WELCOME TO CAPITAL SQUARE 1031
Capital Square sponsors tax-advantaged real estate programs for investors seeking stable cash flow with the potential for capital appreciation. Capital Square specializes in exchange programs for investors seeking tax deferral under Section 1031 of the Internal Revenue Code and investors with discretionary funds to invest in real estate.
Our business is to acquire investment-grade real estate with the potential for superior risk-adjusted returns and material tax advantages, with an emphasis on:
- net leased medical office buildings,
- net leased corporate headquarters/facilities,
- net leased retail properties, and
- quality apartment and manufactured housing communities.
Section 1031 permits investors to defer federal and state taxes on the sale of investment and business real estate. To qualify for tax deferral, investors must satisfy a number of technical requirements. Many taxpayers struggle with the technical requirements; some fail and have to pay taxes they sought to defer. Capital Square was formed to help taxpayers acquire quality replacement property in compliance with the technical requirements of Section 1031.
Capital Square uses the Delaware Statutory Trust (DST) structure, a proven and efficient vehicle for real estate ownership. Capital Square’s DST investments are structured to comply with guidance provided by the IRS in a published Revenue Ruling. By satisfying the IRS’s rigorous requirements, each DST investor is issued a “should qualify” tax opinion.
Capital Square specializes in acquiring quality real estate with a purchase price of between $10 million and $30 million. Most individual investors are unable to acquire investment-grade properties on their own. Capital Square uses the DST structure to make quality real estate available to a larger number of investors.
Demand is growing for quality real estate investments, particularly among aging baby boomers seeking to defer taxes in a Section 1031 exchange. Capital Square aims to be your partner in success by providing professionally managed real estate investments.
Founder and CEO of Capital Square 1031