# Baker 1031 Investments: DST investments for 1031 exchanges

> Baker 1031 Investments builds custom 1031 exchange solutions with Delaware Statutory Trust (DST) investments from more than 20 institutional sponsors.

Source: https://baker1031.com/


## Guiding real estate investors through their 1031 exchanges

Baker 1031 Investments builds custom 1031 exchange solutions with Delaware Statutory Trust (DST) investments from more than 20 institutional sponsors.

## What we offer

- **DST Properties.** Fractional interests in institutional real estate, such as multifamily, industrial, and net lease properties, held in a Delaware Statutory Trust. DST interests can qualify as replacement property in a 1031 exchange, and the sponsor manages the property. More: https://baker1031.com/writing/what-is-a-delaware-statutory-trust-dst.md
- **721 DST Properties.** DSTs structured with a 721 exchange, in which the property can later be contributed to a REIT's operating partnership (an UPREIT) in exchange for partnership units. Depending on the offering, the 721 exit is optional or mandatory. More: https://baker1031.com/writing/what-is-a-721-exchange-upreit-dst.md
- **Oil & Gas Royalties.** Mineral and royalty interests in producing oil and gas wells that can qualify as like-kind replacement property. Owners receive a share of production revenue and do not pay drilling or operating costs. More: https://baker1031.com/writing/what-are-oil-and-gas-royalties.md

Each solution is structured around the client's income needs, financial goals, and exchange requirements, with direct access to founder Jerry Baker throughout.

## Find the right DST for your exchange

Start here to find vetted DST offerings for a 1031 exchange, from multifamily and industrial to net lease, energy royalties, and everything in between.

- All offerings: https://baker1031.com/invest.md
- Popular categories: Multifamily, Industrial, Net lease, Medical office, Self-storage, Retail
- DST offering statistics: https://baker1031.com/data/dst-offerings.md

## From introductory call to closing

DST properties are acquired before an offering opens, so with complete paperwork, available funding, and the necessary approvals, closing can often take two to three business days.

1. **Introductory call.** A conversation about goals, needs, exchange requirements, and timeline. Investors reach out before listing, while in escrow, or after a sale closes; earlier contact leaves more time to evaluate options.
2. **Review opportunities.** Our team narrows the available offerings to those that fit the client's situation, then reviews each one with the client, including its strengths and any reservations.
3. **Close.** Our team coordinates the paperwork and closing with the sponsor and the client's qualified intermediary.

## Continuous, institutional review

Baker 1031 Investments regularly reviews investment managers, examines every new offering, and continues to assess the offerings already on its platform. Each review covers the broker-dealer, the investment manager, the offering, the real estate, and institutional underwriting.

1. Broker-dealer review
2. Investment manager audit
3. Investment offering review
4. Real estate assessment
5. Institutional underwriting

More: https://baker1031.com/writing/inside-my-due-diligence-process.md

## Wherever you are in your exchange

- **Planning a sale.** Plan the timing, the equity and debt to replace, and the types of DSTs that could fit before the property is listed.
- **In escrow.** Line up options that match expected proceeds before the 45-day identification period begins.
- **Sale recently closed.** Focus on offerings that are already acquired and available, to identify replacement property with confidence and close efficiently.
- **Stepping back from management.** In a DST, the sponsor handles management, leasing, and financing. Investors give up control in exchange, and our team explains what that means.
- **Replacing debt.** Many DSTs carry sponsor-arranged financing that can help match the debt paid off at sale, at a level of leverage the investor is comfortable with.
- **Diversifying.** Proceeds can be divided across several DSTs by property type, location, and sponsor, within the identification rules.

## Jerry Baker, Founder

Jerry Baker founded Baker 1031 Investments after working on the acquisition, management, and development sides of real estate at ValueRock Realty Partners, Faris Lee Investments, Westport Capital Partners, and Arbor Bay Capital Partners. He has been involved in more than $10 billion of real estate investment activity, studied applied mathematics and applied statistics at Babson College, and was named a top commercial real estate industry leader by GlobeSt in 2026. More: https://baker1031.com/about.md

## By the numbers

- **250,000+**: Investors the team has worked with through education, advice, and transactions
- **$10 billion**: Real estate transaction experience
- **1,100+**: Full-cycle 1031 exchange DST investments tracked for performance
- **20+**: Institutional sponsors on the platform
- **$4 trillion+**: Investor capital overseen by the investment managers on the platform
- **2026**: Jerry Baker named a top commercial real estate industry leader by GlobeSt

## Frequently asked questions

### When should an investor reach out?

As early as possible. Some investors call before listing a property; others call after the sale closes. Starting early allows more time to review options before the 45-day identification period begins.

### What is a DST, and how does it work?

A Delaware Statutory Trust is a legal entity that holds title to real estate. Investors buy fractional interests in the trust, and the sponsor manages the property. Under IRS guidance, a DST interest can qualify as replacement property in a 1031 exchange.

### What are the 1031 exchange deadlines?

Investors have 45 days from the sale to identify replacement property in writing and 180 days to close. The two periods run at the same time. The 180 days end sooner if that year's tax return is due first, unless an extension is filed.

### Is a qualified intermediary still required?

Yes. Sale proceeds go to the qualified intermediary, not the investor, and are used to buy the replacement property. Our team coordinates with the intermediary at closing.

### How much needs to be reinvested?

To defer all of the tax, investors generally need to reinvest all net proceeds and replace any debt that was paid off. Anything kept or not replaced may be taxable. A CPA can confirm the numbers.

### Can proceeds be split across more than one investment?

Yes. Many clients divide their proceeds across several DSTs to spread risk across property types, locations, and sponsors, within the identification rules.

### Is accredited investor status required?

Most DST offerings are private placements available only to accredited investors. Eligibility is confirmed during registration.

### What are the minimums and fees?

They vary by offering and are disclosed in each offering's documents. Our team walks through the costs of each opportunity before a client decides.

### Can the money be accessed before the investment ends?

Generally, no. DST interests are illiquid, there is no assured secondary market, and investors should plan to hold until the sponsor sells the property, which is often several years.

### What are the main risks?

Investors can lose their entire investment. DSTs are illiquid, investors have limited control, distributions are not guaranteed, and results depend on the property, its tenants, its financing, and the sponsor. Read the offering documents and consult a CPA and attorney before investing.

## Begin your 1031 exchange plan

Share what you are selling, when it closes, and what you need from the next property. Our team responds within one business day.

- Call: (415) 965-0552
- Email: hello@baker1031.com
- Start working with Jerry: https://baker1031.com/contact

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Securities are offered through Aurora Securities, Inc., member FINRA/SIPC. Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. and is not a registered broker-dealer or investment adviser. This content is general education, not investment, tax, or legal advice, and is not an offer to buy or sell securities. Offers are made only through the offering documents to eligible investors, generally accredited investors. DST interests are illiquid, distributions are not guaranteed, and you can lose your entire investment.

Contact: Jerry Baker, Baker 1031 Investments · hello@baker1031.com · (415) 965-0552 · https://baker1031.com/contact
