Defer the tax.
Stay invested in real estate.

Baker 1031 Investments gives accredited investors independent access to institutional 1031-eligible strategies: DSTs, 721 exchanges, and more. Every option is evaluated around your exchange, never an in-house product.

250,0001
Investors reached through direct work and education
$4T+2
Aggregate platform sponsor AUM
$10B+3
Cumulative real estate investment experience

1 — Cumulative investors reached across transactional work and educational outreach over Jerry's career and the platforms he has worked with. An internal estimate, not an audited count.

2 — The combined reported assets under management of sponsors whose programs have been available through the platform, per sponsor reports. Not assets managed by Baker 1031.

3 — Total transaction value of real estate in which Jerry has participated across institutional and brokerage roles. A measure of experience, not investor returns.

These figures provide context; they are not performance claims and no figure implies future results.

Who I Am

I'm Jerry Baker. Baker 1031 is my firm — independent and founder-led. You work directly with me, and your exchange always comes before any product.

Meet Jerry

Access across established institutional sponsors

Sponsor logos are shown for identification only and are not endorsements or recommendations; availability and suitability vary by offering and investor.
What I Do

Six strategies, in plain English.

Each has its own structure, timeline, and trade-offs. The honest one-line version of each is below. We go deeper in the context of your exchange.

1
Delaware Statutory Trusts
Own a fractional interest in institutional real estate held by a trust. A passive replacement-property option, without day-to-day management.
2
721 Exchange (UPREIT) DSTs
A DST with a potential later path into a REIT's operating partnership, often considered for estate planning and long-term flexibility.
3
REITs
A professionally managed portfolio of income-producing real estate, offering diversification beyond any single property or market.
4
Real Estate Credit
Income from lending against real estate rather than owning the buildings. Access typically comes through REITs, including 721 exchange–eligible structures.
5
Opportunity Zone Funds
Funds investing in designated Opportunity Zones, with potential tax incentives for eligible gains and a longer horizon.
6
Oil & Gas Royalty Portfolios
Revenue tied to energy production, without operating an energy business. An additional real-asset income category.

Plain English, before anything else

Every strategy on this list is a private security: illiquid, long-hold, for accredited investors only, and capable of losing principal. Distributions are not guaranteed and can change. If you may need this capital back within a few years, most of these are the wrong tool, and I'll tell you so. The right fit depends on your exchange, your income needs, and your tolerance for a long hold.

How I Underwrite

Underwritten first. Shown second.

Before an offering reaches you, I take it apart the way an investment committee would. If the real estate doesn't make sense, the rest of the deal doesn't either.

The market: supply, vacancy, and who's actually hiring there.
The rent roll: who pays, for how long, at what escalations.
The business plan: what has to go right, and what happens if it doesn't.
The debt: structure, maturity, and refinancing risk.
More offerings are declined than advanced.
Baker 1031 Investments
INVESTMENT REVIEW — CONFIDENTIAL
PROPERTY
SPONSOR
MARKET
OFFERING SIZE

THE REAL ESTATE

1980s-vintage asset in an infill submarket; capital-expenditure history inconsistent with the sponsor's projection.

THE RENT ROLL

Top tenant is 31% of income, with a lease expiring inside the projected hold period.

THE DEBT

Interest-only through year five; refinancing assumptions rely on exit rates below today's.

DECLINED: DEBT STRUCTURE
One page of an actual review, redacted. Illustrative of process only; not a recommendation, an offer, or a description of any current offering.
Full-Cycle Results

Like you, I'm results-oriented.

A full-cycle result tells the whole story: hold period, reported average annual return, and total equity outcome at the liquidity event.

Courtyard by Marriott hotel, Gulf Shores, Alabama
Full-Cycle
Courtyard – Gulf Shores
Peachtree Group · Hotel · Gulf Shores, AL
Avg Annual Return59.40%
Equity Multiple3.93x
Hold Period3.3 yrs
Abbott Labs bio-medical facility, Minnetonka, Minnesota
Full-Cycle
Abbott Labs Bio-Medical Portfolio
Syndicated Equities · Life Science · Minnetonka, MN
Avg Annual Return18.40%
Equity Multiple2.35x
Hold Period5.1 yrs
Carriage Homes on the Lake apartment community pool, Garland, Texas
Full-Cycle
Carriage Homes on the Lake I & II
Bridgeview · Multifamily · Garland, TX
Avg Annual Return51.90%
Equity Multiple6.05x
Hold Period5.2 yrs
490 First Ave office building, St. Petersburg, Florida
Full-Cycle
490 First Ave
Denholtz · Office · St. Petersburg, FL
Avg Annual Return26.66%
Equity Multiple1.87x
Hold Period2.7 yrs
Avenue 25 apartment community pool at dusk, Phoenix, Arizona
Full-Cycle
Avenue 25
Bluerock · Multifamily · Phoenix, AZ
Avg Annual Return51.93%
Equity Multiple2.97x
Hold Period2.8 yrs
Almeria at Ocotillo community courtyard, Chandler, Arizona
Full-Cycle
Almeria at Ocotillo
Passco · Multifamily · Chandler, AZ
Avg Annual Return20.20%
Equity Multiple2.51x
Hold Period5.0 yrs
Austell Place industrial building, Long Island City, New York
Full-Cycle
Austell Place Equities
Time Equities · Industrial · Long Island City, NY
Avg Annual Return25.18%
Equity Multiple12.51x
Hold Period14.3 yrs
Kay Alexander Pointe apartment community, Jacksonville, Florida
Full-Cycle
CS1031 Kay Alexander Pointe Apartments
Capital Square · Multifamily · Jacksonville, FL
Avg Annual Return25.84%
Equity Multiple2.61x
Hold Period4.5 yrs
“Full cycle” means the program has completed its hold and returned investor capital; these offerings are closed and no longer available. Average annual return and equity multiple are net to investor over each program’s full hold period. Realized results of completed programs; not current offerings. Past performance does not guarantee future results, and individual results will vary. Review all full-cycle results
Jerry Baker, founder of Baker 1031 Investments
Jerry Baker
Founder & Managing Principal
The Principal

It's nice to meet you. I'm Jerry Baker.

Baker 1031 Investments is a founder-led, boutique real estate securities brokerage for individual investors navigating a consequential 1031 exchange. Before we review a single offering, I want to understand the property you're selling, your exchange calendar, your expected equity and debt, and the role the proceeds need to play for your family.

My perspective comes from more than a decade in institutional real estate across acquisitions, underwriting, financing, and redevelopment — I’ve participated in more than $10 billion of real estate transactions — built on a 60-year family legacy in the business. In 2026, GlobeSt. named me one of CRE's Aspiring Leaders, recognizing commercial real estate professionals under 40.

FINRA BrokerCheck
CRD #7537416
Gerald F. “Jerry” Baker, III
Look up Jerry on BrokerCheck →
Broker-Dealer
Aurora Securities, Inc.
CRD #46147 · Member FINRA/SIPC
Download Form CRS (PDF) →
Registrations
Series 22 · Series 63 · SIE
Direct participation programs · state law
What these licenses cover →
Verify me before you trust me: two minutes on BrokerCheck tells you more than any brochure ever will.
Fit

Who I'm for, and who I'm not.

A boutique firm works because it's selective in both directions. If we're not the right fit, I'll say so on the first call and point you somewhere better.

A strong fit

Accredited investors in, or planning, a 1031 exchange
Owners ready to trade management burden for passive, institutional-quality real estate
Families thinking in decades: income now, estate planning later
People who want the trade-offs explained straight, including the unflattering ones

Probably not the right fit

Investors who aren't accredited. Start with the free education instead, and come back when the time is right.
Capital you may need back within a few years
Owners who want to buy and operate the next building themselves
Anyone shopping for a promised return. Nobody honest can offer one.
Why I Founded Baker 1031 Investments
“I founded Baker 1031 Investments to build the kind of firm I would want my own family to work with. And sometimes the right answer is that we don't have the right investment for you. When that happens, I'll say so. I would rather lose the business than do bad business.”
Jerry Baker
Founder, Baker 1031 Investments
Read the full letter
How We'll Work

A simple process, built around your exchange.

1

Meet with me

Request access, then begin with a conversation about your sale, timeline, priorities, and the outcome you want from the exchange.

2

Review opportunities together

Consider the strategies and offerings that merit attention across sponsors, asset classes, and structures, always in the context of your needs.

3

Move forward with confidence

When an opportunity fits, I keep the decision-making, sponsor coordination, and conversations with your other professionals aligned.

Questions

Ask me the hard ones first.

From how I'm paid to strategy selection, diversification, liquidity, and exchange timing, these are the practical questions I want you to feel comfortable asking before we work together.

No 1031 exchange is too complex.

A short intake of nine quick steps tells me what your exchange needs. I'll reach out within one business day. No obligation, no pressure.
About 3 minutes, with answers saved as you go
A response within one business day
I coordinate with your QI, CPA, and attorney

Request investment access

Step 1 of 9: a quick introduction
First name
Last name
Email address
Phone
State
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