Enough to follow up properly, so you never have to repeat yourself.
Baker 1031 investments are available to U.S. citizens or permanent residents; for entities, all beneficial owners must meet that requirement. You are welcome to continue, and we will cover your situation on the call.
Please complete every field to continue.
What brings you here today?
Your role in this transaction, not your job title. A broker investing personally should pick the investor role that applies.
Your role · choose one
What brings you here? · choose all that apply
Select your role and at least one objective to continue.
Your exchange
Dates and dollars drive everything in an exchange. Estimates are fine.
Estimated replacement value
Estimated LTV
45-day identification deadline
180-day completion deadline
Your 45-day identification date has already passed. If your exchange has special circumstances (disaster relief, a completed identification), we can discuss them — you may continue.
Sale date, equity, debt, and fit are needed to continue.
Your investment goals
No exchange clock — just what the capital is for.
Amount, primary use, and time horizon are needed to continue.
What would you like to explore?
Preferences, not filters — I will never hide something suitable because it missed a checkbox.
Asset classes
Geographic regions
Market characteristics
DSTs and structures
Where you are on the learning curve changes what our first conversation covers.
Investment features to explore · optional
I understand Baker 1031 focuses on DSTs and related private real estate investments, which may be illiquid and are not suitable for every investor.
Select your experience level and check the acknowledgment to continue.
Household profile
Private placements carry investor requirements; this is the preliminary picture, not a determination.
Based on these answers, the traditional accredited-investor thresholds (net worth of $1M excluding your primary residence, or income of $200,000 individual / $300,000 joint) may not be met. This is a preliminary signal only — you may continue, and we will walk through the requirements together.
Marital status, net worth range, and household income are needed to continue.
Risk profile
Honest answers make for honest recommendations.
All six questions are needed to continue.
Review your answers
Use Back to change anything — nothing submits until the final step.
Final acknowledgments
All four are required to submit.
I am a U.S. citizen or permanent resident; for an investing entity, all beneficial owners are U.S. citizens or permanent residents.
I am an accredited investor, or I am inquiring on behalf of an accredited investor or entity.
I understand Baker 1031 offers DST interests, 721-related structures, Opportunity Zone funds, mineral-royalty portfolios, and other private real estate securities — not sole-ownership properties.
I agree to receive conversational text messages from Baker 1031 Investments at the phone number provided, including replies to my inquiry, appointment scheduling and reminders, and updates about my request. Message frequency varies. Message & data rates may apply. Reply STOP to opt out or HELP for help. See our Privacy Policy and Terms.
I also agree to receive occasional marketing and educational text messages from Baker 1031 Investments, such as new-offering announcements and market updates. Message frequency varies. Message & data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of any purchase or of submitting this form.
Both are optional and not required to submit this request. Your mobile information will not be shared with third parties or affiliates for their marketing purposes.
All four acknowledgments are required.
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Thank you for the trust it takes to share this much. I read every submission myself, and you will hear from me — not a call center. — Jerry