1031 DST Sponsor Spotlight: Inland

Inland Private Capital Corporation (IPC), a subsidiary of The Inland Real Estate Group of Companies, Inc., 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, IPC has sponsored 313 private placement programs, acquiring more than $17 billion in assets and managing approximately $12.3 billion in assets under management (AUM). As part of The Inland Real Estate Group, 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.

Focus Areas

  • Institutional Quality Properties: Focus on acquiring core and core-plus real estate with stable cash flow potential.

  • Investment Diversification: Offers portfolios diversified by geography, asset class, and tenant mix.

  • Long-Term Value Creation: Targets markets and properties with strong fundamentals and growth outlooks.

  • Risk Management: Employs rigorous due diligence and conservative underwriting standards.

Performance

AVERAGE NET ANNUAL RETURN (ARR)

5.53%

AVERAGE NET EQUITY MULTIPLE

1.34x

AVERAGE HOLDING PERIOD

7.53 Years

POSITIVE PERFORMANCE

96:15 (84.6%)

 

Track Record

Offering Opened Closed Annual Return*
Naples Multifamily DST Sep-13 Jul-15 23.10%
Denver MSA Multifamily DST Feb-14 Dec-15 21.78%
Bradenton Multifamily DST Oct-12 May-17 10.90%
Dallas MSA Multifamily DST Sep-13 Aug-17 6.76%
Austin Lakeshore Multifamily DST Feb-15 Feb-18 10.80%
Pearland Multifamily DST Mar-14 Jan-19 5.64%
San Antonio Multifamily DST May-14 Jan-19 -2.86%
Denver Multifamily Portfolio DST Aug-15 Mar-19 8.66%
Jacksonville Multifamily DST Nov-14 Apr-19 6.42%
Colorado Multifamily Portfolio DST Dec-14 May-19 9.25%
Louisville Multifamily DST Jul-14 Jun-19 8.42%
Chicagoland Multifamily DST Jun-12 Aug-19 7.93%
San Antonio Multifamily II DST May-15 Dec-19 3.06%
Colorado Multifamily Portfolio II DST Dec-15 Dec-19 12.89%
Indianapolis Multifamily DST Oct-14 Oct-20 3.09%
Carmel Multifamily DST Jan-15 Mar-21 8.53%
Ft. Collins Multifamily III DST Jul-16 Aug-21 11.81%
Ft. Collins Multifamily Portfolio DST Mar-16 Sep-21 10.29%
Dallas Multifamily DST Jan-17 Oct-21 3.72%
FL-NY Multifamily Portfolio DST Jan-16 Oct-21 16.26%
Denver MSA Multifamily II DST Jun-17 Oct-21 9.53%
Park Creek Steeple Multifamily DST Jul-15 Dec-21 20.16%
Lafayette Multifamily DST Oct-13 Sep-23 4.43%
Milwaukee MSA Multifamily Portfolio DST May-16 Oct-23 7.01%
Colorado Springs Multifamily DST Sep-17 Mar-24 6.16%
Fort Myers Multifamily DST Nov-18 Jun-24 6.45%
Self-Storage Portfolio II DST Nov-16 Oct-21 14.31%
Self-Storage Portfolio I DST Apr-16 Oct-21 10.07%
Self-Storage Portfolio IV DST Mar-17 Oct-21 14.67%
Amarillo Self-Storage Portfolio DST Aug-18 Oct-21 16.76%
Self-Storage Portfolio V DST Aug-17 Apr-24 10.44%
Orlando Student Housing DST Sep-15 May-18 10.50%
Charlotte Student Housing DST Oct-15 Jun-22 4.05%
University Lofts, L.L.C. Jul-14 Dec-22 5.43%
Medical Office Portfolio DST Aug-14 Jul-18 10.94%
Scarborough Medical DST Dec-10 Jun-20 10.16%
Healthcare Portfolio DST Jul-15 Jul-23 5.63%
Zionsville Ground Express DST Sep-14 Sep-16 11.99%
Deer Park 1031 DST Mar-08 Jul-17 -6.79%
Janesville 1031 L.L.C. May-03 Aug-17 6.21%
Schaumburg 1031 Venture, L.L.C. Sep-07 Dec-19 -0.89%
New York Power DST Jun-11 Dec-22 8.63%
Fox Run Square 1031 Venture, L.L.C. Jun-08 Aug-14 6.63%
Cross Creek 1031, L.L.C. Mar-04 Aug-14 4.63%
Waukesha 1031 DST Oct-07 Sep-14 5.58%
Grand Chute DST Feb-03 Mar-15 8.64%
Hobart 1031, L.L.C. Jul-04 May-15 4.33%
Convenience Net Lease Portfolio DST Nov-13 Jun-15 17.48%
West St. Paul 1031 Venture DST Sep-07 Jun-15 1.77%
Plainfield 1031, L.L.C. Jan-04 Dec-15 4.09%
Broadway Commons DBT Oct-02 Jan-16 7.27%
Chicagoland Grocery Venture II DST Oct-13 May-16 21.14%
PNS Grocery DST Apr-12 Jul-16 6.07%
Naperville Retail Center DST Jul-13 Sep-16 15.17%
New York Grocery DST Feb-13 Dec-16 -8.32%
Craig Crossing 1031, L.L.C. Mar-06 Jan-17 -25.77%
Cincinnati Eastgate 1031, L.L.C. Sep-05 Jul-17 -8.36%
Chicagoland Fresh Market Venture DST Mar-13 Nov-17 12.71%
Modesto Retail Center DST Apr-14 May-18 5.72%
Hillsboro 1031 DST Jan-10 May-18 4.84%
Chicagoland Grocery Venture DST Apr-11 Aug-18 9.25%
BJS Syracuse 1031, L.L.C. Jun-04 Sep-18 6.49%
Austell 1031 DST Mar-09 Dec-18 2.50%
Clay 1031, L.L.C. Jun-04 Jun-19 3.91%
Olivet Church 1031, L.L.C. Jun-06 Jun-19 -5.52%
Inland Honey Creek, L.L.C. Oct-06 Jun-19 -8.35%
Reynoldsburg 1031, L.L.C. Sep-04 Nov-20 3.63%
National Retail Portfolio Venture DST Jan-11 Apr-21 7.31%
Mt. Pleasant Retail Venture DST Aug-12 Jun-23 9.17%
East Coast Wholesale DST Mar-16 Dec-15 9.46%
Pharmacy Sale Leaseback II DST Jun-14 Dec-10 7.19%
Bi-Coastal Home Improvement DST Jun-15 Jan-18 7.36%
Rancho Cordova Retail Center, L.L.C. Apr-15 Feb-02 2.76%
CW Pharmacy I DST Apr-15 Mar-07 6.21%
Chicagoland Street Retail DST Mar-12 Apr-22 2.95%
Pharmacy Portfolio III DST Jul-11 Jun-28 10.55%
Pharmacy Portfolio IV DST Dec-11 Jul-01 9.95%
Chenal Commons 1031, L.L.C. Feb-05 Sep-01 6.37%
DC MSA Retail DST Jan-13 Dec-09 8.84%
Cranberry Retail Venture DST Jan-13 Dec-15 6.12%
National Net Lease Portfolio V DST Mar-14 Apr-26 2.73%
Memorial Square 1031, L.L.C. Jan-17 Jul-28 2.05%
Pharmacy Sale Leaseback DST Jan-23 Aug-01 7.63%
Murfreesboro 1031, L.L.C. Mar-15 Nov-07 -0.07%
Yuma Palms 1031, L.L.C. Sep-01 Jan-25 -6.94%
Downers Grove Retail DST Jun-26 Jun-21 6.27%
Winston-Salem Office DST Jan-20 Dec-19 7.50%
Macon Office DST Oct-10 Jul-20 6.90%
Charlotte 1031, L.L.C. May-01 Mar-30 -4.18%
Plano 1031 Limited Partnership Jun-20 May-17 -10.07%
Carmel Office 1031, L.L.C. Jul-29 May-15 4.85%
Inland Chicago Grace L.L.C. Jun-01 Apr-17 4.38%
Charlotte Office 1031 DST Oct-15 Mar-12 2.86%
Bristol 1031 DST Feb-09 Jun-21 -4.30%
Sentry Office Building DBT Jan-02 Jul-15 9.90%
RR-HV Venture Holdings DST Oct-01 Nov-15 7.53%
Omaha Headquarters Ventures DST Jul-12 Jan-10 1.59%
Inland Sioux Falls, L.L.C. Mar-01 Feb-27 5.12%
Tampa-Coconut Palms Office Building 1031, L.L.C. Nov-01 May-18 -1.03%
Miami Office DST Oct-04 Dec-07 1.75%
Geneva 1031, L.L.C. Dec-21 Mar-05 1.71%
Schaumburg Childcare DST Nov-30 Mar-31 3.19%
Visions Drive 1031 DST Mar-31 May-27 5.59%
Houston 1031 Limited Partnership May-01 Jun-30 -6.80%
Cary Custom 1031, L.L.C. Feb-19 Oct-11 8.99%
Custom Spring TX Storage, L.L.C. Mar-25 May-04 21.21%
Madison 1031, L.L.C. Feb-10 May-01 5.07%
Aurora 1031, L.L.C. Mar-24 Jan-05 6.16%
Port Richey 1031, L.L.C. Jun-04 Apr-13 -15.77%
Burbank 1031, L.L.C. Apr-09 Jun-05 2.70%
Custom Pharmacy Sale Leaseback, L.L.C. Mar-25 Sep-12 8.83%
TOTALS (Average) 5.53%
 

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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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