Sponsor Profile

Trilogy Real Estate Group

Chicago, IL · Founded 2002 · trilogyreg.com · Reviewed July 2026

Trilogy Real Estate Group is a Chicago vertically integrated multifamily owner, developer and manager, founded in 2002, managing $2.6 billion as of early 2025 with more than $5.5 billion in lifetime volume and…

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

Assets Under Mgmt
$2.6B
Year Founded
2002
Headquarters
Chicago, IL

Trilogy Real Estate Group Overview

Trilogy Real Estate Group is a Chicago vertically integrated multifamily owner, developer and manager, founded in 2002, managing $2.6 billion as of early 2025 with more than $5.5 billion in lifetime volume and 14,000-plus units across the Midwest, East and Southwest. Its 2025 strategic partnership with Greystar—the world's largest apartment operator—materially enhances its operating and sourcing capabilities, and it sponsors both DST and QOZ offerings. The combination of vertical integration and the Greystar alliance positions Trilogy as a strengthening multifamily-focused sponsor.

Trilogy Real Estate Group Strategies & Advantages

  • Vertically integrated multifamily owner, developer and manager controlling assets in-house.
  • Entered a 2025 strategic partnership with Greystar, the world's largest apartment operator.
  • Sponsors both DST and QOZ offerings (16+), a dual tax-advantaged menu.
  • Operates 14,000+ units across the Midwest, East and Southwest.
  • Manages $2.6 billion with $5.5B+ lifetime volume.
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.

Trilogy Real Estate Group Track Record

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

Current Trilogy Real Estate Group 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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