Sponsor Directory

A sponsor profile is a starting point for diligence.

The directory helps organize questions about tenure, assets, strategy, current offerings, and realized full-cycle history. It does not rank sponsors or determine suitability. A larger platform, a longer history, or a favorable historical metric does not eliminate property-level, leverage, tenant, market, fee, liquidity, or execution risk.

Some fields are reported by the sponsor and some are calculated by Baker 1031 from the workbook. Full-cycle records are historical and sponsor-reported unless a page says otherwise; they are not an independent audit and should not be treated as a forecast. Current offering status and availability are time-sensitive and should be confirmed against the current Private Placement Memorandum and supplements.

For the questions behind a profile, read the due-diligence process and data methodology. For the investment structure itself, start with the DST guide. Your own tax, legal, and financial advisers should evaluate the facts for your circumstances.

Use the sortable fields to find a starting set, not a winner. Assets under management can describe platform scale without describing the risk of a particular property; success rate can depend on definitions and the period measured; and an annual return or equity multiple can omit fees, timing, leverage, or investor-specific tax effects. The profile and the current PPM should be read together.

Before relying on a profile, note the review date and ask what has changed. Confirm the sponsor's legal entity, broker-dealer relationship, offering history, fee structure, conflicts, financing, reserves, and exit assumptions in current primary documents. If a data point is missing, treat it as a question for the sponsor rather than filling the gap with an assumption.