About Baker 1031 Investments

Baker 1031 Investments is a premier specialist in Delaware Statutory Trusts (DSTs) and tax-deferred exchange solutions, built on a legacy of more than 60 years of real estate excellence. That legacy is rooted in a family tradition of developing, managing, and investing in high-quality assets across three generations — depth of experience that allows us to deliver a level of client service virtually unmatched in our industry.

The firm began with a problem the founder couldn't solve from the outside. When Jerry Baker set out to find exchange options for his own family's multi-generational portfolio, he and his family — despite their extensive real estate background — found a market that was unnecessarily painful to navigate. Offerings were opaque, information was fragmented, and the transaction process lacked the streamlining modern investors expect. So Jerry built the firm he and his family couldn't find: one dedicated to meticulously vetted DSTs, absolute transparency, and expert-led advice.

The value we deliver today comes from the intricate interweaving of that deep market experience with a streamlined transaction model. We've refined the exchange process to eliminate traditional friction points so clients can communicate their needs and receive immediate, clear information in return. Because our internal vetting systems are so sophisticated, we routinely complete 1031 exchanges in as little as 2–3 days — ensuring our clients' wealth transitions are handled with the same precision we apply to our own family's investments.

In an era of faceless organizations, Baker 1031 Investments harks back to an earlier era in the financial world — one where the owner's name is on the door. Clients know that Jerry Baker has a personal stake in maintaining the unblemished record of value, fair-dealing, and high standards that has been his family's hallmark for over six decades. That dedication to quality execution is what has made Baker 1031 Investments a leader in the DST space, giving investors the confidence that their legacy is being managed by a peer who understands the stakes of the transaction.

Gerald F. Baker, III

Founder, Managing Principal

Gerald F. Baker, III ("Jerry") is the founder and managing principal of Baker 1031 Investments, LLC. He has led the firm since its inception, specializing in institutional-grade Delaware Statutory Trust (DST) properties and tax-deferred exchange solutions for individual investors.

Prior to founding the firm, Jerry spent more than a decade on Wall Street, where he was directly involved in over $10 billion in real estate transactions. During that period, he led property investment strategies and acquisitions for several prominent private equity firms and hedge funds.

Jerry's professional expertise is underpinned by a 60-year family legacy in real estate development, management, and investment. He established Baker 1031 Investments to address the lack of transparency and efficiency in the 1031 exchange marketplace, engineering a proprietary execution model that allows for the completion of complex transactions in as little as two to three days.

To date, Jerry has educated and advised more than 250,000 real estate investors on the complexities of DST properties, 721 (UPREIT) exchanges, and strategic capital preservation. He remains personally involved in the development of custom, diversified portfolios tailored to the specific cash-flow requirements and long-term investment goals of every client.

Selection of Jerry Baker's Real Estate Experience

Credentials

Background