Available
DST · Senior Living 506(c)
CS1031 Texas Active Living Portfolio I DST
4.50%Current Dist.
7.09%Est. Cap Rate
0%LTV
$50KMin.
Overview
Capital Square has evolved from a pure 1031/DST sponsor into one of the more vertically integrated platforms in the securitized exchange market, with over $6 billion in AUM and more than $7.5 billion in transaction volume since its 2012 founding by Louis Rogers. Beyond sponsoring DSTs across 175-plus assets for some 6,500 investors, the firm develops its own multifamily product, manages roughly 13,000 apartments through Capital Square Living, and diversifies into Qualified Opportunity Zone funds and a REIT. That control of the full lifecycle—and full-cycle results such as a cited 159% return of equity on a completed DST—make it a benchmark name for diligence-minded exchangers.
Platform Strengths
01
Evolved from a pure DST sponsor into a vertically integrated developer, $7.5B+ transaction volume since 2012 across 175+ assets and 6,500+ investors.
02
Develops its own multifamily product (2,000+ units, ~$800M dev value) rather than buying solely at market.
03
Operates Capital Square Living, managing 13,000+ apartments in-house.
04
Diversifies beyond DSTs into QOZ funds and a REIT.
05
Has produced standout full-cycle results, including a cited 159% return of equity on a completed DST.
Full-Cycle Track Record
Realized performance
15.20%
Avg. Annual Return
1.83×
Equity Multiple
4.8 yrs
Avg. Hold
100.00%
Success Rate
19
Full-Cycle Deals
Peer Ranking
Where Capital Square ranks
Among the 23 Baker 1031-tracked sponsors that have reported realized full-cycle results, and within Baker 1031's Preferred cohort:
#11
Annual Return Rank · of 23
Top 43%
Return Percentile
#8
Equity Multiple Rank · of 23
100.00%
Success Rate
0%
Downside Frequency
Rankings cover the 23 sponsors with realized full-cycle results. Downside frequency is the share of this sponsor's realized full-cycle properties that returned below cost, where deal-level data is available. Past performance does not guarantee future results.
Realized Deal History
Full-cycle deals on record
Baker 1031 has 19 realized (full-cycle) properties on record for Capital Square. Each was acquired, held, and sold; hold period, equity multiple, and annualized return are net-to-investor figures compiled by Baker 1031 and are not audited.
| Property | Location | Sector | Hold | Equity Mult. | Annual Return |
|---|---|---|---|---|---|
| CS1031 Kay Alexander Pointe Apartments, DST | Jacksonville, FL | Multifamily | 4.5 yr | 2.61x | 25.84% |
| CSRA Candleglow Apartments, DST | Tampa, FL | Multifamily | 5.3 yr | 2.53x | 21.31% |
| CS1031 Ivy Commons Apartments, DST | Marietta, GA | Multifamily | 4.2 yr | 2.02x | 20.22% |
| CS1031 Saltmeadow Bay Apartments, DST | Virginia Beach, VA | Multifamily | 3.6 yr | 1.82x | 20.07% |
| CS1031 Fairway View Apartments, DST | Atlanta, GA (suburb) | Multifamily | 4.1 yr | 1.92x | 19.25% |
| CS1031 Crossroads Apartments, DST | Phoenix, AZ | Multifamily | 2.3 yr | 1.45x | 18.35% |
| CSRA Galeria Del Rio, DST | Tucson, AZ | Multifamily | 5.3 yr | 2.22x | 18.12% |
| CS1031 Hickory Creek Apartments, DST | Richmond, VA (suburb) | Multifamily | 3.5 yr | 1.63x | 16.45% |
| CS1031 Bedford Parke Apartments, DST | Warner Robins, GA | Multifamily | 5.3 yr | 2.00x | 15.82% |
| CS1031 High Ridge Apartments, DST | Athens, GA | Multifamily | 6.5 yr | 2.26x | 15.54% |
| CS1031 Kay Maple Springs Apartments, DST | Richmond, VA | Multifamily | 4.4 yr | 1.67x | 13.94% |
| CS1031 Woodshire Apartments, DST | Virginia Beach, VA | Multifamily | 4 yr | 1.60x | 13.94% |
| CSRA Bridgeview Apartments, DST | Tampa, FL | Multifamily | 4.8 yr | 1.72x | 13.49% |
| CS1031 Canopy Apartments, DST | San Antonio, TX | Multifamily | 5.5 yr | 1.78x | 12.41% |
| CSRA Ashford Club Apartments, DST | Tallahassee, FL | Multifamily | 6 yr | 1.70x | 10.86% |
| CS1031 Richmond VA Apartments, DST | Chesterfield County, VA | Multifamily | 5.2 yr | 1.56x | 10.05% |
| CSRA Perry Place Apartments, DST | Richmond, VA | Multifamily | 4.8 yr | 1.44x | 8.70% |
| CS1031 Olde Towne Lofts Apartments, DST | Petersburg, VA | Multifamily | 6.5 yr | 1.53x | 7.82% |
| CS1031 Bellemeade Apartments, DST | Leesburg, VA | Multifamily | 5.6 yr | 1.37x | 6.61% |
Track records are self-reported by the sponsor. The data may be incorrect, calculated on a different basis, or differ materially from actual investor returns, and may contain data-entry errors. Figures are compiled by Baker 1031 from sponsor and public sources, are not audited or independently verified, and are not a recommendation or a guarantee of future performance. Please refer to the sponsor's latest Private Placement Memorandum (PPM) for complete track-record information. Past performance does not guarantee future results.
Offerings
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Current offerings from Capital Square
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Limited Availability
DST · Hospitality 506(c)
CS1031 Zero-Coupon DFW Hospitality DST
—Current Dist.
8.15%Est. Cap Rate
78%LTV
$50KMin.
Closed
DST · Senior Living 506(c)
CS1031 Richmond Active Living Apartments, DST
4.50%Current Dist.
8.58%Est. Cap Rate
54%LTV
$50KMin.
Available
DST · Senior Living 506(c)
CS1031 Texas Active Living Portfolio II, DST
4.50%Current Dist.
7.09%Est. Cap Rate
0%LTV
$50KMin.
Available
Opportunity Zone Fund · Multifamily 506(c)
CSRA Opportunity Zone Fund IX, LLC
—Current Dist.
—Est. Cap Rate
50%LTV
$100KMin.
AUM reflects Capital Square's broader platform, not its DST program alone. Full-cycle metrics are realized, net-to-investor results reported by the sponsor and compiled by Baker 1031; they are not audited and past performance does not guarantee future results. This profile is informational only and is not an offer to sell or a solicitation to buy any security, or investment, tax, or legal advice. Securities offered through Aurora Securities, Inc., member FINRA / SIPC; Baker 1031 Investments is independent of Aurora Securities, Inc.