Gerald F. Baker, Iii

Gerald F. Baker, Iii Email and Phone Number

Managing Principal @ Baker 1031
Newport Beach, CA, US
Gerald F. Baker, Iii's Location
Newport Beach, California, United States, United States
About Gerald F. Baker, Iii

Gerald F. “Jerry” Baker, III is the founder of Baker 1031, an investment firm dedicated to providing individual real estate investors with tailored 1031 exchange solutions. Baker 1031 was founded with a clear mission: to give individual investors access to the same opportunities as institutional investors, allowing them to benefit from the numerous advantages that large institutions enjoy—without sacrificing what matters most to the individual investor.Before founding Baker 1031, Jerry held key positions at multiple institutional investment firms in the real estate private equity and hedge fund spaces. He served in various capacities, including as a member of the investment committee, portfolio manager, and trading desk director. Over the course of his career, he has been involved in more than $10 billion in commercial real estate transactions.Jerry attributes much of his real estate and investment knowledge to the time he spent working alongside his father and uncle in the family business. Whether he was helping his father underwrite potential acquisitions or assisting his uncle with property maintenance, Jerry gained a hands-on understanding of real estate investing. These experiences not only provided him with valuable skills but also gave him insight into the advantages institutional investors have over individuals, as well as a deep appreciation for the goals, challenges, and motivations of individual real estate investors.

Gerald F. Baker, Iii's Current Company Details
Baker 1031

Baker 1031

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Managing Principal
Newport Beach, CA, US
Gerald F. Baker, Iii Work Experience Details
  • Baker 1031
    Managing Principal
    Baker 1031
    Newport Beach, Ca, Us
  • Baker 1031 Investments
    Founder, Ceo
    Baker 1031 Investments Feb 2019 - Present
    Newport Beach, California, United States
    Baker 1031 is a real estate advisory firm specializing in 1031 Delaware Statutory Trust (DST) properties, offering clients investment solutions for 1031 exchanges across the real estate sector. We strive to provide strategic advice to support investors and generate lasting value for our clients and their families. By leveraging our expertise and collaborating across our investment teams, we aim to deliver consistent and attractive performance throughout market cycles.Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Baker 1031 is independent of CIS.There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs") and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including 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, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.Risks associated with 1031 exchange - A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.
  • Arbor Bay Capital Partners, Llc
    Investment Professional
    Arbor Bay Capital Partners, Llc Feb 2019 - Feb 2022
    Detroit Metropolitan Area
  • Westport Capital Partners
    Hedge Fund Analyst
    Westport Capital Partners Oct 2018 - Feb 2019
    New York City Metropolitan Area
  • Westport Capital Partners
    Private Equity Analyst
    Westport Capital Partners Oct 2017 - Oct 2018
    Los Angeles Metropolitan Area
  • Faris Lee Investments
    Director Of Trading Desk
    Faris Lee Investments May 2016 - Oct 2017
    Newport Beach, California, United States

Gerald F. Baker, Iii Education Details

Frequently Asked Questions about Gerald F. Baker, Iii

What company does Gerald F. Baker, Iii work for?

Gerald F. Baker, Iii works for Baker 1031

What is Gerald F. Baker, Iii's role at the current company?

Gerald F. Baker, Iii's current role is Managing Principal.

What schools did Gerald F. Baker, Iii attend?

Gerald F. Baker, Iii attended Babson College, University Of Detroit Jesuit High School And Academy.

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