ExchangeRight Now Serving Over 9,000 Investors

PASADENA, Calif.--(BUSINESS WIRE)--ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is honored to now be serving more than 9,000 investors who trust the company to steward their wealth with investments that have consistently generated capital preservation and reliable returns, regardless of economic volatility since ExchangeRight’s inception in 2012. ExchangeRight has provided each of its investors with monthly distributions that have met or exceeded initial projections from inception to date across all 110 of the company’s past and current offerings. The ExchangeRight team is deeply grateful to the representatives and advisors who have trusted the company to deliver attractive returns and strategic exits for their clients. Past performance does not guarantee future results.

Warren Thomas, a managing partner at ExchangeRight, explained that the company was born out of the Great Recession, when he and his partners were seeking conservative, recession-resilient investment opportunities with the goal of providing stable income and preserving the capital of their own long-term wealth management clients.

“Before we launched ExchangeRight, we were seeking diversified portfolios of net-leased properties on behalf of our personal clients, since that was the type of investment that we had seen consistently provide stable income and capital preservation through the Great Recession,” Thomas said. “Because the 1031 offerings our clients needed did not exist in the market, we created them ourselves. ExchangeRight’s first investors entrusted their capital to our stewardship thirteen years ago and now we manage over $6.4 billion of real estate across 110 offerings on behalf of over 9,000 investors. In addition to our 1031 programs, in 2019 we launched a net lease REIT, adding further value and diversification for investors. All of our various offerings have met or exceeded their projected cash flow distributions, and we have brought 34 offerings full cycle, representing over $1.3 billion of real estate, providing exit optionality and averaging 8.60% annual returns for investors as of February 28, 2025.”

Joshua Ungerecht, a managing partner at ExchangeRight, added that this milestone is especially meaningful to ExchangeRight given its investor-centric focus.

“We are deeply passionate about empowering people to be secure, free and generous, and we are incredibly grateful for the trust that has been placed in us to do just that,” Ungerecht said. “We have never needed to delay or lower any distribution for any offerings since our inception, which enables investors to meet their needs on a monthly basis all across the country. We are honored to steward the trust of so many investors, advisors, and representatives who look to ExchangeRight to provide investments that target tax-deferral, capital preservation, stable income, and strategic exits.” The past performance of ExchangeRight and its offerings does not guarantee future results.

About ExchangeRight

ExchangeRight and its affiliates’ vertically integrated platform features more than $6.4 billion in assets under management that are diversified across over 1,300 properties, and 25 million square feet throughout 47 states, as of February 28, 2025. 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 9,000 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. Past performance does not guarantee future results. Please visit www.exchangeright.com for more information.