Since 2012, Capital Square has helped investors navigate tax-advantaged real estate offerings.
The company’s experienced, investor-centric team provides a successful foundation for investment opportunities including:
Delaware statutory trusts as replacement properties for 1031 exchanges
Qualified opportunity zones
Private investment offerings
Dedicated to both cash investors and those seeking replacement properties as part of a Section 1031 exchange, Capital Square’s veteran staff knows how to leverage current market conditions to obtain resilient, stable properties.
The bulk of DST offerings consist of multifamily and healthcare assets. Capital Square also sponsors turnkey real estate investment offerings with low investment minimums. This provides investors with access to higher quality real estate.
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.
The Capital Square Development team has nearly half a century of combined experience, and has completed more than 30 developments with in excess of 5,500 units of multifamily space in the Washington D.C. and Richmond, Virginia areas. The team is a tightknit group of professionals who have worked together for approximately 10 years in various capacities, until coming together at Capital Square when the firm launched its development arm in 2017. In less than three years, the team began the development of four Class A, high-end multifamily properties currently under development in Richmond’s Scott’s Addition designated opportunity zone, among other projects.
A leader among tax-advantaged real estate investments sponsors, Capital Square has raised nearly $1.6 billion in equity for more than 100 offerings since its founding in late 2012. In 2020 alone, Capital Square raised more than $358 million for 21 offerings.
Capital Square has taken 15 DSTs full-cycle, each with an average hold period of less than five years. On average, the full-cycle offerings provided investors with 175.34% total return, 13.39% annualized internal rate of return and a 6.21% annual distribution rate.
*These audited metrics are dated as of September 29, 2021
We have a great working relationship with Capital Square. They always do what they say they’re going to do, and they perform well. This was another seamless transaction, just the way we like it, and we look forward to doing more with them.
This is one of the best DST quarterly report formats and level of detailed information I have seen since the beginning of DST reporting. Thank you all!
Thank you for Capital Square’s communication throughout the year. This is actually what we’d expect from a sponsor and Capital Square delivers as such in every respect. If only all the sponsors were so good!
I want to thank Capital Square for quickly and efficiently processing my request. After years of identifying DSTs as backup properties to a 1031 exchange, the primary property on my third 1031 exchange list fell through and I had to go to the backup. I am thankful I had CS1031 SouthLawn Lawrenceville Apartments, DST listed as the backup as I fully expected that I would close on the preferred property but, things happened to make it problematical. This has been such an easy and pleasant experience and I want to personally thank everyone involved.
Thank you, Capital Square, for your service and hard work to make this 1031 exchange go smoothly and successfully. I appreciate your professionalism and meticulous service to accomplish this transaction.
With the recent sale of our DST investment, Capital Square overdelivered on the estimate and surprised us to the upside again, with our grand total equity return of over 220%. Amazing Job! We thank you, Capital Square!
Capital Square was key in getting me into a solid, secure 1031 Exchange by offering ownership in a property, with the tenant, a fortune 500 Company, taking care of everything on site and working with Capital Square. Being pressed for time, 1031 Exchanges are often problematic, but with Capital Square, I avoided all of those possible pitfalls. One of the best aspects of investing in a DST is getting more of all of the benefits of property ownership without having the liability or doing the management. As an experienced real estate investor and property manager myself, I appreciate the fact that now, I leave the work to everyone else and the hardest work I do is to open the mail and have my office deposit the check.
Because we were investing a significant portion of our net worth, I felt it was worth visiting the Capital Square company in Richmond and meeting some of the staff. Their knowledge regarding real estate acquisitions, property management and asset management was very broad. The marketing was information oriented and not pushy. I even had a chance to visit a couple of their properties and was impressed with the facilities, the property managers as well as the business plan for each property.
We recently decided to slow our life down and sell many of our rental units. A 1031 exchange was the only way we found to sell the properties while avoiding a large tax obligation. However, the time constraints of an exchange made it difficult to find a good investment that was both profitable and less demanding. Our research led us to Capital Square and their team of real estate professionals.
Capital Square executives are always available, efficient and a pleasure to work with. The Capital Square team quickly reaches out to our clients once they’ve received DST purchase documents to schedule a fast closing. They are sensitive to and aware that the clients want their money working for them (in the DST) ASAP. Investing in a DST eliminates property management headaches and does not require lender approval.
Capital Square executives are always available, efficient and a pleasure to work with. The Capital Square team quickly reaches out to our clients once they’ve received DST purchase documents to schedule a fast closing. They are sensitive to and aware that the clients want their money working for them (in the DST) ASAP
We are relatively new to DSTs, but thus far all of our expectations have been met. We will consider additional investment opportunities with Capital Square in the future. All of our exchange purchases were closed in a very timely fashion. The staff at Capital Square has been very helpful in guiding us through all of the required steps.
Capital Square provides very efficient and seamless exchanges. The best aspects of investing in a DST vs. a ‘whole’ property or TIC property include access to a tenant quality that is not available to me as an individual for a whole property, as well as the ability to diversify my exchange funds. I like the ability to slice and dice my exchange funds.
I like the ability to diversify my investments into shares of different types of commercial real estate with a stable rate of cash flow without personal involvement of property management. Although being a brand new investor in a DST company, so far I feel very comfortable with the support and guidance I have received from the Capital Square professionals.
We began working with Capital Square five years ago and are now in the process of closing on our third multi-family housing deal. The Capital Square team has done a great job of identifying multifamily assets that provide the best income and growth potential. Investing in DSTs provides us with more income than our single-family home rentals without any of the management or vacancy hassles. With Capital Square, we never miss a payment and our investments are selected to deliver maximum income, value and growth potential. Louis Rogers has built a great investment team at Capital Square. The team does an impressive job of finding, managing, and reporting details for all investments.
The best aspects of DSTs are: 1) Identification and availability of high-quality, performing properties to the limited investor; 2) Day-to-day management, administration and fiscal responsibilities are taken care of; 3) The loans on the properties have some of the best interest rates due to the reputation of the Sponsor and, they are non-recourse loans; 4) Unlike TICs, DST management decisions are made by individuals who are professionals and have a proven track record, 5) Diversity of different properties is possible with a smaller cash investment, and 6) The cash flow is one of the most dependable when all of these factors are coupled with a great team. Although DSTs are only one part of my portfolio, they are a significant aspect. Capital Square’s team’s integrity and commitment towards excellence has provided one of my best experiences with investment managers.
It’s an honor with a tremendous amount of benefits to be partnered with Capital Square. The completion of the sale of Bridgeview exceeded our expectations. For us the enhanced value is significant in relation to our total financial picture. We do not view that lightly. Thanks for making a quarter horse a thoroughbred.
We were extremely pleased to work with Capital Square. Not only did they execute the transaction as agreed to, but there was a clear line of communication throughout the process which enabled efficiency and substantiated their expertise. We look forward to working with them on either side of the transaction in the future.
Capital Square is not only profitable for me, they provide concise, easy-to-understand information that helps people who have no financial training. They’re timely, which saves me the panic of having to gather all of my tax information in March or April.”
