The information contained on this website and in related materials has been sourced directly from the respective Investment Sponsors. While Baker 1031 Investments, LLC (“Baker 1031”) makes reasonable efforts to ensure the accuracy and completeness of this data, information is subject to change without notice, and errors, omissions, or inconsistencies may exist. This content is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. A private offering may only be made pursuant to the relevant Private Placement Memorandum (PPM), which contains detailed information regarding investment objectives, risks, fees, and expenses. Any PPM or supporting document available for download on this page is for preliminary review purposes only and is not an official or "live" PPM; such materials may be dated, redacted, or incomplete. An official, numbered PPM must be requested directly from Jerry Baker, who will facilitate delivery from the Investment Sponsor, and only the receipt of such an official document constitutes formal delivery. Investors must read the official, numbered PPM in its entirety before making any investment decision.

Baker 1031 Investments, LLC and Gerald F. Baker, III are not attorneys, certified public accountants (CPAs), or registered investment advisors, and no information provided herein should be construed as legal, tax, or financial advice. Investors are solely responsible for performing their own due diligence, and no representations are made that Baker 1031 has performed independent due diligence on any offering. Alternative investments are speculative, illiquid, and involve a high degree of risk; investors may lose their entire principal and are strongly encouraged to consult with their personal attorney, CPA, and financial advisor. No representation is made that any investment listed is currently available, as Sponsors reserve the right to cease soliciting at any time; contact Jerry Baker at jerry@baker1031.com to confirm availability. Any quoted cash flows or distribution rates are forecasts only, not guaranteed, and subject to decrease or cancellation due to adverse events. If a "guarantee" of income is mentioned, it is provided by the Sponsor firm, not Baker 1031, and investors must review the PPM to understand the specific terms and collateral backing such a guarantee.

Exits from Delaware Statutory Trusts (DSTs) are complex and carry specific risks, including the potential for a 721 exchange exit even if not primarily stated, or fee structures that disincentivize non-721 routes. In certain events, such as a "Springing" of the trust, investors may lose the option of a tax-deferred exit and incur unexpected taxes and losses. There is no guarantee that an investment exit will qualify for a 1031 or 721 exchange. All DST investments involve significant fees, including acquisition, management, and exit fees, which reduce overall returns; a full breakdown is located in the PPM. Past performance is not indicative of future results. Tax laws, including Sections 1031 and 721, are subject to change by Congress or state legislatures, which could eliminate tax-deferred benefits. It is the investor's sole responsibility to verify that their state of residency recognizes these tax programs, as states like California may have different treatments for programs like Opportunity Zone Funds.

These investments are generally limited to "Accredited Investors" as defined by Rule 501 of Regulation D. Baker 1031 and Jerry Baker receive commissions from Sponsors for successful placements, creating a potential conflict of interest. Not all products permit Self-Directed IRA (SDIRA) capital, and investors must confirm eligibility and potential tax implications like UBTI with their own advisors. An investment is only considered complete upon the official closing of the transaction; equity reservations and signed paperwork do not constitute a closed transaction or binding obligation. Baker 1031 will make best efforts to facilitate acceptance, but the final decision remains with the Sponsor. Sponsors reserve the right to reject a subscription for any reason—including full subscription, incorrect paperwork, or background flaggings—and are not required to provide a reason for rejection. Baker 1031 Investments, LLC assumes no liability for tax consequences or losses resulting from a Sponsor's rejection of a subscription.