415.579.1660
invest@baker1031.com
Baker 1031 Investments develops custom, diversified portfolios of institutional DST properties. Each portfolio is personalized to the investor's specific income needs, investment goals, and 1031 exchange requirements.
Baker 1031 Investments uses a proprietary process to identify high-performing Delaware Statutory Trust (DST) opportunities for our clients. While other platforms focus on fees or tax analysis, we take a real estate-first approach.
We believe that if the underlying property doesn't perform, nothing else matters. By analyzing the real estate before the tax metrics, we have historically outperformed both our competitors and major investment benchmarks.
250,000+ Investors
We have educated and transacted with over 250,000 real estate investors.¹
$4 Trillion+ AUM
Our platform's sponsors manage more than $4 trillion of investor capital.²
19.80% Annually
Our platform's preferred sponsors have historically averaged 19.80% net annual returns.²
We offer three distinct investment strategies designed to meet 1031 exchange requirements. Our thorough, real estate-first due diligence process incorporates multiple third-party auditors, outside institutional research, and proprietary financial models. Our platform exclusively features institutional opportunities curated to help you achieve your financial goals. Not only do we group diverse opportunities into balanced portfolios, but we also couple different strategies to specifically match your objectives while strictly adhering to 1031 exchange requirements.
Reinvest your 1031 proceeds into institutional-grade properties designed for stable income and long-term growth. Transition from active property management to passive ownership in high-quality, professionally managed real estate.
Utilize a 721 Exchange to transition from your DST into a diversified REIT. This strategy is designed for investors seeking increased liquidity, broader diversification across multiple sectors, and a simplified long-term exit plan.
Hedge your traditional real estate holdings by adding mineral rights to your 1031 exchange. These assets offer the potential for high-yield income and significant tax advantages while remaining eligible for 1031 treatment.
"Why don’t we dedicate the resources to design products that yield tax efficiency and ease of access? Historically, the practice was to give the customer a bad experience: charging 12 points upfront in fees and having people with no experience doing the investing.
Instead, we should give individual investors an institutional-quality experience—both from a cost and performance standpoint. When you port over the same high standards for valuations and conflicts that we provide to institutions, individual investors react the same way: they see the value, they want more, and they trust the platform. It is all built on performance, and that has made a huge difference."
Gerald F. 'Jerry' Baker, III
Founder, Managing Principal of Baker 1031 Investments
Delaware Statutory Trusts provide a seamless path from active property management to passive, institutional-grade ownership while solving the tightest 1031 exchange timelines.
True "mailbox money" with zero landlord duties—no tenants, toilets, or trash.
Closes in days, eliminating the risk of missing your 45-day ID window.
Own a piece of $50M+ assets you couldn't buy solo.
No middlemen or call centers. Work one-on-one with the founder.
Unbiased access to institutional DSTs—zero high-fee "house" products.
We vet sponsors and investments to prioritize your downside protection.
Split your 1031 proceeds across multiple property types and geographic markets.
Pre-packaged, non-recourse debt—no personal qualifying required.
Simplifies estate planning by allowing heirs to receive a "step-up in basis".
¹ The estimate of "250,000 investors" is derived from a January 2026 analysis of the Baker 1031 database of 255,000+ individual investors.
² The calculated platform average annual return presented reflects a statistical average of data provided by the specific investment sponsors listed here. The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security. Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.
³ Chart data sources: 1.) Baker 1031 Investments' performance can be found here; 2.) S&P 500 Performance data per Morningstar 10-year average annual performance; 3.) DST Performance based on Passco investment performance, which can be found here; 4.) Private Real Estate Ownership performance per average cap rate data from Boulder Group; 5.) Real Estate Crowdfunding data per Fundrise; 6.) Bank Savings rate per Business Insider.
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