1031 Exchange Investments
Historical Performance
Learn more about the historical performance of our platform Sponsors.
Past performance is not a guarantee of future performance.
$4.16 Trillion+
Platform Sponsor Total Assets Under Management¹⁸
19.45%
Platform Average Annualized IRR¹⁹
2.34x
Platform Average Equity Multiple²⁰
Apollo
SPONSOR
$751 Billion
ASSETS UNDER MANAGEMENT¹
24.0%
AVERAGE NET IRR²
2.94x
NET EQUITY MULTIPLE³
Ares
SPONSOR
$484 Billion
ASSETS UNDER MANAGEMENT⁴
20.0%
AVERAGE NET IRR⁵
1.40x
NET EQUITY MULTIPLE⁶
Bluerock
SPONSOR
$18 Billion
ASSETS UNDER MANAGEMENT⁷
24.5%
AVERAGE NET IRR⁷
2.12x
NET EQUITY MULTIPLE⁷
Brookfield Oaktree
SPONSOR
$1 Trillion+
ASSETS UNDER MANAGEMENT⁸
21.0%
AVERAGE NET IRR⁸
2.60x
NET EQUITY MULTIPLE⁹
Cantor Fitzgerald
SPONSOR
$13.2 Billion
ASSETS UNDER MANAGEMENT¹⁰
11.70%
AVERAGE NET IRR¹⁰
1.45x
NET EQUITY MULTIPLE¹⁰
Capital Square
SPONSOR
$6.3 Billion
ASSETS UNDER MANAGEMENT¹¹
17.42%
AVERAGE NET IRR¹¹
1.86x
NET EQUITY MULTIPLE¹¹
ExchangeRight
SPONSOR
$6.4 Billion
ASSETS UNDER MANAGEMENT¹²
9.02%
AVERAGE NET IRR¹²
1.48x
NET EQUITY MULTIPLE¹²
Inland
SPONSOR
$12.3 Billion
ASSETS UNDER MANAGEMENT¹³
7.30%
AVERAGE NET IRR¹³
1.49x
NET EQUITY MULTIPLE¹³
Invesco
SPONSOR
$1.85 Trillion
ASSETS UNDER MANAGEMENT¹⁴
20.00%
AVERAGE NET IRR¹⁴
2.49x
NET EQUITY MULTIPLE¹⁵
NexPoint
SPONSOR
$16.9 Billion
ASSETS UNDER MANAGEMENT¹⁶
22.95%
AVERAGE NET IRR¹⁶
1.85x
NET EQUITY MULTIPLE¹⁶
Peachtree Group
SPONSOR
$3.9 Billion
ASSETS UNDER MANAGEMENT¹⁷
19.00%
AVERAGE NET IRR¹⁷
1.78x
NET EQUITY MULTIPLE¹⁷
Data Notes & Information
Past performance is not an indicator of future performance. Metrics provided are subject to change and may be calculated differently by each Sponsor. Please contact your Baker 1031 Funds representative for updated and complete information.
¹ As of January 2, 2025 per Apollo Global Management.
² Net IRR Across Apollo’s Flagship Private Equity Funds Since Inception as of December 31, 2024
³ Equity multiple is not made available by Apollo. A highly simplified estimate suggests that a consistent 24% annual return compounded over 5 years could potentially yield an equity multiple of approximately 2.94x..
⁴ As of April 13, 2025 per Ares Management.
⁵ Ares U.S. Real Estate Opportunity Fund IV, L.P. Presentation Slide 14
⁶ Ares U.S. Real Estate Opportunity Fund IV, L.P. Presentation Slide 14
⁷ Per Bluerock's website accessed April 13, 2025
⁸ Per Brookfield Asset Management 2024 Investor Day Presentation
⁹ Equity multiple is not made available by Brookfield. A highly simplified estimate suggests that a consistent 21% annual return compounded over 5 years could potentially yield an equity multiple of approximately 2.60x.
¹⁰ Per Cantor Fitzgerald's Summit Ridge DST PPM.
¹¹ Per Capital Square Parkland Multifamily DST PPM.
¹² Per ExchangeRight All-Cash Portfolio 13 DST PPM.
¹³ Per Inland's IPC Portfolio Overview. Accessed April 13, 2025.
¹⁴ Per Invesco's Private Credit Offering website access April 13, 2025.
¹⁵ Equity multiple is not made available by Invesco. A highly simplified estimate suggests that a consistent 20% annual return compounded over 5 years could potentially yield an equity multiple of approximately 2.60x.
¹⁶ Per NexPoint Small Bay Industrial DST PPM.
¹⁷ Per Peachtree Group's St. Augustine DST PPM.
¹⁸ Total of Sponsors represented above. Platform is Aurora Securities.
¹⁹ ²⁰ Weighted average of above information based on AUM.
Amplify your 1031 Exchange
Invest your 1031 Exchange proceeds alongside leading institutions in personalized real estate portfolios designed for income generation and value appreciation.
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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Aurora Securities, Inc. (ASI), member FINRA / SIPC. Baker 1031 Investments (Baker 1031) is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Investments and ASI do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
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