Get Started with Jerry

This short form collects some basic information and gives me a little background on your situation so I can prepare for our conversation. It takes only a few minutes, and the final step is to schedule a call with me.

1 Contact information

I’m excited to get started. Can I get some basic contact information?

First name Please enter your first name.

Last name Please enter your last name.

Email address That email doesn’t look right — could you double-check it?

Phone number Please enter a 10-digit phone number.

Enter ↵ to continue

Your information is used to set up your account and to let me follow up with you. I do not sell it. It is shared only where running the firm requires it — with my broker-dealer, with the sponsor of an offering you ask about, and with the service providers listed in the Privacy Policy. See the privacy policy.

2 About you

Nice to meet you. Let’s get started.

What best describes you and your role in this investment?

Please choose one.

Which best describes your situation?

Please choose one.

3 The 1031 exchange

Let’s talk about your 1031 exchange.

How much equity do you plan to invest?

The cash from your sale that will go into the exchange, after paying off any loan and closing costs. A rough number is fine.

Please enter the equity amount.

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Do you have debt to replace?

If there’s a loan on the property you’re selling, a 1031 exchange generally needs to replace that debt (or add cash) to fully defer the tax.

Please choose one.

When did your property sell? When do you expect the sale of your property to close?

The closing date of the sale — the day the 45- and 180-day clocks started.

An estimate is fine — pick the closest date you have in mind.

Please enter a date.

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4 Accredited investor

I need to make sure you’re an accredited investor.

What is your marital status?

This matters because the accredited-investor thresholds can be met individually or jointly with a spouse or partner.

Please choose one.

What is your net worth, excluding your primary residence?

Leave out the value of your primary home (and the mortgage on it). Your best estimate is fine.

Please choose one.

What is your estimated annual household income?

Roughly what you earned in each of the last two years and expect to earn this year.

Please choose one.

5 Verify

Verify some final information.

Please check each box to confirm.

I verify that I meet the definition of an accredited investor. I understand that Jerry Baker and Baker 1031 Investments are not CPAs, attorneys, or registered investment advisers (RIAs). Please consult with your personal tax, legal, and investment advisors. I understand that Baker 1031 Investments primarily offers Delaware Statutory Trust (DST) property investments, not sole-ownership investment opportunities. I have reviewed the Form CRS (Customer Relationship Summary), and I understand that I can request an additional copy at any time.

Please check each box to continue.

Enter ↵ to continue

Here’s what I have. Does everything look right?

Enter ↵ to continue

6 Schedule

Let’s schedule our call.

A 25-minute introductory call. Pick any time that works — you’ll get a confirmation by email.

6 All set

Welcome to Baker 1031 Investments!

Thank you for taking the time to submit your information. I’m taking a look at your submission and will send you an email shortly with next steps.

If you don’t see an email from me or my team in the next 15 minutes, please check your spam or junk folder.

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Step 1 of 2

I’m excited to get started. Can I get some basic contact information?

Nice to meet you, . Let’s get started.

— let’sLet’s talk about your 1031 exchange.

I need to make sure you’re an accredited investor.

Verify some final information.

Let’s schedule our call.

Welcome to Baker 1031 Investments, !

Nice to meet you. Let’s get started.

Let’s talk about your 1031 exchange.

Welcome to Baker 1031 Investments!