Investor Access

Portfolio Builder

The live Portfolio Builder draws on current DST inventory and is reserved for verified, accredited investors. Enter the email associated with your investor access to continue.

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Portfolio Builder · Live inventory

Build a diversified DST allocation

Enter the equity you need to place and any debt you need to replace. The builder searches current DST inventory for replacement portfolios whose equity and debt match your figures exactly, ranked by highest blended yield. This is a planning aid for accredited investors — not a recommendation, suitability determination, or offer.

Showing sample programs — live inventory is temporarily unavailable. Figures are illustrative.

* Projected cash flow applies each program’s target distribution rate to the equity allocated to it; figures are equity-weighted blended estimates. This Portfolio Builder is an educational planning tool for accredited investors. Allocations, blended yields, portfolio LTV, and projected cash flow are approximate illustrations generated from your inputs and sponsor-reported inventory data; they are not recommendations, offers, solicitations, suitability determinations, projections, or guarantees. The builder assumes a $100,000 minimum per DST and solves for an exact equity/debt match using each program’s in-place leverage; actual minimums, availability, and loan terms change frequently and may differ. Yields shown are targets, not guaranteed, and any performance reference is net of fees, unverified, and not indicative of future results. DST interests are speculative and illiquid and involve substantial risk, including loss of principal and the potential failure of a 1031 exchange to qualify for tax deferral. Any portfolio is implemented only after a suitability review and solely through a sponsor’s private placement memorandum. Baker 1031 Investments does not provide tax or legal advice. Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC; Baker 1031 Investments is independent of ASI.