Capital Square

Trilogy Real Estate Group Hires Erica Blue as Product Specialist and Assistant Territory Manager

Retrieved on: 
Tuesday, April 9, 2024
Blue, Georgetown University, University, Trauma surgery, University of California, Trilogy, Investment, CAIA, FINRA, Capital Square

CHICAGO, April 9, 2024 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Erica Blue has joined the company as product specialist and assistant territory manager.

Key Points: 
  • CHICAGO, April 9, 2024 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Erica Blue has joined the company as product specialist and assistant territory manager.
  • "We are building a top-tier sales team to support our growing investment platform and are pleased that Erica has joined forces with us," said Matt Leiter, chief financial officer for Trilogy Real Estate Group.
  • "Erica has an impressive track record and a passion for real estate that make her ideally suited for this opportunity."
  • Trilogy Real Estate Group acquires, develops and manages properties across the Midwest and the Southeast, and has sponsored more than 16 investment offerings, including DSTs and qualified opportunity zone funds.

Capital Square Appoints Drew Jackson as Chief Distribution Officer

Retrieved on: 
Tuesday, April 9, 2024
Professional, Truist Financial, Business administration, Education, Capital, Concorde, Housing, CIMA, Radford University, FINRA, AAMS, Capital Square, Financial adviser

"Drew's extensive experience on the advisor side and the immediate and significant positive impact he has had on Capital Square makes him an invaluable addition to our executive team. His leadership will enhance our ability to serve investors and advisors with excellence," remarked Louis Rogers, founder and co-chief executive officer of Capital Square. "We are building something greater than ourselves at Capital Square -- we are building a real estate investment platform that emphasizes training and education for investors and advisors. Drew is the ideal executive to lead distribution with an emphasis on training and education."

Key Points: 
  • RICHMOND, Va., April 9, 2024 /PRNewswire/ -- Capital Square , one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, announced today the promotion of Drew Jackson to chief distribution officer.
  • In his new role, Jackson will oversee the distribution of Capital Square's investment offerings and will lead the firm's training and education initiative.
  • His leadership will enhance our ability to serve investors and advisors with excellence," remarked Louis Rogers, founder and co-chief executive officer of Capital Square.
  • Jackson, who has more than 25 years of experience in the financial services industry, joined Capital Square earlier this year as senior managing director, private wealth solutions.

Capital Square Names Industry Veteran Jay Olander as President & CFO

Retrieved on: 
Monday, March 4, 2024
Acquisition, REIT, Growth, Radford University, Virginia Commonwealth University, Sale, Capital Square, Landmark, Real estate investment trust, Trust, Greater Richmond Region, Capital, Starwood Capital Group, Harvard Business School, Housing

An established leader in the real estate industry with expertise in the REIT and multifamily sectors, Olander brings over 40 years of proven expertise to Capital Square.

Key Points: 
  • An established leader in the real estate industry with expertise in the REIT and multifamily sectors, Olander brings over 40 years of proven expertise to Capital Square.
  • "I am thrilled that Jay Olander, our colleague and friend, has joined the senior leadership at Capital Square," said Louis Rogers, founder and co-chief executive officer of Capital Square.
  • With his depth of experience, we aim to expedite the path Capital Square is on – to make Capital Square the best real estate company in the nation."
  • Prior to joining Capital Square, Olander was an independent director of Capital Square Apartment REIT, Inc. and the managing partner of Cornerstone Realty Advisors, LLC.

Trilogy Real Estate Group Hires Margo Steahly as Senior Vice President, Sales Operations & Due Diligence

Retrieved on: 
Thursday, February 22, 2024
Tenant, DePaul University, Georgetown University, Marketing, RIA, DST, REIT, Capital Square, TICA, FINRA, Trauma surgery

CHICAGO, Feb. 22, 2024 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Margo Steahly has joined the company as senior vice president, sales operations and due diligence.

Key Points: 
  • CHICAGO, Feb. 22, 2024 /PRNewswire/ -- Trilogy Real Estate Group , a Chicago-based real estate investment and property management firm, announced today that Margo Steahly has joined the company as senior vice president, sales operations and due diligence.
  • "Trilogy is always looking to enhance the performance of its sales and distribution efforts, and Margo's extensive background makes her an excellent addition for our sales team," said Matt Leiter, chief financial officer for Trilogy Real Estate Group.
  • Steahly has more than 25 years of experience in sales and marketing and has been focused on private placements since 2003.
  • Trilogy Real Estate Group acquires, develops and manages properties across the Midwest and the Southeast, and has sponsored more than 16 investment offerings, including DSTs and qualified opportunity zone funds.

Celia Wanderley joins BIG as Chief Innovation Officer

Retrieved on: 
Tuesday, February 20, 2024
AB, Multimedia, AI, Capital Square, BIG, Public sector, Artificial intelligence, Woman, Management

EDMONTON, AB, Feb. 20, 2024 /PRNewswire/ - Bits In Glass, an award-winning, global digital transformation and business process automation firm, that has been serving Fortune 2000 & Public Sector clients for over two decades from its North America, UK and India offices, is welcoming Celia Wanderley to its executive leadership team in the role of Chief Innovation Officer.

Key Points: 
  • EDMONTON, AB, Feb. 20, 2024 /PRNewswire/ - Bits In Glass, an award-winning, global digital transformation and business process automation firm, that has been serving Fortune 2000 & Public Sector clients for over two decades from its North America, UK and India offices, is welcoming Celia Wanderley to its executive leadership team in the role of Chief Innovation Officer.
  • BIG's addition to the team marks the first significant move as part of its ambitious growth strategy after the investment by Capital Square partners .
  • A highly accomplished executive with more than 25 years of experience in the technology sector, for the last few years, Celia held the Chief Technology Officer and Head of Invent positions at AltaML.
  • Before that, Celia was a leader at Deloitte Consulting in the Technology Transformation and Architecture practice.

Celia Wanderley joins BIG as Chief Innovation Officer

Retrieved on: 
Tuesday, February 20, 2024
AB, AI, Capital Square, BIG, Public sector, Artificial intelligence, Woman, Management

EDMONTON, AB, Feb. 20, 2024 /PRNewswire/ -- Bits In Glass, an award-winning, global digital transformation and business process automation firm, that has been serving Fortune 2000 & Public Sector clients for over two decades from its North America, UK and India offices, is welcoming Celia Wanderley to its executive leadership team in the role of Chief Innovation Officer.

Key Points: 
  • EDMONTON, AB, Feb. 20, 2024 /PRNewswire/ -- Bits In Glass, an award-winning, global digital transformation and business process automation firm, that has been serving Fortune 2000 & Public Sector clients for over two decades from its North America, UK and India offices, is welcoming Celia Wanderley to its executive leadership team in the role of Chief Innovation Officer.
  • BIG's addition to the team marks the first significant move as part of its ambitious growth strategy after the investment by Capital Square partners .
  • A highly accomplished executive with more than 25 years of experience in the technology sector, for the last few years, Celia held the Chief Technology Officer and Head of Invent positions at AltaML.
  • Before that, Celia was a leader at Deloitte Consulting in the Technology Transformation and Architecture practice.

Former Concorde Holdings CEO Drew Jackson Joins Capital Square as Senior Managing Director, Private Wealth Solutions

Retrieved on: 
Tuesday, February 6, 2024
Business administration, CIMA, AAMS, RIA, Concorde, FINRA, Housing, Truist Financial, Radford University, Risk, Capital Square, Financial services

Jackson joins Capital Square from Concorde Holdings, a leading broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and chief executive officer.

Key Points: 
  • Jackson joins Capital Square from Concorde Holdings, a leading broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and chief executive officer.
  • "We are thrilled that Drew Jackson, a well-respected and exceptionally knowledgeable leader in our industry, has joined Capital Square's leadership team.
  • Earlier in his career, Jackson directed the wealth strategies group of Scott & Stringfellow and BB&T Securities (now Truist Financial), where he led those firm's client-focused wealth management programs.
  • In 2023, Jackson was a finalist for WealthManagement.com's "CEO of the Year."

Capital Square Awarded Prestigious AMO® Accreditation by IREM®

Retrieved on: 
Wednesday, January 31, 2024
Property, Growth, DST, IREM, Housing, Internal Revenue Code, AMOS, Investment, Professional, AMO, Ethics, REIT, Capital Square, Professional ethics, Accreditation, Trust, Accounting, Property management

Capital Square joins an exclusive group of real estate management companies world-wide that have met the requirements to earn this distinction.

Key Points: 
  • Capital Square joins an exclusive group of real estate management companies world-wide that have met the requirements to earn this distinction.
  • "Capital Square is an investor-centric manager with an emphasis on tax-advantaged real estate investments," said Louis Rogers, founder and co-chief executive officer of Capital Square.
  • This is another major milestone in the growth and development of Capital Square as a leading manager of real estate investments."
  • Capital Square has overseen more than 170 individual properties for 135 investment offerings owned by over 6,500 investors nationwide.

Jones Street Investment Partners Expands Footprint in Virginia with Acquisition of Multifamily Community in Richmond

Retrieved on: 
Friday, January 26, 2024
Residential Building & Real Estate, Construction & Property, REIT, Population growth, COE, Niche (company), Housing, Atmosphere of Earth, Walking, Capital One, CoStar Group, Acquisition, Jones Street, Dominion Energy, Capital Square, LEGO, CarMax

“We are excited to add another ideally located Richmond-area asset to our portfolio with the acquisition of Summit at Bon Air,” said Matt Frazier, founder and COE of Jones Street.

Key Points: 
  • “We are excited to add another ideally located Richmond-area asset to our portfolio with the acquisition of Summit at Bon Air,” said Matt Frazier, founder and COE of Jones Street.
  • Jones Street plans to upgrade the remaining 77 units to provide an enhanced living experience.
  • Improvements have also been made to the property’s amenities, including renovations to the parking lot, fencing, grilling stations, landscape enhancements, and signage.
  • Bon Air has an A+ rating from Niche.com as well as an A rating in the “Good for Families” category.

Capital Square Appoints Jon Trott and Dave Platter to Serve as Co-Chief Investment Officers

Retrieved on: 
Monday, January 22, 2024
University of Virginia, JPMorgan Chase, Fuqua School of Business, Smith, Housing, Business administration, Business, Duke University, Acquisition, JBG, Harvard Business School, Capital Square, JBG Smith, University, Tufts University, Management

"Since our founding in 2012, Capital Square has grown significantly in both size and sophistication," said Whitson Huffman, co-chief executive officer of Capital Square.

Key Points: 
  • "Since our founding in 2012, Capital Square has grown significantly in both size and sophistication," said Whitson Huffman, co-chief executive officer of Capital Square.
  • As co-chief investment officers, Jon and Dave will help Capital Square continue to diversify our investment opportunities and equity partners."
  • In their new roles as co-chief investment officers, Trott and Platter will oversee Capital Square's investment strategy, allocations, new business development and the structuring of new partnerships and joint ventures that utilize both retail and institutional capital.
  • Prior to Capital Square, Trott and Platter led the private equity team of The Amherst Group's build-for-rent division, where they were responsible for capital raising, acquisition sourcing and overall management of the division.