ExchangeRight Surpasses $6 Billion in Assets Managed on Behalf of Investors

ExchangeRight has surpassed $6 billion in assets, maintaining a perfect record with 33 offerings preserving investor capital and an average annual return of 8.65%.

July 22, 2024

This article was originally published on ExchangeRight by Lindsey Thompson.

PASADENA, Calif. — ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced the company has surpassed $6 billion in assets under management, which it stewards on behalf of more than 8,300 investors across the country as of June 30, 2024. ExchangeRight is honored by the trust that has been placed in the company by investors, investment advisors, and securities representatives. The ExchangeRight team is proud to have protected their capital and provided monthly distributions that met or exceeded initial targets, month after month without exception, from the very founding of ExchangeRight over a decade ago. Additionally, all 33 full-cycle ExchangeRight offerings have preserved 100% of investor capital, achieving an average annual total return of 8.65%. Past performance does not guarantee future results.

Warren Thomas, managing partner at ExchangeRight, explained that he and his partners created ExchangeRight to serve investors seeking investments that are structured to provide stable cash flow and preservation of capital, even through times of economic and market volatility.

“This milestone isn’t just about reaching $6 billion in assets under management, it’s about safeguarding investor wealth through the careful selection and proactive management of these high quality, dependable assets,” Thomas said. “Our team is passionate about our strict acquisition criteria and conservative portfolio construction. We focus on building broadly diversified long-term net lease portfolios backed by national tenants operating essential businesses in historically recession-resilient industries. Our role as stewards is a calling for us, so we are honored to manage these assets on behalf of investors. Faithful stewardship is modeled by our entire team who have worked together to create stability and preservation of investor capital and cash flow without exception, especially through extremely tumultuous times.”

Joshua Ungerecht, managing partner at ExchangeRight, expressed gratitude for the trust and collaboration from investors, representatives, and advisors who have partnered with ExchangeRight to make this achievement possible.

“This milestone is a celebration of the investors who have placed their trust in us to protect their hard-earned wealth so they can enjoy their retirement, support their families, and plan for the future,” Ungerecht said. “We are proud of the hard work and diligence of our entire team that made this milestone possible. The team is responsible for our perfect track record and for protecting the capital and income of the investors we serve, along with the business and reputation of the advisors and representatives with whom we partner.” Past performance is no guarantee of future results.