About ExchangeRight

March 26 @ 2:00 pm - 3:00 pm

Protecting Investor Capital Through Economic Cycles and Uncertainty

What are some key factors driving economic change and what are their potential impacts on investment strategy? Join ExchangeRight Managing Partner Joshua Ungerecht for a macroeconomic presentation and investment strategy overview. During the session, Joshua will explain the latest leading and cyclical economic indicators in light of key factors recently driving economic change. Joshua will…

Joshua Ungerecht

| Speaker

October 2, 2025 @ 2:00 pm - 3:00 pm

Tax-Deferred DST Exit Strategies for Accelerated REIT Access

ExchangeRight Co-Founder and Managing Partner Warren Thomas presents a novel DST concept designed to provide investors a fast-track exit strategy into institutionally managed REIT investments. In its newest Essential Income DST series, ExchangeRight has pioneered a way to utilize tax-deferred 721 exchanges to transition investors from actively managed real estate into REIT portfolios featuring enhanced…

Warren Thomas

| Speaker

July 2, 2025 @ 1:00 pm - 2:00 pm

Fundamentals of Tax-Advantaged Real Estate Strategies: 721 & 1031 Exchanges (CE Credit Session)

This CE Credit session with Warren Thomas, Co-Founder and Managing Partner of ExchangeRight, provides attendees with an understanding of the fundamentals of tax advantaged real estate investment strategies, focusing on the rules, processes, and potential benefits of 1031 exchanges and 721 exchanges into real estate offerings structured as Delaware Statutory Trusts (“DSTs”) and Real Estate…

Warren Thomas

| Speaker

October 16, 2024 @ 2:00 pm - 3:00 pm

Why Strong Underwriting is Essential

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Warren Thomas

| Speaker

May 16, 2024 @ 2:00 pm - 3:00 pm

Where Are We in the Economic Cycle?

ExchangeRight Managing Partner Joshua Ungerecht presents an overview of the macroeconomic cycle along with data about how various asset classes have historically performed through different segments of the cycle, including recessionary periods. The presentation will contextualize the current status of leading and lagging economic indicators in light of past cycles and key factors driving economic…

Joshua Ungerecht

| Presenter

February 1, 2024 @ 2:00 pm - 3:00 pm

How Investors Can Achieve Capital Preservation and Stable Income with Net-Leased Portfolios

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Warren Thomas

| Presenter

August 9, 2023 @ 2:00 pm - 3:00 pm

How My Practice Changed by Incorporating Alts

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Stacy Chitty

| Moderator

Brian Evans, CPA / PFS

| Panelist

Warren Thomas

| Panelist

October 5, 2022 @ 2:00 pm - 3:00 pm

How Current Economic Policies Affect Real Estate

On October 5 Blue Vault hosted a webinar discussing how real estate is affected by the economic policies of the current administration and what we might expect going forward. Moderated by Stacy Chitty of Blue Vault; panel included Joshua Ungerecht of ExchangeRight, and Paul Barausky of Sealy & Co.. Register to watch on-demand. Watch Now …

Stacy Chitty

| Moderator

Paul M. Barausky

| Panelist

Joshua Ungerecht

| Panelist

Alts Series

November 17, 2021 @ 2:00 pm - 3:00 pm

Why Advisors Use Alts Series 4: Real Investing Strategies from Real Advisors

Part four in our “Why Advisors Use Alts” Series took place on Wednesday, November 17, featuring a panel with John W. Kneisley, Managing Director of Prospect Capital Corporation, Geoff Flahardy, Director of National Accounts and Private Placement Specialist with ExchangeRight, Todd Halterman, Business & Tax Mitigation Consultant with Centaurus Financial, Inc., and Frederick E. Hubler,…

John W. Kneisley

| Panelist

Geoffrey D. Flahardy

| Panelist

Todd Halterman

| Panelist

Frederick E. Hubler, Jr.

| Panelist