Capital Square – Discover Tax-Advantaged Real Estate Investing – 10.12.20

Summary:

Now On Demand.

Join executives from Capital Square to learn more about tax-advantaged real estate investing options and the potential benefits available to accredited investors. The presentation will explore Section 1031 exchanges, Delaware statutory trusts and qualified opportunity zone funds.

Speakers:

Louis J. Rogers is founder and chief executive officer of Capital Square, where he oversees the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors. Rogers also provides investment banking services for owners. He is a nationally recognized authority in structuring securities offerings for real estate investments and serves as a consultant and expert witness on Regulation D private placements, non-traded REITs, Section 1031 exchanges, DST and TIC programs, real estate funds, and issues related to broker-dealers and registered investment advisors. In 1998, Rogers assisted in the formation of Triple Net Properties, LLC as outside legal counsel before being named president and a member of the board in 2004. Under Rogers’ leadership, Triple Net became the nation’s largest sponsor of securitized Section 1031 exchange programs. While at the firm, he was responsible for the syndication of more than $4 billion of real estate within in excess of 100 offerings, including DSTs, TICs, REITs and real estate funds that acquired office, government, multifamily, retail and healthcare properties throughout the United States. From 1987 to 2004, Rogers was a partner with Hirschler Fleischer, a prestigious law firm based in Richmond, Virginia. He founded and led the firm’s real estate securities practice group, one of the largest of its kind. Rogers earned a Bachelor of Science from Northeastern University with highest honors in 1979, as well as a Bachelor of Arts with honors in 1981, and a Master of Arts in 1985 in jurisprudence from Oxford University. He also earned a juris doctorate in 1984 from the University of Virginia School of Law. Rogers was a member of the adjunct faculty at the Marshall-Wythe School of Law at the College of William and Mary from 1993 to 1996, and the University of Virginia School of Law from 1995 to 2000, where he taught “Real Estate Transactions and Finance.”

Whitson Huffman is responsible for the oversight of investment activity at Capital Square, which includes leadership of the firm’s real estate investments related to its Delaware statutory trust/Section 1031 exchanges, qualified opportunity zone funds and other private placement investment offerings. Prior to Capital Square, he was an associate at JBG Smith (formerly The JBG Companies), an NYSE-listed REIT and fund manager with a $4.5 billion market capitalization. While at JBG Smith, Huffman developed 1,300 residential units and over 210,000 square feet of retail with a total capitalized value of over $650 million. He also sought entitlements for over 1,500 residential units and 350,000 square feet of retail, with a projected capitalized value of over $400 million. Prior to joining JBG Smith, Huffman was employed as a consultant in the financial services group at Ernst & Young, working on multifaceted banking and capital markets projects for systemically important financial institutions. He earned a B.S. in Finance from Miami University Farmer School of Business and completed a Master of Real Estate, Finance from Georgetown University. He is active in a number of programs, including the National Multifamily Housing Council, the National Capital Chapter of Ducks Unlimited and the Institute of Portfolio Alternatives (IPA) inaugural Rising Leaders Council. The IPA Rising Leaders Council focuses on introducing professionals to the portfolio diversifying investments industry and helping to create dynamic and engaging conference and educational programming for the IPA.

James Brunger serves as executive vice president, national sales of Capital Square. Prior to joining the firm, he was senior vice president at LaSalle Investments, a wholly owned subsidiary of Jones Lang LaSalle (JLL), where he managed the distribution of REITs and real estate products throughout the eastern United States. In this capacity, Brunger worked with leading FINRA licensed broker-dealers and RIAs. During his tenure, investments in the flagship REIT, JLL Income Property Trust, grew from a seed investment to $1.8 billion. Previously, Brunger served as the national sales manager for Sterling Foundation Management, where he managed a team of professionals, assisted family offices and ultra-high net worth individuals in formations and managed private family foundations, donor advised funds, and charitable trusts. He was also a regional vice president at New York Life/MainStay Investments where he was responsible for wire-house broker-dealer distribution and he facilitated over $300 million in annual sales of investment and insurance-related products. Brunger also served as regional vice president for Fidelity Charitable Services, a Fidelity Investments Company. While there, he worked with attorneys, accountants and families structuring donations of private business interests, real estate, private stock and public stock into the Fidelity Charitable Gift Fund, a national donor advised fund program. The program grew from $700 million to more than $2.5 billion in annual gifts. Brunger holds the Chartered Advisor in Philanthropy (CAP) designation from The American College, and FINRA licenses Series 6, 7 and 63. Brunger earned a bachelor’s degree in English and political science from the University of Vermont.