Latest news with #1031DST
Yahoo
24-07-2025
- Business
- Yahoo
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
PASADENA, Calif., July 24, 2025--(BUSINESS WIRE)--ExchangeRight, one of the nation's leading providers of diversified real estate REIT and DST investments, has announced the appointment of Tracy Mousner as senior vice president of the Four Corners region. In this role, Mousner will serve financial advisors and representatives across Colorado, Arizona, New Mexico, and Utah. He will focus on deepening relationships and equipping advisors with access to ExchangeRight's REIT and 1031 DST portfolios, which are structured to provide capital preservation, stable income, and tax-advantaged investment solutions. Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions. He holds Series 7, 22, 62, and 63 licenses and brings a deep understanding of advisor needs and long-term investment planning. "We are excited to welcome Tracy as we expand our presence in the Four Corners region," said Joshua Ungerecht, a managing partner at ExchangeRight. "His commitment to educating advisors and his track record of delivering client-focused investment strategies align strongly with our investor-centered approach." "ExchangeRight's disciplined investment strategy and strong values are what drew me to the team," said Mousner. "I look forward to supporting advisors with the resources and insights they need to help their clients benefit from our diversified offerings and proven track record of consistent performance." About ExchangeRight ExchangeRight and its affiliates' vertically integrated platform features more than $6.6 billion in assets under management that are diversified across over 1,300 properties, and 26 million square feet throughout 47 states, as of June 30, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous through its Essential Income REIT and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight's inception. On behalf of our investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries. Past performance does not guarantee future results. Please visit for more information. View source version on Contacts Media Contact Lindsey ThompsonSenior Media Relations Officerlthompson@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
24-07-2025
- Business
- Business Wire
ExchangeRight Welcomes Tracy Mousner as Senior Vice President of the Four Corners Region
PASADENA, Calif.--(BUSINESS WIRE)--ExchangeRight, one of the nation's leading providers of diversified real estate REIT and DST investments, has announced the appointment of Tracy Mousner as senior vice president of the Four Corners region. In this role, Mousner will serve financial advisors and representatives across Colorado, Arizona, New Mexico, and Utah. He will focus on deepening relationships and equipping advisors with access to ExchangeRight's REIT and 1031 DST portfolios, which are structured to provide capital preservation, stable income, and tax-advantaged investment solutions. 'ExchangeRight's disciplined investment strategy and strong values are what drew me to the team.' - Tracy Mousner Share Mousner brings over 25 years of experience in financial services, having supported independent advisors, RIAs, and broker-dealers with alternative investment strategies and retirement income solutions. He holds Series 7, 22, 62, and 63 licenses and brings a deep understanding of advisor needs and long-term investment planning. 'We are excited to welcome Tracy as we expand our presence in the Four Corners region,' said Joshua Ungerecht, a managing partner at ExchangeRight. 'His commitment to educating advisors and his track record of delivering client-focused investment strategies align strongly with our investor-centered approach.' 'ExchangeRight's disciplined investment strategy and strong values are what drew me to the team,' said Mousner. 'I look forward to supporting advisors with the resources and insights they need to help their clients benefit from our diversified offerings and proven track record of consistent performance.' About ExchangeRight ExchangeRight and its affiliates' vertically integrated platform features more than $6.6 billion in assets under management that are diversified across over 1,300 properties, and 26 million square feet throughout 47 states, as of June 30, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous through its Essential Income REIT and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight's inception. On behalf of our investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries. Past performance does not guarantee future results. Please visit for more information.
Business Wire
21-07-2025
- Business
- Business Wire
$111 Million Net-Leased Portfolio 68 DST Fully Subscribed as ExchangeRight Expands its REIT's Acquisition Pipeline
PASADENA, Calif.--(BUSINESS WIRE)-- ExchangeRight, one of the nation's leading providers of diversified REIT and DST investments, has announced the full subscription of Net-Leased Portfolio 68 DST, reflecting continued demand for historically recession-resilient and diversified net-leased offerings that support the company's scalable aggregation strategy and REIT pipeline. The $111.01 million portfolio of net-leased real estate, backed by primarily investment-grade companies operating in necessity-based industries, provides investors with monthly distributions at a current rate of 5.00% covered 100% by in-place revenues from the offering. Net-Leased Portfolio 68 DST is a closed offering and is not accepting new investors. This ExchangeRight DST provides investors with monthly distributions at a current rate of 5.00% covered 100% by in-place revenues from the offering. The offering consists of 16 long-term net-leased properties tenanted by recession-resilient companies such as FedEx, Dollar Tree, Tractor Supply, O'Reilly Auto Parts, Dollar General Market, Sherwin-Williams, and Dollar General, with an initial weighted-average lease term of 15.1 years. The portfolio's properties span 16 markets across 10 states, and 546,966 square feet of primarily investment-grade tenanted retail space. As part of ExchangeRight's aggregation strategy, Net-Leased Portfolio 68 DST is designed to be compatible for a potential future acquisition by ExchangeRight's Essential Income REIT. Through its vertically integrated platform, ExchangeRight aims to provide investors access to long-term tax-advantaged income with enhanced diversification, liquidity, and optionality. At exit, investors may have the opportunity to participate in a tax-deferred 721 exchange into the REIT, in addition to other strategic exit options including a 1031 exchange, cash-out, or a combination of these options. There is no guarantee that the DST's or the Sponsor's objectives, including its exit strategies, will be achieved. 'ExchangeRight's aggregation strategy and REIT alignment are central to delivering long-term value for investors,' said Warren Thomas, managing partner at ExchangeRight. 'This offering not only provides consistent monthly distributions, but also a potential path to enhanced diversification and liquidity within our Essential Income REIT in addition to other exit options.' The past performance of ExchangeRight does not guarantee future performance or exit optionality. About ExchangeRight ExchangeRight's and its affiliates' vertically integrated platform features more than $6.6 billion in assets under management that are diversified across over 1,300 properties, and 26 million square feet throughout 47 states, as of June 30, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, and 1031 DST portfolios to accredited investors that target secure capital, stable income, and strategic exits. All of ExchangeRight's current and past offerings, including 34 successful full-cycle offerings, have historically met or exceeded their return objectives since ExchangeRight's inception. On behalf of our investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries. Past performance does not guarantee future results. 'Investment-grade' applies to tenants whose long-term corporate debt rating is considered investment grade by Standard & Poor's, Moody's, and/or Fitch. An investment-grade rating is a rating that indicates that a corporate bond has a relatively lower risk of default than a corporate bond with a speculative grade. Please visit for more information.
Business Wire
17-07-2025
- Business
- Business Wire
ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
PASADENA, Calif.--(BUSINESS WIRE)-- ExchangeRight, one of the nation's leading providers of diversified real estate REIT and DST investments, has announced the appointment of James Sabbatini as senior vice president of the Pacific Northwest. In his role, Sabbatini will be managing and deepening strategic relationships across Washington, Oregon, Idaho, Montana, Wyoming, and Alaska. 'I'm honored to join ExchangeRight, a company whose consistent performance and values-driven mission truly set it apart.' - James Sabbatini Share Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients. He has built a reputation for cultivating trusted relationships with wealth advisors, aligning investment strategies to meet their clients' long-term financial goals. Sabbatini holds an MBA from Pepperdine Graziadio Business School and maintains Series 7 and 66 securities licenses. 'We are thrilled to welcome James to ExchangeRight,' said Joshua Ungerecht, a managing partner at ExchangeRight. 'His extensive experience and client-first approach will be a powerful addition to our team as we continue equipping financial advisors with real estate solutions that prioritize capital preservation, stable income, and tax-deferral for their clients.' 'I'm honored to join ExchangeRight, a company whose consistent performance and values-driven mission truly set it apart,' said Sabbatini. 'I look forward to educating advisors on ExchangeRight's disciplined approach, exceptional track record, and the strength of its broadly diversified Essential Income REIT and 1031 offerings.' About ExchangeRight ExchangeRight and its affiliates' vertically integrated platform features more than $6.6 billion in assets under management that are diversified across over 1,300 properties, and 26 million square feet throughout 47 states, as of June 30, 2025. ExchangeRight pursues its passion to empower people to be secure, free, and generous through its Essential Income REIT and 1031 DST portfolios that target secure capital, stable income, and strategic exits, all of which have historically met or exceeded investor projections since ExchangeRight's inception. On behalf of our investors nationwide, the company structures and manages net-leased portfolios of assets backed primarily by investment-grade corporations that have successfully operated in the necessity-based retail and healthcare industries. Past performance does not guarantee future results. Please visit for more information.
