Find The Perfect DST For Your 1031 Exchange.
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.
The first DST platform built by real estate investors, for real estate investors.
Baker 1031 Investments uses a proprietary process to identify high-performing Delaware Statutory Trust opportunities for our clients. Unlike other platforms that focus primarily on fees or tax analysis, we take a real estate-first approach — because 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.
19.80% Annually
Our platform's preferred sponsors have historically averaged 19.80% net annual returns.²
$4 Trillion+ AUM
Our platform's sponsors manage more than $4 trillion of investor capital.²
250,000+ Investors
We have educated and transacted with over 250,000 real estate investors.¹
The Baker 1031 Investments Approach
Most platforms in this space are marketplaces. They manufacture DSTs, mark them up, and distribute them through their own sales teams. The investor is the customer. The product is the margin.
We built Baker 1031 Investments as an inversion of that model.
We are not a sponsor. We do not originate deals. We have no proprietary inventory to move and no incentive to push one product over another. Our only function is to identify the institutional DST sponsors whose properties, underwriting, and track records meet the standard we would apply to our own family's capital — and then to construct portfolios of those properties, tailored to each investor's specific requirements.
Our sponsors include firms like Invesco, Fortress, Apollo, Hines, Ares, and Brookfield — managers whose combined assets exceed $4 trillion. These are the names that pension funds, sovereign wealth funds, and the endowments of major universities trust with their capital.
We believe the individual investor who has spent thirty years building equity in real estate deserves access to the same quality of management. That is the premise. The performance data speaks to whether we have delivered on it.
Baker 1031 Outperforms For Their Clients³
1031 Exchange Investment Strategies
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.
Complete Your 1031 Exchange with Delaware Statutory Trust (DST) Properties
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.
1031 Exchange into a REIT with 721 Exchange (UPREIT) DST Properties
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.
Mineral Rights & Royalties: 1031 Exchange with Oil & Gas Portfolios
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 invest your 1031 exchange with 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.
100% Passive
True "mailbox money" with zero landlord duties—no tenants, toilets, or trash.
Instant Execution
Closes in days, eliminating the risk of missing your 45-day ID window.
Institutional Quality
Own a piece of $50M+ assets you couldn't buy solo.
Direct Access
No middlemen or call centers. Work one-on-one with the founder.
No Conflicts of Interest
Unbiased access to institutional DSTs—zero high-fee "house" products.
Due Diligence
We vet sponsors and investments to prioritize your downside protection.
Effortless Diversification
Split your 1031 proceeds across multiple property types and geographic markets.
Turnkey Financing
Pre-packaged, non-recourse debt—no personal qualifying required.
Estate Planning
Simplifies estate planning by allowing heirs to receive a "step-up in basis".
The owner's name is on the door.
Jerry Baker founded this firm after spending more than a decade on Wall Street, where he was directly involved in more than $10 billion in real estate transactions — from Canary Wharf to 30 Rockefeller Center to JFK Airport's ARK Terminal.
When his own family — three generations deep in real estate development and management — sought exchange options for their portfolio, they found a market that was opaque, fragmented, and unnecessarily painful.
He built Baker 1031 to be the firm his family couldn't find.
Every client works directly with Jerry. No call centers. No rotating sales teams. No algorithms. A single point of contact who has a personal and reputational interest in every outcome.
Jerry Baker's Real Estate Investment Memos
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.
