Capital Square, a leading sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities nationwide, today announced that Phillip Jensen has joined the firm as senior vice president, national accounts, and will also oversee sales efforts in the Northwest territory comprised of California, Idaho, Montana, Oregon, Washington and Wyoming. In his new role, Jensen will work alongside Albert Thompson, senior vice president, national accounts, to build and strengthen strategic relationships with broker-dealers and registered investment advisers nationwide.
Jensen brings more than two decades of financial services experience to Capital Square. He has spent his career building capital formation and distribution relationships across the independent broker-dealer and registered investment adviser channels. Most recently, he served as managing director, capital formation and distribution at Purified Resource Partners, where he led national capital raising strategy and distribution efforts across broker-dealer and RIA channels for an emerging energy sponsor. Prior to that, he held the same role at Skyway Capital Markets, where he led capital formation for alternative investment sponsors and supported capital raising for real estate, debt and tax-advantaged fund sponsors.
Jensen earned his MBA and Bachelor of Applied Arts and Sciences from Lamar University. He holds the Accredited Asset Management Specialist designation and FINRA Series 7, 24 and 63 licenses.
“Phillip has built and expanded national broker-dealer and RIA distribution partnerships throughout his career,” said Jessica Correnti, executive vice president, distribution and national accounts. “He is a respected professional in the alternative investment industry, and his addition strengthens our ability to serve advisers and their clients as we continue to expand our platform of tax-advantaged offerings.”
In a related move, Bob Crandall is transitioning his role from national accounts to vice president, RIA sales – West, strengthening the company’s presence within the registered investment adviser channel. Jack Reifsnider, regional vice president of Southeast sales, and Preston Nevins, vice president, Southeast and Blue Ridge sales, will continue to expand relationships throughout the Southeast territory.
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, development funds and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $9.1 billion in transaction volume. Its mixed-use development projects total over 2,700 housing units with an aggregate development value in excess of $1 billion, and Capital Square Living, the firm’s property management division, oversees nearly 14,000 apartments across eight states. 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. The company has been recognized by Inc. 5000 as one of the fastest-growing private companies in the nation for nine consecutive years. Learn more at CapitalSq.com.
Disclosure
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 sell 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 and illiquid. Diversification does not guarantee profits or protect against losses. FINRA Broker Check link: https://brokercheck.finra.org/.
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