Win the listing with a tax-smart exit for your seller.
When a client is sitting on a highly appreciated property, the capital-gains bill is often what stalls the sale. A 1031 exchange into a Delaware Statutory Trust gives them a passive, tax-deferred landing spot — so the deal closes, you earn your commission, and you stay the trusted advisor. Baker 1031 is the specialist desk that handles the securities side while you keep the relationship.
Turn a stalled sale into a closed one.
Plenty of listings die because the owner can't stomach the tax hit on a sale. Offering a 1031-into-DST option keeps the conversation alive: your seller defers the gain, moves from active management to passive ownership, and is free to transact. You bring the listing and the client relationship; we bring the institutional underwriting, the offering analysis, and the deadline coordination with the qualified intermediary.
Three ways to work with the desk.
Refer the client
Introduce a seller facing a large gain. We educate them on whether a DST fits, run the analysis, and keep you in the loop — you stay the agent of record on the real estate.
Co-present the option
Bring us into the listing conversation. We explain the 1031/DST path alongside you so the seller sees a complete plan, not just a sale.
Build a referral pipeline
For agents who repeatedly serve investors and downsizing owners, we set up a simple, compliant referral relationship so the 1031 option becomes part of your standard listing pitch.
Close more, keep the client, look like the expert.
Unstick the sale
A tax-deferred exit removes the single biggest objection to selling an appreciated property, so listings close instead of lingering.
Keep the relationship
You remain the seller's real estate advisor. We handle only the securities side and route the relationship back to you.
Differentiate your pitch
Few agents can offer a credible, institutionally underwritten 1031 exit — it wins listings against agents who can't.
Co-branded education
Plain-English explainers on DSTs, 721 UPREITs, and the 45/180-day deadlines you can share with clients, backed by a specialist desk.
You refer real estate; we handle the securities.
DST interests are securities, sold only through a broker-dealer to accredited investors. As a real estate agent or broker, you continue to represent the client on the real property and earn your real estate commission. You do not sell, and are not paid securities commissions on, the DST unless you are separately licensed. Any referral or solicitation arrangement is documented and conducted in accordance with applicable FINRA and SEC rules and state real estate law. We coordinate with the client's qualified intermediary, CPA, and attorney, and we do not provide tax or legal advice.
Agent & broker questions, answered.
Do I keep my real estate commission?
Yes. You represent the seller on the sale of the real property and earn your commission as you normally would. The DST is a separate securities transaction handled by the broker-dealer.
Can I get paid for referring a client to a DST?
Securities compensation is regulated. Unless you hold the appropriate securities license, you generally cannot be paid a transaction-based securities commission. We structure any relationship in compliance with FINRA, SEC, and state rules — the durable value for most agents is closing the sale, keeping the client, and winning future listings.
Will I lose my client to your firm?
No. Our role is the securities execution only. The client relationship and all future real estate business stay with you; we keep you informed and route the relationship back.
What kind of client is a fit?
Owners of appreciated investment real estate who want to defer capital gains and move to passive ownership, who are accredited investors, and who can hold an illiquid investment. DSTs are speculative and illiquid and are not for everyone.
How fast can you move?
We work backward from the 45-day identification and 180-day closing deadlines and coordinate directly with the qualified intermediary, so a mid-exchange client can be placed quickly when the clock is running.
Baker 1031 does not provide tax, legal, or accounting advice. DST and other private real-estate securities are offered through Aurora Securities, Inc., member FINRA/SIPC, to accredited investors only; Baker 1031 Investments, LLC is independent of Aurora. Real estate agents and brokers should confirm any referral and compensation arrangement with their broker and under applicable FINRA, SEC, and state real estate rules. Securities offered through Aurora Securities, Inc. (ASI) — CRD #46147, SEC #8-51322 — member FINRA/SIPC. Gerald F. 'Jerry' Baker, III is a registered representative of ASI (FINRA CRD #7537416). Baker 1031 Investments, LLC is independent of ASI and is not a registered broker-dealer or investment adviser. This page is informational only and is not an offer to sell or a solicitation of an offer to buy any security, or tax or legal advice; any offer is made solely through a sponsor's private placement memorandum following a suitability determination. DST and related securities are speculative and illiquid, for accredited investors only, and involve substantial risk including possible loss of principal. Content subject to registered-principal review.