Sponsor Profile

Croatan Investments

Virginia Beach, VA · Founded 2004 · croataninvestments.com · Reviewed July 2026

Croatan Investments is a Norfolk-based multifamily private equity sponsor, active since 2014, pursuing value-add apartment strategies concentrated in the Southeast and broader Sun Belt. It presents as a regional…

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

Assets Under Mgmt
$1.5B
Year Founded
2004
Headquarters
Virginia Beach, VA

Croatan Investments Overview

Croatan Investments is a Norfolk-based multifamily private equity sponsor, active since 2014, pursuing value-add apartment strategies concentrated in the Southeast and broader Sun Belt. It presents as a regional operator riding demographic and migration tailwinds; current AUM is not publicly disclosed, and the firm's limited public footprint warrants direct diligence.

Croatan Investments Strategies & Advantages

  • Certified minority-owned, relevant to certain institutional and investor mandates.
  • Operates a dedicated build-to-rent platform targeting an institutionalizing residential segment.
  • Focuses on Class-B value-add multifamily in high job/population-growth Mid-Atlantic and Sun Belt markets.
  • Invests flexibly across equity, preferred equity and mezzanine debt across the cycle.
  • Provides hands-on in-house renovation oversight; AUM undisclosed.
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.

Croatan Investments Track Record

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

Current Croatan Investments 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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