Founded in 2012, 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.
Capital Square has taken 15 DST offering full cycle with an average internal rate of return of 12.75%, over an average holding period of 4.9 years and an average distribution rate of 6.21%.
Capital Square has launched five qualified opportunity zone funds since July 2019, for investors seeking the benefits provided by the Tax Cuts and Jobs Act of 2017. Together, the funds are expected to construct four mixed-use multifamily properties in the Scott’s Addition designated opportunity zone within Richmond, Virginia, and one mixed-use multifamily and retail property in Charleston, South Carolina.
Founder & Chief Executive Officer
Chief Legal Officer
Chief Strategy & Investment Officer
Julia S. Bard
Chief Operations Officer
Senior Vice President of Human Resources
Chief Sales Officer
Chief Development Officer
Kim S. Martelli
Senior Vice President, Investor Relations
Senior Vice President, Investment Programs
Information about Private Offerings is available in the Blue Vault Database (for financial professionals only).
10900 Nuckols Road
Glen Allen, VA 23060