Core Values & Strategic Anchors

Our passion to empower people to be secure, free, and generous is fueled by our Core Values and is guided by our Strategic Anchors, which together shape everything we do and help us stay grounded in the principles that helped us achieve our unparalleled track record of performance.

Core Values

We Put Others FIRST in Order to Fulfill Our Passion

F
Fidelity
We are faithfully committed to achieve the best outcome for those whom we serve.
I
Integrity
We do what is right and we steward investors’ wealth the same way we steward our own.
R
Responsibility
We take proactive, personal ownership in everything we do.
S
Servant-Heartedness
We serve our clients, each other, and our community with humility and generosity.
T
Tenacity
We relentlessly seek to go above and beyond, with a healthy sense of urgency.

Strategic Anchors

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.

Pillar

Investor Centered

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

Pillar

Macroeconomics

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

Pillar

Due Diligence

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

Pillar

Performance

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

Pillar

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