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Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including Delaware statutory trusts and qualified opportunity zone funds. Founded in 2012, the investor-centric company has quickly grown to have completed more than $2.5 billion in transaction volume, as of December 23, 2020. The firm is a leading sponsor of Delaware statutory trust offerings for investors seeking replacement property as part of a Section 1031 exchange and cash investors. Based on current market conditions, Capital Square strategically focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums to provide investors access to larger and higher quality real estate than they would be able to acquire on their own. The investment management firm launched its first qualified opportunity fund in July 2019 for investors seeking the benefits of qualified opportunity zone investing as a result of the Tax Cuts and Jobs Act of 2017.
Created through the merger of First Southwest and Southwest Securities, HilltopSecurities delivers the forthright advice and tailored solutions necessary for municipal issuers, institutions, broker-dealers and individuals to thrive. Our areas of focus include public finance; municipal and taxable fixed income underwriting, sales and trading; equity and portfolio trading; retail brokerage services; securities clearing; structured finance; and securities lending. A wholly owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities` affiliates include Hilltop Securities Independent Network Inc., PlainsCapital Bank, PrimeLending and National Lloyds Corporation. HilltopSecurities is a member of NYSE, FINRA and SIPC. Rooted in the communities we serve, we embrace our vision to build noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. We leverage our bold, adaptive firm culture and deep municipal market experience. We blend honesty with sound judgement, serving as our clients` strongest ally and fiercest advocate. By creating and sustaining relationship capital with our clients — and our employees — we create an environment that ensures both are empowered to make the best decisions to achieve personal definitions of success.
Kovitz Investment Group is a Chicago, IL-based company in the Financial Services sector.
Spectrum Advisory Services is a Atlanta, GA-based company in the Financial Services sector.
Platinum Capital Management (Usa) is a Los Angeles, CA-based company in the Financial Services sector.