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Verus Financial Group A plan that works. Verus is a registered investment advisor. See website below for disclosures.

10/20/2026

You DON'T Need A lot of Money to Start a Business

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A Closer Look at ExchangeRightWhen evaluating a real estate investment, it helps to understand who is managing the prope...
10/19/2026

A Closer Look at ExchangeRight

When evaluating a real estate investment, it helps to understand who is managing the properties, what types of assets are involved, and how the investment is structured. ExchangeRight is a real estate investment sponsor that offers REIT, Delaware Statutory Trust (DST), and real estate fund investments. Its corporate overview describes a focus on long-term net-leased properties, with an emphasis on necessity-based retail and healthcare.

As of January 31, 2026, ExchangeRight reported more than $7.1 billion in assets under management, across more than 1,400 properties in 47 states. The properties had 94 tenants across 18 industries. The company says its portfolio focuses primarily on investment-grade tenants and businesses it considers recession-resilient. These figures reflect ExchangeRight and its affiliates and are based on the dates stated in its materials.

How the investment platform works
ExchangeRight describes its work in three parts: sourcing, syndicating, and managing real estate investments. Its team handles functions such as property and asset management, leasing, tenant retention, investor reporting, and transaction coordination. The company says this in-house structure is intended to support its investment process and investor services.

The company’s property strategy centers on long-term net leases. Under these leases, tenants are generally responsible for costs such as property taxes, insurance, utilities, maintenance, and repairs, as outlined in the lease. ExchangeRight says it reviews tenant operations, balance sheets, and revenue sources when evaluating properties. A tenant’s financial strength and lease obligations still matter; rent payments and tenant performance are not guaranteed.

Why essential businesses are part of the strategy
ExchangeRight focuses on properties leased to businesses such as grocery retailers and healthcare providers. These businesses are described in the overview as serving needs that tend to continue through different economic conditions. The company also looks at property location, tenant industry, lease term, and debt term when building its portfolios. This approach is intended to spread exposure across several parts of a real estate investment, though diversification does not eliminate risk or guarantee income.

Investment options and potential exits
ExchangeRight offers several types of real estate investments, including DSTs and REITs. Its materials describe a potential path for some DST investors to move into its Essential Income REIT through a 721 exchange when the DST exits. Other exit options may also be available, depending on the specific offering. These strategies are not guaranteed, and availability can depend on the investment’s terms and other factors, including the REIT’s access to capital.

The overview also reports historical results for prior offerings. Those results describe past performance only; they do not establish what a future investment will earn or whether it will meet its objectives. Distributions are made from cash flow and are not guaranteed.

For anyone considering a DST, REIT, or other real estate investment, the details of the specific offering matter more than a company overview alone. Review the investment documents, understand the risks and limits on liquidity, and discuss the tax and legal implications with qualified professionals. If you have questions about how a real estate investment may fit into your broader financial plan, contact Verus Financial Group to schedule a conversation with your advisor.

ExchangeRight's stated goals: tax deferral, secure capital, stable income, growth potential and strategic exits
The information presented in this article is provided for educational purposes only. The article includes a discussion of Delaware Statutory Trusts ("DSTs"), real estate investment trusts ("REITs"), and other real estate-related investment products offered by ExchangeRight. The information presented does not constitute an offer to sell, or a solicitation of an offer to buy, any security including any DST, REIT, or other real estate fund interest. These securities are offered only pursuant to the applicable offering documents (such as a Private Placement Memorandum or prospectus), and certain products, including DSTs, are available only to accredited investors. DSTs, REITs, and other real estate investments are subject to significant limitations, including limited liquidity, and involve a substantial degree of risk, including possible loss of principal. They are not suitable for all investors. Verus Financial Group is not affiliated with and does not receive compensation from ExchangeRight in connection with the material presented here. Advisory services are offered through Verus Financial Group, an investment adviser registered with the U.S. Securities and Exchange Commission.

10/19/2026

Trustee vs. Sibling: Who Manages Your Estate Better

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Brett Cristiano: Money, Education & LifeRaising Financially Savvy KidsIn this episode of Only Finance with Verus Financi...
10/16/2026

Brett Cristiano: Money, Education & Life
Raising Financially Savvy Kids

In this episode of Only Finance with Verus Financial, Minh is joined by Brett Cristiano for a conversation about planning for education and the many financial decisions families face when preparing for their children’s future. They discuss college costs, different approaches to education funding, and how parents can think about balancing education expenses with their own long-term financial goals.

The conversation goes beyond college savings and explores the importance of teaching children about money from an early age.
They also talk about career choices, entrepreneurship, financial responsibility, and finding a balance between work and lifestyle.

Tune in to Only Finance with Verus Financial to hear the full conversation with Minh and Brett.

Protecting Your Greatest AssetDisability*To put it in simple terms, disability insurance is insurance for your income.*I...
10/15/2026

Protecting Your Greatest Asset

Disability
*To put it in simple terms, disability insurance is insurance for your income.
*It allows you to protect your most valuable asset, your income, in the event you become too hurt or sick to work.
*Two options: Short-term and long-term.
*Analyze your existing coverage to find the plan that best fits your lifestyle!

Protecting Against the Unexpected
*Many of us have a friend, family member, or colleague who has faced an unexpected injury or illness.
*Millions of working Americans are facing a growing crisis: a lack of adequate disability insurance coverage.
*Accidents are usually not the culprit.
*Back accidents, cancer, heart disease, and other illnesses cause the majority of long-term absences.

Percentages That Matter
*At least 51 million working adults in the U.S. are without disability insurance other than the basic coverage through Social Security.
*Only 48% of Americans adults indicate they have enough savings to cover three months of living expenses in the event they're not earning any income.
*The chances of becoming disabled are greater than you might think. Just 1 in 4 today's 20 year-old will become disabled before they retire.

Protecting Your Income Isn't Out of Reach
*Disability insurance allows you to protect your income in the event you become too sick or hurt to work.
*It can be more affordable than you think and the benefit can be used for different things such as medical expenses, household expenses, or help with household tasks.
*Most people protect their home, car, phone, and identity so why not protect your income.

10/15/2026

Social Media Myths

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10/14/2026

Cash Flow vs. Profit

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10/13/2026

Success Isn't Real Until You Prioritize Family First

Did you catch Raleigh's full podcast?
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What Are Private Equity Funds?Private equity funds take money from a group of investors and use it to buy into companies...
10/12/2026

What Are Private Equity Funds?

Private equity funds take money from a group of investors and use it to buy into companies that don’t trade on the stock market. The general partners (GPs) are the ones in charge—they raise the cash and pick the deals. The investors, known as limited partners (LPs), are usually big institutions, family offices, or wealthy individuals who qualify under the rules.

These funds don’t move fast. They typically run for several years. The GPs call in money from LPs when they spot opportunities, put it to work, and eventually try to sell or exit the investments to generate returns. GPs usually roll up their sleeves and get involved in how the companies are run—strategy, operations, that kind of thing. Every fund has its own fee structure, so you have to pay close attention to the details before committing.

The big catch is that your money is locked up for a long time. These investments are illiquid, and they’re only open to accredited or qualified investors. Smart investors spend time checking out the manager, the strategy, and all the fine print.

The Main Types of Private Equity Strategies
Different funds chase different kinds of companies. Here are three common ones, with the real upsides and downsides from an investor’s seat.

Buyout Funds
Buyout funds go after controlling ownership in established companies that already throw off decent cash flow. The GPs team up with management to improve operations and set direction while they own the business.

They like mature companies, take majority stakes, and stay hands-on. Think buying a regional manufacturing outfit, then working on efficiencies, cost cuts, or growth moves before selling it later.

From an LP’s point of view — Pros:
Real chance to create value and see bigger returns through changes you can actually influence.
More control and stronger oversight at the company level.
Leverage can boost returns when it works.

Cons:
You’re paying full price for established businesses, so the margin for error is smaller.
If the improvements don’t stick, losses can hurt.
Money is tied up for years, and high fees can eat away at what you make.
Growth Equity Funds
Growth equity usually means taking a minority stake in companies that are already making money but still have plenty of room to get bigger. The goal is to give them capital to expand rather than take over completely.

These sit somewhere after early startups but before full buyouts. The cash might go toward new products, opening new markets, or hiring. A good example is a software company in a niche like data analytics or specialized services.

From an LP’s point of view — Pros:
You get in on companies with real traction and lower risk than pure startups.
Strong growth can deliver solid upside.
Less debt involved, so it can feel less risky in shaky markets.

Cons:
Minority position means you don’t have much say if things go sideways.
If growth slows down, your returns get delayed or shrink.
Still locked up for years and dependent on an eventual exit.

Secondary Funds
Secondaries let you buy someone else’s existing stake in another private equity fund or portfolio. Sellers want out early, so you step into assets that already have some history.

This can mean better visibility into what you’re buying and sometimes quicker cash flows than starting from scratch. For instance, picking up a piece of a healthcare or industrial-focused fund that’s already a few years in.

From an LP’s point of view — Pros:
You see more of the actual companies and performance track record upfront.
Potentially shorter overall hold time and earlier distributions.
Useful way to get private equity exposure without committing to a brand-new blind pool.

Cons:
You inherit whatever decisions the original managers made.
Good secondaries can cost more because of the seasoning.
Liquidity is still limited and you’re exposed to the same market swings.

Quick comparison
Buyout — Controlling / majority ownership; established, cash-flow-stable companies; hands-on operational work; multi-year hold.
Growth — Minority ownership; expanding, revenue-positive companies; capital to help them scale; multi-year hold.
Secondaries — Ownership varies (fund-level); seasoned underlying assets; buying existing interests; varied / faster hold.
Funds vary a ton in real life. There are plenty of other approaches—venture, distressed, you name it—but these three come up a lot.

Bottom line: private equity is complicated, your money can be stuck for years, and there are real risks. This is just general info for learning purposes. It isn’t advice. Talk to your own advisors, read the documents, and figure out if it actually makes sense for you. You also have to meet the qualification rules to even get in.

The information presented in this newsletter is the opinion of Verus Capital Ventures, Inc. and does not reflect the view of any other person or entity. The information provided is believed to be from reliable sources but no liability is accepted for any inaccuracies. This is for information purposes and should not be construed as an investment recommendation. Private funds are available only to investors who meet certain eligibility requirements, such as qualifying as an accredited investor or qualified purchaser, and involve significant risks including illiquidity, limited regulatory oversight, and the potential for total loss of capital. Nothing herein constitutes an offer to sell or solicitation to buy interests in any private fund; any such offering is made only through the applicable confidential offering documents, which should be read carefully before investing. Past performance is no guarantee of future performance. Verus Capital Ventures, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission.

10/12/2026

Unlock Your Financial Potential!

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14141 Southwest Freeway, Suite 150
Houston, TX
77478

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Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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