What Capital Square 1031 does

Capital Square is a privately held, vertically integrated real estate investment sponsor that structures and manages tax-advantaged investment vehicles for high-net-worth accredited investors. The firm sponsors four core product lines: 1031 Exchange Delaware Statutory Trusts (DSTs), Qualified Opportunity Zone Funds, Development Funds, and a Real Estate Investment Trust (REIT), issued across property types including multifamily, build-for-rent (BFR), active-adult cottage communities, medical office, industrial, and hospitality assets. Investment offerings are distributed through broker-dealers and registered investment advisors, with the company also operating in-house property management through its wholly owned Capital Square Living subsidiary to retain asset management economics and operating control.

The firm has transacted over $8.95 billion in cumulative real estate, sponsored more than 154 investment offerings, and holds 701+ properties in its portfolio, which includes the 100%-leased Las Vegas Raiders training facility and corporate headquarters in Henderson, Nevada. Capital Square has completed 47 full-cycle DST programs, most recently the $115 million sale of 2000 West Creek Apartments, DST reported in July 2026. The company maintains a national footprint with offices in Glen Allen, Virginia (headquarters), Washington, DC, and Newport Beach, California, and is actively originating development joint ventures in Phoenix-Mesa-Chandler, Dallas-Fort Worth, Orlando, and other Sun Belt growth markets.

Revenue is generated through sponsorship of private placement offerings, including acquisition fees, asset management fees, disposition fees, and sponsor promote economics on exits, with terms negotiated privately through the broker-dealer and RIA channel. The company is founder-led, with no disclosed parent company, outside private equity backing, or venture capital investment. No revenue figures, headcount, or founding date are publicly disclosed in the source material.

Name

Capital Square 1031

Legal name

Capital Square

Website

https://capitalsquare1031.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Square is a privately held, vertically integrated real estate investment sponsor structuring 1031 exchanges, DSTs, Opportunity Zone funds, and a REIT for high-net-worth accredited investors, with $8.95 billion in cumulative real estate transacted across 701+ properties.

Ownership category

akta.pro rank

Product category

Real Estate Investment Services

NAICS

Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940), Real Estate Property Managers (53131)

SIC

Real Estate Investment Trusts (6798), Real Estate (6500), Investors, Nec (6799)

akta.pro primary industry

Real Estate Funds — Opportunistic / Development (FSANAEAI)

akta.pro secondary industries

REITs & Listed Real Estate Securities (FSAAAKAD), Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Real estate investment
• 1031 exchange
• Opportunity zone funds
• Delaware statutory trust
• Property management

Headquarters

HQ city

Glen Allen

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain

Revenue model

1. Investment Sponsorship Fees: Capital Square generates revenue as a sponsor of tax-advantaged real estate investments, typically through sponsor promote structures, acquisition fees, asset management fees, and disposition fees on sponsored programs.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Capital Square sponsors and structures tax-advantaged real estate investment programs, including 1031 Exchanges structured as Delaware Statutory Trusts (DSTs), Opportunity Zone Funds, Development Funds, and a Real Estate Investment Trust (REIT). The firm also develops housing communities and operates in-house property management services through its Capital Square Living division. Offerings are sold primarily to accredited investors via broker-dealers and registered investment advisors, with portfolio assets spanning multifamily, build-for-rent, active-adult, manufactured housing, medical office, industrial, and hospitality properties.

Product overview

Capital Square is a real estate investment sponsor offering a platform of tax-advantaged investment products centered around four core offerings: 1031 Exchanges & Delaware Statutory Trusts (DSTs), Opportunity Zone Funds, Development Funds, and a Real Estate Investment Trust (REIT). The company structures these as individual investment offerings across diverse property types including multifamily apartments, build-for-rent (BFR) communities, active-adult/lifestyle communities, manufactured housing communities (MHC), medical office buildings (MOB), industrial/flex properties, and hospitality assets. The investment vehicles are complemented by Capital Square Living, an in-house property management service that manages assets within the portfolio. The company operates nationally with 47 properties across multiple states, transacting over $895 million in real estate and sponsoring more than 154 investment offerings.

Differentiator

Problem solved

Functional benefit

Brands

• Capital Square Living: In-house property management division that maximizes revenue, increases operating efficiencies and reduces costs, while delivering best-in-class service.

Products and services

• 1031 Exchanges & Delaware Statutory Trusts (DSTs)

Quantifiable outcome

• 220%+ equity return on DST investments (e.g., M.C. & D.C. California investors)
• +2 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and notable.

• Sunstone Two TreecoreStrategic or Co-development PartnerCapital Square partnered with Sunstone Two Tree to develop the Blue Horizons build-for-rent single-family rental community comprising 238 units in Buckeye, Arizona (Phoenix-Mesa-Chandler MSA). This is a repeat partnership, indicating an established development relationship.
• Good + West ResidentialcoreStrategic or Co-development PartnerCapital Square partnered with Good + West Residential and Montgomery Street Partners to develop the Perch Denton build-for-rent single-family rental community comprising 195 units on 18 acres in Denton, Texas.
• Montgomery Street PartnerscoreStrategic or Co-development PartnerJoint venture partner with Good + West Residential in the Perch Denton build-for-rent development in Denton, Texas.
• Las Vegas Raiders (Raiders Football Club, LLC)notableOthersCapital Square owns the Las Vegas Raiders training facility and corporate headquarters property in Henderson, Nevada, which is 100% leased to Raiders Football Club, LLC (owner of the NFL Las Vegas Raiders franchise).

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/capital-square-realty-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capital Square 1031