ExchangeRight

About ExchangeRight

ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios that target secure capital, stable income, and strategic exits. The company strategically syndicates net-leased portfolios of assets backed primarily by investment-grade corporations that successfully operate in the necessity-based retail and healthcare industries, as well as diversified value-add portfolios of inline and outparcel retail spaces shadow-anchored by strong-performing grocery tenants.

About ExchangeRight’s Essential Income REITThe ExchangeRight Essential Income REIT, a Maryland statutory trust, is a self-administered real estate company, formed on January 11, 2019, focusing on investing in single-tenant, primarily investment-grade net-leased real estate. The REIT pays an annualized distribution rate on new investments of 6.27% for its Class I shares and 5.89% for Class A shares and has fully covered its dividend with Adjusted Funds from Operations since its inception and through its most recently reported period. The Company, through its operating partnership, ExchangeRight Income Fund Operating Partnership, LP, owned 337 properties in 34 states (collectively, the “Trust Properties”) as of March 31, 2023. The Trust Properties are occupied by 37 different national primarily investment-grade necessity-based retail tenants and are additionally diversified by industry, geographic region, and lease term. The Company has elected and is qualified to be taxed as a real estate investment trust (“REIT”) for U.S. federal income tax purposes. For more information, please visit the Class A website for broker-dealers, registered representatives, and their investors, or the Class I website for RIAs, advisors, family offices, institutions, and their investors. Past performance of the REIT and ExchangeRight does not guarantee future performance. There is no guarantee that the Trust will meet any of its investment, aggregation, or return objectives.

Please visit www.exchangeright.com for more information or contact offerings@exchangeright.com for inquiries.

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Performance

On June 22, 2023, ExchangeRight announced the successful completion of its 32nd full-cycle event. All of the Company’s full-cycle offerings have met or exceeded projections, protected and returned 100% of investor capital, and produced average annual returns on investment to investors ranging from 6.54% to 17.91%.

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Operational

ExchangeRight has more than $5.6 billion in assets under management that are diversified across over 1,200 properties and 22 million square feet throughout 47 states. The Company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations and successfully operate in the necessity-based retail and healthcare industries.

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Capital Raise

On March 2, 2023, ExchangeRight announced that it had fully subscribed its Value-Add Portfolio 2 DST, a $40.75 million offering aiming to provide current income and long-term upside potential to investors from more than 50 unique tenants occupying 12 in-line shopping centers across nine states. The offering provides in-place cash flow for investors beginning at 5.20% and is designed for investors who can afford more income volatility in exchange for long-term upside potential.