Investment Overview

About
ExchangeRight DST Investments

ExchangeRight sponsors Delaware Statutory Trust investment programs designed for accredited investors seeking passive real estate ownership through 1031 exchange and related tax-deferred strategies. These offerings may include all-cash DSTs, financed DSTs, net-leased real estate portfolios, and programs designed with potential 721 exchange exit options.

Many ExchangeRight DST programs are structured around diversified portfolios of net-leased properties backed by tenants in necessity-based industries. While these offerings may be designed to provide monthly income and long-term real estate exposure, DST interests are private, illiquid investments and are not traded on a public exchange.

Investors who own ExchangeRight DST interests may seek liquidity before a full-cycle event, before a 721 exchange opportunity, or due to estate planning, tax, portfolio, or personal financial needs. Alternative Investment Liquidity helps investors review whether a secondary sale, transfer, or other liquidity path may be available.

Investment Snapshot

ExchangeRight DST
Investments At A Glance

DST Liquidity Review

Can You Sell
ExchangeRight DST Interests?

ExchangeRight DST interests are generally private securities. They are not listed on a national exchange, and investors typically cannot sell them as easily as publicly traded securities. Liquidity depends on the specific DST program, trust documents, transfer restrictions, sponsor requirements, investor eligibility, and available buyer interest.

Some investors may choose to hold until the sponsor completes a planned full-cycle event, 1031 exit, sale, refinancing, or potential 721 exchange. Others may need to explore liquidity sooner because of estate planning, capital needs, portfolio rebalancing, tax planning, or changes in income objectives.

AIL reviews ExchangeRight DST interests on a case-by-case basis to determine whether a secondary market transaction or other liquidity option may be available.

What We Review

Key Factors That May Affect ExchangeRight DST Value

The potential marketability of an ExchangeRight DST interest depends on more than the original investment amount. Buyers may evaluate the specific DST series, property portfolio, lease structure, debt profile, distribution history, sponsor communications, remaining hold period, transfer rules, and any expected exit or 721 exchange timeline.

• The specific ExchangeRight DST program or offering name
• Original investment amount and current ownership interest
• Recent distribution history and investor statements
• Property type, tenant mix, lease terms, and geographic diversification
• Whether the DST is all-cash or financed
• Any known sponsor exit, refinancing, sale, or 721 exchange plans
• Transfer restrictions under the trust or subscription documents
• Current buyer demand for comparable DST interests

Investor Considerations

Before Selling
ExchangeRight DST Interests

Selling a DST interest before a sponsor-led exit may involve tradeoffs. A secondary market sale can provide liquidity, but pricing may differ from the original purchase price, stated value, or projected exit value. Investors should also consider tax consequences, 1031 exchange implications, transfer timing, and whether a future sponsor-sponsored exit may provide a different outcome.

AIL does not provide tax, legal, or investment advice. Investors should review any potential sale with their tax advisor, attorney, financial advisor, or qualified intermediary before making a decision.