Investment Solutions

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

Defer Capital Gains and Access Passive Income with Estate Planning Benefits

Structured to Provide Tax-Deferred Access to the Essential Income REIT and Other Exit Options

Targeting Tax-Efficient and Recession-Resilient Income and Growth

Structured for Diversification with Quarterly Access to Liquidity

Targeting Quarterly Passive Income and Shorter Hold Periods

Structured with Access to Liquidity after a 6-Month Hold

1031 & 721 Delaware Statutory Trusts (DSTs)

1031 & 721 Delaware Statutory Trusts (DSTs)

Defer capital gains from the sale of real estate to transition to management-free, passive income solutions with estate planning benefits. We provide a variety of DSTs designed to meet different investor needs, goals, and exit options, including tax-deferred access to the Essential Income REIT.

  • Defer all capital gains and depreciation recapture taxes on appreciated real estate
  • Eliminate ongoing management burdens for investors while increasing diversification
  • Structured to provide stable passive income paid monthly with depreciation benefits
  • Estate planning benefits including step-up-in-basis for heirs

Learn More About Our 1031 & 721 DSTs

The Essential Income REIT

The Essential Income REIT

The Essential Income REIT is structured to provide investors with a tax-advantaged monthly dividend and long-term growth potential backed by institutionally managed real estate diversified across a larger and growing portfolio of properties with long-term net leases to recession-resilient tenants.

  • Long-term growth potential with a REIT that has never reduced or missed its monthly dividend
  • Dividends historically 65–70% deferred from current income taxes for cash investors1
  • Diversification with historically recession-resilient returns and 100% dividend coverage since inception
  • Retained step-up-in-basis potential and access to REIT’s quarterly liquidity program

Learn More About Our Essential Income REIT

Cash Management Funds

Cash Management Funds

Our Preferred Equity Funds have been structured to provide passive income and access to liquidity after an initial six-month hold. Fully backed by ExchangeRight and its acquisition pipeline, these offerings have supported our track record of over 130 successful syndications.

  • Structured to provide consistent quarterly income with a short-term hold
  • Passive income that can be offset by passive losses
  • Designed to facilitate full liquidity after 6 months upon request
  • Collateralized by ExchangeRight and the assets in its acquisition pipeline with no upfront costs to investors

View Our Net-Leased Preferred Equity Funds

ExchangeRight’s Unparalleled Consistency

100%
of Offerings Meeting or Exceeding Projections to Secure Capital
168 Months
of Stable Income Meeting or Exceeding Projections Since Inception
8.60%
Average Full-Cycle Annual Returns Across 34 Strategic Exits

1031 & 721 DSTs

$5.6+ Billion
Broadly Diversified Net-Leased DST Portfolios for REIT Acquisition Pipeline
7.40-10.01%
Average Annual Return Across All 22 Full-Cycle Net-Leased DST Offerings

The Essential Income REIT

$1.6+ Billion
Broadly Diversified Net-Leased REIT Portfolio Based on Third-Party Valuations by KPMG as of 6/30/26
8.46%
Annualized REIT Class I Returns on Purchase Price ITD Through 6/30/26

Cash Management Funds

$214.0+ Million
Net-Leased Preferred Equity Fund Capital Raised Since Inception
5.25-13.31%
Average Total Return of Full-Cycle Offerings

12025 dividends had the equivalent of 69.64% tax deferral with 62.05% of the dividend reported as Non-Taxable on Form 1099-DIV and the taxable dividend portion qualifying to utilize the 20% Section 199A deduction. Past performance of the sponsor and its offerings does not guarantee future results. There is no guarantee that any offering will achieve its stated objectives including but not limited to, investment goals, liquidity provisions, distribution targets, exit optionality, aggregation strategies, and time horizon. DST exit optionality is dependent on the Essential Income REIT’s capital availability and is not guaranteed. All statistics are as of 6/30/26 unless otherwise noted.

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