Sponsor Profile

Brookfield

New York, NY · Founded 1899 · brookfield.com · Reviewed July 2026

Brookfield is a global owner-operator of real assets with well over $1 trillion in AUM and roughly $31 billion in U.S. institutional real estate, and it reaches retail and exchange investors through the Brookfield Real…

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

Assets Under Mgmt
$1T
Year Founded
1899
Headquarters
New York, NY

Brookfield Overview

Brookfield is a global owner-operator of real assets with well over $1 trillion in AUM and roughly $31 billion in U.S. institutional real estate, and it reaches retail and exchange investors through the Brookfield Real Estate Income Trust. Its competitive advantage is operational rather than financial-engineering: deep in-house operating platforms across infrastructure, renewables and property allow it to drive value at the asset level. Backed by a perpetual-capital base and a 125-year institutional lineage, Brookfield brings owner-operator scale that few sponsors can replicate, with DST/non-traded vehicles a small slice of the whole.

Brookfield Strategies & Advantages

  • Global owner-operator of real assets with well over $1 trillion AUM, an operational scale no DST sponsor approaches.
  • Reaches retail/exchange investors through the Brookfield Real Estate Income Trust.
  • Differentiates on in-house operating platforms across infrastructure, renewables and property.
  • Spans real assets and infrastructure breadth few real estate managers can replicate.
  • Backed by a perpetual-capital base and a 125-year institutional lineage.
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.

Brookfield Track Record

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

Current Brookfield 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.

← All sponsors View current offerings →