Capital Square

About Capital Square

Capital Square is a leading sponsor of tax-advantaged real estate investments, focusing on building legacies for investors, team members, and communities. They are also an active developer and manager of multifamily communities, aiming to create strategic investments that perform well in various economic conditions.

Products & Services

1031 Exchanges & Delaware Statutory Trusts (DSTs):Investment vehicles designed for tax advantages, allowing investors to defer capital gains taxes by reinvesting in real estate.

Qualified Opportunity Zone (OZ) Funds:Funds targeting investments in economically distressed areas to provide tax benefits and community development.

Development Funds:Funds focused on high-quality, placemaking development projects to build the future of real estate.

Real Estate Investment Trust (REIT):A trust offering investors access to a diversified portfolio of real estate assets.

Property Management:In-house management services to maximize revenue, increase efficiencies, reduce costs, and deliver best-in-class service.

Multifamily and Build-for-Rent Communities:Development and management of various multifamily housing and build-for-rent communities across the U.S.

Medical Office Buildings (MOBs):Investment and management of medical office properties, often leased to healthcare providers.

Specialties

Tax-advantaged real estate investments Multifamily community development and management Build-for-rent housing 1031 Exchanges and Delaware Statutory Trusts (DSTs) Qualified Opportunity Zone Funds Property management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Regulation D Private Placement for DST T: - FT: Regulation D Private Placement for DST	A: 34000000 MR: - FA: $34 million FAN: 34000000	D: 2025-12-15 FD: 2025-12-15	1 investors
2	RT: UPREIT Transaction T: - FT: UPREIT Transaction	A: 57500000 MR: - FA: $57.5M FAN: 57500000	D: 2025-10-01 FD: 2025-10-01	1 investors
3	RT: Regulation D private placement T: - FT: Regulation D private placement	A: 43000000 MR: - FA: over $43 million FAN: 43000000	D: 2025-07-16 FD: 2025-07-16	-
4	RT: Regulation D Private Placement (DST/Section 1031 Offering) T: - FT: Regulation D Private Placement (DST/Section 1031 Offering)	A: 22900000 MR: - FA: $22.9 million FAN: 22900000	D: 2025-03-06 FD: 2025-03-06	1 investors
5	RT: DST Offering T: - FT: DST Offering	A: 20250000 MR: - FA: 20.25 million FAN: 20250000	D: 2024-12-19 FD: 2024-12-19	1 investors
6	RT: Regulation D Private Placement T: - FT: Regulation D Private Placement	A: 46684000 MR: - FA: nearly $46.684 million FAN: 46684000	D: 2024-08-08 FD: 2024-08-08	1 investors
7	RT: Regulation D private placement T: - FT: Regulation D private placement	A: 3000000 MR: - FA: $3 million FAN: 3000000	D: 2024-07-17 FD: 2024-07-17	1 investors
8	RT: Funding Round T: - FT: N/A	A: 3000000000 MR: - FA: 3 billion FAN: 3000000000	D: 2023-09-19 FD: 2023-09-19	-
9	RT: Debt T: - FT: Debt	A: 63300000 MR: - FA: approximately $63.3 million FAN: 63300000	D: 2023-08-29 FD: 2023-08-29	1 investors
10	RT: Regulation D private placement T: - FT: Regulation D private placement	A: 55900000 MR: - FA: nearly $55.9 million FAN: 55900000	D: 2023-08-28 FD: 2023-08-28	-
11	RT: Regulation D Private Placement T: - FT: Regulation D Private Placement	A: 22500000 MR: - FA: nearly $22.5 million FAN: 22500000	D: 2023-08-17 FD: 2023-08-17	-
12	RT: DST T: - FT: DST	A: 60500000 MR: - FA: nearly $60.5 million FAN: 60500000	D: 2023-08-09 FD: 2023-08-09	-
13	RT: Regulation D Private Placement T: - FT: Regulation D Private Placement	A: 13700000 MR: - FA: nearly $13.7 million FAN: 13700000	D: 2023-08-03 FD: 2023-08-03	-
14	RT: Equity T: - FT: Equity	A: 49000000 MR: - FA: approximately $49 million FAN: 49000000	D: 2023-08-01 FD: 2023-08-01	-
15	RT: Equity T: - FT: Equity	A: 49000000 MR: - FA: approximately $49 million FAN: 49000000	D: 2023-07-31 FD: 2023-07-31	-
16	RT: DST Offering T: - FT: DST Offering	A: 48200000 MR: - FA: nearly $48.2 million FAN: 48200000	D: 2023-06-13 FD: 2023-06-13	-
17	RT: Regulation D Private Placement T: - FT: Regulation D Private Placement	A: 26800000 MR: - FA: nearly $26.8 million FAN: 26800000	D: 2023-05-09 FD: 2023-05-09	-
18	RT: Equity Offering T: - FT: Equity Offering	A: 22000000 MR: - FA: approximately $22 million FAN: 22000000	D: 2023-01-23 FD: 2023-01-23	3 investors

Regulation D Private Placement for DST Latest

2025-12-15

$34.0M

1 investor (Pro only)

UPREIT Transaction 2025-10-01

$57.5M

Regulation D private placement 2025-07-16

$43.0M

View 17 more funding rounds with Pro

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

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Mock Up

Team & Leadership

L

Louis Rogers

Founder and Co-Chief Executive Officer

W

Whitson Huffman

Co-Chief Executive Officer & Chief Investment Officer

J

Jay Olander

President and Chief Financial Officer

J

Jacqueline Rogers

Chief Communications & Operating Officer

J

Jeff Gregor

Chief Legal Officer

D

Drew Jackson

Chief Strategy Officer

View 17 more team members with Pro

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Recent News

Capital Square Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised