Investment Solutions
ExchangeRight provides distinct income-producing investment solutions designed to meet a variety of investors' tax-deferral, income, growth, time horizon, and estate planning needs.
Defer Capital Gains on Highly Appreciated Real Estate
Targeting Hold Periods of 2 Years or More Depending on DST
Targeting Tax-Efficient Income and Growth
Structured for Long-Term Growth with Quarterly Access to Liquidity
Targeting Quarterly Passive Income and Shorter Hold Periods
Structured with Access to Liquidity After a 6-Month Hold
1031 & 721 Delaware Statutory Trusts (DSTs)
Defer capital gains from the sale of real estate to transition to management-free, passive income solutions with estate planning benefits. We provide a variety of DSTs designed to meet different investor needs, goals, and exit options, including tax-deferred access to the Essential Income REIT.
- Defer 100% of capital gains and depreciation recapture taxes on highly appreciated real estate
- Eliminate ongoing management burdens for investors while increasing diversification
- Stable, passive income paid monthly with depreciation benefits
- Estate planning benefits including step-up-in-basis for heirs
- Tax-deferred access to the Essential Income REIT and other exit options
- Targeting hold periods of 2 years or more depending on DST selected
The Essential Income REIT
The Essential Income REIT is structured to provide investors with a tax-advantaged monthly dividend and long-term growth potential backed by institutionally managed real estate diversified across a larger and growing portfolio of properties with long-term net leases to recession-resilient tenants.
- Long-term income and growth potential with a REIT that has never reduced or missed its monthly dividend
- Can invest directly via cash, IRA accounts, or major custodians, or by contributing DST interests via 721 exchange
- Dividends have been historically 65–70% deferred from current income taxes for cash investors1
- Recession-resilient diversification with stable returns historically non-correlated with stocks and bonds
- Distributions 100% covered by operating cash flows and Adjusted Funds from Operations (AFFO)
- Retained step up in basis potential and access to REIT’s quarterly liquidity program
Cash Management Funds
Our Preferred Equity Funds have been structured to provide passive income and access to liquidity after an initial six-month hold. Fully backed by ExchangeRight and its acquisition pipeline, these offerings have supported our track record of over 130 successful syndications.
- Structured to provide strong annualized returns with a short-term hold
- Passive income that can be offset by passive losses
- Designed to facilitate full liquidity after 6 months upon request
- Structured with no upfront costs to investors and no ongoing fees paid to ExchangeRight for fund management
- Fully collateralized by ExchangeRight and the assets in its acquisition pipeline
ExchangeRight’s Unparalleled Consistency
1031 & 721 DSTs
The Essential Income REIT
Cash Management Funds
12025 dividends had the equivalent of 69.64% tax deferral with 62.05% of the dividend reported as Non-Taxable on Form 1099-DIV and the taxable dividend portion qualifying to utilize the 20% Section 199A deduction. Past performance of the sponsor and its offerings does not guarantee future results. All statistics are as of 6/30/26 unless otherwise noted.
I Have a Client ...
Who is selling investment property and needs to defer their taxes.- Who needs tax-advantaged income for a cash investment or IRA.
- In need of an attractive yield and shorter hold period.
Learn more about ExchangeRight’s solutions with one of our specialists.