RICHMOND, Va. (Feb. 27, 2018) – Capital Square 1031, a leading real estate investment and management firm specializing in Delaware statutory trust investments, announced today that Margo Steahly, a 20-year veteran of the financial services industry, has joined the firm as National Sales Director. She will be responsible for national accounts and East Coast sales of 1031 DST programs sponsored by Capital Square 1031.
“Margo is a respected, seasoned financial services professional,” said Louis Rogers, founder and chief executive officer of Capital Square 1031. “We are very pleased to add her to the Capital Square 1031 team. With more than 20 years of experience ranging from wealth management to sales of DSTs and other private placement products, she is well-positioned to serve the growing number of broker-dealers and financial advisors who sell DST investments.”
Prior to her tenure at Capital Square, Steahly spent approximately five years as director of internal sales for Sandlapper Capital Investments, LLC. Previously, she served as director of tenant-in-common sales at Dallas-based ORIX USA, where she assisted in the development of the company’s scalable business platform. The platform aimed to incorporate a web-based due diligence information distribution system; a turn-key application and closing process for investors; and a server secured contact management database.
Steahly regularly participates in panel discussions at industry events, and previously was a member of ADISA’s legislative & regulatory committee, where she assisted with Congressional advocacy.
Steahly graduated from DePaul University in Chicago with a bachelor’s degree in business administration. She holds FINRA Series 7 and Series 66 licenses.
About Capital Square 1031
Capital Square 1031 is a national real estate investment and management company. The firm sponsors real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors. As of January 12, 2018, the firm oversees a growing national portfolio of 58 real estate assets valued at nearly $650 million (based on investment cost). In August 2017, Capital Square ranked 485th on the Inc. 5000 list of fastest growing companies, making it the top-ranking Richmond, Virginia-area company, with 925 percent three-year growth. In 2016, Capital Square was ranked as the second fastest growing company in the Richmond, Virginia area by Richmond BizSense. To learn more, visit www.CapitalSquare1031.com.
Disclaimer: Investing in real estate involves significant risk and is suitable only for investors who have adequate financial means, desire a relatively long-term investment, who will not need immediate liquidity from their investment and can afford to lose their entire investment. There are various risks associated with owning, financing, operating, and leasing commercial properties. If the tenant does not renew or extend the lease, or terminates or defaults on the lease, the operating results of the Property could be adversely affected by the loss of revenue and Beneficial Owners could lose the benefits of Section 1031. Other risks include potential environmental conditions at the property, changes in economic conditions, changes in the investment climate for real estate investments, new competition, changes in the demand from competing properties, changes in local market conditions, changes in lease-up periods, changes in real estate tax rates and other operating expenses. There can be material tax consequences and prospective investors should consult their own tax advisors to evaluate the tax consequences of a DST interest. This is neither an offer to sell nor a solicitation of an offer to buy a DST interest. Offers are made solely pursuant to the Confidential Private Placement Memorandum. Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square 1031 and WealthForge Securities are not affiliated.
Margo Steahly is a Registered Representative of WealthForge Securities, LLC. View her profile on FINRA BrokerCheck https://brokercheck.finra.org/.