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 | 32 |
| Avg. annual return | 3.68% |
| Avg. hold (years) | 8.15 |
| Avg. equity multiple | 1.32x |
| Success Rate | 90.63% |
What enters the comparison
32 offerings remain listed. Available values enter each metric separately, subject to the numbered comparison exceptions below.
| Field | Value |
|---|---|
| Median annual return | 4.65% |
| Source-estimated results | 0 |
| Valuation-qualified outcomes | 0 |
| Outcomes inferred from return signs | 0 |
Source coverage
32 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 |
|---|---|---|---|---|---|---|
| Vista Ranch4046 | Walton Global | Pre-development land | AZ | 8.62 yr | 1.13x | 1.51% |
| Verano4046 | Walton Global | Builder land finance | CA | 1.74 yr | 1.10x | 5.75% |
| Turner Crest4046 | Walton Global | Pre-development land | TX | 6.95 yr | 1.72x | 10.36% |
| Sekani West 14046 | Walton Global | Builder land finance | WA | 2.11 yr | 1.26x | 12.32% |
| Seasons at Pendergrass UDI4046 | Walton Global | Pre-development land | GA | 0.94 yr | 1.18x | 19.15% |
| River Oaks Ranch4046 | Walton Global | Builder land finance | CA | 4.60 yr | 1.22x | 4.78% |
| Peak at University Parkway4046 | Walton Global | Pre-development land | GA | 14.39 yr | 0.97x | -0.21% |
| Moreno Valley4046 | Walton Global | Builder land finance | CA | 2.68 yr | 1.13x | 4.85% |
| Mojave 2764046 | Walton Global | Builder land finance | CA | 4.34 yr | 1.20x | 4.61% |
| Madison Lakes Sub.4046 | Walton Global | Vacant developed land/lots | GA | 6.97 yr | 1.26x | 3.73% |
| La Playa Commons14046 | Walton Global | Builder land finance | CA | 3.37 yr | 1.33x | 9.79% |
| Kyle Estates - West11404647 | Walton Global | Pre-development land | TX | 2.06 yr | 0.00x | -48.54% |
| Kenwood Village4046 | Walton Global | Pre-development land | MD | 7.65 yr | 1.09x | 1.18% |
| Hunt County124246 | Walton Global | Pre-development land | TX | 4.59 yr | 0.88x | Unavailable |
| Garrett Sagewood4046 | Walton Global | Builder land finance | CA | 2.77 yr | 1.14x | 5.05% |
| Fields at Walnut Creek4046 | Walton Global | Pre-development land | GA | 7.68 yr | 1.02x | 0.26% |
| Caldwell- Southern US Land 2, 100 Acres134246 | Walton Global | Pre-development land | TX | 6.68 yr | 1.71x | Unavailable |
| Caldwell Way4046 | Walton Global | Pre-development land | TX | 14.05 yr | 1.40x | 2.85% |
| Caldwell Valley4046 | Walton Global | Pre-development land | TX | 13.47 yr | 1.30x | 2.23% |
| Caldwell Place4046 | Walton Global | Pre-development land | TX | 13.75 yr | 1.32x | 2.33% |
| Caldwell Passage4046 | Walton Global | Pre-development land | TX | 13.74 yr | 1.27x | 1.97% |
| Caldwell Link4046 | Walton Global | Pre-development land | TX | 13.76 yr | 1.29x | 2.11% |
| Caldwell - Premium Land KG4046 | Walton Global | Pre-development land | TX | 15.08 yr | 2.64x | 10.88% |
| Bakers Farm4046 | Walton Global | Pre-development land | GA | 13.57 yr | 1.09x | 0.66% |
| Alexander's Crossing - Way4046 | Walton Global | Pre-development land | VA | 9.50 yr | 1.28x | 2.95% |
| Alexander's Crossing - Point4046 | Walton Global | Pre-development land | VA | 10.25 yr | 1.48x | 4.68% |
| Alexander's Crossing - Place4046 | Walton Global | Pre-development land | VA | 10.25 yr | 1.90x | 8.78% |
| Alexander's Crossing - Park4046 | Walton Global | Pre-development land | VA | 10.58 yr | 1.47x | 4.44% |
| Alexander's Crossing - Estates4046 | Walton Global | Pre-development land | VA | 10.83 yr | 1.56x | 5.17% |
| Alexander's Crossing - Crossing4046 | Walton Global | Pre-development land | VA | 10.42 yr | 2.12x | 10.75% |
| Alexander's Crossing - Crest4046 | Walton Global | Pre-development land | VA | 10.83 yr | 1.66x | 6.09% |
| Agate Warbonnet4046 | Walton Global | Builder land finance | NV | 2.70 yr | 1.27x | 10.00% |
Footnotes
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.
Source warning / existing missing input; offering retained
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 201, 211
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.
Reported-multiple outcome restored; annual return remains unavailable
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 208, 211
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.
Reported-multiple outcome restored; annual return remains unavailable
Walton Global - Colorado Growth 1 - Holly Ridge DST - PPM.pdf · PDF viewer pages 200, 208, 211
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.
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.