When a pioneer of tax-advantaged real estate investments becomes an author then chooses to donate 100% of his royalties to the Children’s Hospital of Richmond at VCU, it’s a moment to dive deeper. In this conversation between founder and co-CEO of Capital Square Louis Rogers and award-winning media personality Jeff Katz, they discuss Rogers’ career, his new book (Section 1031 Exchanges: How to Swap Till Ya’ Drop, Building Family Wealth While Minimizing Taxes) and what building legacies truly means.

For more about Louis Rogers’ book, these additional media resources are available for you:

• “Section 1031 Exchanges: building family wealth while minimizing taxes” (Virginia This Morning, November 5, 2025)
• “Five Questions for Capital Square’s Founder & Co-CEO Louis J. Rogers” (AltsWire, May 28, 2025)
• “Capital Square Founder Louis J. Rogers Authors Definitive Guide on Section 1031 Exchanges” (press release, May 20, 2025)

Disclosure: Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short-term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Diversification does not guarantee profits or protect against losses. Private placements are speculative and illiquid.

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A trio of year-end events further enabled us to amplify these efforts focused on building the future of our youth.

The First Annual CHoR Thanksgiving Parade

As the season of thanks started, our team participated in the first ever Children’s Hospital Thanksgiving Parade, hosted in partnership with the child life team and Children’s Hospital Foundation. This special opportunity provided a holiday experience for the children missing their traditions at home, and our team was proud to inspire smiles and laughter as we introduced floors and floors of patients in the hospital to our festive Tom Turkey float.

The 2024 Radiothon

For the third year in a row, Capital Square team members were on the phones and on the radio during the 36 Hours for Kids Radiothon for the Children’s Hospital of Richmond at VCU. Through the hard work of countless volunteers, staff, local radio talent and the community-at-large, CHOR exceeded their fundraising goal, raising a total of $156,380.00. Our hope is that our continued partnership in this annual effort has a lasting impact that advances pediatric care for not only patients in central Virginia but also patients from around the country who visit this award-winning pediatric hospital.

Capital Square’s Annual CHoR Toy Drive

In 2023, Capital Square collected over 150 toys for the patients of the Children’s Hospital of Richmond at VCU who needed to spend their holiday season away from home. In 2024, this number rose to 194 donated toys. Every child deserves a special surprise in the holiday season, and we were once again honored to help this cause.

In late 2024, at a company gathering, Capital Square’s founder and co-CEO, Louis Rogers, joked that sometimes Capital Square seems like a philanthropic organization that also happens to be a vertically integrated real estate company. He noted our donations of eclipse glasses to children in Latin America and over 200 books to the Children’s Museum of Richmond’s book bank, our “LemonAid” stands across the state of Virginia, the statewide diaper drive for Little Hands Virginia and so much more. Our team certainly had a drive for impact creation in 2024.

Still, amidst our daily work building legacies for investors, transforming Capital Square’s place in the U.S. real estate industry, we continue to rally our team to be the change needed in the communities where we work, live, build and invest.

Our economic impact in cities like Richmond, Raleigh, Charleston and Knoxville can be profound. The opportunity to enhance young lives, building the future of our youth, is equally so.

This is how we raise capital, buildings and expectations.

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In September 2024, the Capital Square team had already embarked upon a two-pronged effort:

• Our annual donation drive to support Little Hands Virginia’s “Big Diaper Drive” began with a new commitment to not only meet last year’s donation of over 4,000 diapers but to raise the total to 10,000 diapers.
• In addition, a team wellness initiative, centered on the American Heart Association’s Richmond Heart Walk, also included health, exercise, mindfulness and fundraising challenges.

However, the 2024 hurricane season wrought unexpected complications. Late September, Hurricane Helene rolled in, devastating regions far from the coast once thought to be safe havens from natural disasters like hurricanes.

Multiple of Capital Square’s northern Georgia properties were impacted by the storm. However, hit the hardest were our multifamily communities in Asheville, North Carolina. The rapid response time and meticulous undertakings of our Capital Square Living team epitomized why entering property management was a change-maker for Capital Square residents, investors and our firm as a whole.

We could have paused everything, but we didn’t. Amid emergency-response resident and investor communications, our Capital Square Cares team pivoted in new directions too. The results of these initiatives are a reminder of what it means when we say we are building something bigger than ourselves.

By the end of October 2024:

• We collected and donated 100+ bins of clothing and household items for our affected Asheville residents and team members, renting a sizeable truck and driving to North Carolina ourselves to ensure a hassle-free delivery.

• We exceeded our 10,000 diaper goal for Little Hands Virginia’s 2024 “Big Diaper Drive,” with a donation total of 13,153. Approximately 20 Capital Square Living communities from across Virginia worked together with our corporate team to deliver upon our promise for the youth of our state.

• We maintained our team member health and wellness challenge, not only establishing five Capital Square teams that walked in the American Heart Association’s Richmond Heart Walk on October 19, 2024, but also raising over $2,000 for the American Heart Association while driving team heath awareness and tangible exercise and nutrition goals.

As these efforts wrapped up, many of our team members could take a well-earned deep breath. Our diaper drive underwent multiple rapid pivots. Our American Heart Association efforts and team challenges shifted amid other fast-moving goals. A literal hurricane was faced and answered.

The recovery from Helene will be a long road, but being the change needed is a rallying cry our team has always believed in. This is how we live our mission to raise capital, buildings and expectations, and this is how we will continue to.

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We knew that if we combined talent and resources across all divisions of our real estate firm, we could create a significant impact, allowing for a meaningful difference in the community. As a long-term partner of the Children’s Hospital of Richmond at VCU and as a firm dedicated to building the future, especially the future of our youth in our philanthropic efforts, we were honored to participate in Anthem’s annual “LemonAid” fundraising event.

Our expansive efforts led to “LemonAid” stands across the state of Virginia, raising funds for the Children’s Hospital of Richmond at VCU and doing our part in the fight against childhood cancer. One lemonade cup at a time, we raised over $6,000 for the children.

Countless on-site property teams went above and beyond with gusto for this project, leaning into this impact-creation event with beautifully designed tabletops, hand-made lemonade stands, and bonus treats for community members who stopped by.

Thanks to the efforts across all divisions of our real estate firm, by the end of the “LemonAid” drive, our Capital Square Cares initiative ranked #1 for the most donors participating in a single effort. We also ranked #2 for the largest amount donated to the Children’s Hospital of Richmond.

We loved the opportunity to rally our team together in pursuit of being the change needed in the communities where we work, live, build and invest. Thank you to the Misty Ridge, Rivergate, Streets of Greenbrier and Saltmeadow Bay communities for sharing your “LemonAid” stand photos for this article, and thank you to every single CSL community in Virginia for your time and energy. When our teams come together, amazing things can happen!

This is only our latest demonstration of how Capital Square cares. From diaper drives to toy drives to radiothons and so much more, at Capital Square, we are always working to build something bigger than ourselves.

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Our team heard the call and dedicated themselves to the cause.

Team members at our Richmond headquarters brought in diapers by the box-full. Others working at offices across the country shipped diapers purchased from Amazon and Target wish-lists to add to our collection. Property management personnel working on site at Capital Square Living communities took pauses in their day to help contribute to our total team effort.

By the end of our drive, the Capital Square team collected 4,075 diapers, which were delivered to Little Hands in multiple carloads. We were proud to help this great organization stock their shelves to help answer at least this single need through the end of the year.

“Seeing the boxes of diapers pile higher and higher was exciting and humbling,” said Capital Square investor communications specialist and effort coordinator Sara Farnor. “Diapers are essential to babies’ health, wellbeing and development, not to mention vital for the peace of mind for families who might already be struggling to make ends meet. I am proud to work with a team whose hearts are ready to assist families they don’t know.”

Capital Square has a focus on building the future. Most frequently, we mean the future of real estate. However, in our Capital Square Cares initiatives, we remain focused on building the future for the youth of our communities.

This team-driven donation effort was just one more way in which we strive to be a catalyst for change in the places where we work, live, build and invest.

**Update: In October 2023, Capital Square was honored with the 2023 Big Hearts Award, which acknowledges our ongoing dedication to supporting and advancing Little Hands Virginia’s mission to provide essential items to all children in Central Virginia from birth. A sincere thank you to all the volunteers, donors and advocates at Capital Square who have contributed to and promoted the mission of Little Hands Virginia.**

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“As business leaders, we have a duty to build something bigger than ourselves – to give back to the community,” said Louis Rogers, founder and co-chief executive officer of Capital Square. “We are thrilled the sponsorship will have a lasting impact by advancing pediatric care in the region. We are honored that the new elevator bank in the Children’s Tower will bear the Capital Square name and remind our investors, team members, family and friends of our duty to give back to the community.”

Our hope is that this sponsorship will have a lasting impact on the development of innovative programs that advance pediatric care. And this was only the beginning of our partnership with the Children’s Hospital of Richmond at VCU.

Working the Phones for the “36 Hours for Kids Radiothon”

Capital Square was also a sponsor of the Children’s Hospital of Richmond’s 11^th annual “36 Hours for Kids Radiothon.” In November 2022, a team from Capital Square was on the phones, collecting donation information live as it came in. One team member even took a call from a child in the hospital who wanted to pledge her own financial support. Listen to the powerful story of this inspirational caller.

Afterward, we had the pleasure to take a tour of the new Children’s Tower, well into its construction. The vision and powerful potential of the space was already so clear.

Toy Donation Drive for the Holidays

Our Richmond-based team also came together to bring the joy of the season to the Children’s Hospital of Richmond (CHoR) patients, donating 136 toys in person, plus even more ordered through CHoR’s Amazon Wishlist in December 2022. We think about building the future in many ways, and this time of year especially, we wanted to make the season a bit more special for kids who couldn’t be at home for the holidays.

An Ongoing Relationship

The ribbon has been cut, and the Children’s Tower at the Children’s Hospital of Richmond (CHoR) at VCU officially opened on April 30^th, 2023. We look forward to continuing our support of the Children’s Hospital and its patients for a long time to come.

“Thanks to this generous donation from Capital Square, we are even closer to our goal to help ensure that children in Central Virginia have access to world-class medical care.”

Lauren Moore, president and CEO of Children’s Hospital Foundation

Read more about CHoR’s campaign for the Children’s Tower and how this life-saving space will continue to impact the futures of children of Central Virginia and beyond.

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The day of recognition is making us think back to last year, when Capital Square raised record-breaking proceeds to help support critical research and programs for the nearly one million people living with MS in the United States. Due to these efforts and beyond, Louis J. Rogers, Capital Square’s founder and co-chief executive officer, was honored by the Virginia-West Virginia chapter of the National MS Society as the recipient of the 2022 Frank N. Cowan Silver Hope Award. This award was given in recognition of Rogers’ significant contributions to the Richmond, Virginia community, including those suffering with MS. It was presented at the National Multiple Sclerosis Society’s Annual Richmond Dinner of Champions on September 27, 2022.

“I have known Louis Rogers for a long time, and I’m pleased to see that he is attacking the cure for MS the same way he would combat a real estate transaction – with 110% effort,” said Jeff Gregor, vice chair for the 2022 MS Society Dinner of Champions and long-time colleague of Rogers. “On behalf of the executive team at Capital Square, I am thrilled that Louis has been chosen for this prestigious award.”

Building legacies can mean many things, and in Capital Square’s investor-centric business model, the firm spends every day empowering pathways to multi-generational wealth through tax-advantaged real estate investments. However, legacies can be built in countless ways. Ongoing philanthropy speaks to our core values. Being a leader in business means demonstrating all the ways we can make a bigger impact.

At Capital Square, we’re always working to be the change needed in the communities where we work, live, build and invest. Learn more about how Capital Square Cares.

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