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 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.
Jerry BakerREITs enjoy the dual benefit of providing current income while also hedging against the risk of inflation. The additional benefits of tax shelters and portfolio diversification make REITs a tailor-made solution for those approaching or in retirement.
Jerry BakerRather than exchanging property for another property, an investor can utilize section 721 to contribute property directly to a REIT. This transaction is often called a "721" or an "UPREIT" exchange.
Jerry BakerNexPoint Diversified Real Estate Trust announced today the launch of a continuous public offering of up to 16,000,000 shares of its newly designated 9.00% Series B Cumulative Redeemable Preferred Shares.
Jerry BakerExpanding the Essential Income REIT’s Credit Facility further enhances ExchangeRight’s control over the REIT’s portfolio composition and financing strategy.
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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