Capital Square West Coast Due Diligence Meeting

Monday, May 5 - Tuesday, May 6, 2025

Newport Beach, CA

Agenda

Monday, May 5, 2025

12:00 pm - 4:00 pm Arrivals

Renaissance Newport Beach Hotel

4500 MacArthur Blvd

Newport Beach, CA 92660

5:00 pm - 8:00 pm Welcome Reception & Dinner

Twenty Eight

19530 Jamboree Rd

Irvine, CA 92612

Tuesday, May 6, 2025

7:30 am - 8:00 am Breakfast

Pacific Club

4110 MacArthur Blvd

Newport Beach, CA 92660

8:00 am - 8:30 am Welcome & Kick-Off

Louis Rogers - Founder and Co-Chief Executive Officer

Jessica Correnti - EVP Distribution & National Accounts

8:30 am - 9:15 am Investment Thesis

Whit Huffman - Co-CEO & CIO

9:15 am - 10:15 am State of Square

Jay Olander - President & CFO

10:15 am - 10:25 am Break

10:25 am - 11:25 am Art of Deal (MF DSTs & BFR DSTs)

Whit Huffman - Co-CEO & CIO

11:25 am - 12:25 pm Lunch with Jay Parsons

12:25 pm - 1:30 pm Opportunity Zones, update & OZ IX

Natalie Mason - Co-Head of Development

1:30 pm - 2:00 pm REIT & Preferred

Jay Olander - President & CFO

2:00 pm - 2:30 pm Fireside Chat/closing statements

Louis Rogers

Jay Olander

Whit Huffman

Natalie Mason

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 multi-family 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. Private placements are speculative.

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