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.

 

Sponsor Investment Performance

1.45x Average Multiple on Investment Capital (MOIC)

8.55% Average Annual Return

5.3 Year Average Holding Period

 

Sponsor Complete Performance Track Record

Offering Sponsor Hold Period Annual Return Equity Multiple
Acquisition Notes ExchangeRight 5.4 yrs 12.00% 1.65x
Acquisition Notes II ExchangeRight 5.5 yrs 10.00% 1.55x
Acquisition Notes III ExchangeRight 3.1 yrs 10.00% 1.31x
Multifamily 1 - Van Mark Creek Apartments ExchangeRight 3.9 yrs 7.27% 1.29x
Multifamily 2 - Mira Bella and San Martin Apartments ExchangeRight 4.3 yrs 6.82% 1.29x
Multifamily 3 - Lakeside at Arbor Place Apartments ExchangeRight 3.2 yrs 11.08% 1.36x
Multifamily 4 - North Austin Apartment ExchangeRight 4.3 yrs 6.80% 1.29x
Multifamily 5 - Crystal Lake Florida Apartments ExchangeRight 2.6 yrs 8.51% 1.22x
Multifamily 6 - El Paso Apartments ExchangeRight 3.8 yrs 14.52% 1.55x
Net-Leased Portfolio 1 ExchangeRight 7.4 yrs 9.99% 1.74x
Net-Leased Portfolio 2 ExchangeRight 7.1 yrs 10.08% 1.71x
Net-Leased Portfolio 3 ExchangeRight 7.6 yrs 9.87% 1.75x
Net-Leased Portfolio 4 ExchangeRight 7.5 yrs 8.45% 1.64x
Net-Leased Portfolio 5 ExchangeRight 7.8 yrs 7.75% 1.61x
Net-Leased Portfolio 6 ExchangeRight 7.9 yrs 7.90% 1.62x
Net-Leased Portfolio 7 ExchangeRight 7.4 yrs 8.74% 1.64x
Net-Leased Portfolio 8 ExchangeRight 4.7 yrs 8.84% 1.42x
Net-Leased Portfolio 9 ExchangeRight 7.4 yrs 7.26% 1.54x
Net-Leased Portfolio 10 ExchangeRight 7.1 yrs 7.34% 1.52x
Net-Leased Portfolio 11 ExchangeRight 6.7 yrs 6.82% 1.46x
Net-Leased Portfolio 12 ExchangeRight 3.7 yrs 8.47% 1.31x
Net-Leased Portfolio 13 ExchangeRight 4.2 yrs 8.64% 1.36x
Net-Leased Portfolio 14 ExchangeRight 4.3 yrs 7.54% 1.33x
Net-Leased Portfolio 15 ExchangeRight 4.7 yrs 7.27% 1.34x
Net-Leased Portfolio 16 ExchangeRight 4.8 yrs 7.79% 1.37x
Net-Leased Portfolio 17 ExchangeRight 4.9 yrs 7.43% 1.36x
Net-Leased Portfolio 18 ExchangeRight 4.7 yrs 6.83% 1.32x
Net-Leased Portfolio 19 ExchangeRight 4.7 yrs 7.09% 1.33x
Net-Leased Portfolio 21 ExchangeRight 4.4 yrs 6.70% 1.30x
Net-Leased Portfolio 22 ExchangeRight 5.2 yrs 6.42% 1.34x
Net-Leased Portfolio 28 ExchangeRight 5.4 yrs 6.97% 1.37x
Net-Leased Preferred Equity Fund 1 ExchangeRight 4.7 yrs 12.93% 1.60x
Net-Leased Preferred Equity Fund 2 ExchangeRight 3.6 yrs 10.11% 1.37x
Net-Leased Preferred Equity Fund 3 ExchangeRight 6.9 yrs 8.37% 1.58x
North Austin Apartment ExchangeRight 4.3 yrs 6.80% 1.29x
Portfolio Average (35 fully realized offerings) 5.3 yrs 8.55% 1.45x

The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.

Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.

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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