Partner with us on your clients' 1031 exchanges.
When your clients sell appreciated real estate, they need vetted, well-structured replacement options, and you need to stay at the center of the relationship. Baker 1031 works alongside financial advisors, CPAs, and attorneys to give clients access to institutional DST, 721, and Opportunity Zone offerings.
Request Investment AccessIs this you?
- Your client is selling real estate and needs a 1031 solution you can stand behind.
- You want institutional-quality replacement options, not a single product pushed by a captive salesperson.
- You need a partner who coordinates cleanly with you, the qualified intermediary, and the client.
How Baker 1031 helps
We're an independent firm. We help you and your client compare vetted offerings across sponsors, coordinate the exchange timeline, and keep you informed at every step. You stay the trusted advisor; we handle the securities execution.
- Access to vetted DST, 721 UPREIT, mineral royalty, and Opportunity Zone offerings from multiple sponsors.
- Coordination with your client's qualified intermediary, CPA, and attorney through the 45- and 180-day windows.
- Educational support and clear documentation so you can advise with confidence.
Why work with Baker 1031
- Independent & conflict-aware. An independent family firm — we help you compare offerings across sponsors, not sell a single product line.
- Institutional-quality access. Vetted DST, 721, mineral royalty, and Opportunity Zone offerings for accredited investors.
- Guidance through the deadlines. We coordinate with your qualified intermediary, CPA, and attorney to keep your 45- and 180-day windows on track.
Frequently asked questions
How do you work with a client's existing advisor?
Collaboratively. We coordinate with the advisor, CPA, attorney, and qualified intermediary, keep everyone informed, and focus on the securities execution while the advisor keeps the overall relationship.
What kinds of offerings can my clients access?
Vetted DST, 721 UPREIT, mineral royalty, and Opportunity Zone offerings from multiple sponsors, available to accredited investors and made only through each sponsor's private placement memorandum.
Are these suitable for all clients?
No. These are illiquid, accredited-investor offerings that involve risk, including loss of principal. Suitability depends on the client's objectives, and we document the process carefully.
Gerald F. “Jerry” Baker, III — Founder & Managing Principal, Baker 1031 Investments · FINRA Series 22 / 63 · SIE. Read full bio →
This page is educational and is not investment, tax, or legal advice, or an offer to sell or a solicitation to buy any security. Offerings are available only to accredited investors and are made solely through a sponsor’s private placement memorandum. Securities are offered through Aurora Securities, member FINRA/SIPC. Real estate investments involve risk, including possible loss of principal. Consult your own CPA and attorney regarding your circumstances.