Investment Name
Property Location
All Investments > Investment
Overview
Investment Name
Net Leased Retail
ExchangeRight
Nationwide
ExchangeRight
All Investments > ExchangeRight
Overview
ExchangeRight is a vertically integrated, private real estate investment platform focused on the acquisition and investment management of single-tenant, net-leased necessity-based retail and healthcare properties nationwide. Through their REIT, fund, and DST offerings, ExchangeRight’s platform has grown to more than $6.0 billion in assets under management diversified across 1,200+ properties and 24+ million square feet throughout 47 states as of July 31, 2024. All completed ExchangeRight offerings have met or exceeded original return projections, while all active offerings are meeting or exceeding expectations as of May 13, 2024.
Details
Founded
2012
DST Offerings Closed
70+
Property Types
Net Lease Retail
Total Track Record
$6B+
Due Diligence Process
This sponsor has gone through a formal review process conducted by our affiliated broker-dealer, RM Securities. Use the resource below to learn more about our process.
Sponsor Strategy
ExchangeRight’s goal is to grow their platform to $7-10+ billion in value within the next three years. This aggregation strategy is intended to leverage the significant synergies between its net lease DST and REIT platforms to provide stable monthly income, increase diversification to reduce risk and enhance value, expand capacity to accommodate liquidity needs, unlock additional access to capital, and optimize estate planning benefits on behalf of investors across both platforms. To achieve this, ExchangeRight is actively acquiring single-tenant retail properties that primarily feature:
ExchangeRight has identified and acquired a portfolio of properties with 50+ unique tenants across 500+ markets that align with their strategy. Major tenants in their portfolio that meet these criteria include Dollar General, CVS, Tractor Supply, Advance Auto Parts, Fresenius, and many more.
- Long-term, net leases
- Leases backed/guaranteed by national, investment-grade tenants
- Tenants that operate essential businesses in retail and healthcare industries
- Tenants with recession- and online-resilient (to the “Amazon” effect) business models
ExchangeRight has identified and acquired a portfolio of properties with 50+ unique tenants across 500+ markets that align with their strategy. Major tenants in their portfolio that meet these criteria include Dollar General, CVS, Tractor Supply, Advance Auto Parts, Fresenius, and many more.
Management
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Disclosures
No Offer or Solicitation. This communication shall not constitute an offer to sell or the solicitation of an offer to sell or to buy any securities, nor shall there be any sale of securities in any jurisdiction in which such offer, solicitation or sale would be unlawful
1031 EXCHANGE RISK: Internal Revenue Code Section 1031 (“Section 1031”) contains complex tax concepts, and certain tax consequences may vary depending on the individual circumstances of each investor. Section 1031 rules that must be carefully followed to qualify for a 1031 exchange. We strongly encourage you to seek guidance from both a qualified intermediary (QI) and a tax professional to navigate his process and ensure compliance with relevant regulations. Please note that RealtyMogul does not provide tax advice.
1031 EXCHANGE RISK: Internal Revenue Code Section 1031 (“Section 1031”) contains complex tax concepts, and certain tax consequences may vary depending on the individual circumstances of each investor. Section 1031 rules that must be carefully followed to qualify for a 1031 exchange. We strongly encourage you to seek guidance from both a qualified intermediary (QI) and a tax professional to navigate his process and ensure compliance with relevant regulations. Please note that RealtyMogul does not provide tax advice.