Depreciation, Cost Segregation & Bonus Depreciation
Jerry BakerReal estate owners are allowed a deduction called “depreciation” that reduces taxable income from the property.
Investment Guides
Jerry's News & Insights
Check out Jerry's latest thoughts and what he's reading about 1031 exchange, Delaware Statutory Trusts (DSTs), the real estate market, and more.
Jerry Baker
Seizing the Potential of Build For Rent
Jerry BakerBuild for Rent (BFR) is a rapidly institutionalizing asset class representing sites of contiguous detached homes, townhomes or cottages. BFR caters to those who desire the space of a single-family home but the convenience and community feel of a multifamily rental.
Investment Guides
Understanding Real Estate Investment Trusts (REITs)
Jerry BakerThe REIT structure enables individual investors to obtain tax advantages and generate potentially substantial total returns through rent growth and asset appreciation, while reducing risk through diversification.
Historical PerformanceInvestment Guides
Discover the Tax Advantage of Opportunity Zones
Jerry BakerOpportunity zones were created as part of the Tax Cuts and Job Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits, opportunity zone investments promote economic growth in qualified opportunity zones.
Investment Guides
The Cash Trap: How Cash in Hand Can Mean Dollars Lost
Jerry BakerIn high-inflationary environments, the lost purchasing power of cash in hand is easy to witness. Cash doesn’t increase like the price of eggs or milk. In truth, inflation cuts purchasing power in both dramatic and more steady economic cycles.
Investment Guides
The 1031 to 721 Investor Journey
Jerry BakerSection 721 – similar to Section 1031 governing real estate exchanges – is a popular alternative to a taxable sale for real estate owners. Learn more in this educational piece designed to further your understanding.
Investment Guides
Baker 1031 Investments • +1 415 625 1649 • [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 +1 415 625 1649 or email [email protected].
Get started in less than 5 minutes.