About Us

For over two decades, ExchangeRight’s Managing Partners have dedicated themselves to solving the unique challenges facing investors who need tax deferral, capital preservation, dependable passive income, and optimized estate planning options.

The ExchangeRight Difference

Our passion to empower investors to be secure, free, and generous shapes everything we do, and has resulted in DST, REIT, and Preferred Equity investments that are distinct in approach, structure, and performance.

Wealth Managers

Wealth Managers

We are wealth managers who build real estate investments to meet the tax-efficient income and growth needs of our own long-term clients.

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Investor Centered

We invest alongside investors and employ a below-market fee structure to increase investor returns and align interests.

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Macroeconomics

We start with a macroeconomic framework to preserve investor capital and provide stable income throughout economic cycles.

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Due Diligence

We conduct rigorous due diligence to acquire only the top nvestment properties that meet our stringent criteria.

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Performance

100% of our offerings have met or exceeded investor cash flow projections since our inception.

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Our Investment Solutions

ExchangeRight provides three distinct income-producing investment solutions designed to meet a variety of investors' tax-deferral, income, growth, time horizon, and estate planning needs.

1031 & 721 Delaware Statutory Trusts (DSTs)

  • Defer Capital Gains on Highly Appreciated Real Estate
  • Passive Monthly Income with Depreciation and Estate Planning Benefits
  • Tax-Deferred Access to the Essential Income REIT and Other Exit Options
View Our 1031 & 721 DSTs

The Essential Income REIT

  • Targets Tax-Efficient Monthly Income and Long-Term Growth with Quarterly Liquidity
  • 65–70% of Income Historically Sheltered from Tax with Depreciation and Section 199A
  • Stable Dividend Fully Covered by Operating Cash Flows Since Inception
View Our Essential Income REIT

Cash Management Funds

  • Targets Quarterly Passive Income and Access to Liquidity after 6-Month Hold Period
  • Passive Income Can Be Offset by Passive Losses
  • Fully Collateralized by ExchangeRight and the Assets in Its Acquisition Pipeline
View Our Cash Management Funds

Our Process

We perform all critical functions in house in order to mitigate risk, protect capital, and enhance investment value, and to provide investors and their advisors with a best-in-class experience.

Source
Source
  • Extensive Macroeconomic and Market Research
  • Rigorous Analysis and Due Diligence
  • Deep Industry and Tenant Relationships
  • Targeting Only the Top 1% of Assets
Syndicate
Syndicate
  • Conservative Underwriting and Structuring
  • Advisor/Rep and Investor-Centered Education
  • Dedicated 1031, 721, and REIT Case Support
  • Concierge Transaction Coordination
Manage
Manage
  • Asset and Property Management
  • Leasing and Tenant Retention
  • Professional and Timely Investor Reporting
  • Monthly or Quarterly Distribution Schedule

Each of our offerings is designed to provide investors with secure capital, stable income, and strategic exits in alignment with our passion to empower people to be secure, free, and generous.

The information above is as of 5/31/26. The due diligence conducted does not guarantee investment performance. There is no guarantee that any offering will achieve its investment objectives including exit or aggregation strategies. Past performance does not guarantee future results.

I Have a Client...

  • • Who is selling investment property and needs to defer their taxes.

  • • Who needs tax-advantaged income for a cash investment or IRA.

  • • In need of an attractive yield and shorter hold period.

Find the Best Solution for Your Client