Firm Profile

About ExchangeRight

2012
Warren Thomas, CPA , Joshua Ungerecht , David Fisher, CPA

Contact Info

ExchangeRight
1055 E. Colorado Blvd
Suite 310
Pasadena, CA 91106

Phone Number
855-31-RIGHT
855-317-4448

Email
offerings@exchangeright.com

ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits. Past performance does not guarantee future results. Please visit https://www.exchangeright.com/the-essential-income-reit/ and www.exchangeright.com for more information.

Management Team

Will Powers
Will Powers
National Sales Director
Mollie Boyce
Mollie Boyce
Senior Vice President of National Accounts
Betsy Ward
Betsy Ward
Senior Vice President of National Accounts
Geoff Flahardy
Geoff Flahardy
Director of 1031 & 721 Solutions and East Regions Specialist

Links

The Essential Income REIT

Newsroom  

Video Library 

Distribution Team

Firm Offering(s)

REITs 98u. m,
Private Placements

For information about Provate Offerings, please see Blue Vault's Interactive Dashboard.

Webinars that feature 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 also…
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
 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
 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

Podcasts/Videos that feature ExchangeRight


 October 10, 2025

Why Choose a REIT Over Other Investment Vehicles?

As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and long-term wealth protection.
 October 11, 2022

Josh Ungerecht: Caution for Advisors

In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) cautions advisors in the midst of this current economic storm...
 October 11, 2022

Josh Ungerecht: Break the Back of Demand

In this video clip from the webinar, How Current Economic Policies Affect Real Estate, Josh Ungerecht (ExchangeRight) takes a macro view of what it will take...
 December 1, 2021

Warren Thomas: Tenant Credit Risk

Warren Thomas discusses how tenants' credit quality affects REIT investors' risk in this episode of Inside the V(ALT).

Articles that feature ExchangeRight


 September 10, 2026

ExchangeRight Fully Subscribes $52.85 Million Essential Income 9 DST

“Essential Income 9 DST’s rapid subscription reflects the strong investor demand we are seeing for the accelerated, tax-deferred pathway the Essential Income DST series provides into the Essential Income REIT.” Joshua Ungerecht, Managing Partner, ExchangeRight
 September 3, 2026

What Happens After a DST Closes?

DST due diligence shouldn’t stop at the offering. Blue Vault combines current DST data with closed and full-cycle outcomes to help advisors compare the market and see what happened next.