ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that ExchangeRight and its affiliates have recently surpassed 100 offerings. Designed to protect capital, produce stable income, and provide strategic exits, ExchangeRight offerings collectively represent over $6.2 billion of capital stewarded on behalf of more than 8,600 investors nationwide. Best known for its reliable and recession-resilient net lease REIT and 1031 DSTs, all of ExchangeRight’s 100+ offerings have met or exceeded distribution targets since the company’s inception. Past performance does not guarantee future results.
100+ Offerings – In Focus:
• Focused and Successful:
ExchangeRight is currently managing over 1,280 primarily net-leased properties focused on the necessity retail, medical, and logistics asset classes. 353 of the properties compose ExchangeRight’s Essential Income REIT’s acquired portfolio as of September 30, 2024. The company also currently manages 25 shopping center properties as a part of its Value-Add Portfolio platform, and strategically acquired and successfully exited nine apartment properties structured as DSTs on behalf of 1031 investors. As a result of ExchangeRight’s careful asset selection, proactive asset management, and preparation for macroeconomic cycles, all of the company’s past and current programs have met or exceeded projections across all its platforms.
• Successfully Maintaining 100% Rent Collection for 147 Consecutive Months:
ExchangeRight has never missed or reduced distributions to investors across any of its offerings since its inception. Since ExchangeRight’s founding in 2012, the company’s proactive asset management team has collected 100% of rents due month after month from all properties across its entire net lease platform.
• An Investor-Centric REIT Shines in the Market:
Launched in 2019, ExchangeRight’s Essential Income REIT became a publicly reporting company in Q3 2023. The REIT has been designed to benefit its investors with tax-advantaged distributions that are fully covered by Adjusted Funds from Operations, with quarterly liquidity, and with the stability of its historically recession-resilient tenants. The REIT’s Class I shares have achieved an 8.76% annualized return on purchase price inception-to-date through June 30, 2024.
• A Proven Track Record of 33 Full-Cycle Offerings:
ExchangeRight has provided strategic exits to investors through 33 successful full-cycle events, achieving 100% of investor distributions meeting or exceeding expectations and never losing investor capital, with 7.42%–10.01% total average return across its 21 full-cycle net lease offerings and 9.17% average annual returns across all of its full-cycle multifamily offerings.
*Past performance does not guarantee future results.
“This is a proud moment for our team. When we launched ExchangeRight, we set out to faithfully serve investors’ needs for secure capital, stable income, and strategic exits, and our offerings have achieved just that,” said Warren Thomas, a managing partner at ExchangeRight. “We are grateful to the representatives, advisors, and investors who have trusted us to steward their hard-earned wealth, as well as to our devoted team, all of whom have made this achievement possible.”
About ExchangeRight
ExchangeRight and its affiliates’ vertically integrated platform features more than $6.2 billion in assets under management that are diversified across over 1,200 properties, and 25 million square feet throughout 47 states, as of September 30, 2024. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios to accredited investors that target secure capital, stable income, and strategic exits. All of ExchangeRight’s offerings have historically met or exceeded their return objectives since ExchangeRight’s inception. On behalf of more than 8,600 investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail properties adjacent to strong-performing grocery tenants. Past performance does not guarantee future results. Please visit www.exchangeright.com for more information.
Media Contact
Lindsey Thompson
Senior Media Relations Officer
lthompson@exchangeright.com
(626) 773-3448
