ExchangeRight REIT: RIA Access Expands
- ExchangeRight is broadening access to its Essential Income REIT by launching Class D shares.
- According to the firm, the Class D shares feature one of the lowest fee structures in the industry, providing a current monthly net tax-efficient income of 6.10% annualized.
- ExchangeRight has consolidated its Class I, D, S, and A share classes under a single Private Placement Memorandum (PPM).
ExchangeRight steps up RIA access by launching Class D shares for its Essential Income REIT,designed to provide tax-efficient options and boost portfolio accessibility. This strategic move addresses the increasing demand from registered investment advisors and custodial platforms. These new shares offer a competitive 6.10% annualized monthly net income. Streamlining of the Private Placement Memorandum and the new webpage will boost efficiency and improve the onboarding process. The minimum investment for Class I shares is now $25 million. Learn how ExchangeRight continues to refine its REIT offerings, making investment simpler, and explore the latest REIT developments at News Directory 3. Discover what’s next …
ExchangeRight Essential Income REIT Expands Access for RIAs
Updated June 25, 2025
ExchangeRight is broadening access to its Essential Income REIT by launching Class D shares. The move aims to meet rising demand from registered investment advisors (RIAs) and custodial platforms seeking tax-efficient, lower-fee options for their clients’ portfolios. these new shares complement ExchangeRight’s ongoing efforts to streamline investment processes across various distribution channels.
According to the firm, the Class D shares feature one of the lowest fee structures in the industry, providing a current monthly net tax-efficient income of 6.10% annualized. Integration with custodial platforms will also improve transaction processing and simplify reporting for advisors and their clients.
ExchangeRight has consolidated its Class I, D, S, and A share classes under a single Private Placement Memorandum (PPM). A newly consolidated webpage accompanies this, simplifying due diligence and onboarding for advisors and platforms. each updated PPM now includes a unified set of subscription documents for its respective share class, reducing administrative burdens and boosting operational efficiency.
The Essential Income REIT’s Class I shares will now cater to larger institutional allocations, with a revised minimum investment threshold of $25 million. This adjustment aligns with institutional capital sources and supports the REIT’s aggregation and acquisition strategy. Existing Class I investors are not affected.
“By simplifying documentation and expanding platform access, we’re making it even easier for advisors to connect their clients with our historically recession-resilient net-leased real estate strategy,” said Joshua Ungerecht, managing partner at ExchangeRight.
What’s next
ExchangeRight plans to continue monitoring investor needs and refining its offerings to provide accessible and efficient investment solutions in the real estate investment trust (REIT) market.