Why RIA Distribution Stalls: Addressing Operational Gaps

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Medalist Diversified Inc.

Medalist Diversified, Inc. (NASDAQ: MDRR) is a publicly-traded real estate company headquartered in Richmond, Virginia, operating a Delaware Statutory Trust sponsorship platform through wholly-owned subsidiary MDRR Sponsor TRS, LLC. Medalist sponsors DST offerings targeting commercial real estate leased to high-quality institutional tenants, principally in the Southeast, mountain states, and California.

CNB Custody

CNB Custody provides custody services for alternative and traditional investments in Roth IRAs, Traditional IRAs and Simplified Employee Pension (SEP) plans as well as many types of non-qualified accounts. With 4 decades of experience, we’ve built a solid reputation on providing exceptional service, accuracy and competitive fees. Located in the heartland of America, we pride ourselves on delivering a level of customer care and dedication unmatched in the industry. We are known for our expertise, responsiveness and reliability.

FactRight

FactRight is recognized as the premier provider of credible perspective and expert advice for wealth managers navigating the complex landscape of alternative investments. The firm’s mission is to mitigate risk and increase transparency by rigorously investigating and explaining investment sponsors and their diverse product offerings. FactRight’s team of credentialed risk mitigation and investment professionals brings deep expertise to the due diligence process. By delivering unbiased, third-party assessments, the company empowers financial advisors—including broker-dealers and RIAs—to meet stringent compliance regulations and select alternative investments that align with their clients' risk profiles. This strategic partnership helps wealth managers build stronger, more valuable, and fully informed client relationships in an increasingly complex sector.

ExchangeRight

ExchangeRight is a leading sponsor of tax-advantaged real estate solutions, empowering advisors and investors to achieve their financial goals through a strategic focus on necessity-based properties. The firm is dedicated to securing capital, providing stable income, and planning for strategic exits for its clients. Since inception, ExchangeRight has grown significantly, stewarding over $6.9 billion in assets under management. This substantial portfolio has delivered robust performance, with an average annual total return of 8.60% across all 34 full-cycle offerings, and the company has successfully returned over $2.3 billion in distributions, capital, and gains to investors. A core testament to its reliability is that 100% of all its offerings have met or exceeded their initial cash flow projections.

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Why RIA Distribution Stalls: Addressing Operational Gaps

Resource Partners

Medalist Diversified Inc.

CNB Custody

FactRight

ExchangeRight

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