It's our passion to empower people to be secure, free, and generous. Our principals employ over 50 years of combined expertise in real estate, analysis, tax structuring, and wealth management to help investors experience this every day.
David is primarily responsible for the acquisition, asset management, financing, and advocacy efforts related to ExchangeRight and its affiliate businesses. He is an active member of the Federation of Exchange Accommodators, Institute for Portfolio Alternatives, and the Tax Committee of the Real Estate Round Table, where he focuses on lobbying efforts in Congress to protect the interests of investors and other stakeholders in the health and stability of the American commercial real estate market.
David began his real estate and finance career nearly three decades ago as a manager in the tax department of KPMG. He later joined Wells Fargo, where he focused on tax, treasury, and acquisitions for more than seven years. From 2005 until 2012, he served as HSBC’s North American Head of Asset and Structured Finance for the company’s investment banking division, where he and his banking teams executed international financings in excess of $8 billion. David graduated magna cum laude from the University of Northern Iowa in 1993 with a degree in Accounting, earning national honors with the Elijah Watt Sells Award on the May 1993 CPA exam.
Joshua currently serves as Managing Partner of ExchangeRight and Telos Capital and continues to serve as CEO and Chief Investment Officer of a wealth management firm and Broker-Dealer specializing in securitized real estate investments. Together with Warren Thomas, Joshua has overseen and underwritten the acquisition of over $6 billion in real estate. Joshua graduated from The Master’s College, summa cum laude with a B.A. in Theology, Apologetics, and Missions and is currently on leave from Talbot Graduate School, where he was pursuing an M.A. in Philosophy of Religion and Ethics. He also maintains Series 7, 22, 24, 63, 66 and 79 securities licenses and an active California real estate broker license.
Warren has over 40 years of experience as a CPA and has been an active commercial real estate investor for the past 30 years. Prior to focusing on the securitized 1031 exchange market in 2003, he developed an extensive tax practice including estate planning, financial planning, and real estate advisory services. He graduated in 1978 from Biola University with a B.S. in Business, specializing in Accounting. He also earned a master’s degree in Taxation from Golden Gate University in 1993. He maintains Series 6, 7, 22, 24, 39, 63, 66, and 79 Securities Licenses.
Dave currently serves as Chief Financial Officer and Chief Investment Officer for Telos Capital, LLC and ExchangeRight Real Estate. He is focused on acquisitions and financial reporting for the Company. Dave began his career with KPMG in the financial services audit practice, where he served both private and public banking and investment management clients. Most recently, Dave was with Kaufman Jacobs Real Estate Investments were he was involved in the investment acquisition, capital markets, and financial reporting aspects of their real estate private equity business. Mr. Van Steenis graduated from Trinity Christian College with highest honors with a B.S. in Accounting and a Finance concentration. Dave is a CPA, a CFA Charterholder, and a member of the CFA Society of Iowa.
Susana serves as the Chief People Officer and Chief Compliance Officer for ExchangeRight, focusing on the development, training, and expansion of the firm’s departments. Susana also serves as a Registered Principal and the Chief Compliance Officer for ExchangeRight Securities, LLC, a FINRA member Broker-Dealer that oversees the wholesale activities of ExchangeRight. Susana began her career in the industry in 2007 with JRW Investments. In 2014, she was primarily responsible for forming the Broker-Dealer, Lighthouse Capital Group, LLC which now oversees JRW Investments. She serves as a Registered Principal and Chief Operating Officer of these firms as well. Susana has been critical to the growth and development of the issuer and other affiliate firms, and ensures the various companies operate in compliance with the regulations instituted by FINRA and the SEC.
Louis currently serves as the Chief Operating Officer for ExchangeRight. He is focused on strategic business development at the company, and oversees the Marketing, Creative, Editorial, Public Relations, Software Development, Information Technology, Sales Support, and Investor Relations teams. Prior to joining ExchangeRight, Louis was a serial entrepreneur who co-founded, profitably operated, and sold a boutique corporate compliance firm dedicated to serving industry Sponsors and their investors. He holds a B.A. in Intercultural Studies with a minor in Biblical Studies from Biola University and an M.A. in Philosophy from Gonzaga University.
Kevin currently serves as Chief Accounting Officer for Telos Capital and ExchangeRight Real Estate, LLC. He is focused on the financial reporting for the Company. Prior to joining ExchangeRight, Kevin enjoyed a successful career in public accounting. He started his career at Gabelmann & Associates in their audit practice. Most recently, Kevin spent seven years with Honkamp Krueger & Co, P.C., a regional CPA firm based out of Dubuque, IA. Mr. Steines oversaw the day-to-day operations of the accounting and tax practice for one of Honkamp Krueger’s satellite offices. His focus was on corporate and individual tax planning and preparation, financial statement preparation, general business consulting, strategic planning, and franchise services. He graduated in 2006 from Ashford University with a B.S. in Business Administration and Accounting with a Finance concentration, where he was awarded Outstanding Accounting Student for his class. Kevin is a CPA.