About Baker 1031 Properties

Baker 1031 Properties LLC is a real estate securities investment broker, focused on investment solutions for real estate investors in 1031 exchanges. As a result of the firm's focus on providing custom investment solutions to their clients, Baker 1031 Investments is the chosen investment firm by 30% of sophisticated real estate investors.

Baker 1031 Properties' superior service is made possible by a sophisticated broker-dealer staff backed by some of the securities industry's most experienced professionals. It is underpinned by the personal commitment of founder Gerald F. "Jerry" Baker, III. His dedication to providing quality investments and transactions has enabled the firm to become a first choice for many real estate investors. Baker 1031 Properties is a registered US securities broker regulated by the Securities and Exchange Commission.

Firm's Founder

Meet Jerry Baker

Gerald F. "Jerry" Baker, III is the founder of Baker 1031 Properties, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate. Before launching the company, Jerry spent over a decade on Wall Street, working with real estate private equity and hedge funds. Throughout his career, he was directly involved in more than $10 billion in real estate transactions, spanning global portfolios and complex investment strategies.

Jerry holds a dual degree from Babson College in Wellesley, Massachusetts, where he studied Computational and Mathematical Finance (Applied Mathematics in Finance) and Business Analytics (Applied Statistics). His academic background gave him a deep understanding of data-driven decision-making—an edge he carried into institutional real estate and now applies to client portfolios at Baker 1031 Investments.

That blend of Wall Street experience, analytical training, and real-world investing led him to create Baker 1031 Properties—a firm designed to offer institutional-quality real estate solutions with the clarity, transparency, and respect individual investors deserve. Like the generations before him, Jerry is driven by a deep commitment to long-term relationships, commonsense investing, and helping families preserve and grow their wealth.

Our Advantages

A Firm Built for Family, A Partnership Designed for You.

For our clients, why we do it is just as important as what we do.

It makes a powerful difference in our clients' experience and outcomes.

The Owner's Name Is On The Door

In an era of faceless organizations owned by other equally faceless organizations, Baker 1031 Properties LLC harks back to an earlier era in the financial world: The owner's name is on the door. Clients know that Gerald F. "Jerry" Baker, III has a personal interest in maintaining the unblemished record of value, fair-dealing, and high ethical standards that has always been the firm's hallmark.

Baker 1031 Properties is a real estate investment advisory firm, dedicated to helping individual real estate investors use their 1031 exchange proceeds to build diversified portfolios of institutional properties, customized to their financial goals and needs.

Jerry Baker founded the firm out of necessity, as a result of his own desire to bring institutional investment strategies to his family's own real estate portfolio. What he found was a collection of investment products and strategies that offered individuals the opportunity to leverage the same advantages as institutional investors.

The problem? A lack of access to these investments, knowledgeable experts to assist, and the ability to customize the offerings to meet your needs. We invite you to learn more about our story, experience how we are different, and discover the difference for yourself.

Institutional Properties

Most real estate investors can’t afford to build a diversified portfolio of multimillion-dollar properties. Delaware Statutory Trust (DST) properties allow investors to acquire partial ownership in properties that otherwise would be out of reach.

Lower Minimum Investments

DSTs can accommodate much lower minimum investments. 1031 exchange minimums often are $100,000 or less.

Assumable Financing

In a DST, you can acquire debt to meet 1031 exchange requirements without having to qualify for or take responsibility for the loan. The debt won't appear on your credit report or affect your credit score, yet you can still deduct your share of the interest payments. It's debt without the liability.

Real Estate Experts

It's a novel concept, believe it or not, to expect actual real estate experts to be the people you go to for real estate investments.

Many of our clients come to us after having tried finding investments through their accountant, crowdfunding websites, or a general financial advisor.

Direct Access

Work directly with the firm's founder, Jerry Baker. Jerry has participated in over $10 billion worth of real estate transactions.

Jerry believes clients deserve to work directly with him - not call centers or inexperienced employees.

Turnkey Investments

Did you know that many investment offerings in our industry aren't finalized before you commit your capital? Yikes!

We exclusively offer investment opportunities from large institutions that already own the property and have the financing fully structured. This means the day you invest, you begin collecting potential income and building potential equity immediately.

Baker 1031 Properties

415.579.1660

San Francisco, California

Learn more about Baker 1031 Properties at FINRA's Broker Check

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Baker 1031 Properties (Baker 1031) is independent of ASI. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. Baker 1031 Properties, Jerry Baker, and (ASI) do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact +1 415 579 1660 or email [email protected].

¹The statement that "Over 30% of all experienced real estate investors work with Jerry on their 1031 exchange" is a market share estimate derived from an analysis of third-party market data as of October 2025, representing the proportional relationship between the Baker 1031 Investment investor database and an estimated total market of active real estate investors; this estimate is based on Crexi reporting a 2,000,000 user base, 80% of whom are assumed not to be agents/brokers, and 42% of activity dedicated to investment sales, from which a conservative assumption excludes 15.7% as non-investor service providers (e.g., appraisers, lenders), resulting in an estimated active investor market of 566,664; as the Baker 1031 Properties database comprises over 170,000 individuals or entities, this figure represents 30.00% of the estimated market. Important Compliance Disclosure: The figures and calculations provided constitute a market share estimate based on unverified third-party data and internal assumptions utilized to define the estimated market; Baker 1031 Properties has not independently verified the accuracy of the underlying data, and the term "experienced real estate investors" is defined exclusively by this methodology and its internal assumptions. This communication is not a guarantee of future results, a testimonial, or a statement of performance for any investment product or service, and its accuracy is subject to the inherent limitations of the underlying data and the validity of the internal exclusion assumptions.

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