PLATFORM TRACK RECORD

Explore Realized Investments

Selection of Realized Investments

Review a selection of realized investments from Sponsors on the Baker 1031 Funds platform. Past performance is not a guarantee of future results. Please contact your Baker 1031 Funds representative for a comprehensive list of realized investments.

Atlanta, GA Apartments

INVESTMENT OFFERING

2.05x

EQUITY MULTIPLE

30.4%

INTERNAL RATE OF RETURN

1.9 Years

HOLDING PERIOD

Bluerock

SPONSOR

Phoenix, AZ Apartments

INVESTMENT OFFERING

2.00x

EQUITY MULTIPLE

28.8%

INTERNAL RATE OF RETURN

4 Years

HOLDING PERIOD

NexPoint

SPONSOR

Nashville, TN Apartments

INVESTMENT OFFERING

2.19x

EQUITY MULTIPLE

25.1%

INTERNAL RATE OF RETURN

3 Years

HOLDING PERIOD

Bluerock

SPONSOR

Austin, TX Apartments

INVESTMENT OFFERING

2.27x

EQUITY MULTIPLE

28.2%

INTERNAL RATE OF RETURN

2.5 Years

HOLDING PERIOD

Bluerock

SPONSOR

FL & NY Apt. Portfolio.

INVESTMENT OFFERING

2.19x

EQUITY MULTIPLE

16.26%

INTERNAL RATE OF RETURN

5.8 Years

HOLDING PERIOD

Inland

SPONSOR

Tampa Westin Hotel

INVESTMENT OFFERING

2.23x

EQUITY MULTIPLE

2.23%

INTERNAL RATE OF RETURN

1 Year

HOLDING PERIOD

Peachtree

SPONSOR

Cary, NC Apartments

INVESTMENT OFFERING

1.49x

EQUITY MULTIPLE

22.9%

INTERNAL RATE OF RETURN

1.4 Years

HOLDING PERIOD

Bluerock

SPONSOR

Chapel Hill Apartments

INVESTMENT OFFERING

2.41x

EQUITY MULTIPLE

24.5%

INTERNAL RATE OF RETURN

3.5 Years

HOLDING PERIOD

Bluerock

SPONSOR

NY Courtyard Hotel

INVESTMENT OFFERING

2.09x

EQUITY MULTIPLE

22.9%

INTERNAL RATE OF RETURN

4.9Years

HOLDING PERIOD

Peachtree

SPONSOR

Nashville Apartments

INVESTMENT OFFERING

1.33x

EQUITY MULTIPLE

35.0%

INTERNAL RATE OF RETURN

2.6 Years

HOLDING PERIOD

Bluerock

SPONSOR

Nashville Apartments

INVESTMENT OFFERING

3.62x

EQUITY MULTIPLE

22.7%

INTERNAL RATE OF RETURN

7.6 Years

HOLDING PERIOD

Bluerock

SPONSOR

Orlando Apartments

INVESTMENT OFFERING

3.61x

EQUITY MULTIPLE

24.4%

INTERNAL RATE OF RETURN

5.2 Years

HOLDING PERIOD

Bluerock

SPONSOR

Silicon Valley eBay Campus

INVESTMENT OFFERING

1.20x

EQUITY MULTIPLE

20.0%

INTERNAL RATE OF RETURN

13 Years

HOLDING PERIOD

Net Lease Capital

SPONSOR

Jacksonville Apartments

INVESTMENT OFFERING

2.60x

EQUITY MULTIPLE

25.84%

INTERNAL RATE OF RETURN

4.5 Years

HOLDING PERIOD

Capital Square

SPONSOR

Georgia Apartments

INVESTMENT OFFERING

2.01x

EQUITY MULTIPLE

20.22%

INTERNAL RATE OF RETURN

4.2 Years

HOLDING PERIOD

Capital Square

SPONSOR

Kissimmee Apartments

INVESTMENT OFFERING

2.01x

EQUITY MULTIPLE

20.3%

INTERNAL RATE OF RETURN

5 Years

HOLDING PERIOD

Bluerock

SPONSOR

Destin, FL Apartments

INVESTMENT OFFERING

4.80x

EQUITY MULTIPLE

27.51%

INTERNAL RATE OF RETURN

6.6 Years

HOLDING PERIOD

Bluerock

SPONSOR

Port St. Lucie Apartments

INVESTMENT OFFERING

4.13x

EQUITY MULTIPLE

41.71%

INTERNAL RATE OF RETURN

5.8 Years

HOLDING PERIOD

Bluerock

SPONSOR

NY Courtyard Hotel

INVESTMENT OFFERING

2.20x

EQUITY MULTIPLE

22.9%

INTERNAL RATE OF RETURN

4.9Years

HOLDING PERIOD

Peachtree

SPONSOR

Tampa Apartments

INVESTMENT OFFERING

2.53x

EQUITY MULTIPLE

21.31%

INTERNAL RATE OF RETURN

5.3 Years

HOLDING PERIOD

Capital Square

SPONSOR

Tucson, AZ Apartments

INVESTMENT OFFERING

2.22x

EQUITY MULTIPLE

18.12%

INTERNAL RATE OF RETURN

5.3 Years

HOLDING PERIOD

Capital Square

SPONSOR

FL Apartment Portfolio

INVESTMENT OFFERING

2.92x

EQUITY MULTIPLE

20.16%

INTERNAL RATE OF RETURN

6.4 Years

HOLDING PERIOD

Inland

SPONSOR

Sarasota, FL Apartments

INVESTMENT OFFERING

3.46x

EQUITY MULTIPLE

22.2%

INTERNAL RATE OF RETURN

5.5 Years

HOLDING PERIOD

Bluerock

SPONSOR

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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.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed.

¹Platform AUM includes all Sponsors on the Aurora Securities DST platform including: Blue Owl, Bluerock, Brookfield, Cantor Fitzgerald, Capital Square, Carter Exchange, ExchangeRight, Inland, and Invesco.

²Average Platform IRR is based on a selection of realized investments from Sponsors available on the Aurora Securities DST platform. Selection of realized investments represented was based on availability of data and removal of special situations that may affect the outcome including 721 Exchanges. Represented Sponsors include Bluerock, Capital Square, Four Springs, Net Lease Capital, and NexPoint. Past performance is not indicative of future performance.

³Average Platform Equity Multiple is based on a selection of realized investments from Sponsors available on the Aurora Securities DST platform. Selection of realized investments represented was based on availability of data and removal of special situations that may affect the outcome including 721 Exchanges. Represented Sponsors include Bluerock, Capital Square, Four Springs, Net Lease Capital, and NexPoint. Past performance is not indicative of future performance.

⁴Average Platform Holding Period is based on a selection of realized investments from Sponsors available on the Aurora Securities DST platform. Selection of realized investments represented was based on availability of data and removal of special situations that may affect the outcome including 721 Exchanges. Represented Sponsors include Bluerock, Capital Square, Four Springs, Net Lease Capital, and NexPoint. Past performance is not indicative of future performance.