Capital Square Elevates Donna Quick to Executive VP Role

Capital Square Names New Executive Vice President of Investor Relations

Capital Square, a prominent player in the tax-advantaged real estate investment sector, has made a significant move by promoting Donna Quick to the position of Executive Vice President of Investor Relations. This decision underscores the company's commitment to enhancing communication with its investor community.

Background on Donna Quick

Donna Quick's career spans over three decades in customer service and database management, marking her as a seasoned leader in investor relations. Joining Capital Square in 2016, she has progressively climbed the ranks, showcasing her expertise and dedication. Previously, she served as manager of the investor relations team, before being named assistant vice president and then vice president in 2022. Most recently, she held the title of senior vice president, demonstrating an upward trajectory in her professional journey.

Her Role and Responsibilities

In her new role, Quick will oversee all aspects of investor relations, which includes managing communication with investors and their financial advisors. Her responsibilities also involve leading the firm's investor relations team, which has been recognized for maintaining exceptionally high engagement levels. Quick's previous experiences have equipped her with the skill set needed to manage communications effectively and efficiently.

Recognition from Leadership

Louis Rogers, the founder and co-CEO of Capital Square, expressed confidence in Quick's capabilities, stating, "Donna leads an investor relations team that performs at an exceptionally high level. Her leadership has been instrumental in servicing over 9,400 investor accounts, representing more than $3 billion in equity." Facts like these highlight the robust workload she manages, including reports for 113 active funds.

Capital Square's Growth and Development

Capital Square has established itself as a leader in the real estate investment market, particularly in tax-advantaged avenues such as Delaware statutory trusts and opportunity zone funds. With an impressive track record since its founding, the firm has completed over $7.9 billion in transaction volume, showcasing its growth and success.

Commitment to Investors

Quick emphasizes the importance of personal relationships in investor relations. "One of the keys to Capital Square's success is getting to know our investors and establishing a high level of trust via proper communications and reporting. It's that personal touch that defines our company," she notes. This philosophy not only enhances client relationships but also solidifies the reputation of Capital Square in the industry.

About Capital Square

Capital Square stands as a vertically integrated national real estate firm with a specific focus on tax-advantaged real estate investments. The firm's repertoire includes managing multifamily communities and a notable development in mixed-use projects featuring over 2,000 apartments valued at over $870 million. Their comprehensive approach includes due diligence, acquisition, property management, and asset disposition tailored for high-net-worth investors and others.

Future Endeavors and Achievements

As part of its ongoing mission, Capital Square continues to focus on delivering premium services to its investors, aiming to reinforce its position as an industry leader. With results-driven approaches and innovative strategies, the firm stands out among its competitors.

Contact Information

For further inquiries, please reach out to Jill Swartz at Spotlight Marketing Communications at 949-427-1389 or via email at jill@spotlightmarcom.com.

Frequently Asked Questions

What responsibilities does Donna Quick have in her new role?

Donna Quick will oversee investor relations, managing communication with investors and leading the investor relations team.

How has Quick contributed to Capital Square's success?

Her leadership and relationship-building skills have been crucial in servicing a vast number of investor accounts, significantly contributing to the company's growth.

What sectors does Capital Square focus on?

Capital Square specializes in tax-advantaged real estate investments, including Delaware statutory trusts and opportunity zone funds.

How long has Capital Square been active in the market?

Capital Square has been operational since 2012 and has completed over $7.9 billion in transactions.

Where can I find more information about Capital Square?

More information is available on the Capital Square website, detailing their services and investment opportunities.

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