36614cfa63c3dd60.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | TX | 2015-06 | 2022-05 | 6.95 | 10.36% | 1.72x | 7.83% | Break-even or better |
| [Verano](https://baker1031.com/data/full-cycle/investments/657f25763e04408d.md) [40](#note-40) [46](#note-46) | Walton Global | Builder land finance | CA | 2020-08 | 2022-04 | 1.74 | 5.75% | 1.10x | 7.87% | Break-even or better |
| [Vista Ranch](https://baker1031.com/data/full-cycle/investments/655c1693f0576a7a.md) [40](#note-40) [46](#note-46) | Walton Global | Pre-development land | AZ | 2013-03 | 2021-10 | 8.62 | 1.51% | 1.13x | 1.42% | Break-even or better |

## Footnotes

<a id="note-11"></a>

### 11. Kyle Estates - West

Kyle Estates–West: source MOIC is 0.00x. Positive property-sale proceeds do not establish investor distributions after allocations. The reported loss remains included; its cash allocation has not been independently reconciled.

Treatment: Source warning / existing missing input; offering retained

Source: Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf, PDF viewer pages 200, 201, 211.

<a id="note-12"></a>

### 12. Hunt County

The source row starts in April 2018 but has no RUC vehicle label or footnote proving a capital rebase. The earlier rebase inference is not used to suppress its reported-multiple outcome: loss (0.88x). Capital-basis uncertainty is retained as a warning. The Investments-tab annual return remains unavailable.

Treatment: Reported-multiple outcome restored; annual return remains unavailable

Source: Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf, PDF viewer pages 200, 208, 211.

<a id="note-13"></a>

### 13. Caldwell- Southern US Land 2, 100 Acres

The source row starts in April 2018 but has no RUC vehicle label or footnote proving a capital rebase. The earlier rebase inference is not used to suppress its reported-multiple outcome: success (1.71x). Capital-basis uncertainty is retained as a warning. The Investments-tab annual return remains unavailable.

Treatment: Reported-multiple outcome restored; annual return remains unavailable

Source: Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf, PDF viewer pages 200, 208, 211.

<a id="note-39"></a>

### 39. Walton Global: source basis and comparison samples

Source basis: Mixed source bases. 32 investments are listed. Annual return: 30 available; Hold period: 32 available; Equity multiple: 32 available; Success Rate: 32 available. Missing values and the specific exclusions determine each metric’s sample. Qualifications: 32 histories have unconfirmed investor structures; inclusion does not establish 1031 eligibility.

<a id="note-40"></a>

### 40. 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.

<a id="note-42"></a>

### 42. 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.

<a id="note-46"></a>

### 46. 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.

<a id="note-47"></a>

### 47. 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.

## Proprietary compilation and use

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.

Methods: https://baker1031.com/data/full-cycle/methodology.md

Securities offered through Aurora Securities, Inc., member FINRA/SIPC. Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. Contact: hello@baker1031.com.

