Employee Portal

Your example portfolio

Prepared by Baker 1031 Investments for illustrative purposes. These are sample allocations built from offerings currently tracked on our platform — not a recommendation or an offer. Any investment is made solely through a sponsor's private placement memorandum after a suitability determination.

Portfolio Builder

Reads the live offering inventory. Enter the exchange figures and preferences, then generate example portfolios. Nothing here is saved unless you grant a client portal access below.

Goals

Share, save & grant access

Create a client-facing link that reproduces the portfolios above (no password needed for the client), save a portfolio into a client's portal, or grant portal access.

Client email (for save / grant)

Tick the save box on each portfolio above that you want to add to this client's portal.

Firm-add a single deal

Add a specific offering into a client's portal. It appears flagged Firm Added (distinct from a client's own bookmarks) and pings their profile as new.

Saved portfolios

Portfolios you've saved into client portals. Edit the name, hide from the client, or remove.