Capital Square Appoints Co-Chief Investment Officers

Capital Square, a sponsor of Delaware statutory trust and other private placement offerings, named Jon Trott and Dave Platter to lead its strategic investment initiatives as co-chief investment officers.

“Since our founding in 2012, Capital Square has grown significantly in both size and sophistication,” said Whitson Huffman, co-chief executive officer of Capital Square. “We have long been one of the leading sponsors of tax-advantaged investment opportunities for retail investors, but in recent years have become a successful development and asset management firm for retail and institutional capital. As co-chief investment officers, Jon and Dave will help Capital Square continue to diversify our investment opportunities and equity partners.”

Trott and Platter joined Capital Square in 2022 as managing directors to lead the company’s private equity group, a new corporate division that focused on single-family, build-for-rent homes and other non-traditional real estate investment opportunities. In their new roles as co-chief investment officers, they will oversee Capital Square’s investment strategy, allocations, new business development and the structuring of new partnerships and joint ventures that utilize both retail and institutional capital.

Prior to Capital Square, Trott and Platter led the private equity team of The Amherst Group’s build-for-rent division, where they were responsible for capital raising, acquisition sourcing, and overall management of the division. Amherst is an investor and operator of single-family rental homes, with $17 billion in assets under management in over 30 markets.

Previously, Trott was an investment professional with Spear Street Capital, a San Francisco-based real estate private equity firm. He began his career with JPMorgan Chase & Co., and played a pivotal role in the execution of key mergers and acquisitions transactions, and other strategic initiatives.

Prior, Platter was the co-founder of Southern Creek Capital, an investment manager in the single-family rental and multifamily spaces. He previously worked at the JBG Companies (now JBG SMITH Properties; NYSE: JBGS), where he was responsible for the development and acquisition of multifamily and mixed-use properties. He began his career with the asset management division of JPMorgan Chase & Co.

Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust. In recent years the company has become an active developer of mixed-use, multifamily properties in the southeastern United States, with eight current projects totaling approximately 2,000 apartment units and a development cost greater than $590 million. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume.

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