Sponsor Profile

Bonaventure

Alexandria, VA · Founded 1999 · bonaventure.com · Reviewed July 2026

Bonaventure is a vertically integrated Mid-Atlantic and Southeast multifamily firm, founded in 1999, that has built its 1031/721 franchise around its perpetual-life Bonaventure Multifamily Income Trust (BMIT), through…

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

Assets Under Mgmt
$2.6B
Year Founded
1999
Headquarters
Alexandria, VA

Bonaventure Overview

Bonaventure is a vertically integrated Mid-Atlantic and Southeast multifamily firm, founded in 1999, that has built its 1031/721 franchise around its perpetual-life Bonaventure Multifamily Income Trust (BMIT), through which it has facilitated more than $1.5 billion in tax-deferred exchanges. The model is notable for its balance-sheet discipline—roughly 98% fixed-rate debt—and for an UPREIT structure that lets exchangers roll into a diversified, professionally managed apartment portfolio. With a claimed net annualized BMIT return north of 22% and full control of development, acquisition and management, Bonaventure markets operational integration and rate-risk insulation as its core advantages.

Bonaventure Strategies & Advantages

  • Built around its perpetual-life BMIT trust ($1.1B+ gross assets), offering a 721/UPREIT roll-up for exchangers.
  • Has facilitated more than $1.5 billion in tax-deferred exchanges, substantial for a regional firm.
  • Runs a balance sheet roughly 98% fixed-rate, insulating cash flows from rate shocks.
  • Fully vertically integrated across Mid-Atlantic/Southeast multifamily.
  • Cites a net annualized BMIT return north of 22%, a standout if sustained.
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.

Bonaventure Track Record

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

Current Bonaventure 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.