1031 DST Sponsor Spotlight: Capital Square
Capital Square 1031 is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square uses the Delaware Statutory Trust (DST) structure to make quality real estate available to a larger number of investors. Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high-net-worth investors, private equity firms, family offices, and institutional investors.
Focus Areas
Value Creation: Ground-up development of multifamily and build-for-rent communities in high-growth markets, targeting short-term, growth-focused investors.
DSTs/1031 Exchanges: Stabilized assets are placed into DSTs, offering passive income and tax deferral through 1031 Exchanges.
Build-for-Rent (BFR) Strategy: Focus on single-family rental communities that combine privacy with professional management for resilient performance.
Integrated Platform: In-house control of development, management, and capital raising ensures efficiency, cost savings, and alignment across all phases.
Performance
AVERAGE NET ANNUAL RETURN (ARR)
12.14%
AVERAGE NET EQUITY MULTIPLE
1.63x
AVERAGE HOLDING PERIOD
5.78 Years
POSITIVE PERFORMANCE
32:2 (94.1%)
Track Record
| Offering | Opened | Closed | Annual Return (IRR)* |
|---|---|---|---|
| Bridgeview Apartments, DST | 09/2013 | 07/2018 | 13.49% |
| GM Dothan, DST | 11/2013 | 08/2018 | -56.97% |
| MHC Portfolio I, DST | 07/2014 | 11/2018 | 11.05% |
| Crossroads Apartments, DST | 07/2017 | 10/2019 | 18.35% |
| 1530 West Covina, DST | 12/2015 | 12/2019 | 11.73% |
| Ashford Club Apartments, DST | 01/2014 | 12/2019 | 10.86% |
| NY MOB, DST | 04/2015 | 03/2020 | 15.63% |
| Newcastle North, DST | 10/2014 | 07/2020 | 8.86% |
| Candleglow Apartments, DST | 11/2014 | 02/2020 | 21.31% |
| Perry Place, DST | 06/2015 | 03/2020 | 8.70% |
| Maple Springs, DST | 02/2016 | 07/2020 | 13.94% |
| Riverwood Corporate Center, DST | 02/2013 | 06/2021 | 7.22% |
| Galeria del Rio, DST | 03/2016 | 08/2021 | 18.12% |
| Alexander Pointe Apartments, DST | 12/2015 | 05/2020 | 25.84% |
| Fairway View Apartments, DST | 10/2016 | 11/2020 | 19.25% |
| 5901 Golden Triangle, DST | 09/2012 | 02/2021 | 1.02% |
| Canopy Apartments, DST | 07/2015 | 12/2020 | 12.41% |
| Ivy Commons Apartments, DST | 10/2016 | 12/2020 | 20.22% |
| Hickory Creek Apartments, DST | 07/17/2017 | 12/15/2020 | 16.45% |
| Woodshire Apartments, DST | 03/2017 | 02/2021 | 13.94% |
| Komar Desert Center, DST | 02/2015 | 01/2024 | 5.36% |
| Raleigh MOB, DST | 05/2014 | 10/2021 | 10.75% |
| NC MOB, DST | 12/2013 | 11/2021 | 6.96% |
| Winchester MOB, DST | 06/2014 | 11/2021 | 6.78% |
| Dallas MOB, DST | 07/2014 | 10/2021 | 7.07% |
| Kinston MOB, DST | 02/2017 | 10/2023 | 7.15% |
| Saltmeadow Bay Apartments, DST | 05/2018 | 12/2022 | 20.07% |
| Richmond VA Apartments, DST | 11/2018 | 02/2024 | 10.05% |
| High Ridge Apartments, DST | 07/2015 | 01/2022 | 15.54% |
| Richmond Golf Retail, DST | 12/2012 | 02/2022 | 4.90% |
| Bellemeade Farms Apartments, DST | 02/2019 | 10/2024 | 6.61% |
| Bedford Parke Apartments, DST | 12/2016 | 03/2022 | 15.82% |
| Chicago Parking I, DST | 11/2012 | 12/2022 | -28.59% |
| Old Towne Loft Apartments, DST | 07/2018 | 01/2025 | 7.82% |
| WEIGHTED AVERAGE IRR (34 PROGRAMS) | 12.14% | ||
