Educational Materials Archives - Capital Square - Raising capital, buildings and expectations https://capitalsq.com/library/by-type/educational-materials/ Capital Square is one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities Fri, 14 Nov 2025 16:19:36 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://capitalsq.com/wp-content/uploads/2023/07/cropped-Capital-Square-favicon-C-32x32.png Educational Materials Archives - Capital Square - Raising capital, buildings and expectations https://capitalsq.com/library/by-type/educational-materials/ 32 32 Tax Elimination Strategy for Investments in CSRA Opportunity Zone Fund IX, LLC – Fair Market Value Overview https://capitalsq.com/library/tax-elimination-strategy-for-investments-in-csra-opportunity-zone-fund-ix-llc-fair-market-value-overview/ Fri, 14 Nov 2025 16:19:35 +0000 https://capitalsq.com/?post_type=library&p=182446 Learn how our Fair Market Value strategy enables investors to pursue partial tax elimination now and full tax forgiveness on the back end.

The post Tax Elimination Strategy for Investments in CSRA Opportunity Zone Fund IX, LLC – Fair Market Value Overview appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Learn how our Fair Market Value strategy enables investors to pursue partial tax elimination now and full tax forgiveness on the back end.

View PDF

The post Tax Elimination Strategy for Investments in CSRA Opportunity Zone Fund IX, LLC – Fair Market Value Overview appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Our Competitive Advantage https://capitalsq.com/library/our-competitive-advantage/ Tue, 21 Oct 2025 15:11:09 +0000 https://capitalsq.com/?post_type=library&p=182393 Capital Square has a competitive advantage as a top-tier, tax-advantaged alternative investment sponsor and in the endless ways our vertically integrated real estate firm harnesses our vast resources for the …

The post Our Competitive Advantage appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Capital Square has a competitive advantage as a top-tier, tax-advantaged alternative investment sponsor and in the endless ways our vertically integrated real estate firm harnesses our vast resources for the benefit of our investors every day.

View PDF

The post Our Competitive Advantage appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “Capital Square’s Opportunity Zone Transformations” https://capitalsq.com/library/capital-squares-opportunity-zone-transformations/ Fri, 11 Jul 2025 17:47:52 +0000 https://capitalsq.com/?post_type=library&p=182136 Capital Square’s opportunity zone (OZ) developments have set a new bar for quality design, local partnerships, resident experience and economic impact reporting. From start to finish, the firm’s OZ projects …

The post “Capital Square’s Opportunity Zone Transformations” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Capital Square’s opportunity zone (OZ) developments have set a new bar for quality design, local partnerships, resident experience and economic impact reporting.

From start to finish, the firm’s OZ projects in Richmond, Virginia; Raleigh, North Carolina; and Charleston, South Carolina have exceeded expectations, coming in at or under budget, and garnering national attention.

Qualified opportunity zone investors in these projects have not only leveraged the OZ legislation within the 2017 Tax Cuts & Jobs Act to potentially fully exclude capital gains tax from the sale of any asset; these investors have also become a part of local transformations.

View PDF

The post “Capital Square’s Opportunity Zone Transformations” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “The 1031 to 721 Investor Journey” https://capitalsq.com/library/1031-to-721-investor-journey-educational-brochure/ Mon, 24 Mar 2025 18:42:43 +0000 https://capitalsq.com/?post_type=library&p=181945 Tax-advantaged real estate investments leverage the tax code to generate maximum after-tax returns for investors. DSTs offer investors limited liability, asset protection and confidentiality. They also have a life cycle …

The post “The 1031 to 721 Investor Journey” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Tax-advantaged real estate investments leverage the tax code to generate maximum after-tax returns for investors. DSTs offer investors limited liability, asset protection and confidentiality. They also have a life cycle of five to 10 years.

When a DST reaches maturity (going “full cycle”), an investor has a choice. Choosing to continue the investment through another 1031 exchange or a 721 exchange maximizes the tax-deferral benefits. Cashing out triggers an immediate taxable event.

Section 721 – similar to Section 1031 governing real estate exchanges – is a popular alternative to a taxable sale for real estate owners interested in a tax-favored investment with institutional management. Learn more in this educational piece designed to further your understanding.

View PDF

The post “The 1031 to 721 Investor Journey” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Capital Square Corporate Brochure https://capitalsq.com/library/tax-advantaged-real-estate-investments/ Tue, 01 Oct 2024 17:15:07 +0000 https://capitalsq.com/?post_type=library&p=180929 As a vertically aligned company, Capital Square is a top-tier, tax-advantaged alternative investment sponsor with a competitive advantage.

The post Capital Square Corporate Brochure appeared first on Capital Square - Raising capital, buildings and expectations.

]]> As a vertically aligned company, Capital Square is a top-tier, tax-advantaged alternative investment sponsor with a competitive advantage.

VIEW PDF

The post Capital Square Corporate Brochure appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “The Cash Trap: How Cash in Hand Can Mean Dollars Lost” https://capitalsq.com/library/the-cash-trap-how-cash-in-hand-can-mean-dollars-lost/ Sun, 01 Sep 2024 19:53:58 +0000 https://capitalsq.com/?post_type=library&p=181394 Liquidity can be advantageous for short-term goals at different moments in life, and an accessible emergency fund with approximately six months of living expenses is advisable. However, beyond these considerations, …

The post “The Cash Trap: How Cash in Hand Can Mean Dollars Lost” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Liquidity can be advantageous for short-term goals at different moments in life, and an accessible emergency fund with approximately six months of living expenses is advisable. However, beyond these considerations, cash in the bank or under your mattress doesn’t serve your financial goals.

Multi-generational financial legacies begin with smart investments. Doesn’t your hard-earned money deserve more opportunity to grow?

VIEW PDF

The post “The Cash Trap: How Cash in Hand Can Mean Dollars Lost” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “Understanding Real Estate Investment Trusts (REITs)” https://capitalsq.com/library/understanding-real-estate-investment-trusts-reits/ Wed, 17 Apr 2024 17:10:07 +0000 https://capitalsq.com/?post_type=library&p=180961 A real estate investment trust (REIT) is a company that owns, operates or finances income-producing real estate by pooling the capital of many investors to purchase and operate a portfolio …

The post “Understanding Real Estate Investment Trusts (REITs)” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> A real estate investment trust (REIT) is a company that owns, operates or finances income-producing real estate by pooling the capital of many investors to purchase and operate a portfolio of real estate assets. Discover how you can unlock investment-grade real estate for tax-advantaged income through REITs. 

VIEW PDF

The post “Understanding Real Estate Investment Trusts (REITs)” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “Discover the Tax Advantage of Opportunity Zones” https://capitalsq.com/library/discover-the-tax-advantage-of-opportunity-zones/ Tue, 16 Apr 2024 16:16:02 +0000 https://capitalsq.com/?post_type=library&p=180938 Opportunity zones were created as part of the Tax Cuts and Job Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits, …

The post “Discover the Tax Advantage of Opportunity Zones” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Opportunity zones were created as part of the Tax Cuts and Job Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits, opportunity zone investments promote economic growth in qualified opportunity zones.

VIEW PDF

The post “Discover the Tax Advantage of Opportunity Zones” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “Seizing the Potential of Build for Rent” https://capitalsq.com/library/seizing-the-potential-of-build-for-rent/ Tue, 16 Apr 2024 16:15:52 +0000 https://capitalsq.com/?post_type=library&p=180937 Build for Rent (BFR) is a rapidly institutionalizing asset class representing sites of contiguous detached homes, townhomes or cottages. BFR caters to those who desire the space of a single-family …

The post “Seizing the Potential of Build for Rent” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Build for Rent (BFR) is a rapidly institutionalizing asset class representing sites of contiguous detached homes, townhomes or cottages. BFR caters to those who desire the space of a single-family home but the convenience and community feel of a multifamily rental.

VIEW PDF

The post “Seizing the Potential of Build for Rent” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> “721 Exchanges: A Tax Deferral Strategy for Real Estate” https://capitalsq.com/library/721-exchanges-a-tax-deferral-strategy-for-real-estate/ Tue, 16 Apr 2024 16:14:51 +0000 https://capitalsq.com/?post_type=library&p=180934 Real estate investment trusts (REITs) typically own their real estate in an operating partnership known as an OP. The OP is structured as a partnership to obtain favorable tax treatment …

The post “721 Exchanges: A Tax Deferral Strategy for Real Estate” appeared first on Capital Square - Raising capital, buildings and expectations.

]]> Real estate investment trusts (REITs) typically own their real estate in an operating partnership known as an OP. The OP is structured as a partnership to obtain favorable tax treatment under the Internal Revenue Code. Section 721 of the Code provides favorable treatment for owners who exchange their real estate for OP units. This is commonly referred to as a 721 exchange, OP transaction or UPREIT.

VIEW PDF

The post “721 Exchanges: A Tax Deferral Strategy for Real Estate” appeared first on Capital Square - Raising capital, buildings and expectations.

]]>