ExchangeRight is a vertically integrated real estate investment firm with over $2.6 billion in assets under management. ExchangeRight pursues its mission to empower people to be secure, free, and generous by providing income funds and 1031-exchangeable investment offerings that target secure capital, stable income, and strategic exits. The company strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate essential businesses successfully in the necessity-based retail and healthcare industries. For more information, visit www.exchangeright.com.

Real Estate

ExchangeRight

Managing Partners

Tony Waechter is a senior accountant at [ExchangeRight](/org/exchangeright-real-estate). Tony has over nine years of experience in accounting and tax. Prior to joining [ExchangeRight](/org/exchangeright-real-estate), Tony was a senior tax associate at RSM US LLP and an assurance associate at PwC. Tony began their career as a Private Company Services Tax Intern at PwC in January 2011.

Tony Waechter has a Master's degree in Accounting from the [University of Northern Iowa](/org/university-of-northern-iowa), as well as a Bachelor's degree in Accounting from the same school. Tony is also a Certified Public Accountant.

Tony Waechter reports to Dave Van Steenis, Chief Financial Officer. Tony Waechter works with Jacqueline Solorzano - Investor Relations, Leah Frink - Senior Accountant, and Shannon Bailey - Investor Relations.

Tony Waechter

Pateel Ashjian is the Corporate Counsel at [ExchangeRight](/org/exchangeright-real-estate). Pateel has a long history of working in various legal positions that have given their a wealth of experience to bring to their current role. Pateel started their career as a production editor for the Loyola of Los Angeles Law Review. Pateel then became a legal extern for the Tax Appeals Assistance Program before becoming an attorney at the Gourjian Law Group, P.C. Pateel's most recent position before joining [ExchangeRight](/org/exchangeright-real-estate) was as a real estate attorney with Ervin Cohen & Jessup LLP.

Pateel Ashjian attended Loyola Law School in Los Angeles, where they received their Doctor of Law (J.D.) degree in corporate law. Pateel also holds a BS from UC Irvine in international studies, business management. Pateel is a graduate of Providence High School.

Their manager is Joshua Ungerecht, Managing Partner. They work with Vance Lanoy - Systems Administrator, Adam Edison - Sr. Data Engineer, and Dave Van Steenis - Chief Financial Officer.

Pateel Ashjian

Sara Seaman is an analyst at [ExchangeRight](/org/exchangeright-real-estate), a real estate investment firm. Sara has previous experience working in real estate investments and market research. Sara also has experience working as an independent care provider, event coordinator, and academic tutor. Sara is also the owner and seamstress of a self-employed alterations business.

Sara Seaman has a Bachelor of Science in Business Administration and Management from The Master's University and a Bachelor of Science in Family and Consumer Sciences/Human Sciences from The Master's University.

Their manager is William Spencer, Senior Investment Analyst. They are on a team with Josh Delo - Asset Manager, Aaron Bush - Analyst.

Sara Seaman

Geoffrey D. Flahardy is the Director of National Accounts at [ExchangeRight](/org/exchangeright-real-estate). Geoffrey has over 19 years of experience in the financial industry, specializing in private placement investments and 1031 exchanges. 

Geoffrey started their career at Inland Securities Corporation in 2000 as a Regional Sales Associate. Geoffrey quickly developed new business relationships with financial representatives within the independent broker/dealer community, making 70-100 outbound prospect calls per day and scheduling for external wholesalers. 

In 2003, they were promoted to wholesaler as Assistant Vice President by introducing new advisors to both REIT and 1031 programs. Just two years later, they were promoted again to Regional 1031 Exchange Manager to coordinate 1031 Exchange sales for the east coast. Geoffrey successfully increased the region's 1031 Exchange sales by 150%, bringing the east coast to the second highest sales region in the country. 

In 2008, Geoffrey was promoted to Vice President and served as the internal wholesaler for CA, AZ, and HI. Leveraging all of their previous expertise, they were able to maximize sales within their territory. 

In 2013, they became an instructor at cpaacademy.org, providing free webinar instruction on section 1031, DSTs, and private placements giving 1.5hrs of CPE credits for tax professionals. Geoffrey also advanced to Private Placement Specialist responsible for sales support and education to wholesalers, financial advisors, and

Geoffrey D. Flahardy has a Master of Arts in Theological Studies from Westminster Theological Seminary, a Bachelor of Science in Organizational Communication from [Kennesaw State University](/org/kennesaw-state-university), and is a CFP from The American College of Financial Services. Geoffrey is currently working in the Commerical Real Estate Analysis field.

Some direct reports include Danny Carmona - Senior Vice President, Scott Peterman - Vice President, and Larry Baron - Vice President. Their manager is Joshua Ungerecht, Managing Partner. Some of their coworkers include Peter Farley - IT Support, Susana Dryden - Chief Operating Officer, and Pateel Ashjian - Corporate Counsel.

Geoffrey D. Flahardy

Beth Veloz is the Senior Vice President at [ExchangeRight](/org/exchangeright-real-estate). Beth has over 10 years of experience in the financial industry. Beth started their career at [Bank of America](/org/bank-of-america) as a Financial Services Representative. Beth then moved to FTB Advisors as a Licensed Banker. In 2012, Beth joined Capital Financial as an Associate. During their time at Capital Financial, they were promoted to Partner and their focus was on financial planning for high net worth business owners. In 2014, Beth joined [ExchangeRight](/org/exchangeright-real-estate) Real Estate and is now the Senior Vice President.

Beth Veloz has a BBA in Marketing & Finance from [Harding University](/org/harding-university). Beth also has certification from [Sandler Training](/org/sandler-training) in Sandler Silver Certification and Sandler Bronze Certification. Additionally, they have a certification from YOUNG LEADERS COUNCIL INC in Graduate - Young Leaders Council. Beth Veloz is also licensed in Life and Health Insurance. Finally, they have their Series 22, Series 6, and Series 63 certifications from Financial Industry Regulatory Authority (FINRA).

Beth Veloz works with David Flamm - Vice President, Weldon Evans - National Sales Director, and Danny Carmona - Senior Vice President. Their manager is Geoffrey D. Flahardy, Director of National Accounts.

Beth Veloz

David Flamm has been in the financial industry for over 25 years. David started their career at Flambro Imports in 1981 and worked their way up to Vice President. In 2004, they left Flambro to join Inland Securities Corporation as an Assistant Vice President. David held this position for 13 years until they joined Preferred Capital Securities as an Associate Vice President in 2017. In 2019, David became a Vice President at [ExchangeRight](/org/exchangeright-real-estate). David has always been dedicated to their career and takes pride in helping their clients grow their investments.

David Flamm's educational career includes a BA from the College of Business Administration at the [University of South Florida](/org/university-of-south-florida).

David Flamm reports to Geoffrey D. Flahardy, Director of National Accounts. David Flamm works with Scott Peterman - Vice President, Leo Peters - Senior Vice President, and Beth Veloz - Senior Vice President.

David Flamm

Marisa Dimov is currently a Senior Accountant at [ExchangeRight](/org/exchangeright-real-estate). Marisa previously worked as Technical Support at the Aerobics and Fitness Association of America (AFAA) from June 2010 to April 2016. There, they were responsible for staff coordination, quality assurance for online courses, updating the website, and consolidating duplicate accounts in Oracle. Before that, they worked as an Office Assistant at Richard L Crist Insurance from June 2005 to November 2009.

Marisa Dimov's educational career includes a Bachelor of Science in Accounting from Indiana University East and certification from [Intuit](/org/intuit) in Quickbooks 2015. Marisa also attended Lincoln High School.

Marisa Dimov

Rafael Polendo is the Creative Director at [ExchangeRight](/org/exchangeright-real-estate). Rafael was previously with [JRW Investments](/org/jrw-investments) and Quoir Publishing. From March 2012 to July 2016, they were with Taco Bell as their UX Manager/Web Producer. There, they were responsible for managing the company's intranet portal environment, leading the design and implementation of new features and enhancements, and ensuring visual consistency with external communication channels. Rafael also managed graphic designers within the internal communications team.

Rafael Polendo reports to Joshua Ungerecht, Managing Partner. A direct report to Rafael Polendo is and Rebecca Carney - Bulk Email Coordinator. They work with Vance Lanoy - Systems Administrator, Kat Ju - Real Estate Contract Admin, and Peter Farley - IT Support.

Rafael Polendo

David Fisher is the managing partner at [ExchangeRight](/org/exchangeright-real-estate), a position they have held since July 2012. Prior to that, they were the managing director of asset and structured finance at [HSBC](/org/hsbc) from April 2005 to July 2012. From June 1998 to November 1999, they were the tax manager at DuPont Pioneer. From November 1999 to March 2005, they were the managing director of diversified finance at [Wells Fargo](/org/wells-fargo). From June 1996 to June 1998, they were a tax manager at [Wells Fargo](/org/wells-fargo). David started their career as a manager at KPMG US in January 1993.

David Fisher graduated from the [University of Northern Iowa](/org/university-of-northern-iowa).

David Fisher

Joshua Ungerecht is the managing partner at [ExchangeRight](/org/exchangeright-real-estate), a real estate company. Joshua has also worked as a research and consulting director at JRW Investments, Inc., and as a student ministries director at the University of Biola. In their role at Biola, Joshua helped lead and serve the directors of six different ministry and charitable organizations that were focused on domestic and foreign outreach. Joshua is a experienced leader with a passion for helping others, and has used their skills to make a difference in the lives of many people.

Joshua Ungerecht has a Masters in Arts from Talbot School of Theology at Biola University in the field of Philosophy of Religion and Ethics. Joshua also has a Bachelor of Arts degree from The Master's University in Theology, Apologetics, Missions and Biblical Studies.

Peter Farley - IT Support, Geoffrey D. Flahardy - Director of National Accounts, and Jennifer Chase - Director of Acquisitions report to Joshua Ungerecht.

Joshua Ungerecht

Dave Van Steenis is the current Chief Financial Officer at [ExchangeRight](/org/exchangeright-real-estate). Prior to this, they worked as a Senior Associate at Kaufman Jacobs from July 2011 to June 2015. Dave began their career as a Sr. Associate at [KPMG](/org/kpmg) from August 2007 to July 2011.

Dave Van Steenis has an Accounting degree from [Trinity Christian College](/org/trinity-christian-college) and is a CFA charterholder from the [CFA Institute](/org/cfa-institute).

Tony Waechter - Senior Accountant, Leah Frink - Senior Accountant, and Jacqueline Solorzano - Investor Relations report to Dave Van Steenis. Some of their coworkers include Vance Lanoy - Systems Administrator, Peter Farley - IT Support, and Louis Swingrover - Executive Vice President. Dave Van Steenis reports to Joshua Ungerecht, Managing Partner.

Dave Van Steenis

Josh Delo is an asset manager at [ExchangeRight](/org/exchangeright-real-estate). Prior to that, they were with [JRW Investments](/org/jrw-investments) and Entrusted Contracting. Josh has also worked as a tax intern at Professional Tax and Financial Services.

Josh Delo's educational career includes a Bachelor of Science in finance from The Master's University.

Some of their coworkers include Aaron Bush - Analyst, Sara Seaman - Analyst. Josh Delo reports to William Spencer, Senior Investment Analyst.

Josh Delo

Larry Baron is the Vice President at [ExchangeRight](/org/exchangeright-real-estate). Larry has over 25 years of experience in the financial industry, starting their career as a Territory Manager at Behringer Harvard. In this role, they managed two regions that produced close to $80 million in annual sales. Larry then transitioned to ConfidentVision, where they were responsible for evaluating money managers, stocks, ETFs, and more. Larry also provided reports and commentary on the macroeconomic environment and actively managed Advisor Directed portfolios for clients. In their current role as Vice President at [ExchangeRight](/org/exchangeright-real-estate), they are responsible for sales and marketing for oil and gas working interests product for sponsor Ledger Petroleum, LLC in Abilene, TX.

Larry Baron received their B.S. in Finance from [Wayne State University](/org/wayne-state-university).

Their manager is Geoffrey D. Flahardy, Director of National Accounts. They work with Leo Peters - Senior Vice President, Weldon Evans - National Sales Director, and Danny Carmona - Senior Vice President.

Larry Baron

Scott Peterman is currently the Vice President at [ExchangeRight](/org/exchangeright-real-estate). Prior to this, they were with Inland Securities Corporation and Hilco Real Estate, LLC, where they served as Vice President from January 2003 to December 2007.

After receiving their BBA from the University of Wisconsin-Madison, Scott Peterman became certified in FINRA Series 7 and 63. Scott then obtained their Illinois Broker's License.

Scott Peterman works with Leo Peters - Senior Vice President, Beth Veloz - Senior Vice President, and David Flamm - Vice President. Scott Peterman reports to Geoffrey D. Flahardy, Director of National Accounts.

Scott Peterman

Shannon Bailey is currently an Investor Relations at [ExchangeRight](/org/exchangeright-real-estate). Shannon was previously a Contestant Producer/Associate Producer (America's Got Talent) at Fremantle US from September 2014 to January 2019. There, they worked with Executive Producers, Co-EPs, and Senior Producers to produce 20+ hours of pre-taped content and 18 hours of live broadcast. Shannon also developed, conceptualized and created television segments, producing a wide range of talent including singers, comedians, magicians and variety acts. Bailey also liaised with art, lighting, reality, music, stage managers and directors to create the on stage performance of contestants, handled location permits and personal releases, conducted contestant interviews and story documents, scouted and booked locations, and travelled the country and helped run Open Call events. Prior to that, they were Casting Associate/Executive Assistant (America's Got Talent) at Fremantle from October 2013 to September 2014. Before that, they were an Executive Assistant at 'The Talk' at CBS Television Studios from March 2013 to October 2013. Bailey's first position in the industry was as an Audience Associate at CBS Corporation for 'The Talk' from March 2011 to March 2013.

Shannon Bailey holds a Bachelor of Arts (B.A.) from California State University, Long Beach in Art: Illustration and a B.A. from California State University, Northridge in Art. Shannon also attended Accademia Italiana- Firenze. Prior to their collegiate career, they attended Valencia High School.

They are on a team with Jacqueline Solorzano - Investor Relations, Kevin Steines - Chief Accounting Officer, and Janessa De La Riva - Investor Relations. Shannon Bailey reports to Dave Van Steenis, Chief Financial Officer.

Shannon Bailey

Renee Esguerra is currently a Real Estate Coordinator at [ExchangeRight](/org/exchangeright-real-estate). Prior to that, they were a Student Activities Coordinator at The Master's University from June 2018 to September 2019. Before that, they worked as an Electrical Technician at Lux Solutions, LLC from February 2017 to December 2017. Her first job out of college was as a Marketing Representative at SERVPRO of Santa Clarita from July 2016 to February 2017.

They are on a team with Maureen Little - Facilities Coordinator, Kelly Ann Pepin - Facilities Coordinator, and Janna Grigoryan - Senior Facilities Coordinator. Renee Esguerra reports to Roger Taylor, Director of Asset Management.

Renee Esguerra

Eric Benson is a multimedia art director and experienced video producer. Eric is the owner of Benson Creative Media and has been with the company since it opened in 2004. In their role as creative director, Eric is responsible for writing, directing, cinematography, and editing corporate videos, TV and radio spots, and marketing materials. Eric has won multiple Telly Awards for their work. Prior to opening Benson Creative Media, Eric worked as a regional production manager for Comcast Spotlight and as a technical director for SeaCoast Grace Church.

Eric Benson has a B.A. in Communications from the [University of La Verne](/org/university-of-la-verne) and a degree in Television and Theatre from Linfield University.

Eric Benson

Mary Deagon

Lindsey Thompson

Kevin currently serves as Chief Accounting Officer for Telos Capital and [ExchangeRight](/org/exchangeright-real-estate) Real Estate, LLC. He is focused on the financial reporting for the Company. Prior to joining [ExchangeRight](/org/exchangeright-real-estate), Kevin enjoyed a successful career in public accounting. He started his career at Gabelmann & Associates in their audit practice. Most recently, Kevin spent seven years with Honkamp Krueger & Co, P.C., a regional CPA firm based out of Dubuque, IA. Mr. Steines oversaw the day-to-day operations of the accounting and tax practice for one of Honkamp Krueger’s satellite offices. His focus was on corporate and individual tax planning and preparation, financial statement preparation, general business consulting, strategic planning, and franchise services. He graduated in 2006 from [Ashford University](/org/ashford-university) with a B.S. in Business Administration and Accounting with a Finance concentration, where he was awarded Outstanding Accounting Student for his class. Kevin is a CPA.

Kevin Steines

Vance Lanoy

Adam Edison

Peter Farley

Rebecca Carney

Adell Grogg

Robert Nienhuis

Louis Swingrover serves as the Executive Vice President of ExchangeRight Real Estate, LLC. - He focuses on strategic business development in general and directly oversees the marketing, creative, editorial, PR, software development, IT, sales support, and investor relations teams. He has over 17 years of experience in the commercial real estate industry and lives in Idaho with his wife and four children.

Louis Swingrover

Sharlene Francis

Janna Grigoryan

Stephanie Lee

Malerie Bondy

Kat Ju

Jennifer Chase

Antoinette Baca

Carrie Garcia

Roger Taylor

Aileen Frias

Zach Plahn

Weldon Evans

Danny Carmona

Leo Peters

Riley Blindt

Jacqueline Solorzano

Joanna Ku

Warren Thomas

Susana Dryden

William Spencer

Kelly Ann Pepin

Leah Frink

Janessa De La Riva

Maureen Little

Aaron Bush

The leadership team at ExchangeRight has a history of working in various financial and religious organizations. They have experience in asset and structured finance, tax management, and investment research and consulting. They also have a variety of educational backgrounds, including financial analysis, philosophy of religion and ethics, theology, apologetics, missions, and biblical studies.

Leadership Team

About

Team members

Other teams at ExchangeRight

CEO and Executive Team

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