Capital Square
Sponsor Overview
Capital Square is a Virginia-based sponsor founded in 2012 that has grown into one of the most prolific DST sponsors in the industry. Led by Louis Rogers (a former DST attorney), the firm specializes in multifamily, student housing, and build-for-rent developments. Capital Square is notable for providing AUDITED full-cycle track record data — unusual transparency in the DST industry. 19 full-cycle multifamily DSTs have produced avg 15.2% annual returns, 1.83x EM, and 100% success rate across 4.8-year holds. The firm is also expanding into opportunity zones, REITs, and development programs.
Sponsor Notes
- Multifamily core/core-plus with select student housing and BFR
- AUDITED full-cycle track record — industry transparency leader
- 100% track record success rate (19 of 19 DSTs profitable)
- Multi-product platform: DSTs, QOZ funds, REIT, development
Sponsor Overview
Firm Name
Capital Square
Headquarters
Glen Allen, VA
Year Founded
2012
Assets Under Management (AUM)
$7.5B+
Preferred Sponsor
Yes
Performance
Full-Cycle DSTs
19
Average Annual Return
15.20%
Average Equity Multiple
1.83x
Average Hold Period
4.81 Years
Success Rate
100.00%
The information presented on this page regarding this investment sponsor is provided solely for educational and informational purposes. It is intended to help readers develop a general understanding of the sponsor and its offerings, and is not tailored to the financial situation, objectives, or needs of any particular individual or entity.
Nothing on this page — including any sponsor descriptions, background information, market commentary, charts, examples, performance data, or analyst notes — constitutes investment, legal, tax, or accounting advice, nor a recommendation, endorsement, offer, or solicitation to buy, sell, or hold any security or pursue any investment strategy. The information, views, and opinions expressed (including those contained in any analyst notes or commentary) reflect the perspective of the author at the time of publication, are subject to change without notice, and should not be relied upon as the basis for any investment decision.
The presence of a sponsor profile on this page does not indicate any business, financial, ownership, or contractual affiliation between Baker 1031 Investments and the sponsor, nor does it constitute an endorsement of the sponsor or any of its offerings.
Any performance data shown on this page — including, without limitation, full-cycle results, internal rate of return (IRR), equity multiple, average annual return, hold period, cash-on-cash return, or distribution history — is self-reported by the sponsor and sourced from the sponsor's Private Placement Memorandums (PPMs) and related offering documents. Baker 1031 Investments has not independently verified the accuracy or completeness of this information and cannot guarantee its validity. Although we make every effort to accurately transcribe sponsor-reported figures, errors are possible. Please verify any figure directly with the sponsor before relying on it.
Past performance is not indicative of future results. Performance data reflects outcomes of prior offerings and should not be expected to recur in current or future investments, which may result in partial or total loss of principal.
Before making any investment decision, you should consult with your own qualified financial, legal, and tax advisors and carefully review all relevant offering documents, including the applicable PPM in its entirety. Investments offered by sponsors profiled on this site involve risk, including the potential loss of principal, and may not be suitable for all investors.
