Join Louis Rogers, founder and CEO of Capital Square, for an insider’s tour through the full lifecycle of a successful real estate investor. With decades of experience leading one of the nation’s most active real estate investment firms, Rogers will break down how investors progress from their first property to building a diversified, professionally managed real estate portfolio capable of generating long-term income, appreciation, and tax advantages.
In this engaging and accessible session, Rogers will demystify the stages every real estate investor experiences—whether they realize it or not—including:
- Getting Started: How investors choose their first deal, what mistakes to avoid, and how to spot real opportunity.
- Scaling Up: Understanding leverage, evaluating risk, and identifying which types of properties create sustainable growth.
- Portfolio Maturity: Strategies for protecting gains, optimizing cash flow, and navigating refinancing, exchanges, and capital events.
- Tax-Advantaged Pivot Points: Where 1031 exchanges, DSTs, opportunity zones, and other structures fit into an investor’s journey.
- Legacy & Exit Planning: Converting active ownership into passive income, simplifying management burdens, and preserving wealth for future generations.
Rogers blends real-world case studies, market-tested strategies, and plain-English explanations to help investors understand not only what to do—but why it matters at each stage of the journey.