Delaware Statutory Trust (DST) Historical Performance Data
Learn more about the historical performance of Delaware Statutory Trust (DST) property investments, DST investment sponsors, and Baker 1031 Investments.
Our DSTs vs Other Investments
Even before factoring in real estate's tax advantages, Delaware Statutory Trust (DST) investments through Baker 1031 Investments outperform other investment types.
Regardless of whether you are in a 1031 exchange or not, DSTs may be an attractive alternative to add to your investment portfolio.
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S&P 500 performance data per St. Louis FRED, all-time average S&P 500 data. “Low Fee” DST data per Origin Investments Growth Fund III, accessed November 6, 2025. Privately Owned Real Estate data per Fundrise, accessed November 6, 2025. Other DST Firms data per Inland historical returns, accessed November 6, 2025. Institutional Real Estate per Invesco Active U.S. Real Estate ETF accessed November 6, 2025. Real Estate Crowdfunding data per Fundrise, accessed November 6, 2025.
Comparing DST Investments
Because Baker 1031 Investments performs thorough due diligence of all investment sponsor firms and investment offerings, our clients have historically outperformed the DST market average by nearly 1.8x.
Our history of outperformance is one of the many reasons why over 250,000 investors have chosen Baker 1031 Investments for their DST education, transaction, and advisory needs.
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“Low Fee” DST data per Origin Investments Growth Fund III, accessed November 6, 2025. DST Market Average data per Inland historical returns, accessed November 6, 2025. Real Estate Crowdfunding data per Fundrise, accessed November 6, 2025.
Reduce Your 1031 DST Risk
For many real estate investors, moving from active to passive ownership raises one big concern: risk of loss. At Baker 1031 Investments, we understand the hard work behind your real estate portfolio.
Thanks to our strict due diligence process, our investment platform has a lower risk of loss than traditional property ownership. It also carries less risk than bonds, equities, and other alternative investments.
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The "16% probability of loss" over a 3-year holding period is based on historical total return data for the S&P 500 Index, as tracked by S&P Dow Jones Indices and analyzed through rolling return methodologies (e.g., Morningstar Ibbotson data). This figure represents the percentage of all possible overlapping 36-month (3-year) periods—dating back to approximately 1926—in which the index produced a negative cumulative total return. For the FTSE Nareit All Equity REITs Index, the exact average risk of loss for a 3-year rolling period is 11.8%. This figure was determined based on a historical analysis of the FTSE Nareit All Equity REITs Total Return Index from its inception in January 1972 through January 2026. For the Bloomberg US Aggregate Bond Index (the Agg), the probability of losing money over any rolling 3-year window is approximately 4%. In any 3-year rolling window, an investor in the LPX50 Index would have lost money approximately 24% of the time (based on historical data from 1994 to 2024). DST Market Average based on Inland’s reported track record.
Realized DST Investment Performance by Investment Sponsor
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The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.
Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. The selection of results shown are a small fraction of the total amount of realized investments and are not guarantees of future results. There are often differences between the performance results and the actual results shown and other investments' outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.
Annual Return calculation methods vary by sponsor: ExchangeRight Portfolio offerings use the simple average return of exit options. Bluerock offerings represent Blended Net IRR. Resource Royalty represents the Internal Rate of Return (IRR). Equity Multiple is calculated as total proceeds divided by equity invested. Past performance does not guarantee future results. As of 6/30/25.
Realized DST Investments Performance Comprehensive Data
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The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.
Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. The selection of results shown are a small fraction of the total amount of realized investments and are not guarantees of future results. There are often differences between the performance results and the actual results shown and other investments' outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.
Annual Return calculation methods vary by sponsor: ExchangeRight Portfolio offerings use the simple average return of exit options. Bluerock offerings represent Blended Net IRR. Resource Royalty represents the Internal Rate of Return (IRR). Equity Multiple is calculated as total proceeds divided by equity invested. Past performance does not guarantee future results. As of 6/30/25.