About Capital Square

About Capital Square

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

An Industry-Leading Sponsor of DST 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.

A Qualified Opportunity Zone Fund Sponsor

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.

A High-End Property Developer

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.

Find your tax-advantaged investment solution.

A HISTORY OF SUCCESS

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.

For its investment offerings, Capital Square has acquired

*These audited metrics are dated as of September 29, 2021

44 Medical Office Buildings

46 Multifamily Properties

14 Retail Properties

10 Office R&D Properties

5 Industrial Facilities

12 Manufactured Housing Communities

6 Land Parcels for Development

2 Parking Garages

What Our Clients Have To Say….

Our Memberships & Awards

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Full-Cycle DST Track Record average metrics are based on weighted averages that treat each investment dollar equally and are calculated after summing the results of all Capital Square full-cycle deals. The “return on equity” represents the ratio of total sales proceeds and distributions through the life of the asset over the total initial equity invested. The “internal rate of return” is cash flow during the hold period of the investment; including initial investment, distributions and net sale proceeds. The “average annual distribution rate” annualizes the monthly distributions paid to individual investors from property cash flows over the entire life cycle of the investment. These metrics represent a return to an individual investor. In addition, these metrics were audited by Kimble Certified Public Accountants. No representation is made that any investment will or is likely to achieve profits or losses similar to those achieved in the past or that losses will not be incurred.
Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities.

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