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Trilogy Hires Former Capital Square Exec to Head Sales Operations

Trilogy Hires Former Capital Square Exec to Head Sales Operations. Trilogy, hire, alternative investments, private placements, Steahly, Delaware statutory trust, DST, qualified opportunity zone funds, real estate investment trust, REIT

Margo Steahly has joined Trilogy Real Estate Group – a Chicago-based real estate investment and property management firm – as senior vice president for sales operations and due diligence. Steahly will be responsible for furthering the sales efforts of Trilogy’s private placement offerings.

“Trilogy is always looking to enhance the performance of its sales and distribution efforts, and Margo’s extensive background makes her an excellent addition for our sales team,” said Matt Leiter, chief financial officer for Trilogy Real Estate Group. “Her passion for the alternative investment industry coupled with her contacts in the securities arena make her an invaluable resource, and we are pleased to welcome her to our team.”

Steahly has more than 25 years of experience in sales and marketing and has been focused on private placements since 2003. Prior to Trilogy, Steahly worked at Capital Square in a series of roles culminating as executive vice president of due diligence, where she directly interacted with due diligence officers and disseminated information to the broker-dealer and registered independent adviser communities in support of raising funds for Delaware statutory trust properties, qualified opportunity zone funds, and a real estate investment trust.

In addition, she has served as director of tenant-in-common sales at ORIX (NYSE:IX), where she helped develop a scalable business platform that incorporated a web-based due diligence information distribution system, a turnkey application and closing process for investors, and a server-secured contact management database. During her time with one of the pioneering tenant-in-common firms, Steahly became actively involved with the first meeting of the Tenant in Common Association, predecessor to the premier industry trade organization now known as the Alternative & Direct Investment Securities Association (ADISA).

Steahly has authored several articles on 1031 exchanges and regularly participates in leading industry panel discussions. She holds FINRA Series 7 and 66 licenses, is a graduate of DePaul University in Chicago, and is currently pursuing her master’s degree in real estate at Georgetown University.

Trilogy Real Estate Group acquires, develops, and manages properties across the Midwest and the Southeast, and has sponsored more than 16 investment offerings, including DSTs and qualified opportunity zone funds. It has $2.6 billion of total assets under management.

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