Sponsor Profile

Baker Tilly

Chicago, IL · Founded 1931 · bakertilly.com · Reviewed July 2026

Baker Tilly is a top-tier accounting and advisory firm, not a real estate sponsor, and appears in the 1031/DST ecosystem as a tax, cost-segregation and transaction advisor rather than as an issuer of offerings.…

Baker 1031 Investments is an independent broker-dealer representative and is not affiliated with, endorsed by, or sponsored by Baker Tilly. This page is Baker 1031’s own research profile of the sponsor. Baker Tilly and its logo are trademarks of their respective owner, used here for identification only.

Assets Under Mgmt
$5.1B
Year Founded
1931
Headquarters
Chicago, IL

Baker Tilly Overview

Baker Tilly is a top-tier accounting and advisory firm, not a real estate sponsor, and appears in the 1031/DST ecosystem as a tax, cost-segregation and transaction advisor rather than as an issuer of offerings. Investors should treat its presence on a sponsor list as a service-provider relationship; it originates no property programs and carries no sponsor AUM.

Baker Tilly Strategies & Advantages

  • Functions as a tax and transaction advisor in the 1031/DST ecosystem, not a property sponsor.
  • Brings a national accounting/advisory platform to cost-segregation, 1031 structuring and entity planning.
  • Originates no property programs and carries no sponsor AUM.
  • Deep CPA and tax-specialist bench differentiates it from real estate operators.
  • Relevant to exchangers for diligence and tax support rather than as an issuer.
These describe the sponsor’s approach and potential advantages only, and should be weighed against the risks common to DST investments — illiquidity, loss of principal, and no guaranteed distributions. Full risk factors are in each offering’s Private Placement Memorandum.

Baker Tilly Track Record

Baker 1031 does not yet have full-cycle, deal-by-deal results for Baker Tilly in its dataset. Aggregate figures above, where shown, are sponsor-reported and not independently verified. Past performance does not guarantee future results.

Current Baker Tilly Offerings

Baker 1031 tracks this sponsor’s active DST and 1031-eligible offerings. Verified investors can review what’s currently available. Browse current offerings →

Gerald F. “Jerry” Baker, III — Founder & Managing Principal, Baker 1031 Investments · FINRA Series 22 / 63 · SIE. Read full bio →

Sponsor figures are sponsor-reported and not independently verified; they may reflect selection and survivorship bias, and past performance does not guarantee future results. This profile is educational and is not investment advice or an offer to sell or a solicitation to buy any security. Offerings are available only to accredited investors and are made solely through the sponsor’s Private Placement Memorandum. Securities offered through Aurora Securities, member FINRA/SIPC. Real estate investments involve risk, including possible loss of principal.

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