Inland

 

Sponsor Overview

Inland specializes in multiple-owner, tax-focused private placement investments, including Delaware Statutory Trust (DST) 1031 Exchange programs and Qualified Opportunity Zone (QOZ) opportunities across the United States. With over 20 years of experience, Inland has sponsored 313 private placement programs, acquiring more than $17 billion in assets and managing approximately $12.3 billion in assets under management (AUM). Inland is one of the nation’s largest commercial real estate and finance groups with over 50 years of experience. Investors benefit from a comprehensive platform offering acquisition, asset management, and disposition services.

 

Sponsor Investment Performance

1.39x Average Multiple on Investment Capital (MOIC)

5.89% Average Annual Return

8.3 Year Average Holding Period

 

Sponsor Complete Performance Track Record

Offering Sponsor Hold Period Annual Return Equity Multiple
Naples Multifamily DST Inland 1.9 yrs 23.10% 1.44x
Denver MSA Multifamily DST Inland 1.8 yrs 21.78% 1.39x
Bradenton Multifamily DST Inland 4.7 yrs 10.90% 1.53x
Dallas MSA Multifamily DST Inland 3.9 yrs 6.76% 1.26x
Austin Lakeshore Multifamily DST Inland 3.0 yrs 10.80% 1.33x
Pearland Multifamily DST Inland 4.8 yrs 5.64% 1.27x
San Antonio Multifamily DST Inland 4.7 yrs -2.86% 0.89x
Denver Multifamily Portfolio DST Inland 3.6 yrs 8.66% 1.31x
Jacksonville Multifamily DST Inland 4.4 yrs 6.42% 1.28x
Colorado Multifamily Portfolio DST Inland 4.5 yrs 9.25% 1.43x
Louisville Multifamily DST Inland 5.0 yrs 8.42% 1.41x
Chicagoland Multifamily DST Inland 7.2 yrs 7.93% 1.57x
San Antonio Multifamily II DST Inland 4.6 yrs 3.06% 1.13x
Colorado Multifamily Portfolio II DST Inland 4.0 yrs 12.89% 1.56x
Indianapolis Multifamily DST Inland 6.0 yrs 3.09% 1.17x
Carmel Multifamily DST Inland 6.1 yrs 8.53% 1.56x
Ft. Collins Multifamily III DST Inland 5.1 yrs 11.81% 1.67x
Ft. Collins Multifamily Portfolio DST Inland 5.6 yrs 10.29% 1.66x
Dallas Multifamily DST Inland 4.8 yrs 3.72% 1.17x
FL-NY Multifamily Portfolio DST Inland 5.8 yrs 16.26% 2.19x
Denver MSA Multifamily II DST Inland 4.3 yrs 9.53% 1.43x
Park Creek Steeple Multifamily DST Inland 6.4 yrs 20.16% 2.92x
Lafayette Multifamily DST Inland 9.9 yrs 4.43% 1.46x
Milwaukee MSA Multifamily Portfolio DST Inland 7.6 yrs 7.01% 1.55x
Colorado Springs Multifamily DST Inland 6.3 yrs 6.16% 1.40x
Fort Myers Multifamily DST Inland 5.5 yrs 6.45% 1.37x
Self-Storage Portfolio II DST Inland 5.0 yrs 14.31% 1.83x
Self-Storage Portfolio I DST Inland 5.6 yrs 10.07% 1.61x
Self-Storage Portfolio IV DST Inland 4.6 yrs 14.67% 1.76x
Amarillo Self-Storage Portfolio DST Inland 3.2 yrs 16.76% 1.59x
Self-Storage Portfolio V DST Inland 6.8 yrs 10.44% 1.93x
Orlando Student Housing DST Inland 2.7 yrs 10.50% 1.28x
Charlotte Student Housing DST Inland 6.7 yrs 4.05% 1.27x
University Lofts, L.L.C. Inland 8.4 yrs 5.43% 1.43x
Medical Office Portfolio DST Inland 3.8 yrs 10.94% 1.42x
Scarborough Medical DST Inland 9.5 yrs 10.16% 2.12x
Healthcare Portfolio DST Inland 8.0 yrs 5.63% 1.39x
Zionsville Ground Express DST Inland 1.9 yrs 11.99% 1.23x
Deer Park 1031 DST Inland 9.3 yrs -6.79% 0.68x
Janesville 1031 L.L.C. Inland 14.3 yrs 6.21% 1.72x
Schaumburg 1031 Venture, L.L.C. Inland 12.3 yrs -0.89% 0.93x
New York Power DST Inland 10.5 yrs 8.63% 1.93x
Fox Run Square 1031 Venture, L.L.C. Inland 6.1 yrs 6.63% 1.38x
Cross Creek 1031, L.L.C. Inland 10.3 yrs 4.63% 1.39x
Waukesha 1031 DST Inland 7.0 yrs 5.58% 1.35x
Grand Chute DST Inland 11.5 yrs 8.64% 1.92x
Hobart 1031, L.L.C. Inland 10.8 yrs 4.33% 1.21x
Convenience Net Lease Portfolio DST Inland 1.5 yrs 17.48% 1.26x
West St. Paul 1031 Venture DST Inland 7.8 yrs 1.77% 1.11x
Plainfield 1031, L.L.C. Inland 11.8 yrs 4.09% 1.39x
Broadway Commons DBT Inland 13.3 yrs 7.27% 1.57x
Chicagoland Grocery Venture II DST Inland 2.6 yrs 21.14% 1.57x
PNS Grocery DST Inland 4.3 yrs 6.07% 1.24x
Naperville Retail Center DST Inland 3.1 yrs 15.17% 1.49x
New York Grocery DST Inland 3.8 yrs -8.32% 0.76x
Craig Crossing 1031, L.L.C. Inland 10.9 yrs -25.77% 0.34x
Cincinnati Eastgate 1031, L.L.C. Inland 11.8 yrs -8.36% 0.60x
Chicagoland Fresh Market Venture DST Inland 4.7 yrs 12.71% 1.53x
Modesto Retail Center DST Inland 4.2 yrs 5.72% 1.22x
Hillsboro 1031 DST Inland 8.4 yrs 4.84% 1.34x
Chicagoland Grocery Venture DST Inland 7.3 yrs 9.25% 1.69x
BJS Syracuse 1031, L.L.C. Inland 14.4 yrs 6.49% 1.86x
Austell 1031 DST Inland 9.8 yrs 2.50% 1.21x
Clay 1031, L.L.C. Inland 14.7 yrs 3.91% 1.52x
Olivet Church 1031, L.L.C. Inland 12.9 yrs -5.52% 0.64x
Inland Honey Creek, L.L.C. Inland 12.6 yrs -8.35% 0.52x
Reynoldsburg 1031, L.L.C. Inland 16.2 yrs 3.63% 1.56x
National Retail Portfolio Venture DST Inland 10.3 yrs 7.31% 1.75x
Mt. Pleasant Retail Venture DST Inland 8.8 yrs 9.17% 1.84x
East Coast Wholesale DST Inland 5.8 yrs 9.46% 1.56x
Pharmacy Sale Leaseback II DST Inland 7.5 yrs 7.19% 1.57x
Bi-Coastal Home Improvement DST Inland 5.8 yrs 7.36% 1.48x
Rancho Cordova Retail Center, L.L.C. Inland 6.8 yrs 2.76% 1.17x
CW Pharmacy I DST Inland 6.9 yrs 6.21% 1.60x
Chicagoland Street Retail DST Inland 10.1 yrs 2.95% 1.26x
Pharmacy Portfolio III DST Inland 10.9 yrs 10.55% 2.98x
Pharmacy Portfolio IV DST Inland 10.6 yrs 9.95% 2.70x
Chenal Commons 1031, L.L.C. Inland 17.5 yrs 6.37% 2.04x
DC MSA Retail DST Inland 9.9 yrs 8.84% 1.94x
Cranberry Retail Venture DST Inland 9.9 yrs 6.12% 1.58x
National Net Lease Portfolio V DST Inland 9.1 yrs 2.73% 1.20x
Memorial Square 1031, L.L.C. Inland 15.3 yrs 2.05% 1.27x
Pharmacy Sale Leaseback DST Inland 9.5 yrs 7.63% 1.69x
Murfreesboro 1031, L.L.C. Inland 17.7 yrs -0.07% 0.99x
Yuma Palms 1031, L.L.C. Inland 17.3 yrs -6.94% 0.56x
Downers Grove Retail DST Inland 11.0 yrs 6.27% 1.75x
Winston-Salem Office DST Inland 2.9 yrs 7.50% 1.21x
Macon Office DST Inland 11.8 yrs 6.90% 1.69x
Charlotte 1031, L.L.C. Inland 9.9 yrs -4.18% 0.77x
Plano 1031 Limited Partnership Inland 8.9 yrs -10.07% 0.61x
Carmel Office 1031, L.L.C. Inland 8.8 yrs 4.85% 1.36x
Inland Chicago Grace L.L.C. Inland 10.8 yrs 4.38% 1.41x
Charlotte Office 1031 DST Inland 10.4 yrs 2.86% 1.24x
Bristol 1031 DST Inland 10.4 yrs -4.30% 0.78x
Sentry Office Building DBT Inland 17.7 yrs 9.90% 2.29x
RR-HV Venture Holdings DST Inland 11.1 yrs 7.53% 1.85x
Omaha Headquarters Ventures DST Inland 9.5 yrs 1.59% 1.10x
Inland Sioux Falls, L.L.C. Inland 13.0 yrs 5.12% 1.57x
Tampa-Coconut Palms Office Building 1031, L.L.C. Inland 12.6 yrs -1.03% 0.92x
Miami Office DST Inland 10.2 yrs 1.75% 1.13x
Geneva 1031, L.L.C. Inland 14.3 yrs 1.71% 1.16x
Schaumburg Childcare DST Inland 9.3 yrs 3.19% 1.29x
Visions Drive 1031 DST Inland 14.2 yrs 5.59% 1.71x
Houston 1031 Limited Partnership Inland 16.2 yrs -6.80% 0.68x
Cary Custom 1031, L.L.C. Inland 3.7 yrs 8.99% 1.35x
Custom Spring TX Storage, L.L.C. Inland 4.1 yrs 21.21% 2.12x
Madison 1031, L.L.C. Inland 9.2 yrs 5.07% 1.41x
Aurora 1031, L.L.C. Inland 12.2 yrs 6.16% 1.55x
Port Richey 1031, L.L.C. Inland 11.9 yrs -15.77% 0.55x
Burbank 1031, L.L.C. Inland 9.8 yrs 2.70% 1.21x
Custom Pharmacy Sale Leaseback, L.L.C. Inland 8.5 yrs 8.83% 1.80x
Portfolio Average (111 fully realized offerings) 8.3 yrs 5.89% 1.39x

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. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.

Jerry Baker

Gerald F. "Jerry" Baker, III is the founder of Baker 1031 Investments, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate.

https://www.baker1031.com
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