Capital Square, a sponsor of tax-advantaged real estate investments, has promoted Julia Bard to chief operations officer. She previously served as executive vice president and has been with Capital Square since it was founded in 2012.
“Julia is the heart and soul of the Capital Square team, having played an essential role in our rapid growth,” said Louis Rogers, founder and chief executive officer. “She is a consummate professional who has helped shape Capital Square into the premier tax-advantaged real estate investment and management firm that it is today. I am pleased to announce her new role as chief operations officer, a testament to her hard work and dedication.”
Bard has more than 20 years of experience in the legal and real estate fields and has worked alongside Rogers for nearly two decades. Prior to joining Capital Square, she was responsible for reviewing financial reports, assisting with entity formations, acquisitions and asset management, as well as developing department policies and procedures at a national commercial real estate investment firm with more than 5,200 clients.
Also, Bard spent seven years in the business law and real estate securities practice groups at the Hirschler Fleischer law firm in Richmond, Virginia, a firm active in alternative investment offerings. She is a member of the Alternative & Direct Investment Securities Association (ADISA).
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including Delaware statutory trusts and qualified opportunity zone funds, and has completed more than $1.5 billion in transaction volume. The company’s related entities provide due diligence, acquisition, loan sourcing, property/asset management, and disposition, for high net worth investors, private equity firms, family offices and institutional investors.