Qualified Opportunity Zones:What Investors Need to Know

Qualified Opportunity Zones:What Investors Need to Know

Qualified Opportunity Zones:What Investors Need to KnowJerry Baker

Discover the impact of QOZs on job creation and affordable housing, and see an illustration of potential returns.

Investment Guides
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline

$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition Pipeline

$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT’s Acquisition PipelineJerry Baker

The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies.

Historical PerformanceIndustry News
Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months

Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 Months

Bluerock High Income Institutional Credit Fund Generated an 11.7% Annualized Distribution Rate over the Trailing 12 MonthsJerry Baker

For the first quarter of 2025, Bluerock High Income Institutional Credit Fund paid its eleventh consecutive quarterly distribution, generating an 11.7% annualized rate over the trailing 12 months.

Historical PerformanceIndustry News
Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs

Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST Programs

Bluerock Value Exchange Announces $1.5 Million in Special Distributions to Investors Paid Across Multiple DST ProgramsJerry Baker

Bluerock Value Exchange (BVEX) announces $1.5M in special distributions to investors, highlighting strong DST portfolio performance and enhanced returns.

Historical PerformanceIndustry News
ExchangeRight Achieved Strong Performance and New Growth in 2024

ExchangeRight Achieved Strong Performance and New Growth in 2024

ExchangeRight Achieved Strong Performance and New Growth in 2024
Jerry Baker

ExchangeRight's 2024 performance extends an unbroken streak of never missing or reducing a distribution for any offering since the firm's inception in 2012.

Historical PerformanceIndustry News
Baker 1031 Investments - Jerry Baker Lightbulb Logo -1031 Exchange Intelligently

Baker 1031 Investments +1 646 389 1810 [email protected]

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 Investments (Baker 1031) is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Investments, 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 +1 646 389 1810 or email [email protected].

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