Capital Square Due Diligence Meeting

Wednesday, October 15 - Thursday, October 16, 2025

Richmond, Virginia

Agenda

Wednesday, October 15, 2025

8:00 a.m. - 12:00 p.m. Arrivals

Invest & Manage

1:30 p.m. Lunch with Investor Relations & Closing Team

2:00 p.m. - 4:30 p.m. Deep Dive into Investing, featuring:

  • Louis Rogers - Founder & Co-CEO

  • Whit Huffman - Co-CEO & CIO

  • Jacqueline Rogers - CCO & COO

4:30 p.m. - 8:30 p.m. Full Property Experience, featuring:

  • Gus Remppies - President, Capital Square Living

  • Trolley Tour of DST & OZ Properties

  • Dinner & Reception

Thursday, October 16, 2025

Build & Manage

8:30 a.m. Breakfast with Leadership

9:00 a.m. - 10:45 a.m. Deep Dive into Legacy Building via:

  • DSTs, REIT & Preferred Offerings

  • Investor Relations & Client Experience

10:45 a.m. - 2:00 p.m. "Boots on Ground" in Capital Square Developments

  • Lunch & Advisor Advocate Panel

  • Opportunity Zones & Development Overview

  • Hear From Your Peers: Advisor Panel

  • Hard Hat Tour of a Recent OZ Property

2:15 p.m. Departures

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.

Our team is ready to assist you!