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…

Assets Under Mgmt
$1.5B
Full-Cycle Deals
0
Year Founded
2004
Headquarters
Virginia Beach, VA

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.

Key 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.

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 offerings from this sponsor

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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