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 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.
Jerry BakerCollateralized loan obligations offer significant differentiators over other structured credit instruments: mainly structural safeguards, mandatory diversification, and active management.
Jerry Baker. The NPI has an enviable 45+ year track record with a nearly 9% total annualized return, an average of nearly 7% annual income returns, 41 of 45 positive returning years, and lower volatility more akin to the investment grade bond market than to equity markets.
Jerry BakerCLOs are generally an attractive option for income-seeking investors, especially during a very uncertain interest rate environment. Current market conditions have made CLOs even more attractive.
Jerry BakerAres declared a quarterly dividend of $0.84375 per share of its 6.75% Series B mandatory convertible preferred stock, payable on October 1, 2025 to its preferred stockholders of record at the close of business on September 15, 2025.
Jerry BakerThe purchase price of each Share will be not less than the net asset value (“NAV”) per Share of the Company’s common stock (“NAV Per Share”) and not more than 2.5% greater than the NAV Per Share, plus any unpaid dividends accrued through the expiration date of the Tender Offer.
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.
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