Louis Rogers, Founder and CEO, Capital Square discusses the opportunity in tax-advantaged real estate solutions and his firm’s approach to client-centric investing.
In today’s volatile market environment, an allocation to real estate can help deliver diversification and long-term enhanced returns, as well as certain tax benefits. A 1031 Exchange, for example, allows investors who have recently sold a property to defer capital gains, when replacing the property for another.
Capital Square carefully selects and sponsors these tax-advantaged offerings, which aim to deliver accredited investors with passive income, and the potential for gains on sale. The firm’s turn-key real estate solutions allow real estate investors access to larger, higher quality real estate properties at a lower minimum investment.
Capital Square is a national firm specializing in tax-advantaged real estate investments. Since opening in doors in 2012, the firm has completed more than $2 billion in transaction volume and has become a leader in Delaware statutory trusts and qualified opportunity funds.
To learn more, register for Capital Square’s webcast: Discover Tax-Advantaged Real Estate Investing.
Discussion Topics Cover:
- Tax-advantaged real estate investing options
- Potential benefits available to accredited investors
- Section 1031 exchanges, Delaware statutory trusts and qualified opportunity zone funds.
Louis J. Rogers is founder and chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors.
Rogers also provides investment banking services for owners. He is a nationally recognized authority in structuring securities offerings for real estate investments and serves as a consultant and expert witness on Regulation D private placements, non-traded REITs, Section 1031 exchanges, DST and TIC programs, real estate funds, and issues related to broker-dealers and registered investment advisors.