Privacy
Privacy policy
Your information is handled the way I’d want mine handled: collected only when it helps, kept carefully, and never sold.
Last updated October 19, 2026
Who we are
This policy covers baker1031.com, the investor portal and the forms, scheduling and text messages connected to them. It is published by Baker 1031 Investments, LLC (“Baker 1031”, “we”, “us”), Jerry Baker’s practice, with offices in San Francisco and El Segundo, California.
Securities are offered through Aurora Securities, Inc., member FINRA/SIPC. If you open an account or invest through Aurora Securities, its own privacy notice also applies to the information it holds about you.
What we collect
We collect only what we need to talk with you about a 1031 exchange and to run the investor portal.
| When | What we collect |
|---|---|
| You fill in the “Get started” form | Your name, email and phone number; how we can help; your estimated net worth; confirmation that you are a U.S. citizen and that you received Aurora Securities’ Form CRS; and details of your exchange, such as the start date, the proceeds held by your qualified intermediary, the sale price, and any loan balance to replace. Anything you write in the notes field. |
| You book a call | The time you choose, your name, email and time zone, and any notes you add to the booking. |
| You opt in to text reminders | Your mobile number and your consent choice. |
| You use the investor portal | Your name, email address and phone number; the investments you save; the onboarding forms you complete, which can include identification, tax, banking and ownership details needed to open an investment; and the documents you upload. |
| You email, call or text us | What you send us and our replies. |
| You visit the site | Standard technical data: pages viewed, the referring page, approximate location derived from your IP address, browser and device type. See Cookies and analytics. |
Please don’t send us Social Security numbers, account numbers or passwords by email, by text or through the website’s contact forms. When we need them, we ask for them through the investor portal’s encrypted onboarding forms.
How we use it
- To answer your enquiry, prepare for and hold our conversations, and follow up.
- To consider which investments may suit your exchange and timeline, and to meet the suitability and record-keeping duties that apply to securities recommendations.
- To send booking confirmations and, if you agree, text reminders.
- To run the investor portal: signing you in, keeping your saved investments, onboarding forms and documents, and filing them in your private client folder.
- To understand how the site is used so we can improve it, and to keep it secure.
- To comply with law, regulation and requests from regulators, including FINRA and Aurora Securities’ supervisory reviews.
We don’t use your information for automated decisions that have legal or similarly significant effects on you.
Text messages
We send text messages only if you tick the reminder box or otherwise ask us to. Messages relate to your booked call and our conversations; message frequency varies. Message and data rates may apply.
Reply STOP to any message to stop receiving texts, or HELP for help. You can also email us. Consent to texts is never a condition of working with us.
We do not sell, rent or share your mobile number or text-messaging consent with third parties or affiliates for their marketing purposes. Service providers that deliver messages on our behalf receive your number only for that purpose.
How long we keep it
We keep your information while we’re in touch and for as long as needed afterwards to meet legal and regulatory record-keeping duties, which for securities business can be six years or more. Portal data is deleted when you ask us to close your access, unless we must keep a record. Analytics data is retained for up to 14 months.
How we protect it
The site is served only over HTTPS with a strict content security policy. Onboarding answers and uploaded documents are encrypted, uploads are scanned for viruses, offering documents are available only to signed-in investors, and access to client records is limited to people who need it. No system is perfectly secure, so please tell us right away if you think your information or portal access has been misused.
Your choices
- Ask to see, correct or delete the information we hold about you, subject to the records we must keep.
- Stop text messages by replying STOP.
- Stop emails by replying to say so or using the unsubscribe link in any marketing email.
- Block or delete cookies in your browser settings.
California privacy rights
If you live in California, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you the right to:
- Know the categories and specific pieces of personal information we collect, where it comes from, why we use it and who we disclose it to.
- Delete personal information we collected from you, subject to legal exceptions.
- Correct inaccurate personal information.
- Opt out of the sale or sharing of personal information. We do not sell or share it, as those terms are defined, and have not done so in the past 12 months.
- Limit the use of sensitive personal information. We use it only for purposes the law permits without offering this right.
- Not be discriminated against for exercising any of these rights.
What we have collected in the past 12 months
Identifiers (name, email, phone, IP address); financial information you provide (net worth estimate, exchange proceeds, sale price and loan details); if you complete portal onboarding, government identification, tax identification and bank account details and the documents you upload; citizenship confirmation; internet activity on our site; and inferences about which investments may suit you. We collect these from you directly, from your use of the site, and from the services listed above, for the purposes in How we use it, and disclose them only to the recipients in Who we share it with.
Some information is covered instead by federal financial privacy law (the Gramm-Leach-Bliley Act and SEC Regulation S-P), in which case those rules and Aurora Securities’ privacy notice apply.
Making a request
Email invest@baker1031.com or call (415) 965-0552. We’ll confirm your identity by matching details we already hold, and answer within 45 days. An authorised agent may make a request for you with your signed permission.
Children
The site is for adults investing in real estate. We don’t knowingly collect information from anyone under 18.
Changes to this policy
If we change this policy, we’ll update the date at the top of this page. If a change materially affects how we use information we already hold, we’ll tell you before it applies.
Contact us
Baker 1031 Investments, LLC1700 Montgomery St, Ste 108
San Francisco, CA 94111
Email invest@baker1031.com or call (415) 965-0552.