Capital Square

 

Sponsor Overview

Capital Square offers tax-deferred 1031 Exchange opportunities through carefully structured real estate investments. With a focus on diverse asset classes like multifamily, office, and industrial properties, Capital Square provides access to income-generating properties designed for long-term performance. Capital Square is a national real estate firm with over $7.8 billion in transaction volume since 2012. Investors benefit from a comprehensive, vertically integrated platform covering acquisition, property management, and asset disposition.

 

Sponsor Investment Performance

1.63x Average Multiple on Investment Capital (MOIC)

9.05% Average Annual Return

5.8 Year Average Holding Period

 

Sponsor Complete Performance Track Record

Offering Sponsor Hold Period Annual Return Equity Multiple
Bridgeview Apartments, DST Capital Square 4.8 yrs 13.49% 1.72x
GM Dothan, DST * Capital Square 4.7 yrs -56.97% 0.20x
MHC Portfolio I, DST Capital Square 4.3 yrs 11.05% 1.48x
Crossroads Apartments, DST Capital Square 2.3 yrs 18.35% 1.45x
1530 West Covina, DST Capital Square 4.0 yrs 11.73% 1.49x
Ashford Club Apartments, DST Capital Square 5.9 yrs 10.86% 1.90x
NY MOB, DST Capital Square 4.9 yrs 15.63% 1.90x
Newcastle North, DST Capital Square 5.7 yrs 8.86% 1.51x
Candleglow Apartments, DST Capital Square 5.3 yrs 21.31% 2.53x
Perry Place, DST Capital Square 4.8 yrs 8.70% 1.44x
Maple Springs, DST Capital Square 4.4 yrs 13.94% 1.67x
Riverwood Corporate Center, DST Capital Square 8.3 yrs 7.22% 1.59x
Galeria del Rio, DST Capital Square 5.3 yrs 18.12% 2.22x
Alexander Pointe Apartments, DST Capital Square 4.5 yrs 25.84% 2.61x
Fairway View Apartments, DST Capital Square 4.1 yrs 19.25% 1.92x
5901 Golden Triangle, DST Capital Square 8.4 yrs 1.02% 1.06x
Canopy Apartments, DST Capital Square 5.5 yrs 12.41% 1.78x
Ivy Commons Apartments, DST Capital Square 4.2 yrs 20.22% 2.02x
Hickory Creek Apartments, DST Capital Square 3.4 yrs 16.45% 1.63x
Woodshire Apartments, DST Capital Square 3.9 yrs 13.94% 1.60x
Komar Desert Center, DST Capital Square 8.9 yrs 5.36% 1.47x
Raleigh MOB, DST Capital Square 7.5 yrs 10.75% 1.91x
NC MOB, DST Capital Square 7.9 yrs 6.96% 1.58x
Winchester MOB, DST Capital Square 7.4 yrs 6.78% 1.50x
Dallas MOB, DST Capital Square 7.3 yrs 7.07% 1.51x
Kinston MOB, DST Capital Square 6.7 yrs 7.15% 1.48x
Saltmeadow Bay Apartments, DST Capital Square 3.6 yrs 20.07% 1.82x
Richmond VA Apartments, DST Capital Square 5.2 yrs 10.05% 1.56x
High Ridge Apartments, DST Capital Square 6.5 yrs 15.54% 2.26x
Richmond Golf Retail, DST Capital Square 9.2 yrs 4.90% 1.44x
Bellemeade Farms Apartments, DST Capital Square 5.6 yrs 6.61% 1.37x
Bedford Parke Apartments, DST Capital Square 5.3 yrs 15.82% 2.00x
Chicago Parking I, DST Capital Square 10.1 yrs -28.59% 0.33x
Old Towne Loft Apartments, DST Capital Square 6.5 yrs 7.82% 1.53x
Portfolio Average (34 fully realized offerings) 5.8 yrs 9.05% 1.63x

The figures used in these averages are collected from self-reported statistics provided directly by the respective firms within their Private Placement Memorandums (PPMs). This information is provided solely for illustrative and educational purposes and is not intended to serve as the basis for any investment decision, nor does it constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any security.

Due to the nature of self-reporting, the data presented may be incomplete, unverified, or subject to correction, and we make no representation or warranty as to its accuracy, completeness, or timeliness. Past performance is not indicative of future results, and all investments involve risk, including the possible loss of principal. The platform average represents a limited sample, and results from individual sponsors may vary materially. For complete underlying data, data from other investment sponsors, and/or additional detail, please contact us directly. There are often differences between the performance results and investor outcomes. Delaware Statutory Trust (DST) investments are subject to volatility and loss of investor principal.

Jerry Baker

Gerald F. "Jerry" Baker, III is the founder of Baker 1031 Investments, a firm built from firsthand experience navigating the intersection of institutional finance and generational family real estate.

https://www.baker1031.com
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