Capital Square Taps Former Concorde CEO to Head Distribution

Drew Jackson

Capital Square, a sponsor of tax-advantaged real estate investments and a developer and manager of housing communities, announced the promotion of Drew Jackson to chief distribution officer. In his new role, Jackson will oversee the distribution of Capital Square’s investment offerings and will lead the firm’s training and education initiative.

“Drew’s extensive experience on the adviser side and the immediate and significant positive impact he has had on Capital Square makes him an invaluable addition to our executive team. His leadership will enhance our ability to serve investors and advisers with excellence,” remarked Louis Rogers, founder and co-chief executive officer of Capital Square. “We are building something greater than ourselves at Capital Square; we are building a real estate investment platform that emphasizes training and education for investors and advisers. Drew is the ideal executive to lead distribution with an emphasis on training and education.”

Jackson, who has more than 25 years of experience in the financial services industry, joined Capital Square earlier this year as senior managing director, private wealth solutions. Previously, he served as chief executive officer of Concorde Holdings, a leading broker-dealer, registered investment adviser, and insurance agency.

“While I am a relatively new arrival, I enjoyed a lengthy relationship with Capital Square during my tenure with Concorde Holdings, where I witnessed firsthand the exceptional level of care and professionalism the firm provides investors and advisers,” said Jackson.

“As a member of the executive team, leading distribution as well as training and education is a natural fit for me. I know the valuable impact tax-advantaged investments provide to investors. I couldn’t be more pleased than to devote my professional energies to help expand access along with training, education, and tools to help investors and advisers,” Jackson added.

During his tenure with Concorde, Jackson led the alternative investment-specialist firm to the best results in company history, consistently driving positive outcomes and advocating for evolving financial services to client-centered products and programs. He has been a respected leader in the wealth management industry for years, directing programs, supporting wealth advisers and clients, and adopting solutions for tax problems through alternative investments. He was a significant driver in the development of one of the industry’s first open-architecture unified management account platforms, as well as in the shift from a transaction-based to a fee-based advisory model of business. Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm’s client-focused wealth management programs.

A graduate of Radford University with a Bachelor of Business Administration, Jackson holds numerous FINRA licenses, including series 7, 9, 10, 24, 63, and 65. He is a certified investment management analyst and an accredited asset management specialist. In 2023, Jackson was a finalist for WealthManagement.com’s “CEO of the Year.”

Capital Square is a real estate firm specializing in tax-advantaged real estate investments, including DSTs for Section 1031 exchanges and qualified opportunity zone funds for tax deferral and exclusion. 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 with a total development cost more than $590 million. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume.

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