Syndicated Equities

 

Sponsor Overview

Since 1986, Syndicated Equities has made investments in over $2 billion of institutional-quality real estate on behalf of accredited investors and 1031 exchange investors. Syndicated provides opportunities for individuals and family offices seeking direct real estate investments, including those seeking replacement property for 1031 exchanges in a Delaware Statutory Trust (DST) or Tenancy-In-Common.

 

Sponsor Investment Performance

1.63x Average Multiple on Investment Capital (MOIC)

9.05% Average Annual Return

5.8 Year Average Holding Period

 

Sponsor Complete Performance Track Record

Offering Sponsor Hold Period Annual Return Equity Multiple
Pointe Plaza Shopping Center, Niles, IL Syndicated Equities 2.5 yrs 6.80% 1.17x
Courtland Center, Burton, MI Syndicated Equities 10.2 yrs -5.98% 0.39x
Ravinia Plaza Shopping Center, Orland Park, IL Syndicated Equities 3.1 yrs 10.00% 1.31x
Le Meridien Hotel, Chicago, IL Syndicated Equities 1.0 yrs 69.00% 1.69x
Two Park Office Building, Milwaukee, WI Syndicated Equities 2.6 yrs 0.77% 1.02x
Walgreens, Hickory Hills, IL Syndicated Equities 4.6 yrs 14.78% 1.68x
Volkswagen Distribution Facility, Libertyville, IL Syndicated Equities 8.3 yrs 5.42% 1.45x
840 1st Street, Washington, DC Syndicated Equities 1.6 yrs 25.63% 1.41x
309 Green Street, Champaign, IL Syndicated Equities 1.9 yrs 15.79% 1.30x
Walgreens, Clarkston, MI Syndicated Equities 9.9 yrs 10.00% 1.99x
Curtis Hotel, Denver, CO Syndicated Equities 2.8 yrs 15.71% 1.44x
Walgreens, Pueblo, CO Syndicated Equities 10.1 yrs 9.50% 1.96x
Four Seasons Hotel, Austin, TX Syndicated Equities 5.9 yrs 15.93% 1.94x
Walgreens, Amarillo, TX Syndicated Equities 9.8 yrs 8.06% 1.79x
Walgreens, Chicago, IL Syndicated Equities 11.0 yrs 10.36% 2.14x
Metropolitan Place Retail, Chicago, IL Syndicated Equities 9.0 yrs 8.67% 1.78x
Sears Sterling, Lombard, IL Syndicated Equities 15.2 yrs 13.88% 3.11x
Public Square Garage¹, Nashville, TN Syndicated Equities 9.3 yrs -6.56% 0.39x
Retail Shopping Centers¹, Indiana & Kentucky Syndicated Equities 8.1 yrs -8.40% 0.32x
CVS, Weeki Wachee, FL Syndicated Equities 10.0 yrs 12.10% 2.21x
Walgreens, Darien, IL Syndicated Equities 12.1 yrs 6.45% 1.78x
Walgreens, Chicago Heights, IL Syndicated Equities 9.9 yrs 7.27% 1.72x
Rite Aid, Youngstown, OH Syndicated Equities 16.0 yrs 10.00% 2.60x
Student Housing Development, Carbondale, IL Syndicated Equities 1.3 yrs 10.00% 1.13x
Severance Town Center¹, Cleveland Heights, OH Syndicated Equities 11.8 yrs -3.56% 0.58x
Arlington Highlands Retail Center, Arlington, TX Syndicated Equities 3.1 yrs 16.13% 1.50x
Fashion Outlet Center, Las Vegas, NV Syndicated Equities 3.4 yrs -23.82% 0.19x
National Fire & Resource, Tucson, AZ Syndicated Equities 10.1 yrs 5.54% 1.56x
National Archives & Records, Riverside, CA Syndicated Equities 10.1 yrs 4.06% 1.41x
Timber Hollow Apartments, Fairfield, OH Syndicated Equities 5.0 yrs 9.40% 1.47x
Riverstone Apartments, Kansas City, MO Syndicated Equities 3.3 yrs 15.15% 1.50x
Fashion Outlet Center, Rosemont, IL Syndicated Equities 5.7 yrs 52.11% 3.97x
Student Housing Development, Ottawa, Canada Syndicated Equities 2.4 yrs 15.00% 1.36x
Shops of Beverly¹, Beverly, IL Syndicated Equities 11.6 yrs -3.79% 0.56x
Marriott Residence Inn, Alexandria, VA Syndicated Equities 10.1 yrs -1.29% 0.87x
Walgreens, Alexandria, MN Syndicated Equities 5.1 yrs 8.63% 1.44x
Flatiron Athletic Club¹, Broomfield, CO Syndicated Equities 13.6 yrs -5.74% 0.22x
400 Skokie Blvd., Northbrook, IL Syndicated Equities 7.4 yrs -11.49% 0.15x
Wells Place Apartment Development, Chicago, IL Syndicated Equities 3.4 yrs 9.71% 1.33x
The Vista & Willow Creek, Portage and Battle Creek, MI Syndicated Equities 2.2 yrs 8.64% 1.19x
Webster Place Shopping Center, Chicago, IL Syndicated Equities 13.6 yrs 5.00% 1.68x
United Healthcare Portfolio, Las Vegas, NV Syndicated Equities 5.8 yrs 8.28% 1.48x
Norwalk Office Building, Norwalk, CA Syndicated Equities 15.0 yrs 1.73% 1.26x
Customs & Border Patrol, Atlanta, GA Syndicated Equities 6.8 yrs 13.97% 1.95x
West Loop Multifamily Development, Chicago, IL Syndicated Equities 6.6 yrs 8.64% 1.57x
DoubleTree & Embassy Suites¹, Rosemont, IL Syndicated Equities 2.0 yrs -34.00% 0.32x
Walgreens, Del City, OK Syndicated Equities 24.3 yrs 18.89% 5.59x
Holiday Inn¹, New Orleans, LA Syndicated Equities 6.3 yrs -11.11% 0.30x
Marriott TownePlace Suites¹, Indianapolis, IN Syndicated Equities 6.0 yrs -9.17% 0.45x
Staybridge Suites¹, Mayfield, OH Syndicated Equities 5.4 yrs -15.93% 0.14x
Marriott Fairfield Inn¹, Milwaukee, WI Syndicated Equities 4.7 yrs -19.57% 0.08x
Marriott Courtyard¹, West Des Moines, IA Syndicated Equities 3.9 yrs -22.56% 0.12x
Marriott Courtyard¹, Indianapolis, IN Syndicated Equities 3.4 yrs -27.35% 0.07x
Henry Ford Health - OptimEyes, Southfield, MI Syndicated Equities 4.8 yrs 11.46% 1.55x
Merit Medical, Pearland, TX Syndicated Equities 4.5 yrs 20.89% 1.94x
Mars Petcare, Columbus, OH Syndicated Equities 4.6 yrs 15.00% 1.69x
Walker House Apartments, Gaithersburg, MD Syndicated Equities 3.9 yrs 15.90% 1.62x
NorthShore University Health System, Bannockburn, IL Syndicated Equities 9.3 yrs 8.92% 1.83x
Stone Falls of Ada, Ada, Michigan Syndicated Equities 3.7 yrs 24.86% 1.92x
2215 Sanders Road¹, Northbrook, IL Syndicated Equities 10.2 yrs -8.04% 0.18x
Plaza at the Pointe, Pittsburgh, PA Syndicated Equities 5.6 yrs 12.68% 1.71x
Johns Hopkins Applied Physics Lab, Laurel, MD Syndicated Equities 11.7 yrs 8.12% 1.95x
Abbott Labs Bio-Medical Portfolio, Minnetonka, MN Syndicated Equities 5.1 yrs 26.47% 2.35x
Cranberry Square, Pittsburgh, PA Syndicated Equities 4.5 yrs 15.33% 1.69x
Walgreens Center, Sullivan, MO Syndicated Equities 9.3 yrs -1.08% 0.90x
Legacy at Acworth, Acworth, GA Syndicated Equities 3.9 yrs 13.85% 1.54x
Rio 21 and Texan 28 University of Texas, Austin, TX Syndicated Equities 8.1 yrs -0.99% 0.92x
River North Retail Development, Chicago, IL Syndicated Equities 6.9 yrs 3.04% 1.21x
Social Security Administration, Valparaiso, IN Syndicated Equities 13.0 yrs 1.54% 1.20x
Social Security Administration, Aurora, IL Syndicated Equities 12.6 yrs 3.17% 1.40x
Social Security Administration, Fort Wayne, IN Syndicated Equities 12.7 yrs 4.17% 1.53x
Social Security Administration, Worthington, OH Syndicated Equities 12.7 yrs 2.83% 1.36x
Social Security Administration, Fort Smith, AR Syndicated Equities 12.2 yrs 4.67% 1.57x
Social Security Administration, Whitehall, OH Syndicated Equities 12.9 yrs 3.95% 1.51x
Social Security Administration, Indianapolis, IN Syndicated Equities 12.8 yrs 1.95% 1.25x
Rush-Copley¹, Aurora, IL Syndicated Equities 9.8 yrs -5.92% 0.42x
Boot Ranch Apartment, Tampa, FL Syndicated Equities 4.3 yrs 18.37% 1.79x
1501 Jackson, Omaha, NE Syndicated Equities 8.8 yrs -8.18% 0.28x
11 Stanwix¹, Pittsburgh, PA Syndicated Equities 7.5 yrs -9.60% 0.28x
Portfolio Average (79 fully realized offerings) 7.8 yrs 3.59% 1.28x

¹ Performance materially impacted by the Great Financial Crisis or the COVID-19 Pandemic.
² Annual Return is displayed as a Simple Average Annual Return, calculated by dividing the total net percentage return (Equity Multiple - 1) by the investment hold period.

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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