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…

Assets Under Mgmt
$3.7T
Full-Cycle Deals
0
Year Founded
1871
Headquarters
New York, NY

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.

Key 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.

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 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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