Overview
Baker Diversified Real Estate REIT owns income property across sectors and markets and distributes most of its taxable income monthly. One investment buys a slice of the whole portfolio rather than a single building, with pricing set by periodic net-asset-value appraisals.
It is not a 1031 vehicle on its own, but a property owner can contribute real estate into the REIT through a 721 exchange and defer the gain. Liquidity comes from a share-repurchase program the board can cap or suspend, so treat it as a multi-year holding.
Gallery
Highlights
- Diversified across sectors and 24 states in one holding.
- Monthly distributions with 20% QBI-eligible dividends.
- 721 exchange contributions accepted from property owners.
- Low minimum at $2,500.
Portfolio Allocation
Illustrative allocation by sector; actual portfolio composition changes over time.
Benchmark Analysis
| Metric | This Offering | Peer Average |
|---|---|---|
| Current distribution | 5.9% | 5.4% |
| 5-yr avg total return | 8.2% | 7.1% |
| Portfolio leverage | 40% | 46% |
Compared to the average non-traded diversified REIT. Illustrative, net of fees.
Features
Offering Details
| Offering type | Private REIT · Non-Traded |
|---|---|
| Portfolio | Diversified · 24 States |
| Sponsor | Baker Real Assets |
| Current distribution | 5.9%, paid monthly |
| Minimum investment | $2,500 |
| Portfolio LTV | 40% |
| Liquidity | Share-repurchase program (may be gated) |
| Offering exemption | Reg D 506(c) · accredited only |
Documents
Analyst Notes
A diversified income holding and a natural 721 destination. Suited to investors who value diversification over daily liquidity.
Pros. One-ticket diversification, monthly income, favorable REIT tax treatment, and a low entry point.
Cons. Redemptions are limited and can be paused, NAV pricing lags a live market, and fees weigh on early returns.
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