An Unparalleled Track Record in the Industry
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.
See ExchangeRight HighlightsOur conservative, investor-centric strategy has resulted in 34 full-cycle events, 163 consecutive months of stable and uninterrupted investor distributions, and 100% of all past and current offerings meeting or exceeding projections since inception.
Statistics are as of 1/31/26. Past performance of the Sponsor and Tenants does not guarantee future results. Distributions are processed from cash flow and are not guaranteed.
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Contact UsExchangeRight’s Assets Under Management
- $7.2+ billion in assets stewarded for investors
- 1,400+ properties diversified across 47 states
- 95 tenants, primarily investment-grade and recession-resilient
- 19 industries, primarily necessity-based retail and healthcare
Assets under management (AUM) are reflective of ExchangeRight and its affiliates. All AUM statistics are as of 2/28/26. Past performance of the Sponsor and Tenants does not guarantee future results. “Investment-grade” refers to tenants whose long-term corporate debt rating is considered investment grade by Standard & Poor’s, Moody’s, or Fitch. An investment grade rating is a rating that indicates that a corporate bond has a relatively lower risk of default than a corporate bond with a speculative grade. Aggregation and liquidity objectives, timing, and results are not guaranteed. Pictures are representative of similar corporate-backed stores in the ExchangeRight portfolio and are not actual properties included in the sponsor’s portfolios.
Which Next Step is Right for Your Client?
Whether your client needs tax-advantaged income for a cash investment or needs to defer taxes on the sale of investment property, our Distribution Team can help.
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