Hamilton Point Investments
Hamilton Point Investments is an Old Lyme real estate sponsor formed in 2009. Its funds and affiliates have completed more than 150 investments, acquiring over 32,000 apartment units, hotel room keys, and…
Overview
Hamilton Point Investments is an Old Lyme real estate sponsor formed in 2009. Its funds and affiliates have completed more than 150 investments, acquiring over 32,000 apartment units, hotel room keys, and manufactured-housing lots for approximately $3.5 billion. As of June 15, 2026, HPI reports 83 properties sold, all profitably, and 69 properties currently owned. The attached track record reports eight completed funds with a 17.1% weighted-average net IRR, seven completed single-asset DSTs averaging 14.0% net IRR, and a 16.9% weighted-average net IRR across the completed funds and DSTs.
Key strategies & advantages
- Owns and operates assets through its affiliated in-house property-management platform.
- Reports a 17.1% weighted-average net IRR across eight completed funds.
- Reports seven single-asset DSTs taken full-cycle at an average 14.0% net IRR.
- Has completed 150+ investments encompassing over 32,000 apartment units, hotel keys, and manufactured-housing lots.
- Reports approximately $3.5 billion of acquisitions, 83 profitable property sales, and 69 properties currently owned.
Track record
Hamilton Point Investments has 15 full-cycle programs in the Baker 1031 dataset, averaging 15.43% annual return, and a 4.3-year average hold.
| Investment | Location | Asset Class | Hold | Equity Multiple | Annual Return |
|---|---|---|---|---|---|
| Crocker House DST | — | Multifamily DST | — | — | 14.40% |
| Garden Park DST | — | Multifamily DST | — | — | 20.00% |
| HPI Fund I | — | Multifamily Fund | 4 | — | 14.50% |
| HPI Fund II | — | Multifamily Fund | 4 | — | 14.60% |
| HPI Fund III | — | Multifamily Fund | 3.5 | — | 18.20% |
| HPI Fund IV | — | Multifamily Fund | 5 | — | 14.30% |
| HPI Fund V | — | Multifamily Fund | 4 | — | 16.80% |
| HPI Fund VI | — | Multifamily Fund | 4 | — | 21.10% |
| HPI Fund VII | — | Multifamily Fund | 3.5 | — | 21.20% |
| HPI Fund VIII | — | Multifamily Fund | 6 | — | 10.83% |
| Mill Creek DST | — | Multifamily DST | — | — | 14.10% |
| Plantation Apartments DST | — | Multifamily DST | — | — | 8.00% |
| Villas by the Lake DST | — | Multifamily DST | — | — | 13.40% |
| Waterford Landing DST | — | Multifamily DST | — | — | 16.00% |
| Wilcox DST | — | Multifamily DST | — | — | 14.00% |
Figures are sponsor-reported and not independently verified; they may reflect selection and survivorship bias, and past performance does not guarantee future results. “Preferred” is Baker’s internal designation, not a rating or endorsement.
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.
