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Capital Square Names New Head of Southwestern Sales

Capital Square Names New Head of Southwestern Sales. Alternative investments, Capital Square, opportunity zone, private placement, real estate, real estate assets, real estate investment, Reg D, Regulation D, DST, Delaware statutory trust, 1031 exchange, REIT, real estate investment trust
Capital Square Names New Head of Southwestern Sales. Alternative investments, Capital Square, opportunity zone, private placement, real estate, real estate assets, real estate investment, Reg D, Regulation D, DST, Delaware statutory trust, 1031 exchange, REIT, real estate investment trust

Capital Square, a sponsor of tax-advantaged real estate investments and developer of multifamily communities, announced that Natalie Stephens has been promoted to regional vice president, Southwest sales.

In her new role, Capital Square says Stephens will provide sales and marketing support for broker-dealers, registered representatives and registered investment advisors throughout Southern California, Nevada and Hawaii.

“Natalie Stephens is an exceptional talent who brings a high level of energy and expertise to her work at Capital Square,” said Louis Rogers, founder and co-chief executive officer of Capital Square. “She will do an excellent job of assisting financial advisors and their investors in her new role as regional vice president of Southwest sales.”

Stephens joined Capital Square as an associate vice president in January 2022, providing sales and marketing support to financial advisors in the company’s Central and Northeast territories. She has more than 15 years of experience in the financial services arena, having held sales and marketing roles for distributors of real estate-based investment programs, including Griffin Capital, Grubb & Ellis Securities and KBS Capital Markets Group. She began her career in 2007 as an internal wholesaler with MetLife Investors.

“Natalie is a proven and respected sales professional, with extensive experience and a sophisticated understanding of complex financial investments and how they can benefit appropriate investors,” said James Brunger, chief sales officer. “She immediately established herself as a key member of the Capital Square sales team when she joined us nearly two years ago, and I have every confidence that she will continue to impress as she leads our sales efforts throughout the Southwest.”

Stephens holds FINRA Series 6, 7 and 63 licenses. She earned her bachelor’s degree from the University of California, Irvine, and is currently pursuing a master’s degree in real estate from Georgetown University, which she expects to receive next year.

Shayna Goodin will provide internal sales support for Stephens.

As of year-end 2022, Capital Square has sponsored 132 investment offerings comprised of 165 individual properties for the firm’s DST programs, qualified opportunity zone funds and the REIT.

For more Capital Square news, please visit their directory page.