1031 Delaware Statutory Trust (DST) Historical 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.

Average Annual Return

19.22%

Average Holding Period

4.35 Years

Average Equity Multiple

1.84x

1031 DST Sponsor Track Records

Explore the historical performance of some of our most popular investment sponsors.

Bluerock

Bluerock is a national sponsor of syndicated 1031-exchange offerings for over 18+ years with a focus on Premier Exchange Properties™ that seek to deliver stable cash flows and potential for value creation. Bluerock has structured 1031 exchanges on over $1.8 billion in total property value and over 10 million square feet of property.

  • 22.70% Annualized Return

  • 1.78x Equity Multiple

  • 3.75 Year Average Holding Period

BridgeView Capital

Bridgeview Real Estate is a developer and operator of commercial real estate in Texas with a primary focus on multifamily, office and mixed use properties. Their investments are primarily high quality real estate in core or secondary markets.

  • 34.49% Annualized Return

  • 2.44x Equity Multiple

  • 4.4 Year Average Holding Period

Cantor Fitzgerald

Founded in 1945, Cantor is a premier global financial services firm. Over the past decade, Cantor has invested more than $2 billion in its commercial real estate business infrastructure.

  • 34.49% Annualized Return

  • 2.44x Equity Multiple

  • 4.4 Year Average Holding Period

Capital Square

Capital Square is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for 1031 exchanges. The firm has completed more than $7.8B in transaction volume.

  • 12.14% Annualized Return

  • 1.67x Equity Multiple

  • 5.1 Year Average Holding Period

NexPoint

NexPoint is part of a multibillion-dollar investment platform that serves both retail and institutional investors worldwide. NexPoint has conducted $20.1 billion in gross real estate transactions and operates $14.5 billion in assets under management.

  • 16.67% Annualized Return

  • 1.65x Equity Multiple

  • 3.67 Year Average Holding Period

Griffin Capital

Founded in 1995, Griffin Capital has owned, managed, sponsored or co-sponsored approximately $17.8 billion in assets. The firm’s investment strategies include diversified core real estate in sector-specific portfolios focused on net leased essential office and industrial assets, clinical healthcare properties and multifamily real estate assets.

  • 18.04% Annualized Return

  • 1.72x Equity Multiple

  • 3.8 Year Average Holding Period

Passco

Since 1998, Passco Companies has operated throughout all market conditions and cycles. The company has acquired over $5.6 billion in multifamily and commercial real estate in the United States. Passco has $3.87 billion worth of assets under management that consists of over 13,000 multifamily units. Total real estate acquisitions exceed $7.2 billion.

  • 10.23% Annualized Return

  • 1.90x Equity Multiple

  • 6.7 Year Average Holding Period

Net Lease Capital

Net Lease Capital is a leading investment and advisory firm in the single tenant net lease arena and have closed over $14 billion in net lease transactions. Net Lease Capital is a principal that has acquired over $6.0 billion of single-tenant, investment-grade property.

  • 15.71% Annualized Return

  • 2.33x Equity Multiple

  • 5.7 Year Average Holding Period

Peachtree Group

Peachtree is a private equity firm focusing on opportunistically deploying capital across its distinct operating and real estate divisions, including hospitality, commercial real estate lending, residential development and capital markets.

  • 31.30% Annualized Return

  • 1.62x Equity Multiple

  • 2.1 Year Average Holding Period

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.

Performance data from Capital Square Zero Coupon DFW Hospitality DST PPM, Performance data from Bluerock Churchill Downs DST PPM, Performance data from BridgeView BV Ernest Health DST PPM, Performance data from Cantor Fitzgerald Chestnut Street Multifamily DST PPM, Performance data from Griffin Heritage Gonzales Multifamily DST PPM, Performance data from Net Lease Capital Government Lease Holdings 2 DST PPM, Performance data from Net Lease Capital Government Lease Holdings 2 DST PPM, Performance data from NexPoint Life Sciences III DST PPM, Performance data from Passco Prism DST PPM, Performance data from Peachtree PG Phoenix West DST,