Performance Data
DST Historical Performance Data
Why do we prefer specific 1031 DST sponsors?
Baker 1031 Investments has developed a proprietary data set tracking performance of institutional DST sponsors. Based on this data and experience working with the different investment managers, we have determined that specific investment sponsors are our preferred firms. This does not mean that other firms are not great or that other firms don't have great investments. Nor does it mean that all investment opportunities from preffered sponsors are terrific. For every investor, different investments best meet their individual needs. The Preferred Sponsor list was created to give investors that are newer to the DST world a starting point for exploring available investment opportunities.
Below shows an overview of the difference in performance between our Preferred sponsor firms and other DST sponsors we track.
| Sponsor Tier | Sponsor Count | Avg Win Rate | Avg Hold (Yrs) | Avg Annual Return | Avg Equity Multiple |
|---|
* Preferred Sponsors:
Subset of firms meeting the dual benchmark of ≥ 95% Win Rate and ≥ 1.4x Equity Multiple.
* All Platform Sponsors:
The aggregate performance average of all sponsors tracked within the Baker 1031 database.
How do different DST sponsors perform?
Below is a list of all Sponsors that we currently track. Sponsors that are not shown below either do not have any full-cycle DST investments and thus no track record, or they are not permitted on our platform. Learn why sponsors are removed or denied from the Baker 1031 Investments platform.
| Investment Sponsor | Full-Cycle Assets | Win Rate | Avg Hold (Yrs) | Avg Annual Return | Avg Equity Multiple |
|---|
* Preferred Status:
Requires Win Rate ≥ 95% AND Average Equity Multiple ≥ 1.4x.
* Win Rate:
Percentage of full-cycle investments achieving an Equity Multiple > 1.0x.
What is the performance of each individual DST investment?
Below is a comprehensive list of all Delaware Statutory Trust (DST) investments that we track.
Property images depicted may not be pictures of properties in any current offering and may be representative.
Investment opportunities presented herein are subject to immediate change and may be withdrawn without prior notice. Availability is fluid and often fluctuates rapidly; an offering may close before updated notification is provided. Investors are strictly advised to contact their authorized representative to confirm the current status of any investment prior to committing funds.
The information provided above is for summary purposes only and may be incomplete, outdated, or contain technical inaccuracies. This summary is qualified in its entirety by, and should be read in conjunction with, the relevant Private Placement Memorandum (PPM) and all associated supplements. Prospective investors must rely solely on the PPM and formal offering documents when evaluating the merits and risks of an investment.