Firm Profile

About Capital Square

2012
Louis Rogers

Contact Info

Capital Square
10900 Nuckols Road
Suite 200
Glen Allen, VA 23060
(Metro-Richmond)

Phone Number
877-626-1031

Capital Square is a leader among tax-advantaged real estate investment sponsors with nearly $1 billion in equity raised. Capital Square is managed by a seasoned team of real estate professionals with decades of experience. The firm sponsors turn-key real estate investments with low minimums, offers a broad platform of DST, LLC, qualified opportunity zone fund offerings and a real estate investment trust (REIT), providing access to larger and higher quality real estate.

Management Team

Louis Rogers
Founder & Chief Executive Officer
Jeff Gregor
Chief Legal Officer
Whitson Huffman
Chief Strategy & Investment Officer
Michael Waddell
President
Julia S. Bard
Chief Operations Officer
Shep Haw
Managing Director
Tangela Lambert
Senior Vice President of Human Resources
James Brunger
Chief Sales Officer
Adam Stifel
Chief Development Officer
Kim Martelli
Senior Vice President, Investor Relations
Mark Mercado
Senior Vice President, Investment Programs

Links

Capital Square website

info@capitalsq.com

Firm Offering(s)

REITs 98u. m,
Private Placements

For information about Provate Offerings, please see Blue Vault's Interactive Dashboard.

Webinars that feature Capital Square


 July 22 @ 2:00 pm - 3:00 pm

Attracting & Closing OZ Opportunities with Clients: Today & Tomorrow

Winning Opportunity Zone allocations isn’t about access—it’s about positioning; learn how top advisors are actually getting clients to say yes in today’s market and what will matter even more in a potential OZ 2.0 landscape.
Stuart Bahnmuller
| Speaker
 October 28, 2025 @ 2:00 pm - 3:00 pm

Take Control of Taxes Before Year-End: Using Roth Conversions to Maximize Returns

Amid rising interest including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Watch this exclusive conversation on Roth conversion strategies featuring an expert panel moderated by Jennifer Li, Managing Partner of Agile Advisory (broker-dealer: Arkadios Capital). She is joined by:         •   Michelle Thomas, Vice President, Marketing & Business…
Jennifer Li
| Moderator
Michelle Thomas
| Speaker
Jessica Correnti
| Speaker
McCarley Davis
| Speaker
Alts Series
June 15, 2022 @ 2:00 pm - 3:00 pm

506(c) Best Practices

This webinar took place June 15, featuring a panel discussing 506(c) best practices. The panel included Deborah S. Froling, Partner with Kutak Rock LLP, Sean Raft, Partner, CAO and General Counsel with Urban Catalyst, and Louis J. Rogers, Founder and CEO of Capital Square. They review the basics of a 506(c) offering and what the…
Stacy Chitty
| Moderator
Deborah S. Froling
| Panelist
Sean Raft
| Panelist
Louis J. Rogers
| Panelist
Alts Series
August 4, 2021 @ 2:00 pm - 3:00 pm

Why Invest in REITs – Insight and Perspectives from Capital Square

On Wednesday, August 4, Blue Vault hosted a webinar with three executives from Capital Square:  Louis Rogers, Founder and CEO, Whitson Huffman, Chief Strategy & Investment Officer, and James Brunger, Executive Vice President, National Sales. They shared their insight and perspectives on REITs and why they are still a strong investment option.  If you missed…
Louis J. Rogers
| Panelist
Whitson Huffman
| Panelist
James Brunger
| Panelist

Podcasts/Videos that feature Capital Square


 July 20, 2022

506(c): Cutting Edge

In this clip from the panel webinar, 506(c) Best Practices, Louis Rogers (Founder, CEO Capital Square) discusses his...
 July 23, 2021

Louis Rogers: Who is Capital Square?

In this clip from Inside the V(ALT), Louis Rogers introduces Capital Square, including when it was founded, its focus, and its range of offerings.
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