Gerald F. 'Jerry' Baker, III

Gerald F. Baker, III

Founder, Managing Principal

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Gerald F. Baker, III 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, Mr. Baker spent more than a decade on Wall Street, where he was directly involved in more than $10 billion in real estate transactions. During this period, he led property investment strategies and acquisitions for several prominent private equity firms and hedge funds.

Mr. Baker’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, Mr. Baker 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 his clients.

Mr. Baker is a graduate of Babson College with dual concentrations in Computational and Mathematical Finance (Applied Mathematics) and Business Analytics (Applied Statistics).

Jerry's Credentials

• Licensed Michigan Real Estate Agent & Broker

• FINRA Securities Industry Essentials (SIE)

• FINRA Series 22 Direct Participation Programs (DPP) Representative

• FINRA Series 63 Uniform Securities Agent State Law Examination

Jerry's Education

• University of Detroit Jesuit High School & Academy

• Babson College
• Bachelor of Science in Business Administration
• Dual Concentrations: Computational & Mathematical Finance (Applied Mathematics); Business Analytics (Applied Statistics)
• Goldman Sachs 10,000 Small Businesses Participant
• Entrepreneurship in the West Participant