KEEPING THE SCORE

Keeping the Score 18 August 2017

KEEPING THE SCORE
AN UPDATED REPORT ON ALL SALES INCLUDING PREVIOUS HOLDINGS WITH SCHROGIN/BAAR LLC

 
The following chart provides results for all Schrogin/Baar partnerships that have recorded sales through the present time.
 When evaluating profits, it is important to factor in the length of time the property  was held. Figures reported are exclusive of tax benefits.
Partnership Months Appreciation Profit Investor Payouts Total Return Annualized Return*
Held
S/B I 24 50.50% 21.28% 71.78% 35.89%
S/B II, Sale 1 28 45.35% 23.33% 68.68% 29.43%
S/B II, Sale 2 27 46.97% 22.45% 69.42% 30.85%
S/B II, Sale 3 99 -59.04% 25.50% -33.54% -4.28%
S/B III, Sale 1 44 5.19% 36.67% 41.86% 11.42%
S/B III, Sale 2 43 15.49% 36.60% 52.09% 14.45%
S/B IV, Sale 1 58 77.35% 68.35% 145.70% 30.14%
S/B IV, Sale 2 31 9.43% 25.38% 34.81% 13.74%
S/B V, Sale 1 37 27.60% 37.98% 65.58% 21.27%
S/B V, Sale 2 13 10.76% 7.18% 17.94% 16.56%
S/B V, Sale 3 24 22.90%** 22.10%** 45.00%** 22.50%**
S/B VII, Sale 1 42 95.73% 61.95% 157.68% 49.28%
S/B VII, Sale 2 31 9.43% 25.38% 34.81% 13.74%
S/B VII, Sale 3 94 -20.00% 22.05% 2.05% 0.26%
S/B VIII 10 29.87% *** 29.87% 35.84%
S/B X 24 27.60% 26.00% 53.60% 26.80%
S/B XI 37 13.78% 31.08% 44.86% 14.55%
S/B XI, Sale 2 105 10.90% 16.50% 27.40% 3.13%
S/B XII 147 15.60% 123.20% 138.80% 11.33%
S/B XIII 20 66.62% 20.13% 86.75% 52.05%
Jollyville Offices 101 34.00% 51.04% 85.04% 10.10%
Comanche Hill 31 17.03% 13.25% 30.28% 11.72%
The Commons 42 45.68% 22.08% 67.76% 19.36%
* Non-compounded.
** Profits for new investors entering S/B V at the third holding were somewhat higher, coming in at 27.30%, 26.00%, 53.30% and 26.65% respectively.
*** S/B VIII was an “appreciation only” investment. Investor payouts were never scheduled.