ExchangeRight Essential Income 9 DST

 

Investment Details

Investment Sponsor: ExchangeRight

Location: Arizona, New Mexico, Texas

Current Yield: 5.35%

721 Exchange: Mandatory

Property Type: NNN Retail, Industrial

In-Place Loan: 0% LTV

Distribution Frequency: Monthly

Estimated Hold Period: 2 Years

 

Investment Description

ExchangeRight Essential Income 9 is a diversified portfolio of properties with net leases backed by historically recession-resilient tenants, with a 5.35% current cash flow featuring a 20-year master lease guarantee from the ExchangeRight Essential Income REIT and its Operating Partnership. This offering is intended to provide investors with current monthly income and accelerated access to the Essential Income REIT via a tax-deferred 721 exchange after a targeted two-year hold period.

 

Investment Highlights

  • ExchangeRight Essential Income 9 is a diversified portfolio of properties with net leases backed by historically recession-resilient tenants.

  • 20-year master lease guaranteed by the ExchangeRight Essential Income REIT and its Operating Partnership.

  • 5.35% current annual cash flow distribution, paid monthly.

  • Income may be partially sheltered by depreciation.

  • ExchangeRight has surpassed 100 consecutive DST offerings - reaching $6.2B in invested funds with a 100% rent collection record and providing stable income for more than 8,600 investors nationwide.

  • Of the 100 DST offerings, ExchangeRight has had 33 complete their investment cycle. To date, each of those 33 offerings has achieved 100% investor distributions by meeting or exceeding expectations without losing investor capital.

 

Investment Documents

Access Offering Documents
 

Investment Sponsor

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.

Sponsor Historical Performance

  • 35 Realized 1031 DST Investments

  • 1.45x Equity Multiple

  • 8.55% Average Annual Return

  • 5.3 Year Average Holding Period

  • 100% Investment Success Rate

 

1031 Exchange Calculator

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Investment Frequently Asked Questions (FAQ)

Jerry Baker

Gerald F. "Jerry" Baker, III is the founder of Baker 1031 Investments, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate.

https://www.baker1031.com
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