Investment Overview

About Capital Square
DST Investments

Capital Square is a real estate investment sponsor known for Delaware Statutory Trust offerings and other alternative real estate investment programs. Capital Square DST investments have included properties across multiple sectors, including multifamily, industrial, self-storage, medical office, and other income-producing real estate assets.

Like other DST investments, Capital Square DST interests are generally structured as long-term, illiquid private real estate securities. They are not publicly traded, and investors seeking liquidity before a full-cycle event, property sale, or sponsor-directed disposition may need to evaluate available transfer options and potential secondary market demand.

Investment Snapshot

Capital Square DST
Investments At A Glance

DST Liquidity Considerations

Can You Sell A
Capital Square DST Investment?

Capital Square DST interests may be transferable in certain situations, but any potential sale is typically subject to the governing trust documents, sponsor procedures, transfer restrictions, and available qualified buyer demand. Because DST interests are private securities, investors should not assume that a sale can be completed on the same timeline or at the same value as a publicly traded investment.

A secondary market review can help determine whether there may be current interest from buyers, what documentation may be required, and how factors such as property performance, remaining loan terms, cash flow, asset type, and anticipated hold period may affect potential pricing.

Valuation Factors

What May Impact The Value Of A Capital Square DST Interest?

The potential value of a Capital Square DST interest on the secondary market can vary based on both investment-specific and market-wide factors. Buyers may evaluate the underlying property, distribution history, debt structure, remaining hold period, sponsor communications, and any known sale or refinancing activity.

• Current and historical distribution performance
• Property type, location, occupancy, and tenant profile
• Loan terms, maturity dates, leverage, and refinancing risk
• Remaining expected hold period or potential disposition timing
• Transfer restrictions and sponsor approval requirements
• Current buyer demand for similar DST interests

Investor Review Process

How Capital Square
DST Review Works

Alternative Investment Liquidity helps investors evaluate potential liquidity options for Capital Square DST investments. The review process typically begins with basic investment information, ownership details, and any recent sponsor statements or communications.

Once the investment is reviewed, our team can help assess whether a secondary market transaction may be possible, what documentation may be needed, and whether holding the investment, pursuing a transfer, or waiting for a future sponsor event may be more appropriate based on the investor’s objectives.

Important Considerations

Before Selling Capital
Square DST Investment

Selling a DST interest may involve tradeoffs. Investors seeking immediate liquidity may receive a price that differs from their original investment amount, sponsor-reported value, or projected property value. In some cases, waiting for a future property sale or sponsor-directed liquidity event may produce a different outcome.

Investors should carefully review tax considerations, 1031 exchange implications, transfer requirements, and personal liquidity needs before deciding whether to pursue a sale.