Important disclosures.

Investment & suitability

This site is intended for accredited investors as defined under SEC Rule 501 of Regulation D. The information here is for general informational and educational purposes and is not a recommendation, an offer to sell, or a solicitation of an offer to buy any security or to participate in any investment strategy.

Any securities offering is made only through a sponsor’s confidential private placement memorandum (PPM) and related documents, which contain the complete terms, fees, conflicts, and risk factors, and only after a suitability determination. In the event of any conflict between this site and a PPM, the PPM controls.

DST, QOF, and related real-estate securities are speculative and illiquid and involve substantial risk, including:

• possible loss of some or all principal;
• illiquidity and the absence of a public market for the interests;
• lack of investor control over management and disposition;
• use of leverage, which can magnify losses;
• dependence on the sponsor’s execution and on real-estate market conditions; and
• the risk that a 1031 exchange fails to qualify for tax deferral.

Performance & track record

Performance information presented on this site is sponsor-reported, compiled by Baker 1031 from sponsor and public sources, and has not been independently verified. Aggregate figures reflect realized (full-cycle) programs only and are therefore subject to survivorship bias; they are averaged across differing assets, vintages, leverage, and structures; they are stated net of fees, sponsor load, and program expenses; and individual investor tax results vary.

Past performance is not indicative of future results and is not a recommendation. Designation of a sponsor as “preferred” reflects the depth of our diligence coverage, not an endorsement, rating, or guarantee. For the full definitions and limitations behind every figure, see our methodology.

Tax & legal

Nothing on this site is tax, legal, or accounting advice. 1031 exchange, DST, Qualified Opportunity Zone, and 721 UPREIT rules are complex, fact-specific, and subject to change. Examples and general statements may not apply to your situation. Consult your own qualified tax and legal advisors, and verify current law, before acting. Regulatory references on this site are believed accurate as of 2026.

Regulatory & brokerage

Securities offered through Aurora Securities, Inc., member FINRA/SIPC. Baker 1031 Investments and its representatives conduct securities business only in jurisdictions where they are appropriately registered or exempt.

• Check the background of this firm or its registered representatives on FINRA BrokerCheck.
• Form CRS (Client / Customer Relationship Summary): Aurora Securities Form CRS (PDF)
• Regulation Best Interest disclosure: available from Aurora Securities, Inc.
• Firm CRD# / registration details: available via FINRA BrokerCheck (link above)
• Business continuity plan summary: available on request

Privacy

We respect the privacy of our visitors and clients. In general, we collect only the information you choose to provide (such as your name, email, and the details you submit through our contact form) and limited technical data needed to operate the site. We do not sell your personal information. Please do not transmit sensitive financial information (such as account numbers or Social Security numbers) by email or web form.

This summary does not replace our full privacy policy. Our complete Privacy Policy, including the categories of data collected, cookie and analytics practices, third-party processors, retention, and the rights of California residents under the CCPA/CPRA, is available on request.

Terms of use

By using this site you agree that the content is provided “as is” for informational purposes, may be changed or removed at any time, and may contain links to third-party sites we do not control or endorse. The site does not create an advisory, brokerage, or fiduciary relationship, and submitting an inquiry does not create one.

This summary does not replace our full terms. Our complete Terms of Use, including intellectual-property terms, limitation of liability, governing law and venue, and dispute resolution, are available on request.

Questions

Questions about these disclosures may be directed to invest@baker1031.com or by mail to Baker 1031 Investments, 650 California Street, 7th Floor, San Francisco, CA 94108.