$7.5 Billion of Creditworthy Retail Net Lease with ExchangeRight
Joshua Ungerecht and David Fisher, Managing Partners at ExchangeRight Real Estate, join the program. Founded in 2012, ExchangeRight serves over 8,300 investors, stewarding over $7.5 billion in assets under management diversified across over 1,400 properties, and 30 million square feet throughout 47 states.
Our conversation covers Joshua and David’s unique personal paths that led to meeting Warren Thomas and the founding of ExchangeRight, their focus on creditworthy net leased assets, the firm’s exhaustive due diligence process, financing deals in the early days of the platform, the DST industry, building to over $7 billion brick by brick, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com.
Check out Net Lease Observer for all net lease and sale/leaseback content.
31 Aug 2026
The Wisdom in Net Lease with Jeremy Schwartz
Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, joins the program.
With over $170 billion under management globally, WisdomTree offers a diverse suite of exchange-traded products, models and solutions, private market investments and digital asset-related products. Schwartz has served at the company for over 20 years and also hosts the Behind the Markets podcast. He is a CFA charterholder.
Our conversation covers Jeremy’s time as head research assistant for Professor Jeremy Siegel, the growth of WisdomTree from start-up to global powerhouse, how individuals, advisors, and allocators can better allocate to diversified investments without losing the benefits of the traditional 60/40 stocks and bonds portfolio, the firm’s new real assets model portfolio and the inclusion of the Colterpoint Net Lease Real Estate ETF, his view on alternatives, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com.
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
31 Jul 2026
Building a billion-dollar industrial private REIT with Dan Goldstein
Dan Goldstein, Founder, CEO, and Chairman of the Board of Directors at Royal Oak Realty Trust, joins the program. Based in Rochester, NY, Royal Oak is a private, non-traded REIT focused on investing in a diversified real estate portfolio substantially consisting of mission-critical industrial properties, net leased to creditworthy tenants under long-term lease contracts. The Company surpassed $1 billion in total portfolio capitalization earlier this year. Our conversation covers Dan’s professional path through public accounting and value-add industrial real estate, working with and learning from his father, why Royal Oak focuses on industrial manufacturing assets, target deal characteristics, the quantity and quality of deal flow over time, the firm’s proprietary underwriting scorecard, and much more.
This episode is sponsored by Commonwealth National Commercial Services – your national net lease title & escrow partner. Visit Commonwealth's website HERE for additional information and contact National Account Manager John Heap at (602) 705-4180 or john.heap@cltic.com.
Check out www.netleaseobserver.com for all net lease and sale/leaseback content.
Who has been a guest on Net Lease Observer
Names identified in recent episode analyses. Showing up to five guests.
Alex Sharrin
Glen Kunofsky
Mark Manheimer
Christopher Volk
John Moragne
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Apple Podcasts (US)
5.0 / 5
8 ratings
Spotify
5.0 / 5
6 ratings
Podcast Authority Score: 35 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
57
Social presence
0
YouTube
0
Engagement
32
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