Senior Vice President, National Accounts
Margo Steahly is senior vice president of national accounts at Capital Square, where she is responsible for sales of 1031 DST programs and other investment vehicles. Steahly promotes Capital Square and expands business development within the broker-dealer, registered investment advisor and family office selling group.
With more than 20 years of experience in the financial services industry, Steahly specialized in private placements in 2003, shortly after the passage of Revenue Procedure 2002-22 governing tenant-in-common (TIC) interests as Section 1031 replacement property. Her experience as a financial advisor made her well-suited to sell TICs and DSTs in the securities arena. While working for a pioneering TIC firm, she was actively involved with the first Tenant in Common Association (TICA) meeting, the predecessor to the premier industry trade organization now known as the Alternative & Direct Investment Securities Association (ADISA). While she served as director of tenant-in-common sales at ORIX (NYSE:IX), she helped develop a scalable business platform which incorporated 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 has authored several articles on 1031 exchanges and participates in leading industry panel discussions. In 2009, at the height of the financial crisis, she worked with ADISA’s Legislative & Regulatory Committee and lobbied Congress to unlock the capital markets.
She holds FINRA Series 7 and Series 66 licenses as well as a Bachelor of Arts in Business Administration degree from DePaul University in Chicago.
Email Margo at MSteahly@capitalsquaresales.com