About Baker 1031 Investments
Discover our history, motivations, and more.
Who is Baker 1031 Investments?
At Baker 1031 Investments, why we do what we do is the foundation of everything we build. For our clients, that purpose makes a powerful difference in their experience and, more importantly, in their outcomes.
Our Difference
We don't try to be different. Apparently you stand out when you simply always do the right thing.
Investment Offerings
Institutional-Quality Properties
We only offer large properties or portfolios. The properties you're investing in should be larger than you normally buy, providing economies of scale and diversification you wouldn't otherwise have.
Truly Diversified Portfolios
As a firm, we focus on creating diversification opportunities for our clients. We see one of the biggest benefits of our investment products being the ability to acquire enough properties to be statistically diversified.
Investment Flexibility
The ability to acquire numerous properties with as little as $100,000, allows us to create a mixture of investment properties that collectively meet your goals, such as: income, liquidity, and growth.
Pre-Packaged Offerings
We are unwilling to offer any investment opportunity that isn't pre-packaged. The investment sponsor must already fully own the property, have financing in-place (if any), and have historical financials.
Investment Sponsors
Institutional Sponsors Only
Our firm exclusively provides investment opportunities from large, reputable institutions. These firms typically have $5B+ in assets under management, decades of real estate experience, and verifiable history.
Philosophical Alignment
We exclusively partner with sponsors whose investment philosophy aligns with our clients' goals. We focus on firms with deep expertise in specific real estate sectors. This ensures a true alignment of interests.
Curated Strategies
We actively seek out sector specialists—sponsors who are national leaders in high-demand niches of real estate. This allows our clients to invest alongside firms capitalizing on long-term demographic and economic trends, rather than chasing short-term fads.
Co-Investment, NOT Crowdfunding
We provide true co-investment, not crowdfunding. You invest directly alongside institutional partners who commit their own capital to each deal. This ensures complete alignment of interests and gives you access to professionally vetted opportunities with genuine shared risk.
Multiple Step, Independent Due Diligence
Offering Level Audit
We only provide offerings from Sponsor who electively hire one of three largest, most reputable independent due diligence agencies. If the report determines there are no issues, we proceed with the process.
Firm & Offering Review
We partner with a reputable Broker/Dealer that has maintained a spotless regulatory record since its founding in 1999. This firm reviews the third-party reports, audits Sponsor financials, and stress tests the property's financial forecast.
Suitability Filtering
With Baker 1031 Investments, just because an offering meets our standards does not mean it is right for our clients. We perform a thorough onsite review of all offerings to ensure the investments we offer, are the same investments we would choose ourselves.
No Proprietary Offerings
We do not offer propriety offerings. Many of our clients come to us asking about an investment offering that's available direct from a sponsor. It's great that they promise high returns and will pay you to invest. But, these offerings are often available direct through the sponsor because they don't meet some or all of reputable brokerages' due diligence requirements.
Elevated Client Service
Direct, Personal Access
The firm was structured from the start to ensure all clients have direct access to Jerry. The Baker 1031 Investments team is there to support Jerry - not act as intermediaries for Jerry. From your first phone call to completing your 100th transaction, Jerry will be your ONLY point of contact.
Personalized Experience
Unlike other firms we tried investing with, Baker 1031 Investments provides a flexible, personalized experience. Prefer to explore opportunities on your own? Or want to be walked through every available deal? We're here to shape the experience to fit your needs, timeline, and goals.
Real Estate Experts
Most people wouldn't have their appendix removed by their lawyer. So, why do they invest in real estate through their accountant, financial advisor, or attorney? Baker 1031 Investments is real estate-focused with decades of real estate investment experience.
Fully Transparent Process
We believe confidence comes from clarity. You’ll never be rushed, pressured, or left in the dark. From deal summaries to sponsor backgrounds to fee structures, we make sure you understand exactly what you're investing in—and why.
Our Commitment
Disjointed ideas from Jerry Baker regarding how he wants Baker 1031 Investments to operate, how team members should work, and how the overall client experience should be.
Jerry's name is on the door.
"I truly dislike the impersonal nature of today's financial industry, where faceless organizations often hide behind generic names. It leaves you wondering: who's truly accountable? At Baker 1031 Investments, I want our clients to know the human element is front and center. My name is on the door and in the firm's name, signaling that I'm personally staking my reputation on every interaction. I have a vested interest in upholding the unblemished record of value, fair-dealing, and high ethical standards that has always been mine, my family's, and the firm's hallmark."
We keep our word.
"'Meum dictum pactum' isn't just a dusty old Latin phrase for me; it's the bedrock of Baker 1031 Investments. I spent seven formative years at an all-boys Jesuit Catholic preparatory school, where learning Latin was part of the curriculum, and this particular phrase truly stuck. My word is my bond, and that simple, powerful truth guides every single action here. When I say we'll do something, consider it done, with integrity and precision. When I give advice, know it's backed by genuine commitment to your success. It means my personal reputation, and the trust you place in Baker 1031 Investments, are absolutely inseparable."
Midwest values. East coast mentality. West coast...
"I grew up in a small Michigan town, 30 minutes north of Detroit. A place where you know your neighbors. Beyond the accent and lingo, I carry a distinct set of Midwestern morals: looking after one another, respect, and treating clients like family. I couple this 'Would I recommend this for my own parents?' mentality with the hustle, quantitative rigor, and drive I learned from school and work in New York and Boston. I believe this provides clients a truly unique, beneficial perspective.
My current home is Los Angeles, purely because my wife is from here and we're caring for her aging parents. Frankly, if you're like me or many of my clients, a West Coast investment firm might raise an eyebrow. But rest assured, I'm not here for the 'flashy or laid-back Hollywood' lifestyle. In fact, feeling a bit like a 'fish out of water' ensures I stay sharp and focused on what truly matters for your investments."
Updated: My current home is San Francisco, CA. It's close enough to Los Angeles that my wife can jump on a short plane flight to visit her parents without us needing to live in Los Angeles.
Who is Jerry Baker?
Gerald F. Baker, III
Founder, Baker 1031 Investments
Jerry Baker is the founder of Baker 1031 Investments, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate. Before launching the company, Jerry spent over a decade on Wall Street, working with real estate private equity and hedge funds. Throughout his career, he was directly involved in more than $10 billion in real estate transactions, spanning global portfolios and complex investment strategies.
Jerry holds a dual degree from Babson College in Wellesley, Massachusetts, where he studied Computational and Mathematical Finance (Applied Mathematics in Finance) and Business Analytics (Applied Statistics). His academic background gave him a deep understanding of data-driven decision-making—an edge he carried into institutional real estate and now applies to client portfolios at Baker 1031 Investments.
That blend of Wall Street experience, analytical training, and real-world investing led him to create Baker 1031 Investments—a firm designed to offer institutional-quality real estate solutions with the clarity, transparency, and respect individual investors deserve. Like the generations before him, Jerry is driven by a deep commitment to long-term relationships, commonsense investing, and helping families preserve and grow their wealth.
Want to learn more?
"Not sure where to start? Have a specific question? I've been there before. Reach out to me with any questions!"
Call/Text: +1 415 625 1649 | Email: [email protected]
Call/Text: +1 646 389 1810
Email: [email protected]
Baker 1031 Investments • +1 415 625 1649 • [email protected]
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.
Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Baker 1031 Investments (Baker 1031) is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Investments, Jerry Baker, and (ASI) do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact +1 415 625 1649 or email [email protected].