Discovering Trusted Solutions for Investment Success
Welcome to another episode of our podcast, where we bring you insight and expert perspectives to help you make informed financial decisions. Today, we’re thrilled to have Nick Johnson from ExchangeRight sharing his expertise on tax-advantaged real estate solutions and the innovative approach that has made ExchangeRight a leader in the industry.
From Humble Beginnings to Industry Leaders
Born out of a CPA practice in the 1980s, ExchangeRight was founded by Warren Thomas and his team. They quickly recognized the growing demand for 1031 tax-deferred exchanges in the late ’90s. What started as a practice responding to client needs grew into one of the nation’s top providers of Delaware Statutory Trusts (DSTs), becoming the firm we now know as ExchangeRight. Fast forward to today, they manage a $1.2 billion REIT (Real Estate Investment Trust) called Essential Income REIT, offering to investors real estate solutions built on stability and resilience.
Nick Johnson brings over 20 years of experience in alternative investment with a focus on tax-advantaged real estate and leads ExchangeRight’s mission of delivering exceptional value to clients.
About Nick Johnson
Senior Vice President of the Mid-Pacific Region
Nick Johnson is a seasoned investment and capital markets professional currently working with ExchangeRight who is committed to a technology and data-driven approach that delivers scalable results for investor constituents. With expertise in financial product sales, distribution, and team management, he specializes in 1031 exchange/DSTs, REITs, private credit, and alternative investments. His background includes working with financial advisors and high net worth clientele across the U.S. Nick is a results-oriented consultant dedicated to delivering value and fostering strong business relationships.
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Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.
This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities.
This material is not to be interpreted as tax or legal advice. IRC Section 1031is a complex tax concept; therefore, you should consult your legal or tax professional regarding the specifics of your individual situation.
There are material risks associated with investing in private placements, Delaware Statutory Trusts (“DSTs”) and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.
Risks associated with 1031 exchange- A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC. Advisory Services offered through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, (CIA). Thornwood Financial is independent of CIS, CAM and CIA.
The companies depicted in the photographs herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered to be an endorsement, authorization or approval of Thornwood Financial, CIS, CAM, CIA or the investment vehicles they may offer, by the aforementioned companies. Further, none of the aforementioned companies are affiliated with Thornwood Financial, CIS, CAM or CIA in any manner.
