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Track Record

Full-cycle DST performance.

Realized results across 634 full-cycle programs from the sponsors we track — reported by those sponsors, net of all fees and expenses, and shown here in full rather than as a hand-picked highlight reel. Read how we define and source these figures in our methodology.

Preferred Sponsor Track Record

Realized programs from Baker 1031’s eight preferred sponsors. Mean shown as the headline; median beneath.

102
Realized Programs
21.7%
13.9% median
Annualized Return
1.9x
1.7x median
Equity Multiple
4.9yr
4.5 yr median
Hold Period

Figures are sponsor-reported and unverified, include only realized programs (survivorship bias), reflect a curated subset of preferred sponsors not representative of all programs or any specific offering, are averaged across differing asset classes and vintages, and are net of fees, sales load, and program expenses. Past performance is not indicative of future results.

All Full-Cycle Programs

Every realized program we track.

InvestmentSponsorAsset ClassHold (yr)Equity Mult.Annual Return
1000 West
Charleston, SC
PasscoMultifamily5.02.16x16.6%
11 Stanwix
Pittsburgh, PA
Syndicated EquitiesOther7.50.28x-15.6%
124 Hudson Street TIC
New York, NY
Time EquitiesRetail12.12.42x8.7%
1501 Jackson
Omaha, NE
Syndicated EquitiesOther8.80.28x-13.5%
185 Oregon Equities LLC
Hillsboro, OR
Time EquitiesOffice11.74.65x25.1%
2215 Sanders Road
Northbrook, IL
Syndicated EquitiesOther10.20.18x-15.5%
23Hundred Berry Hill
Nashville, TN
BluerockMultifamily2.21.88x43.7%
309 Green Street
Champaign, IL
Syndicated EquitiesOther1.91.30x15.0%
3AAA
Hamilton, NJ
DenholtzIndustrial4.09.4%
400 Skokie Blvd.
Northbrook, IL
Syndicated EquitiesOther7.40.15x-22.7%
490 First Ave
St. Petersburg, FL
DenholtzOffice2.726.7%
840 1st Street
Washington, DC
Syndicated EquitiesOther1.61.41x24.7%
Aaron's
Muscle Shoals, AL
AEI Capital CorporationNet Lease17.60.79x3.0%
Aaron's Inc. – Anderson, SC
Anderson, SC
Four Springs CapitalRetail2.41.17x7.2%
Aaron's Inc. – Artesia, NM
Artesia, NM
Four Springs CapitalRetail2.81.20x7.2%
Aaron's Inc. – Charleston, SC
Charleston, SC
Four Springs CapitalRetail2.61.18x7.0%
Aaron's Inc. – Huntsville, AL
Huntsville, AL
Four Springs CapitalRetail2.61.19x7.2%
Aaron's Inc. – Newport News, VA
Newport News, VA
Four Springs CapitalRetail3.01.22x7.2%
Abbeville
Abbeville, SC
Time EquitiesRetail4.71.43x10.4%
Abbott Labs Bio-Medical Portfolio
Minnetonka, MN
Syndicated EquitiesOther5.12.35x18.4%
Advance Auto Parts – Garner, NC
Garner, NC
Four Springs CapitalRetail1.51.12x7.5%
Agate Warbonnet
Las Vegas, NV
Walton Global HoldingsLand2.710.2%
Alamance Reserve
Burlington, NC
BluerockMultifamily4.21.03x6.9%
Alexan City Centre
Houston, TX
BluerockMultifamily7.60.78x-6.5%
Alexan Southside Place
Houston, TX
BluerockMultifamily6.20.55x-16.8%
Alexander's Crossing - Crest
Washington, DC
Walton Global HoldingsLand10.84.8%
Alexander's Crossing - Estates
Washington, DC
Walton Global HoldingsLand10.84.2%
Alexander's Crossing - Park
Washington, DC
Walton Global HoldingsLand10.63.7%
Alexander's Crossing - Place
Washington, DC
Walton Global HoldingsLand10.26.5%
Alexander's Crossing - Point
Washington, DC
Walton Global HoldingsLand10.23.9%
Alexander's Crossing - Run
Washington, DC
Walton Global HoldingsLand5.115.7%
Alexander's Crossing - Way
Washington, DC
Walton Global HoldingsLand9.52.6%
Almeria at Ocotillo
Chandler, AZ
PasscoMultifamily5.02.51x20.2%
Amarillo Self-Storage Portfolio DSTInlandSelf-Storage3.21.59x16.8%
Ansley Village
Macon, GA
BluerockMultifamily5.61.37x8.4%
Applebee's
Virginia Beach, VA
AEI Capital CorporationNet Lease2.51.19x11.2%
Applebee's
Crestview Hills, KY
AEI Capital CorporationNet Lease9.41.87x9.3%
Applebee's
Aurora, CO
AEI Capital CorporationNet Lease11.92.20x10.0%
Applebee's
Destin, FL
AEI Capital CorporationNet Lease10.91.88x9.2%
Applebee's
Temple Terrace, FL
AEI Capital CorporationNet Lease14.22.58x10.2%
Applebee's
Middletown, OH
AEI Capital CorporationNet Lease14.12.39x9.6%
Arbor Terrace
Marietta, GA
BluerockMultifamily2.81.27x7.8%
Arby's
Homewood, AL
AEI Capital CorporationNet Lease17.91.61x6.7%
Arium Glenridge
Atlanta, GA
BluerockMultifamily6.02.69x22.4%
Arium Grandewood
Orlando, FL
BluerockMultifamily5.23.61x24.4%
Arium Hunters Creek
Orlando, FL
BluerockMultifamily5.03.49x32.4%
Arium Metrowest
Orlando, FL
BluerockMultifamily5.01.06x28.2%
Arium Palms Gateway
Orlando, FL
BluerockMultifamily4.11.57x13.7%
Arium Westside
Atlanta, GA
BluerockMultifamily6.22.53x19.6%
Arlington at Eastern Shore
Spanish Fort, AL
PasscoMultifamily6.01.62x8.4%
Arlington Highlands Retail Center
Arlington, TX
Syndicated EquitiesOther3.11.50x13.9%
Arlo
Charlotte, NC
BluerockMultifamily4.81.47x6.0%
Artisan on 18th
Nashville, TN
BluerockMultifamily2.32.12x35.2%
Asheville Exchange
Asheville, NC
PasscoMultifamily6.01.90x11.2%
Ashford Belmar
Lakewood, CO
BluerockMultifamily3.92.55x29.4%
Ashton Reserve
Charlotte, NC
BluerockMultifamily4.81.71x13.8%
Austell 1031 DSTInlandRetail9.81.21x2.5%
Austell Place Equities LLC
Long Island City, NY
Time EquitiesIndustrial14.312.51x25.2%
Austin Lakeshore Multifamily DSTInlandMultifamily3.01.33x10.8%
Autumn Breeze
Noblesville, IN
PasscoMultifamily7.01.66x7.5%
Avenue 25
Phoenix, AZ
BluerockMultifamily2.82.97x51.9%
Avondale Hills
Atlanta, GA
BluerockMultifamily1.11.19x12.1%
Axis West
Orlando, FL
BluerockMultifamily4.21.28x9.8%
Azure
St. Petersburg, FL
PasscoMultifamily4.01.51x10.8%
Bakers Farm
Atlanta, GA
Walton Global HoldingsLand13.50.7%
Beach House
Jacksonville, FL
BluerockMultifamily5.51.65x11.5%
Belmont Crossing
Smyrna, GA
BluerockMultifamily2.01.22x11.4%
Benck's Farm
Chicago, IL
Walton Global HoldingsLand6.628.3%
Bi-Coastal Home Improvement DSTInlandRetail5.81.48x7.4%
Big Creek
Alpharetta, GA
BluerockMultifamily4.21.43x11.1%
BJ's Restaurant & Brewhouse / Champps
Livonia, MI
AEI Capital CorporationNet Lease17.31.73x6.6%
Bluff Springs 2 - RUC
Austin, TX
Walton Global HoldingsLand3.88.2%
Boot Ranch Apartment
Tampa, FL
Syndicated EquitiesOther4.31.79x14.5%
Bradenton Multifamily DSTInlandMultifamily4.71.53x10.9%
Bristol 1031 DSTInlandOffice10.40.78x-4.3%
Broad Bridge Equities Group LP
Bridgeport, CT
Time EquitiesMortgage2.82.24x37.6%
Broad River Trace
Columbia, SC
PasscoMultifamily7.01.63x7.3%
Broadway Commons DBTInlandRetail13.21.57x7.3%
Cactus Springs
Phoenix, AZ
Walton Global HoldingsLand2.80.6%
CADE Boca Raton
Boca Raton, FL
BluerockMultifamily4.11.32x1.0%
Caldwell Passage
Austin, TX
Walton Global HoldingsLand13.71.8%
Caldwell Ranch - Dev LP
Austin, TX
Walton Global HoldingsLand15.43.9%
Caldwell Ranch - LP
Austin, TX
Walton Global HoldingsLand15.43.9%
Caldwell- Southern US Land 2, 100 Acres
Austin, TX
Walton Global HoldingsLand6.78.3%
Cambridge at Hickory Hollow
Antioch, TN
PasscoMultifamily5.02.47x19.8%
Canton Equities Group LP
Canton, MA
Time EquitiesIndustrial10.34.07x17.6%
Carino's
El Paso, TX
AEI Capital CorporationNet Lease5.90.64x2.2%
Carino's
McAllen, TX
AEI Capital CorporationNet Lease10.31.05x5.5%
Carino's
Austin, TX
AEI Capital CorporationNet Lease12.31.72x7.5%
Carino's
Irving, TX
AEI Capital CorporationNet Lease10.31.19x4.9%
Carino's
Lakewood, CO
AEI Capital CorporationNet Lease14.11.33x6.3%
Carino's
Mansfield, TX
AEI Capital CorporationNet Lease10.50.92x3.8%
Carino's
Longview, TX
AEI Capital CorporationNet Lease10.20.86x4.0%
Carino's
Pharr, TX
AEI Capital CorporationNet Lease15.31.33x4.9%
Carino's
Victoria, TX
AEI Capital CorporationNet Lease16.41.58x5.9%
Carmax
Lithia Springs, GA
AEI Capital CorporationNet Lease6.31.44x6.0%
Carmel Multifamily DSTInlandMultifamily6.11.56x8.5%
Carothers Crossing PDL
Nashville, TN
Walton Global HoldingsLand8.517.0%
Carothers Crossing VDL
Nashville, TN
Walton Global HoldingsLand5.631.0%
Carriage Homes on the Lake I & II Portfolio
Garland, TX
BridgeviewMultifamily5.26.05x51.9%
Carrington at Brier Creek
Raleigh, NC
PasscoMultifamily5.01.43x7.4%
Carrington Park
Montgomery, AL
PasscoMultifamily7.01.61x7.0%
Carrington Park Apartments
Morrisville, NC
BluerockMultifamily1.82.19x69.6%
Casa Grande Commons - USLF2
Phoenix, AZ
Walton Global HoldingsLand12.4-4.8%
Cash America
Covington, LA
AEI Capital CorporationNet Lease17.61.32x4.3%
CF Bellevue Multifamily DSTCantor FitzgeraldMultifamily3.51.69x18.1%
CF Hendry Multifamily DSTCantor FitzgeraldMultifamily3.81.72x16.3%
CF Net Lease Portfolio DST 8Cantor FitzgeraldNet Lease5.11.32x6.5%
CF Norterra Canyon Multifamily DSTCantor FitzgeraldMultifamily3.21.37x12.2%
CF Railway Multifamily DSTCantor FitzgeraldMultifamily4.71.25x5.9%
CF Rivertop Multifamily DSTCantor FitzgeraldMultifamily3.21.42x13.2%
CF Sawyer Multifamily DSTCantor FitzgeraldMultifamily3.41.37x10.9%
CF Star Multifamily Portfolio DSTCantor FitzgeraldMultifamily5.21.59x11.8%
CF Towson Multifamily DSTCantor FitzgeraldMultifamily3.21.31x10.1%
Chace Lake Villas
Birmingham, AL
BluerockMultifamily5.51.40x8.1%
Champps
Utica, MI
AEI Capital CorporationNet Lease9.70.64x4.2%
Champps
Centerville, OH
AEI Capital CorporationNet Lease11.80.82x5.4%
Champps
Lyndhurst, OH
AEI Capital CorporationNet Lease17.21.02x5.8%
Champps
Schaumburg, IL
AEI Capital CorporationNet Lease15.21.48x6.1%
Champps
Columbus (Easton), OH
AEI Capital CorporationNet Lease15.51.85x8.1%
Champps
Columbus (Crosswood), OH
AEI Capital CorporationNet Lease19.61.36x6.5%
Charlotte Office 1031 DSTInlandOffice10.41.24x2.9%
Charlotte Student Housing DSTInlandStudent Housing6.71.27x4.0%
Chateau Elite
Mundelein, IL
AEI Capital CorporationNet Lease18.21.96x7.0%
Chattahoochee Ridge
Atlanta, GA
BluerockMultifamily2.92.12x33.1%
Chevy Chase
Austin, TX
BluerockMultifamily2.22.10x52.4%
Chi-Chi's
Appleton, WI
AEI Capital CorporationNet Lease8.31.45x5.5%
Chicagoland Fresh Market Venture DSTInlandRetail4.71.53x12.7%
Chicagoland Grocery Venture DSTInlandRetail7.21.69x9.2%
Chicagoland Grocery Venture II DSTInlandRetail2.61.57x21.1%
Chicagoland Multifamily DSTInlandMultifamily7.21.57x7.9%
Chicagoland Street Retail DSTInlandRetail10.11.26x2.9%
Cielo on Gilbert
Phoenix, AZ
BluerockMultifamily1.84.27x140.2%
Citrus Tower
Clermont, FL
BluerockMultifamily5.13.48x31.3%
Clark Commercial Center
Clark, NJ
DenholtzIndustrial9.224.7%
Clearwater
Clearwater, FL
BluerockMultifamily6.91.87x14.7%
CoHo House
Atlanta, GA
BluerockMultifamily3.41.26x-3.1%
Coley/University Research Park
Atlanta, GA
Walton Global HoldingsLand8.48.0%
Colorado Multifamily Portfolio DSTInlandMultifamily4.51.43x9.2%
Colorado Multifamily Portfolio II DSTInlandMultifamily4.01.56x12.9%
Colorado Springs Multifamily DSTInlandMultifamily6.31.40x6.2%
Columns at Wakefield
Raleigh, NC
PasscoMultifamily6.02.03x12.5%
Comfort Suites – Starkville, MS
Starkville, MS
Peachtree GroupHotel14.53.04x16.9%
Convenience Net Lease Portfolio DSTInlandRetail1.51.26x17.5%
Cornerstone
Dallas-Fort Worth, TX
Walton Global HoldingsLand3.2-4.3%
Cottages at Myrtle Beach
Myrtle Beach, SC
BluerockMultifamily3.91.57x14.8%
Cottages at Port St. Lucie
Port St. Lucie, FL
BluerockMultifamily4.01.60x14.8%
Cotton Center - Austin Land LP - RUC
Austin, TX
Walton Global HoldingsLand3.6-0.6%
Cotton Center - Silver Crossing LP - RUC
Austin, TX
Walton Global HoldingsLand3.7-4.3%
Country Inn & Suites – Montgomery, AL
Montgomery, AL
Peachtree GroupHotel3.04.26x65.7%
Courtland Center
Burton, MI
Syndicated EquitiesOther10.20.39x-8.8%
Courtyard – Gulf Shores, AL
Gulf Shores, AL
Peachtree GroupHotel3.33.93x59.4%
Courtyard – Jacksonville, FL
Jacksonville, FL
Peachtree GroupHotel2.62.10x36.1%
Cranberry Retail Venture DSTInlandRetail9.91.58x6.1%
Cranberry Square
Pittsburgh, PA
Syndicated EquitiesOther4.51.69x12.2%
Creekside Village
Chattanooga, TN
BluerockMultifamily4.02.27x14.8%
Cross Creek
Phoenix, AZ
Walton Global HoldingsLand9.4-0.9%
Crowne Plaza – North Charleston, SC
N. Charleston, SC
Peachtree GroupHotel2.91.92x26.9%
CS1031 Bedford Parke Apartments, DST
Warner Robins, GA
Capital SquareMultifamily5.32.00x15.8%
CS1031 Bellemeade Apartments, DST
Leesburg, VA
Capital SquareMultifamily5.61.37x6.6%
CS1031 Canopy Apartments, DST
San Antonio, TX
Capital SquareMultifamily5.51.78x12.4%
CS1031 Crossroads Apartments, DST
Phoenix, AZ
Capital SquareMultifamily2.31.45x18.4%
CS1031 Fairway View Apartments, DST
Atlanta, GA (suburb)
Capital SquareMultifamily4.11.92x19.2%
CS1031 Hickory Creek Apartments, DST
Richmond, VA (suburb)
Capital SquareMultifamily3.51.63x16.4%
CS1031 High Ridge Apartments, DST
Athens, GA
Capital SquareMultifamily6.52.26x15.5%
CS1031 Ivy Commons Apartments, DST
Marietta, GA
Capital SquareMultifamily4.22.02x20.2%
CS1031 Kay Alexander Pointe Apartments, DST
Jacksonville, FL
Capital SquareMultifamily4.52.61x25.8%
CS1031 Kay Maple Springs Apartments, DST
Richmond, VA
Capital SquareMultifamily4.41.67x13.9%
CS1031 Olde Towne Lofts Apartments, DST
Petersburg, VA
Capital SquareMultifamily6.51.53x7.8%
CS1031 Richmond VA Apartments, DST
Chesterfield County, VA
Capital SquareMultifamily5.21.56x10.1%
CS1031 Saltmeadow Bay Apartments, DST
Virginia Beach, VA
Capital SquareMultifamily3.61.82x20.1%
CS1031 Woodshire Apartments, DST
Virginia Beach, VA
Capital SquareMultifamily4.01.60x13.9%
CSRA Ashford Club Apartments, DST
Tallahassee, FL
Capital SquareMultifamily6.01.70x10.9%
CSRA Bridgeview Apartments, DST
Tampa, FL
Capital SquareMultifamily4.81.72x13.5%
CSRA Candleglow Apartments, DST
Tampa, FL
Capital SquareMultifamily5.32.53x21.3%
CSRA Galeria Del Rio, DST
Tucson, AZ
Capital SquareMultifamily5.32.22x18.1%
CSRA Perry Place Apartments, DST
Richmond, VA
Capital SquareMultifamily4.81.44x8.7%
Curtis Hotel
Denver, CO
Syndicated EquitiesOther2.81.44x14.2%
Customs & Border Patrol
Atlanta, GA
Syndicated EquitiesOther6.81.95x10.4%
CVS
Weeki Wachee, FL
Syndicated EquitiesOther10.02.21x8.2%
CW Pharmacy I DSTInlandRetail6.91.60x6.2%
CX Retreat at the Park, DST
Burlington, NC
Carter ExchangeMultifamily5.71.55x8.0%
CX Station at Poplar Tent, DST
Concord, NC
Carter ExchangeMultifamily2.91.70x19.9%
CX Station at Savannah Quarters, DST
Pooler, GA
Carter ExchangeMultifamily2.82.01x32.3%
Cypress Park
Orlando, FL
DenholtzIndustrial4.21.95x19.3%
Dallas MSA Multifamily DSTInlandMultifamily3.91.26x6.8%
Dallas Multifamily DSTInlandMultifamily4.81.17x3.7%
DC MSA Retail DSTInlandRetail9.91.94x8.8%
Deer Hills I
Rockford, IL
Walton Global HoldingsLand6.00.13x-28.7%
Deer Hills II
Rockford, IL
Walton Global HoldingsLand6.00.17x-25.5%
Deer Park 1031 DSTInlandIndustrial9.30.68x-6.8%
Deercross Apartments
Indianapolis, IN
BluerockMultifamily1.31.14x11.3%
Deerwood Apartments
Houston, TX
BluerockMultifamily1.31.09x11.8%
Denim
Scottsdale, AZ
BluerockMultifamily3.23.24x52.8%
Denver MSA Multifamily DSTInlandMultifamily1.81.39x21.8%
Denver MSA Multifamily II DSTInlandMultifamily4.31.43x9.5%
Denver Multifamily Portfolio DSTInlandMultifamily3.61.31x8.7%
Dollar General – Charlotte, NC
Charlotte, NC
Four Springs CapitalRetail2.01.15x7.8%
Dollar General – Eden, NC
Eden, NC
Four Springs CapitalRetail1.51.18x8.0%
Dollar General – Elizabeth City, NC
Elizabeth City, NC
Four Springs CapitalRetail1.71.13x7.5%
Dollar General – Fort Braden, FL
Fort Braden, FL
Four Springs CapitalRetail1.11.07x7.0%
Dollar General – Midway, GA
Midway, GA
Four Springs CapitalRetail2.21.17x7.8%
Dollar General – Pensacola, FL
Pensacola, FL
Four Springs CapitalRetail0.91.06x7.0%
Dollar General – Savannah, GA
Savannah, GA
Four Springs CapitalRetail1.31.09x7.3%
Dollar General – Winter Haven, FL
Winter Haven, FL
Four Springs CapitalRetail1.81.14x7.7%
Domain at the One Forty
Garland, TX
BluerockMultifamily6.42.00x12.9%
DoubleTree – Biloxi, MS
Biloxi, MS
Peachtree GroupHotel8.12.19x11.1%
DoubleTree & Embassy Suites
Rosemont, IL
Syndicated EquitiesOther2.00.32x-43.6%
Downers Grove Retail DSTInlandRetail11.01.75x6.3%
East Coast Wholesale DSTInlandRetail5.81.56x9.5%
Edenwood
Atlanta, GA
Walton Global HoldingsLand7.92.42x30.0%
Elan Apartments
Austin, TX
BluerockMultifamily1.82.23x76.8%
Element
Las Vegas, NV
BluerockMultifamily3.33.25x48.9%
Elm Creek - Dev LP
Dallas-Fort Worth, TX
Walton Global HoldingsLand12.11.52x3.5%
Elm Creek - LP
Dallas-Fort Worth, TX
Walton Global HoldingsLand12.11.54x3.6%
Embassy Suites – Williamsburg, VA
Williamsburg, VA
Peachtree GroupHotel4.31.41x8.7%
Enclave at Rivergate
Charlotte, NC
PasscoMultifamily6.02.01x12.3%
Encore at the Park
Durham, NC
PasscoMultifamily5.01.61x10.0%
Encore Chandler Development
Chandler, AZ
BluerockMultifamily1.81.30x55.2%
Enders Place
Orlando, FL
BluerockMultifamily7.71.96x19.4%
EOS
Orlando, FL
BluerockMultifamily2.51.77x26.6%
Escondida
Riverside, CA
Walton Global HoldingsLand8.71.57x8.0%
Estates at Crossroads
Duluth, GA
PasscoMultifamily6.03.17x21.2%
Estates at Perimeter
Augusta, GA
BluerockMultifamily4.21.25x2.5%
Fairfield Inn – Valdosta, GA
Valdosta, GA
Peachtree GroupHotel3.72.11x27.0%
Fairfield Inn & Suites – Indianapolis, IN
Indianapolis, IN
Peachtree GroupHotel11.73.32x13.5%
Fairfield Inn & Suites – Lewisville, TX
Lewisville, TX
Peachtree GroupHotel1.21.69x55.3%
Falcon Three Pak
Various, NJ
DenholtzIndustrial9.09.50x33.2%
Falls at Forsyth
Cumming, GA
BluerockMultifamily2.80.90x29.7%
Family Dollar – Memphis, TN
Memphis, TN
Four Springs CapitalRetail0.41.03x7.1%
Family Dollar – Milledgeville, GA
Milledgeville, GA
Four Springs CapitalRetail0.51.04x7.8%
Family Dollar – Verona, PA
Verona, PA
Four Springs CapitalRetail0.91.06x7.2%
Fashion Outlet Center
Las Vegas, NV
Syndicated EquitiesOther3.40.19x-38.4%
Fashion Outlet Center
Rosemont, IL
Syndicated EquitiesOther5.73.97x27.5%
Fields at Walnut Creek
Atlanta, GA
Walton Global HoldingsLand7.71.02x0.2%
Five Pak
Various (FL & IL)
DenholtzOffice5.01.54x10.2%
FL & IND TT LLC (Investcorp Portfolio)
Various (FL & NJ)
DenholtzIndustrial3.11.76x24.1%
FL-NY Multifamily Portfolio DSTInlandMultifamily5.82.19x16.3%
Flatiron Athletic Club
Broomfield, CO
Syndicated EquitiesOther13.60.22x-10.5%
Fort Myers Multifamily DSTInlandMultifamily5.51.37x6.5%
Four Corners
Orlando, FL
BluerockMultifamily3.41.66x22.4%
Four Seasons Hotel
Austin, TX
Syndicated EquitiesOther5.91.94x12.0%
Fox Hill
Austin, TX
BluerockMultifamily2.01.62x19.2%
FSC AS Jonesboro AR, DST
Academy Sports
Four Springs CapitalRetail7.02.44x6.3%
FSC AS Mt. Juliet TN, DST
Academy Sports
Four Springs CapitalRetail7.82.37x4.8%
FSC BJ Tilton NH, DST
BJ's Wholesale Club
Four Springs CapitalRetail8.22.64x7.7%
FSC GM Lebanon IN, DST
Gander Mountain (bankrupt; reworkout)
Four Springs CapitalIndustrial11.62.42x3.7%
FSC Healthcare II, DST
Medical Office tenant
Four Springs CapitalHealthcare7.32.41x5.6%
FSC MRC Odessa TX, DST
MRC Global
Four Springs CapitalIndustrial8.52.79x9.3%
Ft. Collins Multifamily III DSTInlandMultifamily5.11.67x11.8%
Ft. Collins Multifamily Portfolio DSTInlandMultifamily5.51.66x10.3%
Fuddruckers
Thornton, CO
AEI Capital CorporationNet Lease10.71.24x8.9%
Garden Ridge
Conroe, TX
AEI Capital CorporationNet Lease2.91.08x6.6%
Garrett Sagewood
Riverside, CA
Walton Global HoldingsLand2.81.15x7.7%
Georgetown Crossing
Savannah, GA
BluerockMultifamily2.21.22x11.4%
Gingham's
St. Charles, MO
AEI Capital CorporationNet Lease23.32.27x9.2%
Glen at Alexander
Augusta, GA
PasscoMultifamily7.01.97x10.2%
Glenmore Commerce Court
Calgary, Alberta
Time EquitiesOffice2.82.40x56.1%
Glenwood
Atlanta, GA
BluerockMultifamily5.71.38x6.9%
Grand at Westside
Kissimmee, FL
BluerockMultifamily4.51.55x15.2%
Grand Chute DSTInlandRetail11.51.92x8.6%
Grand Dominion
San Antonio, TX
BluerockMultifamily4.91.38x11.6%
Grayson - Garland Heights 1
Dallas-Fort Worth, TX
Walton Global HoldingsLand3.20.49x-20.1%
Grayson - Silver Crossing
Dallas-Fort Worth, TX
Walton Global HoldingsLand3.20.49x-20.1%
Grayson - South Grayson
Dallas-Fort Worth, TX
Walton Global HoldingsLand3.20.52x-18.6%
Greenway Trails
Dallas-Fort Worth, TX
Walton Global HoldingsLand5.02.50x29.8%
Greenwood Reserve
Olathe, KS
PasscoMultifamily5.02.03x15.2%
Griffin Capital (Heritage - Bedford, NH) DST (Estimated)
Bedford, NH
Griffin CapitalMultifamily5.61.70x12.8%
Griffin Capital (South Beach - Vegas) DST
Las Vegas, NV
Griffin CapitalMultifamily3.21.73x23.3%
Grove at Waterford
Hendersonville, TN
BluerockMultifamily2.61.34x35.0%
Grove Village
Atlanta, GA
Walton Global HoldingsLand1.82.92x87.4%
GSA FBI/NARA Portfolio DST
Portland OR; Brooklyn Center MN; Sycamore OH; St. Louis MO
Net Lease Capital AdvisorsGovernment Lease7.61.60x6.4%
GSA SSA Birmingham DST
Birmingham, AL
Net Lease Capital AdvisorsGovernment Lease12.22.64x8.3%
Gulfshore Apartment Homes
Naples, FL
BluerockMultifamily6.81.16x27.5%
Hampton Inn – Corydon, IN
Corydon, IN
Peachtree GroupHotel7.31.36x4.7%
Hampton Inn – Milledgeville, GA
Milledgeville, GA
Peachtree GroupHotel3.21.85x23.2%
Hampton Inn – Okeechobee, FL
Okeechobee, FL
Peachtree GroupHotel0.72.18x207.1%
Hampton Inn – Pell City, AL
Pell City, AL
Peachtree GroupHotel7.01.58x8.4%
Hampton Inn – Starkville, MS
Starkville, MS
Peachtree GroupHotel14.53.04x16.9%
Hampton Inn & Suites – East Point, GA
East Point, GA
Peachtree GroupHotel2.51.89x30.8%
Hampton Inn & Suites – Lake Mary, FL
Lake Mary, FL
Peachtree GroupHotel2.52.06x32.9%
Hampton Inn & Suites – Orlando, FL
Orlando, FL
Peachtree GroupHotel2.21.98x38.6%
Harmony Hills
Atlanta, GA
Walton Global HoldingsLand2.91.88x27.2%
Haven at West Melbourne
Brevard, FL
PasscoMultifamily4.02.00x19.0%
Healthcare Portfolio DSTInlandHealthcare8.01.39x5.6%
Helios
Atlanta, GA
BluerockMultifamily4.71.89x6.4%
Henry Ford Health – OptimEyes
Southfield, MI
Syndicated EquitiesOther4.81.55x9.5%
Heritage Point
Atlanta, GA
Walton Global HoldingsLand8.22.26x12.5%
Hillsboro
Nashville, TN
BluerockMultifamily3.02.19x25.1%
Hillsboro 1031 DSTInlandRetail8.41.34x4.8%
Hilton Garden Inn – Overland Park, KS
Overland Park, KS
Peachtree GroupHotel2.51.85x29.2%
Hilton Garden Inn – Tupelo, MS
Tupelo, MS
Peachtree GroupHotel8.42.09x21.8%
Holiday Inn
New Orleans, LA
Syndicated EquitiesOther6.30.30x-17.3%
Holiday Inn – Franklin, TN
Brentwood, TN
Peachtree GroupHotel4.31.29x8.4%
Holiday Inn Express – Pell City, AL
Pell City, AL
Peachtree GroupHotel6.91.58x8.6%
Hollywood Video
Saraland, AL
AEI Capital CorporationNet Lease10.41.27x6.8%
HomeTown Buffet
Albuquerque, NM
AEI Capital CorporationNet Lease20.21.64x6.2%
Homewood Suites – Durham, NC
Durham, NC
Peachtree GroupHotel2.21.87x33.7%
Horizon Center
Hamilton, NJ
DenholtzIndustrial4.01.42x10.0%
Howard Avenue
Franklin Township, NJ
DenholtzIndustrial0.93.92x290.5%
Huffman Koos Livingston Property
Livingston, NJ
Time EquitiesRetail3.21.68x18.9%
Hunt Club Equities LLC
Madison, WI
Time EquitiesMultifamily7.93.03x20.6%
Hunt County
Dallas-Fort Worth, TX
Walton Global HoldingsLand4.60.88x-2.8%
Hunter's Pointe
Pensacola, FL
BluerockMultifamily1.81.20x11.4%
Hyatt Place – Jacksonville, FL
Jacksonville, FL
Peachtree GroupHotel3.71.97x20.7%
Indian Springs
El Paso, TX
BluerockMultifamily4.10.98x-0.5%
Indianapolis Multifamily DSTInlandMultifamily6.01.17x3.1%
Industrial Way
Eatontown, NJ
DenholtzIndustrial4.01.68x15.1%
Jacksonville Multifamily DSTInlandMultifamily4.41.28x6.4%
James on South First
Austin, TX
BluerockMultifamily4.21.91x17.4%
Jared
Hazelwood, MO
AEI Capital CorporationNet Lease15.71.22x6.9%
Jefferson Place
Frederick, MD
BluerockMultifamily7.01.57x8.4%
Johns Hopkins Applied Physics Lab
Laurel, MD
Syndicated EquitiesOther11.71.95x5.9%
Kenwood Village
Washington, DC
Walton Global HoldingsLand7.71.09x1.1%
Kimberlin Heights - Dev LP
Dallas-Fort Worth, TX
Walton Global HoldingsLand11.61.49x3.5%
Kimberlin Heights - LP
Dallas-Fort Worth, TX
Walton Global HoldingsLand11.61.53x3.7%
KinderCare
Ballwin, MO
AEI Capital CorporationNet Lease8.81.45x7.1%
KinderCare
Ft. Worth, TX
AEI Capital CorporationNet Lease20.12.74x7.4%
KinderCare / Children's World
De Pere, WI
AEI Capital CorporationNet Lease14.81.89x7.6%
KinderCare / Children's World
West Bridgewater, MA
AEI Capital CorporationNet Lease14.01.83x7.1%
KinderCare / Children's World
Colorado Springs, CO
AEI Capital CorporationNet Lease15.32.05x8.0%
KinderCare / Children's World
Monument, CO
AEI Capital CorporationNet Lease12.51.35x7.3%
KinderCare / Children's World
Houston, TX
AEI Capital CorporationNet Lease14.62.23x7.7%
KinderCare / Children's World
Twinsburg, OH
AEI Capital CorporationNet Lease14.72.13x7.3%
Kingsbury Apartments
St. Louis, MI
Time EquitiesMultifamily3.11.68x13.9%
Lafayette Multifamily DSTInlandMultifamily9.91.46x4.4%
Laguna Park Equities Group
Stockton, CA
Time EquitiesMultifamily4.92.04x18.4%
Lake Alfred
Lakeland, FL
Walton Global HoldingsLand5.51.51x15.3%
Lakewood Springs
Chicago, IL
Walton Global HoldingsLand6.01.34x8.0%
Lansbrook
Palm Harbor, FL
BluerockMultifamily3.11.85x16.4%
Le Meridien Hotel
Chicago, IL
Syndicated EquitiesOther1.01.69x68.6%
Legacy at Acworth
Acworth, GA
Syndicated EquitiesOther3.91.54x11.7%
Legends at Indian Springs
Louisville, KY
PasscoMultifamily6.02.06x12.8%
Legends at Wolfchase
Memphis, TN
PasscoMultifamily7.01.86x9.2%
Leigh House
Raleigh, NC
BluerockMultifamily3.71.94x8.7%
Liberty Lofts + Midtown Urban Portfolio
Fort Worth & Arlington, TX
BridgeviewStudent Housing2.41.60x22.6%
Liberty Park
Atlanta, GA
Walton Global HoldingsLand7.92.46x45.0%
Lively at Carolina Forest
Myrtle Beach, SC
PasscoMultifamily4.02.14x21.0%
Lone Oak
Round Rock, TX
PasscoMultifamily5.01.51x8.6%
Longitude 81
Estero, FL
PasscoMultifamily6.02.18x13.9%
Longitude 82
Sarasota, FL
PasscoMultifamily4.01.82x16.1%
Lost Creek Sub.
Atlanta, GA
Walton Global HoldingsLand7.92.12x27.5%
Louisville Multifamily DSTInlandMultifamily5.01.41x8.4%
Lower Broadway
San Antonio, TX
BluerockMultifamily1.21.30x98.5%
LSC-AM MC2, DSTLivingston Street CapitalIndustrial7.01.50x6.0%
LSC-BIO HC1, DSTLivingston Street CapitalHealthcare4.21.46x9.3%
LSC-FAUR MC3, DSTLivingston Street CapitalOffice2.71.28x9.7%
LSC-UKHS HC2, DSTLivingston Street CapitalHealthcare2.91.29x9.1%
Luxe
Scottsdale, AZ
PasscoMultifamily4.01.35x7.7%
Lynd Portfolio (Mesa Ridge / Meadows / Stratford)
San Antonio & Austin, TX
BluerockMultifamily3.01.91x17.5%
Macon Office DSTInlandOffice11.81.69x6.9%
Madison Lakes Sub.
Atlanta, GA
Walton Global HoldingsLand7.01.26x3.5%
Marcus Pointe
Pensacola, FL
PasscoMultifamily6.01.97x11.9%
Marie Callender's
Gresham, OR
AEI Capital CorporationNet Lease12.91.10x4.8%
Mariner Grove
Savannah, GA
PasscoMultifamily5.02.55x20.6%
Marisol
Viera, FL
PasscoMultifamily8.02.04x9.3%
Marquis Portfolio (Stone Oak / Crown Ridge / TPC / Cascades)
San Antonio & Tyler, TX
BluerockMultifamily2.81.42x12.6%
Marriott Courtyard
West Des Moines, IA
Syndicated EquitiesOther3.90.12x-41.6%
Marriott Courtyard
Indianapolis, IN
Syndicated EquitiesOther3.40.07x-54.6%
Marriott Fairfield Inn
Milwaukee, WI
Syndicated EquitiesOther4.70.08x-41.8%
Marriott Residence Inn
Alexandria, VA
Syndicated EquitiesOther10.10.87x-1.4%
Marriott TownePlace Suites
Indianapolis, IN
Syndicated EquitiesOther6.00.45x-12.5%
Mars Petcare
Columbus, OH
Syndicated EquitiesOther4.51.69x12.2%
MDA City
Chicago, IL
BluerockMultifamily4.52.32x19.9%
Meadowmont
Chapel Hill, NC
BluerockMultifamily3.52.41x24.5%
Meadows at Home Place
Prattville, AL
PasscoMultifamily7.01.75x8.3%
Medical Office Portfolio DSTInlandHealthcare3.81.42x10.9%
Merit Medical
Pearland, TX
Syndicated EquitiesOther4.51.94x15.7%
Merivale Shopping Center
Ottawa, Canada
Time EquitiesRetail4.51.76x27.4%
Merritt at Sugarloaf
Duluth, GA
PasscoMultifamily4.02.04x19.6%
Mesa Ridge
San Antonio, TX
BluerockMultifamily5.71.53x9.6%
Metropolitan Place Retail
Chicago, IL
Syndicated EquitiesOther9.01.78x6.6%
Miami Office DSTInlandOffice10.21.13x1.8%
Milwaukee MSA Multifamily Portfolio DSTInlandMultifamily7.61.55x7.0%
Mimi's Café
Kansas City, MO
AEI Capital CorporationNet Lease11.81.04x5.1%
Mira Vista
Austin, TX
BluerockMultifamily1.81.21x10.4%
Modesto Retail Center DSTInlandRetail4.21.22x5.7%
Monte Verde - RUC
Phoenix, AZ
Walton Global HoldingsLand3.51.23x6.1%
Moody DFW DSTMoody NationalMultifamily5.12.00x14.6%
Moody Village One DSTMoody NationalMultifamily4.2
Moreno Valley
Riverside, CA
Walton Global HoldingsLand2.41.13x7.8%
Motif
Fort Lauderdale, FL
BluerockMultifamily6.31.68x8.3%
Mt. Pleasant Retail Venture DSTInlandRetail8.81.84x9.2%
Multifamily 1 – Van Mark Creek ApartmentsExchangeRightMultifamily3.91.29x7.3%
Multifamily 2 – Mira Bella and San Martin ApartmentsExchangeRightMultifamily4.31.29x6.8%
Multifamily 3 – Lakeside at Arbor Place ApartmentsExchangeRightMultifamily3.21.35x11.1%
Multifamily 4 – North Austin Apartment PortfolioExchangeRightMultifamily4.21.29x6.8%
Multifamily 5 – Crystal Lake Florida ApartmentsExchangeRightMultifamily2.61.22x8.5%
Multifamily 6 – El Paso Apartment PortfolioExchangeRightMultifamily3.81.55x14.5%
Naperville Retail Center DSTInlandRetail3.11.49x15.2%
Naples Multifamily DSTInlandMultifamily1.91.44x23.1%
National Archives & Records
Riverside, CA
Syndicated EquitiesOther10.11.41x3.5%
National Fire & Resource
Tucson, AZ
Syndicated EquitiesOther10.11.56x4.5%
National Net Lease Portfolio V DSTInlandRetail9.11.20x2.7%
National Retail Portfolio Venture DSTInlandRetail10.31.75x7.3%
Navigator Villas
Pasco, WA
BluerockMultifamily4.72.16x14.8%
Net-Leased Portfolio 1ExchangeRightNet Lease7.41.46x9.4%
Net-Leased Portfolio 10ExchangeRightNet Lease7.21.52x7.3%
Net-Leased Portfolio 11ExchangeRightNet Lease6.71.46x6.8%
Net-Leased Portfolio 12ExchangeRightNet Lease3.71.25x7.0%
Net-Leased Portfolio 13ExchangeRightNet Lease4.21.31x7.3%
Net-Leased Portfolio 14ExchangeRightNet Lease4.31.29x6.8%
Net-Leased Portfolio 15ExchangeRightNet Lease4.71.30x6.5%
Net-Leased Portfolio 16ExchangeRightNet Lease4.81.34x7.1%
Net-Leased Portfolio 17ExchangeRightNet Lease4.91.34x7.0%
Net-Leased Portfolio 18ExchangeRightNet Lease4.71.31x6.7%
Net-Leased Portfolio 19ExchangeRightNet Lease4.71.32x6.9%
Net-Leased Portfolio 2ExchangeRightNet Lease7.11.65x9.2%
Net-Leased Portfolio 21ExchangeRightNet Lease4.41.30x6.7%
Net-Leased Portfolio 22ExchangeRightNet Lease5.21.34x6.4%
Net-Leased Portfolio 28ExchangeRightNet Lease5.41.35x7.0%
Net-Leased Portfolio 3ExchangeRightNet Lease7.61.69x9.1%
Net-Leased Portfolio 4ExchangeRightNet Lease7.51.58x7.7%
Net-Leased Portfolio 5ExchangeRightNet Lease7.81.57x7.3%
Net-Leased Portfolio 6ExchangeRightNet Lease7.91.60x7.7%
Net-Leased Portfolio 7ExchangeRightNet Lease7.41.57x7.8%
Net-Leased Portfolio 8ExchangeRightNet Lease4.71.36x7.7%
Net-Leased Portfolio 9ExchangeRightNet Lease7.41.53x7.2%
New York Grocery DSTInlandRetail3.80.76x-8.3%
New York Power DSTInlandIndustrial10.51.93x8.6%
North Park Towers
Southfield, MI
BluerockMultifamily9.80.25x-11.6%
NorthShore University HealthSystem
Bannockburn, IL
Syndicated EquitiesOther9.31.83x6.7%
Norwalk Office Building
Norwalk, CA
Syndicated EquitiesOther15.01.26x1.6%
Note 16
Nashville, TN
BluerockMultifamily1.21.77x44.5%
Novel Perimeter
Atlanta, GA
BluerockMultifamily4.01.40x10.0%
NREA Adair DSTNexPointMultifamily4.51.70x17.1%
NREA Estates DSTNexPointMultifamily3.82.00x28.8%
NREA Meritage DSTNexPointMultifamily5.71.24x4.6%
O'Reilly Automotive – Atmore, AL
Atmore, AL
Four Springs CapitalRetail0.61.04x6.5%
Oak Springs
Atlanta, GA
Walton Global HoldingsLand2.21.75x34.7%
Omaha Headquarters Ventures DSTInlandOffice9.51.10x1.6%
Orange City Apartments
Orange City, FL
BluerockMultifamily1.21.25x98.8%
Orlando Student Housing DSTInlandStudent Housing2.71.28x10.5%
Outlook at Greystone
Birmingham, AL
BluerockMultifamily5.01.21x22.0%
Park and Kingston
Charlotte, NC
BluerockMultifamily5.62.37x17.5%
Park Creek Steeple Multifamily DSTInlandMultifamily6.42.92x20.2%
Park on the Square
Pensacola, FL
BluerockMultifamily2.21.23x11.4%
Parkcrest Landings
Bradenton, FL
PasscoMultifamily7.02.04x10.7%
Parkway Commerce Center
Orlando, FL
DenholtzIndustrial2.21.40x17.7%
Peak at University Parkway
Atlanta, GA
Walton Global HoldingsLand14.41.07x0.4%
Peak Housing Operating Partnership
Dallas, TX
BluerockMultifamily3.71.23x9.5%
Pearce at Pavilion
Riverview, FL
PasscoMultifamily6.01.73x9.6%
Pearland Multifamily DSTInlandMultifamily4.81.27x5.6%
Pharmacy Portfolio III DSTInlandRetail10.92.98x10.5%
Pharmacy Portfolio IV DSTInlandRetail10.62.70x10.0%
Pharmacy Sale Leaseback DSTInlandRetail9.51.69x7.6%
Pharmacy Sale Leaseback II DSTInlandRetail7.51.57x7.2%
Picacho View 1
Phoenix, AZ
Walton Global HoldingsLand2.80.62x-15.6%
Picacho View 2
Phoenix, AZ
Walton Global HoldingsLand2.80.58x-17.6%
Picacho View 3
Phoenix, AZ
Walton Global HoldingsLand2.80.62x-15.6%
Pine Lakes Preserve
Port St. Lucie, FL
BluerockMultifamily5.84.14x41.7%
Pinellas Business Center
St. Petersburg, FL
DenholtzIndustrial8.91.51x14.9%
Piney Lake
Denver, CO
Walton Global HoldingsLand5.91.81x13.0%
Placerville Equities LLC
Rancho Cordova, CA
Time EquitiesOffice7.02.63x17.8%
Plantation Park
Lake Jackson, TX
BluerockMultifamily3.00.59x-19.4%
Plaza at the Pointe
Pittsburgh, PA
Syndicated EquitiesOther5.61.71x10.1%
Plaza Gardens
Overland Park, KS
BluerockMultifamily10.91.34x4.2%
PNS Grocery DSTInlandRetail4.21.24x6.1%
Point at Tamaya
Jacksonville, FL
PasscoMultifamily6.01.30x4.4%
Pointe Plaza Shopping Center
Niles, IL
Syndicated EquitiesOther2.51.17x6.5%
Preston View
Morrisville, NC
BluerockMultifamily2.61.16x6.8%
Prospect Drive Equities LLC
Rancho Cordova, CA
Time EquitiesOffice6.62.24x14.9%
Providence Trail
Mount Juliet, TN
BluerockMultifamily3.32.93x41.9%
Public Square Garage
Nashville, TN
Syndicated EquitiesOther9.30.39x-9.7%
Quinn35
Shrewsbury, MA
BluerockMultifamily5.21.49x9.7%
Ravinia Plaza Shopping Center
Orland Park, IL
Syndicated EquitiesOther3.11.31x9.0%
Red Oak Crossing
Dallas-Fort Worth, TX
Walton Global HoldingsLand12.81.34x3.4%
Renaissance Equities LLC
Oklahoma City, OK
Time EquitiesMultifamily2.7
Renew 3030
Mesa, AZ
BluerockMultifamily1.21.12x10.9%
Reserve Club
Atlanta, GA
Walton Global HoldingsLand6.01.43x8.0%
Residence Inn – Little Rock, AR
Little Rock, AR
Peachtree GroupHotel5.01.79x15.3%
Residence Inn – Southern Pines, NC
Southern Pines, NC
Peachtree GroupHotel6.51.91x11.3%
Retail Shopping Centers
Indiana & Kentucky
Syndicated EquitiesOther8.10.32x-13.2%
Reunion Apartments
Orlando, FL
BluerockMultifamily1.51.25x19.2%
Rio 21 and Texan 28 (UT)
Austin, TX
Syndicated EquitiesOther8.10.92x-1.0%
Rio Bravo
St. Paul, MN
AEI Capital CorporationNet Lease9.81.67x5.5%
Rite Aid
Youngstown, OH
Syndicated EquitiesOther16.02.60x6.2%
Rite Aid
Cicero, NY
AEI Capital CorporationNet Lease19.21.25x5.2%
River North Retail Development
Chicago, IL
Syndicated EquitiesOther6.91.21x2.8%
River Park
Charlotte, NC
Walton Global HoldingsLand5.51.05x1.0%
River Pointe
Charlotte, NC
Walton Global HoldingsLand6.02.07x39.4%
Riverbend West
Rockford, IL
Walton Global HoldingsLand6.00.19x-24.1%
Riverside
Jacksonville, FL
BluerockMultifamily5.51.60x11.0%
Riverside Apartments
Austin, TX
BluerockMultifamily2.01.18x13.1%
Riverstone Apartments
Kansas City, MO
Syndicated EquitiesOther3.31.50x13.1%
Riviera Beach
Riviera Beach, FL
DenholtzIndustrial3.41.29x7.8%
Roswell City Walk
Roswell, GA
BluerockMultifamily5.83.07x24.9%
RR-HV Venture Holdings DSTInlandOffice11.11.85x7.5%
Rush-Copley
Aurora, IL
Syndicated EquitiesOther9.80.42x-8.5%
San Antonio Multifamily DSTInlandMultifamily4.70.89x-2.9%
San Antonio Multifamily II DSTInlandMultifamily4.61.13x3.1%
Sandia Troon
Phoenix, AZ
Walton Global HoldingsLand4.51.31x8.0%
Sands Parc
Daytona Beach, FL
BluerockMultifamily4.31.60x16.2%
Scarborough Medical DSTInlandHealthcare9.52.12x10.2%
Schaumburg Childcare DSTInlandOffice9.31.29x3.2%
Sears Sterling
Lombard, IL
Syndicated EquitiesOther15.23.11x7.7%
Seasons at Pendergrass UDI
Atlanta, GA
Walton Global HoldingsLand0.91.18x19.1%
Seasons of Pendergrass
Atlanta, GA
Walton Global HoldingsLand1.73.22x130.7%
Sekani West
Spokane, WA
Walton Global HoldingsLand2.21.25x9.1%
Self-Storage Portfolio I DSTInlandSelf-Storage5.51.61x10.1%
Self-Storage Portfolio II DSTInlandSelf-Storage5.01.83x14.3%
Self-Storage Portfolio IV DSTInlandSelf-Storage4.61.76x14.7%
Self-Storage Portfolio V DSTInlandSelf-Storage6.81.93x10.4%
Sentry Office Building DBTInlandOffice17.62.29x9.9%
Severance Town Center
Cleveland Heights, OH
Syndicated EquitiesOther11.80.58x-4.5%
Shadow Ridge Growth Fund LP
LaVista, NE
Time EquitiesMultifamily13.12.70x15.6%
Sheraton – Jacksonville, FL
Jacksonville, FL
Peachtree GroupHotel3.42.20x28.2%
Shops of Beverly
Beverly, IL
Syndicated EquitiesOther11.60.56x-4.9%
Sierra Terrace
Atlanta, GA
BluerockMultifamily2.01.25x11.4%
Sierra Village
Atlanta, GA
BluerockMultifamily2.01.22x11.4%
Silver Star Commerce Center
Orlando, FL
DenholtzIndustrial3.42.12x29.0%
Social Security Administration
Valparaiso, IN
Syndicated EquitiesOther13.01.20x1.4%
Social Security Administration
Aurora, IL
Syndicated EquitiesOther12.61.40x2.7%
Social Security Administration
Fort Wayne, IN
Syndicated EquitiesOther12.71.53x3.4%
Social Security Administration
Worthington, OH
Syndicated EquitiesOther12.71.36x2.5%
Social Security Administration
Fort Smith, AR
Syndicated EquitiesOther12.21.57x3.8%
Social Security Administration
Whitehall, OH
Syndicated EquitiesOther12.91.51x3.2%
Social Security Administration
Indianapolis, IN
Syndicated EquitiesOther12.81.25x1.8%
Sonoma Pointe
Kissimmee, FL
BluerockMultifamily5.02.02x20.3%
Sorrel Phillips Creek / Sovereign Apartments (Portfolio)
Frisco & Fort Worth, TX
BluerockMultifamily3.81.39x10.3%
Southwest Colonial, DST
TX
Blue DoorSelf-Storage
Springhill Suites – San Antonio, TX
San Antonio, TX
Peachtree GroupHotel5.21.81x12.7%
Springhouse
Newport News, VA
BluerockMultifamily6.72.40x13.6%
Starboard Diagonal DST
Longmont, CO
Starboard Realty AdvisorsShopping Center10.11.10x0.9%
Starboard Mesa Ridge DST
Fountain, CO
Starboard Realty AdvisorsShopping Center7.41.57x6.3%
Starboard Metro DST
Atlanta, GA
Starboard Realty AdvisorsMultifamily3.31.28x7.8%
Starboard Mountain Ranch DST
Richland, WA
Starboard Realty AdvisorsMultifamily3.81.45x10.3%
Staybridge Suites
Mayfield, OH
Syndicated EquitiesOther5.40.14x-30.4%
Stone Falls of Ada
Ada, MI
Syndicated EquitiesOther3.71.92x19.5%
Stonebrook
Nashville, TN
BluerockMultifamily7.63.62x22.7%
Stonegate
Birmingham, AL
PasscoMultifamily6.01.45x6.4%
Student Housing Development
Carbondale, IL
Syndicated EquitiesOther1.31.13x9.8%
Student Housing Development
Ottawa, Canada
Syndicated EquitiesOther2.41.36x13.7%
Sun Microsystems DST
San Jose, CA
Net Lease Capital AdvisorsOffice12.73.97x11.5%
Sundance Creek
McDonough, GA
PasscoMultifamily6.02.01x12.3%
Sunshine Industrial - Dev LP
Phoenix, AZ
Walton Global HoldingsLand13.90.85x-1.2%
Sunshine Industrial - LP
Phoenix, AZ
Walton Global HoldingsLand13.90.89x-0.8%
Taco Cabana
Waco, TX
AEI Capital CorporationNet Lease13.92.53x9.8%
Taco Cabana
San Antonio, TX
AEI Capital CorporationNet Lease13.22.13x10.0%
Tech Ridge
Austin, TX
BluerockMultifamily2.52.18x28.2%
TEI Peachtree 25th TIC
Atlanta, GA
Time EquitiesOffice9.71.16x4.2%
The Ashford
Atlanta, GA
BluerockMultifamily1.92.05x30.4%
The Brodie
Austin, TX
BluerockMultifamily5.83.41x24.9%
The Commons on Anniston
Jacksonville, FL
BluerockMultifamily2.21.23x11.4%
The Conley
Leander, TX
BluerockMultifamily2.41.25x13.0%
The Cottages at Warner Robins
Warner Robins, GA
BluerockMultifamily2.01.25x12.5%
The DeSota
Sarasota, FL
BluerockMultifamily3.91.26x13.1%
The District at Scottsdale
Scottsdale, AZ
BluerockMultifamily1.61.40x25.2%
The Georgian Sub.
Atlanta, GA
Walton Global HoldingsLand7.92.14x21.2%
The Hartley at Blue Hill Loan
Chapel Hill, NC
BluerockMultifamily2.21.21x11.5%
The Ivy
Orlando, FL
PasscoMultifamily5.01.17x3.1%
The Lexington
Nashville, TN
PasscoMultifamily5.01.52x8.7%
The Mills
Greenville, SC
BluerockMultifamily4.93.15x29.7%
The Overlook
Antioch, TN
PasscoMultifamily5.01.56x9.3%
The Parker
Fairfax County, VA
PasscoMultifamily5.01.36x6.3%
The Preserve at Henderson Beach
Destin, FL
BluerockMultifamily6.64.80x34.8%
The Reserve at Palmer Ranch
Sarasota, FL
BluerockMultifamily5.53.46x22.2%
The Reserve at Palmer Ranch (II)
Sarasota, FL
BluerockMultifamily1.31.16x12.3%
The Ridges at Concord
Charlotte, NC
Walton Global HoldingsLand3.21.10x3.7%
The Riley
Richardson, TX
BluerockMultifamily1.61.19x11.9%
The Sanctuary
Las Vegas, NV
BluerockMultifamily3.23.01x44.4%
The Shelby
Alexandria, VA
PasscoMultifamily5.01.26x4.7%
The Stratford
Cary, NC
BluerockMultifamily1.41.49x22.9%
The Vista & Willow Creek
Portage and Battle Creek, MI
Syndicated EquitiesOther2.21.19x8.2%
The Woods at Forrest Hill
Forrest Hill, TX
BluerockMultifamily3.01.15x14.4%
Thornton Flats
Austin, TX
BluerockMultifamily2.21.18x9.3%
Timber Hollow Apartments
Fairfield, OH
Syndicated EquitiesOther5.01.47x8.1%
Timber Lodge
Rochester, MN
AEI Capital CorporationNet Lease10.11.21x6.8%
Timber Lodge
St. Cloud, MN
AEI Capital CorporationNet Lease13.61.21x5.8%
Tortosa
Phoenix, AZ
Walton Global HoldingsLand6.21.30x5.0%
Tractor Supply
Bristol, VA
AEI Capital CorporationNet Lease22.93.49x9.5%
Tumbleweed
Chillicothe, OH
AEI Capital CorporationNet Lease9.21.62x8.8%
Tumbleweed
Columbus, OH
AEI Capital CorporationNet Lease11.21.43x7.4%
Turner Crest
Dallas-Fort Worth, TX
Walton Global HoldingsLand7.01.72x7.8%
Twenty25
Kennesaw, GA
PasscoMultifamily7.03.84x21.2%
Two Blocks
Dunwoody, GA
PasscoMultifamily5.02.11x16.1%
Two Park Office Building
Milwaukee, WI
Syndicated EquitiesOther2.61.02x0.8%
Two Somerset Executive
Somerset, NJ
DenholtzOffice2.21.76x30.7%
U-Like Buffet / HomeTown Buffet
Tucson, AZ
AEI Capital CorporationNet Lease23.31.74x5.9%
United Healthcare Portfolio
Las Vegas, NV
Syndicated EquitiesOther5.81.48x7.0%
University Corporate Center
Winter Park, FL
DenholtzIndustrial5.42.43x22.5%
USA Self Storage I, DST
GA, NC, TX
Blue DoorSelf-Storage
Valley Townhomes
Puyallup, WA
BluerockMultifamily11.31.78x9.4%
Veranda at Centerfield
Houston, TX
BluerockMultifamily4.22.03x23.1%
Veranda at Norton Commons
Prospect, KY
PasscoMultifamily6.02.27x14.6%
Verano
Riverside, CA
Walton Global HoldingsLand1.71.10x7.9%
Vicker's Historic Roswell
Roswell, GA
BluerockMultifamily4.61.36x8.5%
Village Green
Ann Arbor, MI
BluerockMultifamily4.42.25x8.0%
Villager Square LLC
Littleton, CO
Time EquitiesRetail9.63.19x17.2%
Villages at Cypress Creek
Houston, TX
BluerockMultifamily5.11.87x24.6%
Villas at Oak Crest
Chattanooga, TN
BluerockMultifamily3.41.33x14.0%
Vinings at Laurel Creek
Greenville, SC
PasscoMultifamily7.01.97x10.2%
Viscoe Road TIC
Radford, VA
Time EquitiesIndustrial9.00.00x
Visions Drive 1031 DSTInlandOffice14.21.71x5.6%
Vista Bonita Residential
Phoenix, AZ
Walton Global HoldingsLand1.61.33x18.5%
Vista Ranch
Phoenix, AZ
Walton Global HoldingsLand8.61.13x1.4%
Volkswagen Distribution Facility
Libertyville, IL
Syndicated EquitiesOther8.31.45x4.6%
Voyager at Space Center
Nassau Bay, TX
PasscoMultifamily4.01.31x7.1%
Vue21
Colorado Springs, CO
PasscoMultifamily5.01.97x14.5%
Wakefield Glen
Raleigh, NC
PasscoMultifamily5.01.28x5.0%
Walgreens
Hickory Hills, IL
Syndicated EquitiesOther4.61.68x11.8%
Walgreens
Clarkston, MI
Syndicated EquitiesOther9.91.99x7.2%
Walgreens
Pueblo, CO
Syndicated EquitiesOther10.11.96x6.9%
Walgreens
Amarillo, TX
Syndicated EquitiesOther9.81.79x6.1%
Walgreens
Chicago, IL
Syndicated EquitiesOther11.02.14x7.1%
Walgreens
Darien, IL
Syndicated EquitiesOther12.11.78x4.9%
Walgreens
Chicago Heights, IL
Syndicated EquitiesOther9.91.72x5.6%
Walgreens
Alexandria, MN
Syndicated EquitiesOther5.01.44x7.5%
Walgreens
Del City, OK
Syndicated EquitiesOther24.35.59x7.3%
Walgreens Center
Sullivan, MO
Syndicated EquitiesOther9.30.90x-1.1%
Walker House Apartments
Gaithersburg, MD
Syndicated EquitiesOther3.91.62x13.3%
Water's Edge
Pensacola, FL
BluerockMultifamily1.81.22x11.4%
Waukesha 1031 DSTInlandRetail7.01.35x5.6%
Weatherford BFR 185
Weatherford, TX
BluerockMultifamily0.41.05x12.8%
Webster Place Shopping Center
Chicago, IL
Syndicated EquitiesOther13.61.68x3.9%
Wells Place Apartment Development
Chicago, IL
Syndicated EquitiesOther3.41.33x8.7%
Wesley Village
Charlotte, NC
BluerockMultifamily5.63.40x27.7%
West Loop Multifamily Development
Chicago, IL
Syndicated EquitiesOther6.61.57x7.1%
West St. Paul 1031 Venture DSTInlandRetail7.81.11x1.8%
Westerly
Franklin, MA
BluerockMultifamily5.51.38x7.2%
Whetstone Apartments
Durham, NC
BluerockMultifamily4.71.62x7.4%
Wilkinson Crossings at Dawsonville
Dawsonville, GA
BluerockMultifamily1.21.14x11.3%
Wilkinson Spring Parc
Dallas, TX
BluerockMultifamily1.21.14x11.3%
Willow Park
Fort Worth, TX
BluerockMultifamily3.51.32x18.1%
Windsor Falls
Raleigh, NC
BluerockMultifamily1.51.83x64.6%
Wingate – Kennesaw, GA
Kennesaw, GA
Peachtree GroupHotel3.31.96x22.8%
Winn Dixie
Panama City, FL
AEI Capital CorporationNet Lease17.11.76x6.2%
Winston-Salem Office DSTInlandOffice2.91.21x7.5%
Woodward Crossing
Atlanta, GA
Walton Global HoldingsLand4.41.81x20.6%
World Equities LLC
Omaha, NE
Time EquitiesOffice12.11.73x12.0%
Zionsville Ground Express DSTInlandIndustrial1.91.23x12.0%
Zoey
Austin, TX
BluerockMultifamily2.41.15x10.3%

Equity multiple is total equity returned divided by equity invested; annualized return is sponsor-reported and net of fees, sales load, and program expenses. Some programs returned less than invested capital (shown in red). Blank cells indicate a figure the sponsor did not report. Inclusion is not an endorsement or an indication of current or future availability.

Important. This page is for accredited investors and is informational only — not an offer, solicitation, or recommendation, and not investment, tax, or legal advice. All performance is sponsor-reported, realized-only, net of all fees and expenses, and has not been independently verified by Baker 1031. Past performance is not indicative of future results; returns are not guaranteed; individual results vary. DST interests are speculative and illiquid and involve substantial risk including loss of principal. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; Baker 1031 Investments is independent of ASI.
Better Call Jerry

Most exchanges are won before the clock starts.

A 1031 exchange runs on hard deadlines — 45 days to identify, 180 to close. The decision behind it deserves more room than that. Reach Jerry directly, while every option is still open.

Direct line +1 415 579 1660 · invest@baker1031.com