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ExchangeRight

November 7, 2016

ExchangeRight is a vertically integrated real estate investment firm with over $2.6 billion in assets under management. ExchangeRight pursues its mission to empower people to be secure, free, and generous by providing income funds and 1031-exchangeable investment offerings that target secure capital, stable income, and strategic exits. The company strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate essential businesses successfully in the necessity-based retail and healthcare industries. For more information, visit www.exchangeright.com.

1055 E. Colorado Blvd
Suite 310
Pasadena, CA 91106

(855) 31-RIGHT
(855) 317-4448
(Geoffrey Flahardy)

info@exchangeright.com

www.exchangeright.com

To locate an ExchangeRight wholesaler, click here.

Sponsor Information

Current and Former Offerings
FULL-CYCLE OFFERINGS Offering: Net-Leased Preferred Equity Fund 1 Description: Shorter-term fund to acquire and sell net-leased assets for the Sponsor Targeted Annualized Cash Flow: 12–20% Actual Annualized Fund Return: 12.93% Offering: Net-Leased Preferred Equity Fund 2 Description: Shorter-term fund to acquire and sell net-leased assets for the Sponsor Targeted Annualized Cash Flow: 8–12% Actual Annualized Cash Flow: 10.11% Offering: Acquisition Notes Description: Company that issued short term debt capital to the Sponsor to acquire and sell net-leased assets Targeted Annualized Cash Flow: 12–14% Actual Annualized Cash Flow: 12.00% Offering: Multifamily 1 – Van Mark Creek Apartments Description: One apartment community consisting of 144 units Targeted Annualized Cash Flow: 7.16% Actual Annualized Cash Flow: 7.27% Offering: Multifamily 3 – Lakeside at Arbor Place Apartments Description: 1 Class B apartment community consisting of 246 units Targeted Annualized Cash Flow: 6.54% Actual Annualized Cash Flow: 11.08% Offering: Multifamily 5 – Crystal Lake Florida Apartments Description: One apartment community consisting of 224 units Targeted Annualized Cash Flow: 6.44% Actual Annualized Cash Flow: 8.51% Offering: Net-Leased Portfolio 1 Description: Portfolio of two long-term net-leased properties leased to Family Dollar Targeted Annualized Cash Flow: 7.25% Actual Annualized Cash Flow: 9.40% – 10.58% Offering: Net-Leased Portfolio 2 Description: Portfolio of seven long-term net-leased properties leased to Family Dollar (4) and Dollar General (3) Targeted Annualized Cash Flow: 7.45% Actual Annualized Cash Flow: 9.22% – 10.93% Offering: Net-Leased Portfolio 8 Description: Portfolio of 13 long- term net-leased properties leased to Advance Auto Parts (3), AutoZone (2), CVS (1), Dollar General (2), Family Dollar (1), Franciscan Alliance (1), Ross Stores (1) and Tractor Supply (2) Targeted Annualized Cash Flow: 7.35% Actual Annualized Cash Flow: 7.69% – 9.99% Offering: Net-Leased Portfolio 12 Description: Portfolio of 19 long-term net-leased properties leased to Advance Auto Parts (3), Dollar General (9), Family Dollar (1), Fresenius Medical Care (1), Kroger (1), Napa Auto Parts (2), Tractor Supply (1), and Walgreens (1) Targeted Annualized Cash Flow: 6.30% Actual Annualized Cash Flow: 7.01% – 9.92% Offering: Multifamily 2 – Mira Bella and San Martin Apartments Description: Two apartment communities consisting of 378 units Targeted Annualized Cash Flow: 6.68% Actual Annualized Cash Flow: 6.82% CLOSED NET-LEASED PORTFOLIO OFFERINGS Offering: Net-Leased Preferred Equity Income Fund Description: Preferred equity investment to acquire single-tenant, net-leased properties with investment grade and national creditworthy tenants. Targeted Annualized Cash Flow: 6.53% Actual Annualized Cash Flow: 6.87% Offering: Net-Leased Portfolio 31 Description: Portfolio of 25 long-term net-leased properties leased to Advance Auto Parts (1), BioLife Plasma Services (1), CVS Pharmacy (4), Dollar General (7), Giant Eagle (1), Hobby Lobby (2), Hy-Vee (1), Tractor Supply Co.(5), and Walgreens (3). Targeted Annualized Cash Flow: 6.72% Actual Annualized Cash Flow: 6.76% Offering: Net-Leased Portfolio 30 Description: Portfolio of 21 long-term net-leased properties leased to AutoZone (1), Dollar General (8), Fresenius Medical Care (1), Giant Eagle (1), Hobby Lobby(1), Tractor Supply Co.(4), and Walgreens (5). Targeted Annualized Cash Flow: 6.74% Actual Annualized Cash Flow: 6.80% Offering: Net-Leased Portfolio 29 Description: Portfolio of 24 long-term net-leased properties leased to BioLife Plasma (1), CVS (1), Dollar General (10), Fresenius Medical Care (2), Hobby Lobby (1), Tractor Supply (2), and Walgreens (7). Targeted Annualized Cash Flow: 6.75% Actual Annualized Cash Flow: 6.82% Offering: Net-Leased Portfolio 28 Description: Portfolio of 23 long-term net-leased properties leased to Dollar General (6), Dollar Tree (1), Fresenius Medical Care (1), Hobby Lobby (2), O’Reilly Auto Parts (1), Pick ‘n Save (2), Tractor Supply (2), and Walgreens (8). Targeted Annualized Cash Flow: 6.34% Actual Annualized Cash Flow: 6.82% Offering: Net-Leased Portfolio 27 Description: Portfolio of 18 long-term net-leased properties leased to Advance Auto Parts (1), BioLife Plasma Services (1), Dollar General (4), Dollar Tree (1), Hy-Vee (1), O’Reilly Auto Parts (2), Pick ‘n Save (1), Tractor Supply (1), and Walgreens (6). Targeted Annualized Cash Flow: 6.34% Actual Annualized Cash Flow: 6.34% Offering: Net-Leased Portfolio 26 Description: Portfolio of 19 long-term net-leased properties leased to Advanced Auto, AutoZone, CVS, Dollar General, Hy-Vee, Pick n Save, Tractor Supply and Walgreens. Targeted Annualized Cash Flow: 6.10% Actual Annualized Cash Flow: 6.11% Offering: Net-Leased Portfolio 25 Description: Portfolio of 21 long-term net-leased properties leased to BioLife Plasma Services (2), Dollar General (8), Family Dollar (2), Hobby Lobby (1), Hy-Vee (1), Tractor Supply (3) and Walgreens (4) Targeted Annualized Cash Flow: 6.10% Actual Annualized Cash Flow: 6.15% Offering: Net-Leased Portfolio 24 Description: Portfolio of 24 long-term net-leased properties leased to Advance Auto Parts (2), BioLife Plasma Services (2), CVS (1), Dollar General (5), Dollar Tree (1), Fresenius Medical Care (1), Pick ‘n Save (Kroger guaranty) (1), Sherwin Williams (1), Tractor Supply (3), and Walgreens (7) Targeted Annualized Cash Flow: 6.13% Actual Annualized Cash Flow: 6.13% Offering: Net-Leased Portfolio 23 Description: Portfolio of 24 long-term net-leased properties leased to Advance Auto Parts (2), AutoZone (2), Dollar General (8), Family Dollar (2), GIANT Food Store (1), Tractor Supply (2), and Walgreens (7) Targeted Annualized Cash Flow: 6.19% Actual Annualized Cash Flow: 6.30% Offering: Net-Leased Portfolio 22 Description: Portfolio of 15 long-term net-leased properties leased to BioLife Plasma Services (1), CVS (1), Dollar General (4), Family Dollar (1), First Midwest Bank (1), Fresenius Medical Care (1), Pick ‘n Save (Kroger guaranty) (1), Tractor Supply (2), and Walgreens (3) Targeted Annualized Cash Flow: 6.27% Actual Annualized Cash Flow: 6.27% Offering: Net-Leased Portfolio 21 Description: Portfolio of 20 long-term net-leased properties leased to Advance Auto Parts (1), Dollar General (6), Fresenius Medical Care (3), Hobby Lobby (1), Napa Auto Parts (2), O’Reilly Auto Parts (1), Tractor Supply (3), and Walgreens (3) Targeted Annualized Cash Flow: 6.39% Actual Annualized Cash Flow: 6.43% Offering: Net-Leased Portfolio 20 Description: Portfolio of 16 long-term net-leased properties leased to Advance Auto Parts (1), BioLife Plasma Services (1), Dollar General (4), Fresenius Medical Care (1), Napa Auto Parts (1), Pick ‘n Save (Kroger guaranty) (1), Tractor Supply (2), Verizon Wireless (1), and Walgreens (2) Targeted Annualized Cash Flow: 6.54% Actual Annualized Cash Flow: 6.54% Offering: Net-Leased Portfolio 19 Description: Portfolio of 21 long-term net-leased properties leased to Advance Auto Parts (2), CVS (1), Dollar General (9), Fresenius Medical Care (2), Hobby Lobby (1), Napa Auto Parts (2), Verizon Wireless (1), and Walgreens (3) Targeted Annualized Cash Flow: 6.78% Actual Annualized Cash Flow: 6.78% Offering: Net-Leased Portfolio 18 Description: Portfolio of 17 long-term net-leased properties leased to Advance Auto Parts (1), CVS (1), Dollar General (6), Fresenius Medical Care (1), Hobby Lobby (1), Napa Auto Parts (1), Tractor Supply (2), and Walgreens (4) Targeted Annualized Cash Flow: 6.65% Actual Annualized Cash Flow: 6.65% Offering: Net-Leased Portfolio 17 Description: Portfolio of 16 long-term net-leased properties leased to Advance Auto Parts (1), Dollar General (7), Goodwill (1), Pick ‘n Save (Kroger guaranty) (1), Napa Auto Parts (1), Tractor Supply (2), Verizon Wireless (1), and Walgreens (2) Targeted Annualized Cash Flow: 6.84% Actual Annualized Cash Flow: 6.84% Offering: Net-Leased Portfolio 16 Description: Portfolio of 19 long-term net-leased properties leased to Advance Auto Parts (3), Dollar General (7), Family Dollar (1),Hobby Lobby (1), Sherwin Williams (1), Tractor Supply (2), and Walgreens (4) Targeted Annualized Cash Flow: 6.78% Actual Annualized Cash Flow: 6.78% Offering: Net-Leased Portfolio 15 Description: Portfolio of 16 long-term net-leased properties leased to Advance Auto Parts (2), CVS (1), Dollar General (6), Family Dollar (1), Fresenius Medical Care (1), Goodwill (1), Hobby Lobby (1), Indianapolis Osteopathic Hospital (1), and Walgreens (2) Targeted Annualized Cash Flow: 6.55% Actual Annualized Cash Flow: 6.55% Offering: Net-Leased Portfolio 14 Description: Portfolio of 17 long-term net-leased properties leased to Advance Auto Parts (1), Athletico Physical Therapy (1), Dollar General (6), Fresenius Medical Care (2), MedSpring (1), Napa Auto Parts (1), O’Reilly Auto Parts (1), Tractor Supply (1), and Walgreens (3) Targeted Annualized Cash Flow: 6.62% Actual Annualized Cash Flow: 6.68% Offering: Net-Leased Portfolio 13 Description: Portfolio of 20 long-term net-leased properties leased to Advance Auto Parts (1), CVS (1), Dollar General (5), Family Dollar (4), Hobby Lobby (1), Napa Auto Parts (1), Sherwin Williams (4), Tractor Supply (1), and Walgreens (2) Targeted Annualized Cash Flow: 6.64% Actual Annualized Cash Flow: 6.80% Offering: Net-Leased Portfolio 11 Description: Portfolio of 17 long-term net-leased properties leased to Advance Auto Parts (3), CVS (1), Dollar General (5), Family Dollar (2), Hobby Lobby (1), Napa Auto Parts (3), Sherwin-Williams (1), and Walgreens (1) Targeted Annualized Cash Flow: 6.78% Actual Annualized Cash Flow: 6.78% Offering: Net-Leased Portfolio 10 Description: Portfolio of 22 long-term net-leased properties leased to Advance Auto Parts (3), AutoZone (1), CVS (1), Dollar General (5), Dollar Tree (1), Family Dollar (4), Napa Auto Parts (2), O’Reilly Auto Parts (2), PNC Bank (1), and Tractor Supply (2) Targeted Annualized Cash Flow: 7.13% Actual Annualized Cash Flow: 7.13% Offering: Net-Leased Portfolio 9 Description: Portfolio of 22 long-term net-leased properties leased to Advance Auto Parts (4), AutoZone (4), CVS (1), Dollar General (9), Hobby Lobby (1), Napa Auto Parts (2), and TCF National Bank (1) Targeted Annualized Cash Flow: 7.37% Actual Annualized Cash Flow: 7.41% Offering: Net-Leased Portfolio 7 Description: Portfolio of 16 long-term net-leased properties leased to Family Dollar (4), Dollar General (8), Advance Auto Parts (1), CVS (1), Napa Auto Parts (1), and O’Reilly Auto Parts (1) Targeted Annualized Cash Flow: 7.80% Actual Annualized Cash Flow: 7.80% Offering: Net-Leased Portfolio 6 Description: Portfolio of 16 long-term net-leased properties leased to Family Dollar (3), Dollar General (8), Advance Auto Parts (1), AutoZone (1), CVS (1), Dollar Tree (1), and Tractor Supply (1) Targeted Annualized Cash Flow: 7.87% Actual Annualized Cash Flow: 7.87% Offering: Net-Leased Portfolio 5 Description: Portfolio of 14 long-term net-leased properties leased to Family Dollar (5), Dollar General (4), Advance Auto Parts (2), AutoZone (1), Sherwin Williams (1), and The Christ Hospital (1) Targeted Annualized Cash Flow: 6.27% Actual Annualized Cash Flow: 6.27% Offering: Net-Leased Portfolio 4 Description: Portfolio of 11 long-term net-leased properties leased to Family Dollar (8), Dollar General (1), Aaron’s (1), and Advance Auto Parts (1) Targeted Annualized Cash Flow: 7.00% Actual Annualized Cash Flow: 7.00% Offering: Net-Leased Portfolio 3 Description: Portfolio of 9 long-term net-leased properties leased to Family Dollar (8) and Dollar General (1) Targeted Annualized Cash Flow: 7.52% Actual Annualized Cash Flow: 7.52% CLOSED MULTIFAMILY OFFERINGS Offering: Multifamily 4 – North Austin Apartments Description: 3 Class B apartment communities consisting of 422 units Targeted Annualized Cash Flow: 6.68% Actual Annualized Cash Flow: 6.68% Offering: Multifamily 6 – El Paso Apartment Portfolio Description: 2 Class B apartment communities consisting of 393 units Targeted Annualized Cash Flow: 6.06% Actual Annualized Cash Flow: 6.36%
Year Founded	Sector	Structure	Senior Executives
2012	Real Estate Multifamily Retail and Office	Our net-leased platform features 1031-exchangeable DST portfolios of long-term, net-leased properties backed by investment-grade corporations. ExchangeRight also provides non-1031 preferred equity and income funds that are structured to benefit from ExchangeRight’s 1031 syndication platform and aggregation strategy.	David Fisher, CPA, Managing Partner Joshua Ungerecht, Managing Partner Warren Thomas, CPA, Managing Partner Dave Van Steenis, CPA, CFA, CFO Susana Dryden, COO
AUM*	Total Equity Raised*	# of Full Cycle Offerings*	# of Private Placement Programs*
$2.6+ billion	$1.2+ billion	11	51
Notes
›$2.6+ Billion of assets under management ›14+ Million square feet under management ›Focus on investment-grade, necessity-based retail and healthcare ›Invested across 675+ properties ›Diversified across 38 states ›All full-cycle offerings (11 total thus far) have met or exceeded projected returns ›All active offerings are meeting or exceeding investor cash flow distribution projections › Past performance is no guarantee of future results. All AUM statistics as of 5/31/20.ExchangeRight provides a vertically integrated, fully scalable real estate platform.› Underwriting and Acquisitions › Financing and Structuring › Leasing and Tenant Retention › Marketing and Dispositions › Asset and Property Management › Analysis and Legal › Institutional-Quality Investor Reporting › Monthly Investor Distributions
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Corporate Overview

*As of May 31, 2020.

ExchangeRight

To locate an ExchangeRight wholesaler, click here.

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