2022 tax documents will be available for download by Jan. 31, 2023.

Building Legacies

At Capital Square, we are building something bigger than ourselves.

Our Purpose

We build legacies for investors, team members and communities.

Our Vision

We will develop and manage the future, one property at a time.

Our Mission

We raise capital, buildings and expectations.

Our Core Values

INVESTORS FIRST
Investors are the soul of our business, so we provide unparalleled service and continuously improve their experience.

ACROSS-THE-BOARD-EXCELLENCE
We bring quality, awareness and a depth of knowledge to every project and relationship.

STEADFAST INTEGRITY
Setting the highest standards, we are honest in all we do and hold strong to our principles.

ENTERPRENEURIAL GUMPTION
With sleeves rolled up, we approach every day with zeal and every challenge head-on, understanding that the best outcomes require discipline, grit and creativity.

FAMILY FUNDAMENTALS
Our culture of collegiality and family-oriented values is a competitive advantage, which we go to great lengths to nurture and preserve.

DYNAMIC GROWTH
We are solidly perched on past successes but never satisfied with the status quo. We foster a climate of innovation, expansion and continuous improvement.

COLLECTIVE RESPONSIBILITY
Respect and transparent governance are woven into our corporate culture, as are social accountability, environmental stewardship and the well-being of our community.

Our Story

Capital Square builds legacies for investors, team members and communities. We do this by enabling the discovery and implementation of tax-advantaged real estate investments with unwavering integrity and by developing best-in-class multifamily communities synonymous with value and quality.

In 2012, when our founder and co-CEO, Louis Rogers, partnered with colleagues he respected from prior firms, together, they seized their combined expertise across multiple fields to develop a new “investors-first” business model. Shaped by steadfast integrity and entrepreneurial gumption, Capital Square began as a Section 1031/DST sponsor but has since grown to be a diversified real estate manager, operator and developer. ​Although Delaware statutory trusts (DSTs) remain the foundation of our business, we are rapidly diversifying with numerous development projects, qualified opportunity zone funds, a real estate investment trust (REIT) and an institutional fund.​

From the beginning, Capital Square has reinvested most of its profits into the business. This has accelerated our growth to $7.2 billion in assets under management (AUM) and driven our success as the nation’s third largest DST sponsor. Since 2017, Capital Square has been recognized by Inc. 5000 as one of the fastest growing companies in the nation for six consecutive years. In 2017, 2018 and 2020, the company was also ranked on Richmond BizSense’s list of fastest growing companies. Additionally, Capital Square was listed by Virginia Business on their “Best Places to Work in Virginia” report in 2019 and their “Fantastic 50” reports in 2019 and 2020.”

Ten years after our founding, our singular investors-first purpose remains paramount — now with over 6,000 investors nationwide. And our purpose, mission, vision, and core values are stronger than ever. We are building something bigger than ourselves, rallying our team in pursuit of being the change needed in the communities where we work, live, build and invest — and we invite you to learn more.

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