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External Wholesaler

Full time Wholesaler

Job Description

Job Description:

  • Grow ExchangeRight’s brand and partnership profile by wholesaling non-traded REIT shares and 1031-eligible DST interests to Investment Advisors and Registered Reps in your dedicated region to help them and their clients be secure, free, and generous.
  • Conduct virtual and face to face meetings with financial professionals and their clients to discuss ExchangeRight’s products.
  • Drive sales through the diverse product line offered by ExchangeRight.
  • Service existing financial professionals in your region.
  • Participate in sales training and other team-based activities (conferences, webinars, events) as needed.
  • Via Salesforce CRM, diligently manage your daily activities and documentation of field interactions.
  • Partner with dedicated internal wholesaler on sales ideas, campaigns, schedule, and region rotation mapping.
  • Prepare weekly action plan and review it daily with Internal business partner to determine each day’s action steps for the region.

 Requirements and Qualifications:

  • Series 7 license with FINRA
  • Experience successfully raising REIT capital as an external wholesaler, especially in the Pacific Northwest.
  • Experience working in the RIA and IBD channels, LPL a plus!
  • Expertise in non-traded REITs, DSTs, 1031 exchanges, and 721 exchanges.
  • Excellent presentation and communication skills.
  • Collaborative team-based mindset with entrepreneurial attitude.
  • High attention to detail and the ability to effectively problem solve.
  • Living in the territory is preferred.

 Application Instructions:

Please email your resume to ExchangeRight’s Recruiting Manager Paulina Guzman at pguzman@exchangeright.com with the subject line: External Wholesaler Inquiry – WholesalerJobs.com

Only qualified applicants who have not already applied and follow the application instructions will be responded to.

About ExchangeRight

ExchangeRight and our affiliates’ vertically integrated platform features more than $6.3 billion in assets under management that are diversified across over 1,300 properties, and 25 million square feet throughout 47 states, as of December 31, 2024. ExchangeRight pursues its passion to empower people to be secure, free, and generous by providing REIT, fund, 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 more than 8,900 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, as well as diversified value-add portfolios of inline and outparcel retail properties adjacent to strong-performing grocery tenants.

ExchangeRight actively acquires properties with long-term net leases primarily to essential, recession-resilient, and investment-grade tenants across its DST and REIT platforms with the goal of growing its total assets under management to $7-10+ billion within the next three years. ExchangeRight’s aggregation strategy is intended to leverage the significant synergies between its net lease DST and REIT platforms in order to provide stable monthly income; reduce risk and enhance value through increased diversification; expand capacity to accommodate liquidity needs; provide ongoing tax deferral; unlock additional access to capital; and optimize estate planning benefits on behalf of investors across both platforms. This aggregation strategy is accomplished through the Essential Income REIT, which is a publicly reporting company with a private placement offering for its common shares. The Essential Income REIT includes 362 properties diversified by 37 primarily investment-grade tenants successfully operating in the necessity-based retail and healthcare industries across 34 states, providing added value for investors through this broad diversification. Additional information on ExchangeRight can be found at www.exchangeright.com.

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