• DST Marketplace
  • DST Newsletter
  • (888) 755-8595
Main Menu
  • Home
  • About Us
  • Webinars & Events
    • Upcoming LIVE Webinars
    • Recorded Webinars – Watch Now
  • Articles
    • How a Delaware Statutory Trust Works
    • Finding the Right 1031 Replacement Properties
    • Understanding a 721 Exchange (UpREIT)
    • Estate Planning Benefits of DSTs
    • Understanding 1031 Exchange Basics
    • 7 ‘Must Follow’ 1031 Exchange Rules
    • 8 Key Steps in the 1031 Exchange Timeline
    • Browse ALL Articles
  • Resources
    • Newsletter – DST News & Properties
    • FREE Guide – Investing in DSTs
    • FREE Guide – 1031 Exchange Basics
    • FREE Guide – 721 UpREIT
    • Listings – DST Marketplace
    • Directory – DST Sponsors
    • 1031 Exchange Calculator
    • 1031 FAQs
    • 1031 Glossary
    • 1031 Exchange Examples
    • More 1031 & DST Resources
  • RETS Offices
    • Seattle, WA – HQ
    • Portland, OR
    • San Francisco, CA
    • Orange County, CA
  • Free Consultation
DST Sponsor Spotlight

ExchangeRight

Sponsor Overview

Founded in 2012, ExchangeRight is a real estate investment firm specializing in net-leased assets within the retail and healthcare sectors. The firm manages over $6.1 billion in assets across more than 1,200 properties in 47 states, with a portfolio focused on investment-grade* tenants and necessity-based businesses like Walgreens, Kroger, and Dollar General. ExchangeRight maintains a 99.75% leased portfolio with an average lease term of 7.9 years, ensuring steady cash flow and reliable performance. The firm has demonstrated a strong track record with 100% of rents collected.

Headquarters

1055 E Colorado Blvd Unit 310,
Pasadena, CA 91106

CEO

Joshua Urgereeht
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.
Assets Under Management
Number of Locations
Number of Properties
$6.1B
47 States
12,000+
Assets Under Management
$6.1B
Number of Locations
47 States
Number of Properties
12,000+

Investment Strategy

Targeted Investments

Specializes in commercial real estate, focusing on essential service sectors like single-tenant retail and healthcare properties, ensuring steady

Strategic Locations

Invests in multi-tenant retail spaces that are shadow-anchored by strong grocery and healthcare tenants, optimizing for high-traffic locations.

Market Adaptability

Pursues diversification by incorporating other asset classes deemed appropriate based on market cycles, showing a responsive strategy to changing economic conditions.

Aggregation Strategy

Implements a unique exit strategy through net lease program exits primarily to REIT, streamlining asset management and potentially enhancing investment returns.

Primary Property Sectors

Retail

The company focuses on net-leased properties backed primarily by recession-resilient and investment-grade tenants that operate successfully in the necessity retail and healthcare space to provide investors with secure capital, stable income, and strategic

Recently Closed Offerings

Net Lease Retail

Net-Leased All-Cash 11 DST

  • Property Status: Closed Offering
  • Property Type: Net Lease Retail
  • State: Multiple States
  • City: Multiple Cities
  • Properties: 6
  • Equity Offering: $40,800,000
Net Lease Retail

ExchangeRight NLAC 13 DST

  • Property Status: Open Offering
  • Property Type: Net Lease Retail
  • State: Multiple States
  • City: Multiple cities
  • Properties: 6
  • Equity Offering: $38,080,000
Net Lease Retail

Net-Leased All-Cash 10 DST

  • Property Status: Closed Offering
  • Property Type: Net Lease Retail
  • State: Multiple States
  • City: Multiple cities
  • Properties: 5
  • Equity Offering: $28,485,000
View More

View All Properties
in the DST Marketplace

Sign up for the DST Marketplace to access our directory of open DST offerings, compare properties side-by-side, and find highly-vetted DST properties available for purchase.

Property Profiles Include:

Offering Details

Property Details

Locations

DST Pros & Cons

Access DST Marketplace

Footnote:

  • Assets Under Management (AUM) denotes the aggregate value of all assets managed by the organization, encompassing Delaware Statutory Trusts (DSTs) as well as other investment vehicles.
  • All AUM statistics are as of August 31, 2024. Past performance of the Sponsor does not guarantee future results. Aggregation and liquidity objectives, timing, and results are not guaranteed.
  • High-grade institutional property refers to property that attracts large, sophisticated investors due to the size and quality of the property, e.g., pension funds, life insurance companies, real estate investment trusts (“REITs”), university endowments, sovereign wealth funds, etc.

Are ExchangeRight properties
suitable for your 1031 Exchange?

Speak with an Advisor
Contact US
  • 888-755-8595
  • info@re-transition.com
  • LinkedIn
  • Real Estate Transition Solutions
    10510 Northup Way, Suite 150
    Kirkland, WA 98033
Company
  • About Us
  • Exchange Options
  • How We Work
  • Privacy Policy
  • Terms & Conditions
  • FINRA BrokerCheck
RESOURCES
  • Events & Webinars
  • DST Properties for Sale
  • FREE 1031 Guide
  • FREE DST Guide
  • 1031 Blog
Real-Estate-Transition-Solutions-BBB
Real-Estate-Transition-Solutions-brockercheck

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only.  If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.

© 2025 | Real Estate Transition Solutions