Capital Square CEO Louis Rogers Pioneers Tax-Advantaged Real Estate Investments

Louis J. Rogers, the founder and co-chief executive officer of Capital Square, has established himself as a leading figure in the real estate investment sector, particularly in tax-advantaged real estate investments. With a vision to create a top-tier real estate investment company, Rogers has overseen the firm's Delaware statutory trust (DST) programs, catering to investors looking for qualifying replacement property for Section 1031 tax-deferred exchanges and regular investors alike. His expertise extends to investment banking services for property owners, making him a nationally recognized authority in structuring securities offerings for real estate investments.

Under Rogers' leadership, Capital Square has grown into a vertically integrated operation with nearly $8 billion in assets under management. The firm's strategy revolves around three core pillars: Invest, Build, and Manage. This approach has allowed Capital Square to evolve from its origins as a DST sponsor focusing on 1031 tax exchanges to developing and owning Class A and B multifamily properties in key markets across the Southeastern and Mountain West regions.

One of the firm's notable achievements under Rogers' stewardship is the launch of nine Opportunity Zone funds, with nearly 2,000 multifamily units in the pipeline across Virginia, North Carolina, South Carolina, and Tennessee. These projects, collectively valued at approximately $800 million, include mixed-use developments featuring retail and amenity spaces. For instance, in Richmond's Scott's Addition OZ district, Capital Square has delivered over 1,230 units across five buildings, including the Chasen project, a 352-unit Class A development funded through OZ Fund VII.

Rogers' innovative strategies also extend to build-for-rent developments and manufactured housing, targeting households priced out of ownership in fast-growing Sunbelt suburbs. Additionally, Capital Square's launch of the Capital Square Housing Trust (REIT) in 2024 marks a significant milestone, allowing DST investors lasting tax-deferral without forced participation.

Beyond his contributions to real estate development and investment, Rogers is actively involved in national public policy forums, advocating for extensions and reforms to Opportunity Zone legislation. His leadership has not only propelled Capital Square to industry recognition but also underscored the firm's commitment to delivering financial returns and community impact. For more information on Capital Square's initiatives, visit https://www.CapitalSq.com.