Terms of use

Using this site

These terms apply to baker1031.com, the investor portal and the Learn library (together, the “site”), published by Baker 1031 Investments, LLC (“Baker 1031”, “we”, “us”). By using the site you agree to them. If you don’t agree, please don’t use the site.

Our Privacy Policy explains how we handle your information and forms part of these terms.

Information, not advice or an offer

The site explains 1031 exchanges and the kinds of investments Jerry Baker works with, such as Delaware statutory trusts (DSTs), 721 exchanges, oil and gas royalties, Opportunity Zone funds and REITs. It is general information. It is not investment, tax or legal advice, and it doesn’t take your circumstances into account. Please speak with your own tax adviser and attorney before making an exchange.

Nothing on the site is an offer to sell, or a solicitation of an offer to buy, any security. Offerings are made only through each sponsor’s offering documents, typically to accredited investors, and only where permitted by law. 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.

Real estate and the investments described on the site carry risk, including loss of principal, illiquidity and the possibility that an exchange fails to qualify for tax deferral. Past performance does not guarantee future results.

Figures and availability

Figures shown on the site and in the portal, including projected cash flow, loan-to-value and distribution rates, come from sponsors’ materials or are illustrations. They are not guaranteed and may change. Availability is subject to confirmation, and an investment shown as available may close before you can invest.

Portfolio scenarios in the portal are hypothetical calculations to help a conversation along. They are not a recommendation or a projection of your results.

The investor portal

• Portal access is by invitation and is for you personally. Keep your password to yourself and tell us right away if you think someone else has used it.
• Offering information in the portal is confidential. Please don’t share, copy or republish it without the sponsor’s and our permission.
• We may change, suspend or end portal access at any time, including when an investment closes or if these terms are breached.

Other services and links

The site links to and embeds services run by others, including Fillout forms, Cal.com scheduling, Dropbox documents and FINRA BrokerCheck. Their own terms and privacy policies apply, and we aren’t responsible for their content or availability.

Acceptable use

Please don’t:

• use the site for anything unlawful or misleading, or submit someone else’s information without their permission;
• try to get into accounts, data or systems you aren’t authorised to access, or test the site’s security without our written permission;
• scrape, copy or harvest content or data from the site by automated means, or interfere with how it works.

Our content

The site’s text, design, graphics and the Baker 1031 name and logo belong to Baker 1031 or its licensors. You may view and print pages for your own use in considering an exchange. Property photographs and offering materials belong to their sponsors. Any other use needs our written permission.

Disclaimer

We work to keep the site accurate and available, but it is provided “as is” and “as available”. To the extent the law allows, we disclaim all warranties, express or implied, including warranties of accuracy, merchantability and fitness for a particular purpose.

Limitation of liability

To the extent the law allows, Baker 1031 and Jerry Baker will not be liable for indirect, incidental, special or consequential losses arising from your use of the site, or for decisions made in reliance on information on the site. Nothing in these terms limits liability that cannot be limited by law, or any rights you have under securities laws or FINRA rules.

Governing law

These terms are governed by the laws of the State of California, without regard to its conflict-of-law rules. Any dispute about the site will be heard in the state or federal courts located in San Francisco County, California, unless a written agreement with you or FINRA rules provide otherwise.

Changes to these terms

We may update these terms from time to time. The date at the top of this page shows when they last changed, and using the site after a change means you accept the updated terms.

Contact us

Email invest@baker1031.com or call (415) 965-0552.