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

4:45 pm - 5:00 pm Shuttle to Dinner

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

CSRA Team

8:30 am - 9:15 am Investment Outlook

Louis Rogers - Founder & Co-CEO

9:15 am - 9:45 am Risk & Asset Management

Chris Hirth - Executive VP, Asset Management

9:45 am - 9:55 am Break

9:55 am - 10:25 am Property Management

Chris Hirth - Executive VP, Asset Management

10:25 am - 11:25 am Deep Dive: Development

Whit Huffman - Co-CEO

11:25 am - 11:45 am Break

11:45 am - 12:30 pm Working Lunch | Advisor Panel

12:30 pm - 1:00 pm DST Program Review

Louis Rogers - Founder & Co-CEO

1:00 pm - 1:40 pm Deep Dive: Build-For-Rent

1:40 pm - 1:50 pm Break

1:50 pm - 2:20 pm REIT & Preferred

Jay Olander - President & CFO

2:20 pm - 2:35 pm Closing

Louis Rogers - Founder & Co-CEO

Whit Huffman - Co-CEO

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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