Turn real estate equity into passive retirement income.
As you move into retirement, active real estate can feel like a burden. A 1031 exchange lets you convert appreciated property into passive, income-producing real estate, deferring the tax, simplifying your holdings, and easing the transition to your heirs.
Request Investment AccessIs this you?
- You want dependable income in retirement without managing property.
- Selling outright would trigger a large capital-gains and depreciation-recapture bill.
- You want to simplify your estate and make things easier for your heirs.
How Baker 1031 helps
We help retirees exchange management-intensive real estate into fractional interests in professionally managed properties designed for income. Your equity stays invested and tax-deferred, and your holdings become simpler to manage and to pass on.
- Exchange active rentals into DST interests structured for regular distributions.
- Diversify across property types and regions to spread risk in retirement.
- Simplify estate planning — heirs may receive a stepped-up basis on inherited interests.
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
Is passive real estate income reliable in retirement?
DSTs are structured to distribute rental income, but distributions are not guaranteed and can vary with property performance. They are long-term, illiquid investments and should be sized appropriately within your overall plan.
How does this help my heirs?
If you continue to defer through exchanges, heirs generally receive a stepped-up basis at death, which can eliminate the deferred gain. Fractional interests are also simpler to divide among heirs than a single building.
Are these investments right for everyone?
No. DST and similar offerings are available only to accredited investors and involve real risk, including loss of principal. They suit a portion of a diversified plan — review suitability with your advisors.
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.