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A Look at ExchangeRight’s Investment Track Record
When reviewing a real estate investment sponsor, it helps to look beyond the stated goals of an offering. An investment track record can show how previous offerings performed, how long investors held them, and what was returned when they reached the end of their investment term. ExchangeRight’s track record document provides figures across its DST, REIT, and other real estate offerings, including both completed and active investments.
As of January 31, 2026, ExchangeRight and its affiliates reported more than $7.1 billion in assets under management, with over 1,400 properties across 47 states and 94 tenants. The portfolio spans 18 industries, with a primary focus on necessity-based retail and healthcare. The document also reports that more than $2.4 billion in distributions, capital, and gains had been returned to investors since inception.
For its 34 full-cycle offerings, ExchangeRight reports an average annual total return of 8.60%. It also reports that all 34 offerings met or exceeded their cash flow projections to secure capital. These are historical results, not a forecast. Returns varied among offerings, and the document notes that reported ranges can reflect different brokerage or advisory fee structures. Some investors in certain net-leased portfolios also selected a 721 exchange into the Essential Income REIT, which is included in the return ranges shown.
The track record includes several types of investments, such as net-leased property portfolios, multifamily properties, preferred equity funds, and acquisition notes. The offerings also differ in their property mix, tenants, investment terms, and results. That detail matters: a sponsor’s overall track record does not tell an investor exactly how a particular offering may perform. Active offerings have not completed their investment cycle, so their final results are not yet known.
Past performance does not guarantee future results. Cash flow and distributions are not guaranteed and may be lower than anticipated. Real estate and DST investments involve material risks, including loss of principal, declining property values, tenant vacancies, and limited liquidity. Reviewing a sponsor’s history is one part of due diligence; it does not remove the need to understand the terms, risks, fees, and structure of a specific investment.
If you have questions about how to evaluate an investment track record or how a particular offering fits into your financial picture, contact Verus Financial Group to discuss your circumstances with an advisor.
Source: ExchangeRight, Investment Track Record. Statistics are as of January 31, 2026, unless otherwise noted.
The information presented in this article is provided for educational purposes only. The article includes a discussion of Delaware Statutory Trusts ("DSTs") and other real estate-related investment structures with ExchangeRight. The information presented does not constitute an offer to sell, or a solicitation of an offer to buy, any security, including any DST interest. DST interests are securities offered only pursuant to a Private Placement Memorandum to accredited investors and are subject to significant limitations. DSTs are not suitable for all investors and involve a substantial degree of risk. Verus Financial Group is not affiliated with and does not receive compensation from ExchangeRight in connection with the material presented here. Advisory services are offered through Verus Financial Group, an investment adviser registered with the U.S. Securities and Exchange Commission.
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