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 BakerHousing-focused REITS are well-positioned to unlock investment-grade real estate for tax-advantaged income and competitive total returns in 2025 and beyond.
Jerry BakerThese subclasses are designed to increase accessibility through custodians and investment platforms while preserving the distinct benefits that make Class ER a compelling option for investors.
Jerry BakerInvestors in Class A who purchase from a broker-dealer are projected to receive a 9.0% annual dividend, paid monthly, and have a $10,000 minimum investment.
Jerry BakerThis transformative and shareholder-driven initiative is designed to deliver enhanced liquidity and the potential for stronger long-term returns to investors.
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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