ExchangeRight Net-Leased All-Cash 19 DST — Net Lease
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Delaware Statutory Trust (DST) · Net Lease

ExchangeRight Net-Leased All-Cash 19 DST

Sponsored by ExchangeRight · Core · Updated 6/8/2026
Limited Availability506(c)Debt-Free10 Yr Hold721 Exchange Optional

301 E Wallace Kneeland Blvd, Shelton, WA — image provided by sponsor.

$26.9M
Total Offering
$100K
Minimum Investment
Debt-Free
In-Place LTV
10 Yr
Estimated Hold
The Offering

ExchangeRight Net-Leased All-Cash 19 is a debt-free portfolio of three single-tenant, necessity-based net-leased retail properties (122,149 SF; 10.7-year WALT) anchored by a Fred Meyer (Kroger; ~58% of NOI), a Hobby Lobby, and a Verizon Wireless store. The all-equity structure removes refinancing and maturity risk while delivering contractual rent escalation across the hold. The exit follows ExchangeRight's REIT-aggregation strategy via an optional Section 721 exchange into the Essential Income REIT within ~10 years.

7-year WALT) acquired in early 2026 and held free and clear, sponsored by ExchangeRight Real Estate, LLC. The portfolio comprises a ~68,459 SF Fred Meyer (a wholly-owned Kroger Co. 65 acres in Shelton WA on a double-net (NN) lease (~58% of NOI; grocery plus fuel), a 50,354 SF Hobby Lobby in Scottsboro AL leased through 2040 (~29% of NOI; three 5-year options), and a 3,336 SF Verizon Wireless (Cellular Sales of Illinois, LLC) in Roscoe IL leased through 2035 (~13% of NOI; two 5-year options). 26% average) on contractual rent.

The all-equity structure removes refinancing and maturity risk. The exit is ExchangeRight's REIT aggregation strategy: the Essential Income REIT is targeted to acquire the DST interests within ~10 years via an optional Section 721 exchange, with cash-out and combination elections available. The $26,950,000 offering is 100 Class 1 interests at $269,500 ($100,000 minimum equity).

Return Profile
5.15%
Year 1 Distribution
5.26%
Average Yield
Tax-Adjusted Yield
7.75%
Cap Rate Equivalent
Projected Annual Distribution by Year (%)
5.15
5.15
5.15
5.15
5.18
5.31
5.31
5.31
5.35
5.49
Y1Y2Y3Y4Y5Y6Y7Y8Y9Y10
Projected, pre-tax cash-on-cash distributions; "Sold" reflects the modeled disposition within the hold. Distributions are not guaranteed. Tax-adjusted yield (where shown) assumes a 40% effective rate for non-1031 cash investors; the cap-rate equivalent is an estimate. All figures are qualified by the private placement memorandum.
Financing
Debt-Free / All-Cash

The properties are held free and clear with no mortgage, eliminating refinancing, maturity, rate-cap, and lender-foreclosure risk and removing the equal-or-greater-debt replacement requirement for 1031 investors. The structural trade-off is the absence of positive leverage.

Investment Highlights
01

The three-property portfolio is held free and clear with no mortgage, eliminating refinancing, maturity, rate-cap, and foreclosure risk and the equal-or-greater-debt 1031 requirement. Tenants operate in historically recession-resilient, necessity-based retail (grocery, discount craft retail, wireless), supporting income durability through cycles.

02

Fred Meyer (a wholly-owned Kroger subsidiary; Kroger Co. S&P BBB) anchors ~58% of NOI on a grocery-plus-fuel format, providing an investment-grade credit backbone. The same fact concentrates the majority of income in a single tenant on a double-net (NN, not absolute-NNN) lease that leaves the trust with certain structural and capital responsibilities.

03

A 10.7-year weighted-average lease term with staggered expirations (Verizon 2035, Hobby Lobby 2040) plus renewal options across all three tenants underpins durable contractual income across the targeted hold. Income growth is modest and contractual, lifting cash-on-cash only from 5.15% to 5.49% over ten years.

04

The offering is engineered as a feeder into ExchangeRight's Essential Income REIT, which targets acquiring the DST interests within ~10 years. Investors may elect a tax-deferred Section 721 exchange into the REIT operating partnership, a cash-out, or a combination, providing a defined (if sponsor- and REIT-capital-dependent) exit path.

05

Total upfront load is comparatively low at ~9.46% of equity (7.23% selling/offering plus a 1.98% acquisition fee and a 0.25% reallowance), modest for an all-cash DST, with ~1.48% of proceeds funded into reserves for operations and asset management.

Strengths & Considerations
Strengths

A debt-free, three-property single-tenant net-lease portfolio of necessity-based retail (Fred Meyer/Kroger grocery, Hobby Lobby, Verizon) with a 10.7-year WALT and a 5.15% going-in cash flow escalating to 5.49% (~5.26% average), sponsored by ExchangeRight, a scaled net-lease DST/REIT platform (1,400+ properties across 47 states at the platform level). The unlevered structure removes all refinancing, maturity, and foreclosure risk and the equal-or-greater-debt 1031 requirement, and the largest tenant (Fred Meyer) is backed by investment-grade Kroger (S&P BBB) at ~58% of NOI. The total load is comparatively low at ~9.46%, and the offering provides a defined exit through ExchangeRight's REIT aggregation strategy with an optional Section 721 tax-deferred rollover into the Essential Income REIT plus cash-out and combination elections.

Considerations & Risks

Income is concentrated in three assets and effectively two credits, with Fred Meyer/Kroger alone at ~58% of NOI, so a single vacancy or non-renewal is materially binary to portfolio cash flow; the Fred Meyer lease is double-net (NN), not absolute-triple-net, leaving the trust with certain structural, roof, and parking-lot capital responsibilities funded only from a modest ~1.48% reserve. The Verizon lease is the shortest (2035 expiry) on the smallest, most specialized 3,336 SF unit, creating earlier rollover exposure, and the lessee is a Verizon dealer (Cellular Sales of Illinois) rather than Verizon Communications itself. Going-in cash flow is modest at 5.15% with only ~0.34% of cumulative escalation over ten years (largely flat, contractual income with no value-add or operational upside), and the absence of leverage caps levered return. The targeted REIT-aggregation/721 exit is not guaranteed and depends on the ExchangeRight Essential Income REIT's capital availability and willingness to acquire the interests; any 721 consideration would be units in a non-traded, sponsor-controlled REIT operating partnership with sponsor-set NAV and limited liquidity. The portfolio is small ($26.95M), and the Sponsor's affiliated equity-financing/bridge arrangement is repaid from offering proceeds.

Educational opinion · read the PPM

The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.

Baker 1031 Analysis
Our Take

ExchangeRight Net-Leased All-Cash 19 is a debt-free, income-oriented core net-lease vehicle whose return is almost entirely contractual: a 5.15%-to-5.49% cash-on-cash schedule (~5.26% average) sourced from three single-tenant necessity-retail leases with a 10.7-year WALT, with no leverage and no value-add component. The credit profile is anchored by investment-grade Kroger (via Fred Meyer, ~58% of NOI) but is concentrated in two effective credits across three assets, and the Fred Meyer NN lease plus a short-dated, specialized Verizon unit are the principal asset-level vulnerabilities. The defining structural feature is ExchangeRight's REIT aggregation model: the offering is designed as a feeder whose likely terminal path is a Section 721 roll-up into the non-traded Essential Income REIT rather than a third-party sale - attractive for tax-deferral continuity and stable income, but ceding control, liquidity, and valuation transparency to a sponsor-managed NAV REIT and contingent on that REIT's capital. The debt-free design is genuinely defensive in a higher-for-longer environment and the ~9.46% load is comparatively low for an all-cash DST, but the modest, largely flat going-in yield and the absence of leverage cap total return, leaving terminal value and tenant retention at the 2035/2040 expirations as the dominant sensitivities. No tax-equivalent yield is disclosed.

Educational opinion · read the PPM

The analysis below is Baker 1031's educational opinion — not investment, tax, or legal advice, a recommendation, or a guarantee, and it does not replace the offering's Private Placement Memorandum (PPM), which governs in all respects. Read the PPM and consult your own CPA and attorney before investing.

Benchmark vs. Market
MetricThis OfferingMarket Avg.Assessment
Avg. Income5.26%5.21%Meets Average
Income Growth6.60%9.91%Below Average
Peak Income5.49%5.47%Meets Average
Sponsor
Offering Documents

Documents for this offering. Available to signed-in investors.

Disclosures

Securities offered through Aurora Securities, Inc. (CRD #46147 / SEC #8-51322), member FINRA / SIPC; Baker 1031 Investments, LLC is independent of Aurora Securities, Inc. and is not a registered broker-dealer or investment adviser. This is not an offer to sell or a solicitation of an offer to buy any security; any offer is made solely by the confidential private placement memorandum (PPM), which qualifies all information herein in its entirety. Delaware Statutory Trust interests are speculative, illiquid securities offered under Rule 506(c) of Regulation D and sold only to investors whose accredited-investor status has been verified; offering documents and subscription materials are provided only after that verification. They involve substantial risk, including possible loss of the entire investment.

Distributions, yields, the cap-rate equivalent, DSCR, occupancy, and benchmark figures are sponsor estimates or projections, are not guaranteed, and may differ materially from actual results. Any tax-adjusted yield assumes a 40% effective rate for non-1031 cash investors and is not tax advice. No tax, legal, or investment advice is provided — consult your own CPA and attorney. Past performance does not guarantee future results.

ExchangeRight Net-Leased All-Cash 19 DST

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