Your 1031 Exchange. Our Solutions.
1031 Exchange Replacement Properties
Invest your 1031 Exchange proceeds alongside leading institutions in personalized real estate portfolios designed for income generation and value appreciation.
We strategically partner with leading institutions, including:
1031 Exchange Investment Opportunities
National Multifamily Portfolio
Delaware Statutory Trust (DST) • Multifamily
Comparable Cap Rate: Inquire
Current Annual Distribution: 10.11%
Assumable Financing: 50.94% LTV
Distribution Frequency: Monthly
1031 Exchange: Eligible
Investment offerings sell quickly. Confirm availability.
Self-Storage Portfolio
Delaware Statutory Trust (DST) • Self-Storage
Comparable Cap Rate: Inquire
Current Annual Distribution: 7.10%
Assumable Financing: None
Distribution Frequency: Monthly
1031 Exchange: Eligible
Investment offerings sell quickly. Confirm availability.
Nashville, TN Hotel
Delaware Statutory Trust (DST) • Hospitality
Comparable Cap Rate: Inquire
Current Annual Distribution: 6.50%
Assumable Financing: 48.45% LTV
Distribution Frequency: Monthly
1031 Exchange: Eligible
Investment offerings sell quickly. Confirm availability.
Oklahoma Oil & Gas Portfolio
Mineral Royalties • Oil & Gas
Comparable Cap Rate: Inquire
Current Annual Distribution: 10.00%
Assumable Financing: None
Distribution Frequency: Quarterly
1031 Exchange: Eligible
Investment offerings sell quickly. Confirm availability.
Realized Investment
eBay Silicon Valley Campus
20.00% Internal Rate of Return (IRR)
13-Year Holding Period
Net Lease Capital
Realized Investment
eBay Silicon Valley Campus
20.16% IRR; 2.92x Equity Multiple
13-Year Holding Period
Net Lease Capital
Realized Investment
Tampa, FL Westin Hotel
2.23x Equity Multiple
1-Year Holding Period
Peachtree Group
Why Experienced Investors Choose DSTs For Their 1031 Exchange
1
Access to institutional-quality property
Most real estate investors can’t afford to own multimillion-dollar properties. DSTs allow investors to acquire partial ownership in properties that otherwise would be out of reach.
2
No management responsibilities
The DST is the single owner and agile decision maker on behalf of investors
3
Access to institutional-quality property
All 1031 exchange investments receive a step-up in cost basis so your heirs will not inherit capital gain liabilities, and provides them with professional real estate management versus the burden of hands-on
management.
4
Lower minimum investments
DSTs can accommodate much lower minimum investments, whereas 1031 exchange minimums often are $100,000.
5
Limited personal liability
Loans are non-recourse to the investor. The DST is the sole borrower.
6
Diversification
Investors can divide their investment among multiple DSTs, which may provide for a more diversified real estate portfolio across geography and property types.
7
1031 Exchange insurance policy
If for some reason the investor can’t acquire the original property they identified, a secondary DST
option allows them to meet the exchange deadlines
and defer the capital gains tax.
8
Eliminate 1031 Exchange boot
Loans are non-recourse to the investor. The DST is the sole borrower.
9
Continued 1031 Exchange opportunities
The DST structure allows the investor to continue to
exchange real properties over and over again until the
investor’s death.
The Forefront of Wall Street
We Strategically Partner With Leading Institutions
Institutional investment funds have unique advantages over individual real estate investors. By strategically partnering with these leading, renowned institutional firms, we provide individual real estate investors the ability to utilize these same advantages in their portfolios.
$4.16 Trillion+
Platform Sponsor Total Assets Under Management¹
19.45%
Platform Average Annualized IRR²
2.34x
Platform Average Equity Multiple²
¹ Total of Sponsors represented on Historical Performance Page. The platform is Aurora Securities. ² Weighted average of Historical Performance Page information based on AUM.
Amplify your 1031 Exchange
Invest your 1031 Exchange proceeds alongside leading institutions in personalized real estate portfolios designed for income generation and value appreciation.
[email protected] | +1 (844) 787-1031
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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 (Baker 1031) 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.
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
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 advisor listed.