Baker 1031 Investments builds personalized portfolios of institutional investment offerings for investors completing 1031 exchanges.
In practice, this means we take the time to understand your financial goals, income needs, and 1031 exchange requirements. We then draw on our network of institutional investment firms to develop a custom investment solution tailored to your specific situation.
We discuss your goals, needs, exchange requirements, and timeline. Some investors call before listing their property. Others call after their sale closes. Wherever you are, that’s where we start—but speaking earlier gives us more time to work through the options.
I narrow down the available investments to those that fit your situation, and we review them together. I’ll explain why I’m considering each one, what I like, and where I have reservations. We work through your questions before you make a decision.
My team and I coordinate the paperwork and closing with the sponsor and your qualified intermediary. For the DSTs I offer, the properties have already been acquired and the offerings prepared. With complete paperwork, available funding, and the necessary approvals, closing can often take just two to three business days.
Founded by Jerry Baker, Baker 1031 Investments helps real estate investors develop custom 1031 exchange solutions around their income needs, financial goals, and exchange requirements.
Hi, I’m Jerry Baker. I grew up in an entrepreneurial family in Birmingham, Michigan, a small town north of Detroit. I attended Babson College in Wellesley, Massachusetts, where I studied both Applied Mathematics and Applied Statistics.
After college, I had the opportunity to work at ValueRock Realty Partners, Faris Lee Investments, Westport Capital Partners, and Arbor Bay Capital Partners. Those experiences gave me the chance to learn the acquisition, management, and development sides of the real estate business.
During that time, I was involved in more than $10 billion in real estate investment activity. That included various roles in the redevelopment of a mall in Orange County, California, and the development of an animal processing facility for John F. Kennedy International Airport in New York.
I also worked on the SkyBridge Opportunity Zone REIT through Westport Capital Partners’ partnership with Anthony Scaramucci’s SkyBridge Capital. It was one of the first Opportunity Zone funds structured as a real estate investment trust. The idea was to give investors access to development and redevelopment projects across different markets and property types through a single investment.
This website provides general educational information, not an individualized investment recommendation or tax, legal, or accounting advice. It is not an offer to sell or a solicitation to buy any security. An offer may be made only through the applicable private placement memorandum (PPM), prospectus, and related offering documents to eligible investors. Read those documents carefully, including the investment objectives, risks, fees, expenses, and conflicts, before investing. Website summaries do not replace the offering documents. Neither SEC registration nor a filing under an exemption means an investment has been approved or its merits endorsed by a regulator.
The private offerings available through Baker 1031 are generally intended for accredited investors. Common individual tests include net worth exceeding $1 million, alone or with a spouse or spousal equivalent, excluding the primary residence, or income exceeding $200,000 individually or $300,000 jointly in each of the two prior years, with a reasonable expectation of the same income level in the current year. Other individual and entity qualifications exist. Each offering has its own eligibility and verification requirements. Accredited status alone does not make an investment appropriate for you. Review the SEC’s accredited investor criteria with your professional advisers.
This website is intended for residents of the United States. Registered representatives may conduct business only where properly registered or exempt from registration. Services and offerings may not be available in every jurisdiction. Offerings are subject to availability, minimum investments, investor eligibility, applicable investment requirements, and acceptance by the issuer. Access to offering materials depends on the applicable securities exemption and its requirements. Registering or requesting information does not establish eligibility or guarantee access to, or an allocation in, an offering.
Alternative investments and real estate securities involve substantial risk, including loss of some or all of the principal invested. Risks include vacancies, tenant defaults, competition, new supply, declining rents or property values, limited operating history, economic and market changes, rising operating costs, property damage, development delays, and adverse tax consequences. Borrowing increases risk: interest-rate changes, refinancing difficulties, or defaults can result in foreclosure and loss of equity. Sponsor and manager decisions, financial condition, and conflicts can affect results. These examples do not describe every risk; review the specific offering’s risk factors.
DST interests and other private securities are generally long-term, illiquid investments with transfer restrictions and no assured secondary market. You may be unable to sell when you need cash or may have to hold indefinitely. Any redemption program may be limited, suspended, or unavailable. DST investors generally do not control property operations, financing, or the timing of a sale. Invest only money you can afford to keep committed for an extended period and potentially lose.
Past performance, including full-cycle investment results, does not guarantee future results. Income, distributions, preferred returns, appreciation, and investment objectives are not guaranteed. Distributions may decrease or stop and, depending on the offering, may include a return of capital rather than earnings. A distribution rate is not necessarily a measure of investment performance. Diversification and allocating among sponsors or property types do not ensure a profit or protect against loss.
Offering-specific costs may include organization, acquisition, selling, financing, management, and disposition expenses. Upfront costs reduce the amount put to work, and ongoing costs reduce returns; fees may be payable even when an investment loses value. Aurora and its registered representatives may receive transaction-based commissions or other compensation described in the offering documents and Form CRS. Compensation can vary among products and creates incentives and conflicts of interest. Review all disclosed costs, compensation arrangements, and sponsor or affiliate transactions before deciding to invest.
Tax deferral is not guaranteed. Section 1031 applies only to qualifying transactions and requires compliance with property-use, identification, timing, and other rules. Cash received, debt relief, or nonqualifying property may create taxable gain. An adverse ruling, transaction error, or change in tax law or interpretation may reduce or eliminate expected benefits. Transaction costs may outweigh tax benefits. The exchange illustrations on this site do not establish your required reinvestment or tax result. Work with your qualified intermediary, CPA, and attorney to confirm the requirements and calculations for your circumstances. Baker 1031 does not provide tax or legal advice.
A potential future Section 721 contribution or UPREIT transaction is not guaranteed. Its availability, timing, terms, and tax consequences depend on the offering and your circumstances. REIT shares and operating partnership units generally do not qualify as replacement property in a subsequent 1031 exchange. REITs and Opportunity Zone funds discussed for other investment needs should not be assumed to qualify for a direct 1031 exchange. These structures have separate eligibility, holding-period, liquidity, and tax considerations that require review with your advisers.
Mineral and royalty interests carry commodity-price, reserve-estimation, production-decline, operator, regulatory, and environmental risks. Income depends on production and operations the investor generally does not control, and distributions can fluctuate or cease. Not every oil and gas investment qualifies for a 1031 exchange; the nature of the interest and transaction must be reviewed with your tax and legal advisers.
Animated allocations, pie charts, investment amounts, equity, debt, and loan-to-value figures are hypothetical illustrations, not actual offerings, recommendations, or forecasts. Simplified calculations may omit fees, closing adjustments, and individual tax considerations. Property photos and portal previews illustrate investment concepts or historical properties and do not establish current availability or ownership in a particular offering. Examples do not represent the past or future performance of a specific investment.
Jerry Baker’s real estate transaction experience includes participation in various roles at prior firms; the stated transaction volume is not assets managed by Baker 1031. Investor reach includes education and other interactions and does not represent a count of investment clients. Investment and sponsor counts do not indicate how many offerings are currently available. Sponsor assets under management, where shown, belong to those firms, not Baker 1031. Experience, size, and recognition do not assure investment results. “Institutional-quality” is a descriptive term, not a rating or guarantee of safety.
Third-party links are provided for reference; their content and policies are controlled by their respective providers and may change. Sponsor names and logos belong to their respective owners. Their inclusion should not be read as an endorsement of Baker 1031 or any investment. For questions about this information or to request offering materials, contact invest@baker1031.com.
Your information is handled the way I’d want mine handled: collected only when it helps, kept carefully, and never sold.
This policy covers baker1031.com, the investor portal and the forms, scheduling and text messages connected to them. It is published by Baker 1031 Investments, LLC (“Baker 1031”, “we”, “us”), Jerry Baker’s practice, with offices in San Francisco and El Segundo, California.
Securities are offered through Aurora Securities, Inc., member FINRA/SIPC. If you open an account or invest through Aurora Securities, its own privacy notice also applies to the information it holds about you.
We collect only what we need to talk with you about a 1031 exchange and to run the investor portal.
| When | What we collect |
|---|---|
| You fill in the “Get started” form | Your name, email and phone number; how we can help; your estimated net worth; confirmation that you are a U.S. citizen and that you received Aurora Securities’ Form CRS; and details of your exchange, such as the start date, the proceeds held by your qualified intermediary, the sale price, and any loan balance to replace. Anything you write in the notes field. |
| You book a call | The time you choose, your name, email and time zone, and any notes you add to the booking. |
| You opt in to text reminders | Your mobile number and your consent choice. |
| You use the investor portal | Your name, email address and phone number; the investments you save; the onboarding forms you complete, which can include identification, tax, banking and ownership details needed to open an investment; and the documents you upload. |
| You email, call or text us | What you send us and our replies. |
| You visit the site | Standard technical data: pages viewed, the referring page, approximate location derived from your IP address, browser and device type. See Cookies and analytics. |
Please don’t send us Social Security numbers, account numbers or passwords by email, by text or through the website’s contact forms. When we need them, we ask for them through the investor portal’s encrypted onboarding forms.
We don’t use your information for automated decisions that have legal or similarly significant effects on you.
We send text messages only if you tick the reminder box or otherwise ask us to. Messages relate to your booked call and our conversations; message frequency varies. Message and data rates may apply.
Reply STOP to any message to stop receiving texts, or HELP for help. You can also email us. Consent to texts is never a condition of working with us.
We do not sell, rent or share your mobile number or text-messaging consent with third parties or affiliates for their marketing purposes. Service providers that deliver messages on our behalf receive your number only for that purpose.
We do not sell your personal information. We share it only as follows:
The site uses a small number of cookies:
We don’t use advertising cookies or track you across other websites for advertising. The site does not currently respond to “Do Not Track” browser signals. We treat a Global Privacy Control signal as a request to opt out of the sale or sharing of personal information, which we don’t do in any case.
We keep your information while we’re in touch and for as long as needed afterwards to meet legal and regulatory record-keeping duties, which for securities business can be six years or more. Portal data is deleted when you ask us to close your access, unless we must keep a record. Analytics data is retained for up to 14 months.
The site is served only over HTTPS with a strict content security policy. Onboarding answers and uploaded documents are encrypted, uploads are scanned for viruses, offering documents are available only to signed-in investors, and access to client records is limited to people who need it. No system is perfectly secure, so please tell us right away if you think your information or portal access has been misused.
If you live in California, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you the right to:
Identifiers (name, email, phone, IP address); financial information you provide (net worth estimate, exchange proceeds, sale price and loan details); if you complete portal onboarding, government identification, tax identification and bank account details and the documents you upload; citizenship confirmation; internet activity on our site; and inferences about which investments may suit you. We collect these from you directly, from your use of the site, and from the services listed above, for the purposes in How we use it, and disclose them only to the recipients in Who we share it with.
Some information is covered instead by federal financial privacy law (the Gramm-Leach-Bliley Act and SEC Regulation S-P), in which case those rules and Aurora Securities’ privacy notice apply.
Email invest@baker1031.com or call (415) 965-0552. We’ll confirm your identity by matching details we already hold, and answer within 45 days. An authorised agent may make a request for you with your signed permission.
The site is for adults investing in real estate. We don’t knowingly collect information from anyone under 18.
If we change this policy, we’ll update the date at the top of this page. If a change materially affects how we use information we already hold, we’ll tell you before it applies.
Baker 1031 Investments, LLC
1700 Montgomery St, Ste 108
San Francisco, CA 94111
Email invest@baker1031.com or call (415) 965-0552.
The ground rules for using this site and the investor portal, written as plainly as I can.
These terms apply to baker1031.com, the investor portal and the Learn library (together, the “site”), published by Baker 1031 Investments, LLC (“Baker 1031”, “we”, “us”). By using the site you agree to them. If you don’t agree, please don’t use the site.
Our Privacy Policy explains how we handle your information and forms part of these terms.
The site explains 1031 exchanges and the kinds of investments Jerry Baker works with, such as Delaware statutory trusts (DSTs), 721 exchanges, oil and gas royalties, Opportunity Zone funds and REITs. It is general information. It is not investment, tax or legal advice, and it doesn’t take your circumstances into account. Please speak with your own tax adviser and attorney before making an exchange.
Nothing on the site is an offer to sell, or a solicitation of an offer to buy, any security. Offerings are made only through each sponsor’s offering documents, typically to accredited investors, and only where permitted by law. Securities are offered through Aurora Securities, Inc., member FINRA/SIPC. Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. and is not a registered broker-dealer or investment adviser.
Real estate and the investments described on the site carry risk, including loss of principal, illiquidity and the possibility that an exchange fails to qualify for tax deferral. Past performance does not guarantee future results.
Figures shown on the site and in the portal, including projected cash flow, loan-to-value and distribution rates, come from sponsors’ materials or are illustrations. They are not guaranteed and may change. Availability is subject to confirmation, and an investment shown as available may close before you can invest.
Portfolio scenarios in the portal are hypothetical calculations to help a conversation along. They are not a recommendation or a projection of your results.
The site links to and embeds services run by others, including Fillout forms, Cal.com scheduling, Dropbox documents and FINRA BrokerCheck. Their own terms and privacy policies apply, and we aren’t responsible for their content or availability.
Please don’t:
The site’s text, design, graphics and the Baker 1031 name and logo belong to Baker 1031 or its licensors. You may view and print pages for your own use in considering an exchange. Property photographs and offering materials belong to their sponsors. Any other use needs our written permission.
We work to keep the site accurate and available, but it is provided “as is” and “as available”. To the extent the law allows, we disclaim all warranties, express or implied, including warranties of accuracy, merchantability and fitness for a particular purpose.
To the extent the law allows, Baker 1031 and Jerry Baker will not be liable for indirect, incidental, special or consequential losses arising from your use of the site, or for decisions made in reliance on information on the site. Nothing in these terms limits liability that cannot be limited by law, or any rights you have under securities laws or FINRA rules.
These terms are governed by the laws of the State of California, without regard to its conflict-of-law rules. Any dispute about the site will be heard in the state or federal courts located in San Francisco County, California, unless a written agreement with you or FINRA rules provide otherwise.
We may update these terms from time to time. The date at the top of this page shows when they last changed, and using the site after a change means you accept the updated terms.
Baker 1031 Investments, LLC
1700 Montgomery St, Ste 108
San Francisco, CA 94111
Email invest@baker1031.com or call (415) 965-0552.
