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

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Capital Square appoints Jon Trott and Dave Platter as co-chief investment officers to lead strategic investment initiatives, diversify investment opportunities, and manage equity partners. Trott and Platter's extensive experience in private equity and real estate development positions them to oversee investment strategy, allocations, and new business development.

RICHMOND, Va., Jan. 22, 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 that it has named Jon Trott and Dave Platter to lead the firm's strategic investment initiatives as co-chief investment officers.

"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. "We have long been one of the leading sponsors of tax-advantaged investment opportunities for retail investors, but in recent years have become a successful development and asset management firm for retail and institutional capital. As co-chief investment officers, Jon and Dave will help Capital Square continue to diversify our investment opportunities and equity partners."

Trott and Platter joined Capital Square in 2022 as managing directors to lead the company's private equity group, a new corporate division that focused on single-family build-for-rent homes and other non-traditional real estate investment opportunities.

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. Amherst is one of the nation's largest investors and operators of single-family rental homes, with $17 billion in assets under management in over 30 markets.

Previously, Trott was an investment professional with Spear Street Capital, a San Francisco-based real estate private equity firm. He began his career with JPMorgan Chase & Co., one of the globe's leading financial services firms, where he reported to the chief executive officer of asset management. There, he played a pivotal role in the execution of key mergers and acquisitions transactions, and other strategic initiatives. He earned a bachelor's degree from Tufts University and a Master of Business Administration from Harvard Business School.

Prior to his tenure with The Amherst Group, Platter was the co-founder of Southern Creek Capital, an investment manager in the single-family rental and multifamily spaces. He previously worked at the JBG Companies (now JBG SMITH Properties; NYSE: JBGS), where he was responsible for the development and acquisition of multifamily and mixed-use properties. He began his career with the asset management division of JPMorgan Chase & Co. Platter received a bachelor's degree from The University of Virginia and a Master of Business Administration from Duke University's Fuqua School of Business.

About Capital Square
Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). In recent years the company has become an active developer of mixed-use multifamily properties in the southeastern U.S., with eight current projects totaling approximately 2,000 apartment units with a total development cost in excess of $590 million. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square's related entities provide a range of services, including due diligence, acquisition, loan sourcing, property/asset management and disposition, for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors. Since 2017, Capital Square has been recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years. In 2017, 2018 and 2020, the company was also ranked on Richmond BizSense's list of fastest growing companies. Additionally, Capital Square was listed by Virginia Business on their "Best Places to Work in Virginia" report in 2019 and their "Fantastic 50" reports in 2019 and 2020. In 2023, Capital Square was recognized by the Richmond Times-Dispatch as one of the region's "Top Work Places." To learn more, visit www.CapitalSq.com.

Disclaimer: Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. Capital Square and WealthForge Securities, LLC are separate entities. There are material risks associated with investing in DST properties and real estate securities including illiquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Private placements are speculative. Diversification does not guarantee profits or protect against losses.

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SOURCE Capital Square

FAQ

Who are the new co-chief investment officers appointed by Capital Square?

Jon Trott and Dave Platter have been named as the new co-chief investment officers by Capital Square.

What is the role of Jon Trott and Dave Platter at Capital Square?

In their new roles, Trott and Platter will oversee Capital Square's investment strategy, allocations, new business development, and the structuring of new partnerships and joint ventures.

What is the ticker symbol for JBG SMITH Properties?

The ticker symbol for JBG SMITH Properties is JBGS.

What is the background of Jon Trott?

Jon Trott has experience in private equity with Spear Street Capital and was previously with JPMorgan Chase & Co.

Where did Dave Platter work before joining Capital Square?

Before joining Capital Square, Dave Platter was with The Amherst Group and Southern Creek Capital.