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 (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $7.9 billion in transaction volume. Capital Square’s mixed-used development projects total over 2,000 apartment units with a total development cost in excess of $800 million, and Capital Square Living, the firm’s property management division, now manages over 7,000 apartments across multiple states. Capital Square’s related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors. The company has been recognized by Inc. 5000 as one of the fastest growing companies in the nation for eight consecutive years. Learn more at CapitalSq.com.
Current and Former Offerings |
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Year | Sector | Structure | Senior Executives |
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2012 |
Real Estate, Multifamily, Retail, Office, Medical, Industrial, Parking |
DSTs and qualified opportunity zone funds |
Louis J. Rogers, Founder and CEO |
Transaction Volume* | Total Equity Raised | # of Full Cycle Offerings | # of Private Placements Programs |
---|---|---|---|
$7.9 billion+ |
$3 billion+ |
29 |
140+ |
Notes |
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Capital Square’s executive team has collectively completed 110+ Section 1031 exchange and other private placement programs totaling more than $4 billion in securitized exchange offerings. *As of May 26, 2021 |