Capital Square Achieves Impressive Returns from Fund Sale

Investment Success with Capital Square
Capital Square has recently announced a significant success with its sale of the CSRA Grocery Portfolio I, a Delaware statutory trust (DST) that features a collection of grocery stores strategically located in several shopping centers. This sale has brought forth a remarkable total return of 184% to the investors involved, showcasing Capital Square's dedication to enhancing the value of tax-advantaged real estate investments.
A Track Record of Success
Since its inception in 2012, Capital Square has made substantial strides in the real estate investment landscape. The firm has successfully executed 34 full-cycle DST programs, yielding an impressive average total return of 166.79% and an internal rate of return standing at 12.14%. The company's strategy centers around meticulous asset selection and attentive management, ultimately aiming to deliver consistent returns to investors.
Strong Leadership and Strategic Vision
Louis Rogers, founder and co-CEO of Capital Square, emphasizes the importance of their systematic approach to investment. He stated, "Capital Square remains focused on delivering consistent, tax-advantaged returns through smart asset selection and proactive management." This steady commitment to excellence further positions Capital Square as a leader in its sector.
Details of the Grocery Portfolio Sale
CSRA Grocery Portfolio I includes three noteworthy properties: the West Point Village in Asheboro, College Lakes in Fayetteville, and Kris Krossing in Conway. These shopping centers are primarily anchored by Food Lion, a well-regarded supermarket chain serving a substantial customer base in the Southeast. This strategic placement illustrates Capital Square's acute awareness of market demands and retail trends.
Positive Outcomes from Necessity-Based Retail
Whitson Huffman, co-CEO and chief investment officer, reflected on the successful sale, stating, "This full-cycle event exemplifies the strength of Capital Square's strategy and the enduring appeal of DST programs. By focusing on necessity-based retail assets in growing markets, we've achieved a remarkable return for our investors." Indeed, targeting essential retail properties is a proven strategy to foster investment resilience.
Commitment to Growth and Quality
Since 2012, Capital Square has acquired an impressive portfolio of over 170 real estate assets. These acquisitions cater to more than 6,500 investors who are in search of quality properties that qualify for tax deferral under Section 1031 of the Internal Revenue Code. Capital Square’s broad range of services also benefits high-net-worth individuals and institutional investors seeking stability and capital appreciation.
About Capital Square
Capital Square is a national real estate investment firm that excels in tax-advantaged real estate opportunities. The firm specializes in developing and managing multifamily communities and has generated over $7.9 billion in transactions so far. Additionally, their property management division oversees over 13,000 apartments across different states, underlining their expansive reach and expertise in asset management.
Frequently Asked Questions
What is the CSRA Grocery Portfolio?
The CSRA Grocery Portfolio is a collection of grocery-anchored shopping centers, primarily focused on delivering essential retail services in strategic locations.
What total return did Capital Square deliver to its investors?
Capital Square achieved a total return of 184% for the investors involved in the CSRA Grocery Portfolio DST.
Who are the major retail anchors in the grocery portfolio?
The primary anchor for the centers in the CSRA Grocery Portfolio is Food Lion, which is a prominent supermarket chain.
How many full-cycle DST programs has Capital Square completed?
Capital Square has successfully executed 34 full-cycle DST programs, averaging a total return of approximately 166.79%.
What services does Capital Square provide to investors?
Capital Square offers a range of services including acquisition, property management, and advisory services tailored to high-net-worth individuals and institutional investors.
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