About Baker 1031 Investments
A Firm Built For Family. A Partnership Designed For You.
Firm Overview
Baker 1031 Investments LLC is a registered real estate securities broker specializing in 1031 exchange solutions — including Delaware Statutory Trusts (DSTs), 721 exchanges, and oil & gas investments. 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 Investments' 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 Investments is a registered US securities broker regulated by the Securities and Exchange Commission.
The Owner's Name Is On The Door
In an era of faceless organizations owned by other equally faceless organizations, Baker 1031 Investments LLC harkens 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 Investments is a real estate investment advisory firm, dedicated to helping accredited real estate investors use 1031 exchange proceeds to build diversified portfolios of institutional-grade 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. He discovered a range of institutional-quality investment vehicles 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.
Firm Founder, Gerald F. “Jerry” Baker, III
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The statement that "Nearly 30% of all experienced real estate investors " 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 Investment database comprises over 170,000 individuals or entities, this figure represents 30.00% of the estimated market.
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 Investment 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.