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The IPA is honored to have Capital Square join the IPA community. Please take a few minutes to learn about their company and how they can help your business. Welcome Capital Square!

Capital Square

Capital Square is a national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DST) for Section 1031 exchanges, and qualified opportunity zone funds for tax deferral and exclusion. Capital Square’s related entities provide a range of services, including due diligence, acquisition, loan sourcing, property/asset management and disposition for a growing number of high net worth investors, private equity firms, family offices and institutional investors. Capital Square has completed approximately $1.9 billion in transaction volume.

Business Mission

Capital Square strategically sources, acquires, manages and disposes of real estate on a turn-key basis for investors who subscribe for Capital Square’s investment offerings via low minimums designed to help provide greater access for more investors, portfolio diversification, and the potential for superior returns.

Capital Square provides accredited investors with:

  • tax-advantaged real estate investment programs that qualify for tax deferral under Section 1031 or Qualified Opportunity Zone tax benefits.
  • passive income during the holding period.
  • potential for superior risk-adjusted returns when taken full-cycle.

For More Information:
Margo Steahly
SVP, National Accounts