Simplifying real estate
At Baker 1031 Investments, we are bringing the power of institutional real estate to individual investors. We provide individual real estate investors with access to institutional investment strategies that seek to generate attractive risk-adjusted returns across real estate asset classes.
What we do
What we do
Complete your 1031 exchange
Personalized portfolios of properties designed for income generation and value appreciation.
1031 exchange into a REIT
1031 Exchange into a diversified, professionally-managed portfolio. Receive income, value appreciation, liquidity, and more.
Save a failed 1031 exchange
If you failed to complete your 1031 Exchange, OZ funds offer the opportunity to defer or eliminate capital gains on the sale.
Complete a large 1031 exchange
1031 Exchanges ranging from $5 million to $40+ million: Custom sole-ownership portfolios from pre-vetted inventory.
Diversify & accelerate your cash flow
Oil & Gas portfolios have the potential to experience an acceleration in cash flow caused by the drilling of additional wells.
Defer non-real estate capital gain taxes
Defer and potentially eliminate the tax liability on any capital asset including stocks, bonds, a business, artwork, and jewelry.
We strategically partner with leading real estate institutional investors, including:
How we do it
How we do it
Delaware Statutory Trusts (DSTs)
Invest your 1031 Exchange proceeds alongside leading institutions in personalized properties and portfolios of properties designed for income generation and value appreciation.
Highlights
1031 Exchange Eligible
Assumable Financing Available
Depreciation Deductions
Income Distributions
Value Appreciation
Opportunity Zone Funds
Defer real estate and non-real estate capital gain taxes. Invest your taxable gain alongside leading institutions in personalized, diversified real estate portfolios designed for income generation, tax deferral, and value appreciation.
Highlights
Alternative to 1031 Exchange
Strategic Refinancing Potential
Depreciation Deductions
Income Distributions
Value Appreciation
Oil & Gas Portfolios
Royalties & minerals provide an opportunity for investors to step away from traditional real estate and diversify into a different asset class with exposure to different economics.
Highlights
1031 Exchange Eligible
Diversify Real Estate Portfolio
Special Tax Deductions
Income Distributions
Value Appreciation
REITs
REITs, or real estate investment trusts, are companies that combine the capital of many investors to acquire or invest in income-producing commercial real estate and related assets.
Highlights
Potentially 1031 Exchange Eligible
Diversification & Liquidity
Special Tax Deductions
Income Distributions
Value Appreciation
Credit
Invest with leading institutions in investment funds structured to provide acquisition, development, and refinancing loans to real estate investors and developers.
Highlights
Secured By Real Estate Assets
Priority In The Capital Stack
Income Distributions
Portfolio Diversification
Value Appreciation
Customized Exchange Program
This platform is designed for individual investors with 1031 Exchanges ranging from $5 million to $40+ million. Work with our 1031 Exchange experts to craft sole-ownership portfolios from our $500 million+ pre-vetted acquisition inventory.
Highlights
1031 Exchange Eligible
Strategic Exit Options
Depreciation Deductions
Income Distributions
Value Appreciation
Are opportunities passing you by?
Explore available investments.
We Support Tennis Education Nationwide
Stay Between The Lines
A 1031 Exchange is like a tennis match where the IRS draws the lines on the court. While the rules are defined, it takes skill and precision to keep the ball in play.
Baker 1031 Investments is your partner for a winning game plan. We ensure you operate flawlessly within the IRS guidelines, connecting you with institutional-quality properties to satisfy your exchange requirements and improve your portfolio. Don't risk an unforced error—let us help you stay in the lines.
We Support Tennis Education Nationwide
Stay Between The Lines
A 1031 Exchange is like a tennis match where the IRS draws the lines on the court. While the rules are defined, it takes skill and precision to keep the ball in play.
Baker 1031 Investments is your partner for a winning game plan. We ensure you operate flawlessly within the IRS guidelines, connecting you with institutional-quality properties to satisfy your exchange requirements and improve your portfolio. Don't risk an unforced error—let us help you stay in the lines.
Learn more about us on FINRA's Broker Check
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Aurora Securities, Inc. (ASI), member FINRA / SIPC. Baker 1031 Investments is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Investments and ASI do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every representative listed.