Historical Performance
Sponsor Performance
We strategically partner with leading institutional real estate investment firms to provide our clients with access to a diverse array of investment opportunities for their 1031 exchange.
Explore the historical performance of some of our most popular investment sponsors.
Calculated Platform Average Performance
Capital Square
Annual Return: 12.14%
Equity Multiple: 1.67x
Average Hold: 5.1 Years
Performance data from Capital Square Zero Coupon DFW Hospitality DST PPM
Bluerock
Annual Return: 22.70%
Equity Multiple: 1.78x
Average Hold: 3.75 Years
Performance data from Bluerock Churchill Downs DST PPM
BridgeView Capital
Annual Return: 34.49%
Equity Multiple: 2.44x
Average Hold: 4.4 Years
Performance data from BridgeView BV Ernest Health DST PPM
Cantor Fitzgerald
Annual Return: 11.67%
Equity Multiple: 1.45x
Average Hold: 3.9 Years
Performance data from Cantor Fitzgerald Chestnut Street Multifamily DST PPM
Griffin Capital
Annual Return: 18.04%
Equity Multiple: 1.72x
Average Hold: 3.8 Years
Performance data from Griffin Heritage Gonzales Multifamily DST PPM
Net Lease Capital
Annual Return: 15.71%
Equity Multiple: 2.33x
Average Hold: 5.7 Years
Performance data from Net Lease Capital Government Lease Holdings 2 DST PPM
NexPoint
Annual Return: 16.67%
Equity Multiple: 1.65x
Average Hold: 3.67 Years
Performance data from NexPoint Life Sciences III DST PPM
Passco
Annual Return: 10.23%
Equity Multiple: 1.90x
Average Hold: 6.7 Years
Performance data from Passco Prism DST PPM
Peachtree Group
Annual Return: 31.30%
Equity Multiple: 1.62x
Average Hold: 2.1 Years
Performance data from Peachtree PG Phoenix West DST
The calculated platform averages presented reflect a statistical average of data provided by the specific investment sponsors listed above. 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. All data presented is as of November 6, 2025. 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.
Comparing Investments
Outpacing The Rest
By working with leading institutional real estate investment firms, we provide our clients with access to investment opportunities across the real estate spectrum.
Average Annualized Return
The data and figures presented are sourced from various third parties and are provided solely for illustrative and educational purposes. This information 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. Specifically, the S&P 500 data is based on historical total return performance since inception, and was collected on November 6, 2025. The Private Real Estate figure is derived from the NCREIF Property Index, and was collected on November 6, 2025. The Institutional Real Estate figure is derived from the S&P Global Real Estate Index, and was collected on November 6, 2025. The Real Estate Crowdfunding figure is based on the actual reported return for Fundrise's Flagship Real Estate Fund, and was collected on November 6, 2025. Past performance is not indicative of future results, and there is no guarantee that any investment will achieve performance results similar to those shown. 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. The use of a single sponsor's data for comparison is for example only and may not be representative of the broader market or other investment sponsors' performance. All investments involve risk, including the possible loss of principal. For complete data, data from other investment sponsors, and/or additional detail, please contact us directly.
About Us
Meet Baker 1031 Properties
At Baker 1031 Properties, why we do what we do is the foundation of everything we build. For our clients, that purpose makes a powerful difference in their experience and, more importantly, in their outcomes.
Past Investment Offerings
Explore Full-Cyle Investments
Review a selection of full-cycle investments from institutional sponsors available on the Baker 1031 Properties platform.
Capital Square: CS1031 High Ridge Apartments DST
160-unit multifamily property in Athens, Georgia. Investment returned 15.54% annually and 2.26x on equity, over this investment's 6.5-year holding period. ...more
Multifamily ,Full-Cycle Investments
November 09, 2025•6 min read
Capital Square: CS1031 Bedford Parke Apartments DST
232-unit multifamily property in Warner Robins, Georgia. Investment returned 15.82% annually and 2.01x on equity, over this investment's 5.3-year holding period. ...more
Multifamily ,Full-Cycle Investments
November 09, 2025•5 min read
Capital Square: CS1031 Saltmeadow Bay Apartments DST
Class A multifamily property in Virginia Beach, Virginia. Investment returned 20.07% annually and 1.82x on equity, over this investment's 3.6-year holding period. ...more
Multifamily ,Full-Cycle Investments
November 09, 2025•0 min read
The full-cycle investment returns presented herein are based exclusively on figures self-reported by the specific investment sponsor(s) referenced. 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 limited nature of this data, not all full-cycle investment opportunities offered by the sponsor(s) or available in the broader market are represented in these figures. Past performance is not indicative of future results, and there is no guarantee that any investment will achieve performance results similar to those shown. Given the self-reported nature of the data, the figures may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to their accuracy, completeness, or timeliness. All investments involve risk, including the possible loss of principal. For complete underlying investment data, details on all full-cycle exits, and/or additional context, please contact us directly.
Learn more about Baker 1031 Properties at FINRA's Broker Check
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Baker 1031 Properties (Baker 1031) is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Properties, Jerry Baker, and (ASI) do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact +1 415 579 1660 or email [email protected].
¹The statement that "Over 30% of all experienced real estate investors work with Jerry on their 1031 exchange" is a market share estimate derived from an analysis of third-party market data as of October 2025, representing the proportional relationship between the Baker 1031 Investment investor database and an estimated total market of active real estate investors; this estimate is based on Crexi reporting a 2,000,000 user base, 80% of whom are assumed not to be agents/brokers, and 42% of activity dedicated to investment sales, from which a conservative assumption excludes 15.7% as non-investor service providers (e.g., appraisers, lenders), resulting in an estimated active investor market of 566,664; as the Baker 1031 Properties database comprises over 170,000 individuals or entities, this figure represents 30.00% of the estimated market. Important Compliance Disclosure: The figures and calculations provided constitute a market share estimate based on unverified third-party data and internal assumptions utilized to define the estimated market; Baker 1031 Properties has not independently verified the accuracy of the underlying data, and the term "experienced real estate investors" is defined exclusively by this methodology and its internal assumptions. This communication is not a guarantee of future results, a testimonial, or a statement of performance for any investment product or service, and its accuracy is subject to the inherent limitations of the underlying data and the validity of the internal exclusion assumptions.