Louis Rogers and Capital Square: Pioneering 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 strategies. 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 Section 1031 tax-deferred exchanges and other investment opportunities. His expertise in structuring securities offerings for real estate investments has positioned Capital Square as a nationally recognized platform.

Under Rogers' leadership, Capital Square has evolved from its roots as a DST sponsor to a vertically integrated operation encompassing Opportunity Zone developments, build-for-rent strategies, and REIT offerings. The firm's development pipeline now exceeds $2.3 billion, with a property management division overseeing over 11,000 apartments across 28 cities. This growth underscores the firm's commitment to delivering financial returns and community impact.

Capital Square's innovative approach includes the launch of nine Opportunity Zone funds, with nearly 2,000 multifamily units in development across several states. These projects, collectively valued at approximately $800 million, feature mixed-use developments that combine residential, retail, and amenity spaces. One notable project, Chasen, a 352-unit Class A development in Richmond's Scott’s Addition OZ district, is scheduled for completion by mid-2025 and has already raised around $65 million in equity.

Rogers' influence extends beyond development. He has been instrumental in shaping public policy, co-hosting the Opportunity Zones & Multifamily Investing Summit and engaging with lawmakers to advocate for extensions and reforms to OZ legislation. His annual firm letter highlights the company's achievements and its role in sustainable wealth-building for investors.

Capital Square's success under Rogers' stewardship is a testament to his investor-first approach and the firm's vertical integration. With nearly $8 billion in assets under management, Capital Square continues to set benchmarks in the real estate investment industry, offering innovative solutions that benefit investors and communities alike.