Complete Your 1031 Exchange
Customized Exchange Platform
This platform is designed for individual investors with 1031 exchanges ranging from $5 million to $40+ million. Work with our 1031 exchange experts to craft sole-ownership portfolios from a $500 million+ pre-vetted acquisition inventory.
Investment Strategy Focus
1031 Exchanges
Generates Income
Value Appreciation
Full Guaranty
Short-Term Holds
Tax Benefits
Strategy Overview
About the Customized Exchange Platform
Passive Income: Invest your 1031 exchange proceeds in turnkey and recession-resilient investments with annualized cash flows of 5.75% to 6.00%+ paid out monthly. Income is backed by long-term leases to Fortune 500 tenants in the necessity retail and healthcare space.
Enhanced Flexibility: Access enhanced optionality, value, tax-deferral, and estate planning benefits for your 1031 exchange. Leverage the comprehensive aggregation strategy for hassle-free ownership, shorter potential hold periods, and multiple tax-deferral and estate planning options at exit.
Streamlined Transactions: Have all aspects of due diligence, legal, title, survey, closing, and exchange coordination from start to finish coordinated for you, to make the process as streamlined and efficient as possible.
Structured, Flexible Exits: Investors control their hold period and exit options. The investment is structured to provide a no-obligation offer to acquire your asset(s) within 1-3 years, providing additional tax-deferred exit options.
Explore Available Investment Properties From Baker 1031 Investments
Introducing
Oil & gas portfolios for your 1031 exchange
Explore oil & gas to add potentially higher income, new tax benefits, and diversification to your real estate portfolio.
Your 1031 Exchange. Our Solutions.
Unleash your 1031 exchange's potential by exploring opportunities to diversify your real estate portfolio, improve the quality of your holdings, and stop managing properties yourself—all without sacrificing potential income and value appreciation. Work with us to invest your 1031 exchange proceeds alongside leading institutions into personalized, diversified portfolios of properties designed for income generation and overall value appreciation.
Institutional-Quality Properties: Most real estate investors can’t afford to build a diversified portfolio of multimillion-dollar properties. Delaware Statutory Trust (DST) properties allow investors to acquire partial ownership in properties that otherwise would be out of reach.
Lower Minimum Investments: DSTs can accommodate much lower minimum investments. 1031 exchange minimums often are $100,000 or less.
Assumable Financing: In a DST, you can acquire debt to meet 1031 exchange requirements without having to qualify for or take responsibility for the loan. The debt won't appear on your credit report or affect your credit score, yet you can still deduct your share of the interest payments. It's debt without the liability.
Institutional Investments for Individual Investors
Use your 1031 exchange to gain the distinct advantage institutions have in real estate. We bridge the gap by partnering with leading players, giving you access to their opportunities. Diversify your portfolio, upgrade asset quality, eliminate management burdens, and secure attractive, non-recourse financing—all without sacrificing what matters most to individual investors.
Transparent Investment Offerings: Receive due diligence materials upfront, transparent fees and expenses (with no hidden costs), audited financials, and verified Sponsor track records.
Optionality & Flexibility: Investment offerings with flexible holding periods, enhanced tax benefits, unique features, and numerous exit and reinvestment options.
Tax-Advantaged: Benefit from 1031 exchanges, depreciation, cost segregation, depletion allowances, interest expense deductions, and more.
Worried about your 1031 exchange?
Get started exploring opportunities, understanding strategies, and building a custom solution that meets your goals.
Want to learn more?
"Not sure where to start? Have a specific question? I've been there before. Reach out to me with any questions!"
Call/Text: +1 646 389 1810 | Email: [email protected]
Call/Text: +1 646 389 1810
Email: [email protected]
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].