Capital Square

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.

Performance

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%.

Operational

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.

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 S. Martelli

Senior Vice President, Investor Relations

Mark Mercado

Senior Vice President, Investment Programs

PRIVATE OFFERINGS

Information about Private Offerings is available in the Blue Vault Database (for financial professionals only).

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

Phone Number
877-626-1031

 

Want to learn more about this investment manager?

Subscribers may log in to view this sponsor’s Profile Page.

For information about becoming a subscriber, click here.

For Financial Professional Use Only. Not for Retail Clients.