Your 1031 DST Authority
Capital Square
Firm 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.
Offerings from this Sponsor
Track Record Summary
Realized Track Record
19 full-cycle investments
| Investment | Location | Asset | Hold (Yrs) | Equity Multiple | Annual Return |
|---|---|---|---|---|---|
| CS1031 Bedford Parke Apartments, DST | Warner Robins, GA | Multifamily | 5.3 | 2.x | 15.82% |
| CS1031 Bellemeade Apartments, DST | Leesburg, VA | Multifamily | 5.6 | 1.37x | 6.61% |
| CS1031 Canopy Apartments, DST | San Antonio, TX | Multifamily | 5.5 | 1.78x | 12.41% |
| CS1031 Crossroads Apartments, DST | Phoenix, AZ | Multifamily | 2.3 | 1.45x | 18.35% |
| CS1031 Fairway View Apartments, DST | Atlanta, GA (suburb) | Multifamily | 4.1 | 1.92x | 19.25% |
| CS1031 Hickory Creek Apartments, DST | Richmond, VA (suburb) | Multifamily | 3.5 | 1.63x | 16.45% |
| CS1031 High Ridge Apartments, DST | Athens, GA | Multifamily | 6.5 | 2.26x | 15.54% |
| CS1031 Ivy Commons Apartments, DST | Marietta, GA | Multifamily | 4.2 | 2.02x | 20.22% |
| CS1031 Kay Alexander Pointe Apartments, DST | Jacksonville, FL | Multifamily | 4.5 | 2.61x | 25.84% |
| CS1031 Kay Maple Springs Apartments, DST | Richmond, VA | Multifamily | 4.4 | 1.67x | 13.94% |
| CS1031 Olde Towne Lofts Apartments, DST | Petersburg, VA | Multifamily | 6.5 | 1.53x | 7.82% |
| CS1031 Richmond VA Apartments, DST | Chesterfield County, VA | Multifamily | 5.2 | 1.56x | 10.05% |
| CS1031 Saltmeadow Bay Apartments, DST | Virginia Beach, VA | Multifamily | 3.6 | 1.82x | 20.07% |
| CS1031 Woodshire Apartments, DST | Virginia Beach, VA | Multifamily | 4 | 1.6x | 13.94% |
| CSRA Ashford Club Apartments, DST | Tallahassee, FL | Multifamily | 6 | 1.7x | 10.86% |
| CSRA Bridgeview Apartments, DST | Tampa, FL | Multifamily | 4.8 | 1.72x | 13.49% |
| CSRA Candleglow Apartments, DST | Tampa, FL | Multifamily | 5.3 | 2.53x | 21.31% |
| CSRA Galeria Del Rio, DST | Tucson, AZ | Multifamily | 5.3 | 2.22x | 18.12% |
| CSRA Perry Place Apartments, DST | Richmond, VA | Multifamily | 4.8 | 1.44x | 8.70% |
For informational purposes only; not an offer to sell or a solicitation of any security. Sponsor track record — including full-cycle deals, average annual return, equity multiple, hold period, and success rate — describes the sponsor's prior programs, is provided by or derived from the sponsor, and is not indicative of the results of any current or future offering. Offerings are made only to verified accredited investors by means of a confidential private placement memorandum. Baker 1031 Investments is independent and sponsor-agnostic.