National Sponsor of
Tax-Advantaged
Real Estate Investment Offerings

Quick Facts

Capital Square sponsors turn-key real estate investment offerings with low investment minimums to provide investors greater access to real estate investments.

First-rate turnkey real estate investment offerings
Low investment minimums, with greater investment access
Diversified platform, including Delaware Statutory Trust and Qualified Opportunity Zone Funds
In-depth due diligence on all asset offerings
Dedicated service to high net-worth investors, private equity firms, family offices and institutional investors
Richmond, VA headquarters, with a national reach

The firm provides a range of services on a turn-key basis, including due diligence, acquisition, loan sourcing, property/asset management, and disposition, for over 2,000 high net worth investors, private equity firms, family offices and institutional investors nationwide.

Our Track Record*

$
0
B+
in Transaction Volume

12 DST offerings taken full cycle

Averaging:
156.64% total return on equity,
10.30% internal rate of return,
6.28% annual distribution rate,
and a hold period of 4.7 years.

0
+
tax-advantaged real estate investment offerings sponsored

Our Mission

To provide accredited investors with:

  • Tax-advantaged real estate investments that qualify for tax deferral under Section 1031 of the Internal Revenue Code
  • Passive income during the holding period
  • Potential for superior risk-adjusted returns when taken full-cycle
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Combined Years Of Real Estate Experience
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investors served
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Acquisitions
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Years
Accounting & Finance
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Sales
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Invester Relations
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Asset Management
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Development
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Legal
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Operations

Why Capital Square

Capital Square is among the leading sponsors of tax-advantaged real estate investments, having raised more than $1 billion in equity for over 90 investment offerings since its founding in late 2012. The firm raised more than $358 million in equity for 27 offerings in 2020 alone.

On behalf of its Delaware statutory trust investors, Capital Square has acquired 130 real estate assets, including:

Capital-Square-Pie-Chart

Information as of May 26, 2021.

Always remember that each property is unique and past performance is no guarantee of future results.

Diversification does not guarantee profits or protect against losses.

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 calculated by Capital Square and not audited by an independent accounting firm. 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.

You should be aware that our business is subject to risks and uncertainties, including the foregoing, that could cause actual results to differ materially from those contained in the forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date thereof. We expressly disclaim any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements contained herein to reflect any change in our expectations or any changes in events, conditions or circumstances on which any such statement is based.

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