Capital Square's HQ Due Diligence Meeting

(For RIAs & Due Diligence Officers)

Wednesday, June 4, 2025 - Thursday, June 5, 2025

Richmond, VA

Agenda

Presenting Capital Square Team to Include:

Louis Rogers - Founder & Co-CEO

Whit Huffman - Co-CEO

Jay Olander - President & CFO

Chris Hirth - Executive VP, Asset Management

Jorge Figueiredo - Executive VP, Portfolio Management

Natalie Mason - Executive VP, Co-Head of Development

Michael Ollinger - Executive VP, Co-Head of Development

Bennie Su - VP, Private Equity

Justin Dennett - VP, Private Equity

Wednesday, June 4, 2025

12:00 pm - 4:00 pm Arrivals

Hilton Richmond Hotel & Spa/Short Pump

12042 W Broad St

Richmond, VA 23233

5:00 pm - 8:30 pm Due Diligence Welcome Dinner Hosted by Capital Square Leadership

Thursday, June 5, 2025

8:00 am - 8:30 am Breakfast at Capital Square

Capital Square Office

4851 Lake Brook Dr, Glen Allen, VA 23060

8:30 am - 12:45 pm Capital Square's HQ Due Diligence Meeting

State of The Square

Investment Thesis Review

Property & Asset Management

The Art of the Deal - Multifamily DSTs

Build for Rent - Development & DSTs

Opportunity Zones & Future of Capital Square

1:00 pm - 1:30 pm Hard Hat Tour of Chasen

1:30 pm Departures

Optional Complimentary Pass to Mid-Atlantic OZ Summit

June 4 from 10:30AM - 2:30PM

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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