Our Track Record

All of ExchangeRight’s offerings have met or exceeded distribution projections since the company’s inception, with no loss of capital or disruptions to monthly distributions across all 134 offerings that ExchangeRight has provided for the benefit of investors.

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
8.21%
Annualized REIT Class D Returns on Purchase Price ITD Through 6/30/261

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

Statistics last updated 6/30/26

Summary of ExchangeRight’s Offerings

Offering Type
Description
Total AUM of Offerings
Active Offerings/ Share Classes
Full-Cycle Offerings
Real Estate Investment Trust
Income REIT offering of primarily single-tenant, net-leased properties, focusing on recession-resilient and investment-grade industrial, necessity retail, and healthcare tenants
$1.7 Billion
4
0
REIT Fast-Track DSTs
Net-leased property and portfolio DSTs structured to provide investors with tax-deferred access to the Essential Income REIT via 721 exchange after a two year hold period
$455.3 Million
12
0
All-Cash DSTs
All-cash portfolios of long-term net-leased properties leased to primarily investment grade and essential necessity-based industrial, retail, and healthcare tenants
$596.8 Million
21
0
Financed DSTs
Portfolios of long-term net-leased properties leased to primarily investment grade and essential necessity-based industrial, retail, and healthcare tenants
$5.9 Billion
55
22
Multifamily DSTs
Portfolios of inline retail properties anchored or shadow-anchored by national grocery and retail tenants with long-term value-add potential
$153.6 Million
0
6
Value-Add Portfolio DSTs
Portfolios of fee and/or 99-year ground leasehold interests in certain in-line retail space properties and outparcel retail spaces shadow-anchored by national grocery and retail tenants
$82.8 Million
3
0
Cash Management Funds
Preferred equity funds or investment vehicles to invest primarily in net-leased assets or REIT shares
$207.8 Million
5
3
Acquisition Notes
Shorter-term fund and/or debt capital for the Sponsor to acquire, syndicate, or sell net-leased assets
$32.1 Million
0
3
ExchangeRight Syndicated Totals
(Total Syndicated AUM includes Full-Cycle Offerings)
$9.1 Billion
101
34
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1Class D historical returns are illustrative based on the actual returns that would have been achieved if that share class had been outstanding during the period presented. Past performance of the sponsor and its offerings does not guarantee future results. All statistics are as of 6/30/26 unless otherwise noted. 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. “Investment-grade” refers to tenants whose long-term corporate debt rating is considered investment grade by Standard & Poor’s, Moody’s, and/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.

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