Sponsor Profile

J.P. Morgan

New York, NY · Founded 1871 · jpmorgan.com · Reviewed July 2026

J.P. Morgan reaches real estate investors through J.P. Morgan Asset Management, part of a roughly $3.7 trillion asset-and-wealth-management franchise, sponsoring non-traded REIT vehicles and offering global real estate…

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

Assets Under Mgmt
$3.7T
Year Founded
1871
Headquarters
New York, NY

J.P. Morgan Overview

J.P. Morgan reaches real estate investors through J.P. Morgan Asset Management, part of a roughly $3.7 trillion asset-and-wealth-management franchise, sponsoring non-traded REIT vehicles and offering global real estate and real estate-credit strategies. Its relevance to the 1031 channel is institutional scale, sourcing and distribution to institutions and ultra-high-net-worth clients rather than a dedicated DST specialty.

J.P. Morgan Strategies & Advantages

  • Reaches real estate through J.P. Morgan Asset Management (~$3.7T AWM).
  • Sponsors non-traded REIT vehicles for retail and institutional investors.
  • Offers global real estate alternatives spanning equity and credit.
  • Distributes to institutions and ultra-high-net-worth clients at scale.
  • Carries deep real estate credit capability alongside equity.
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.

J.P. Morgan Track Record

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

Current J.P. Morgan 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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