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.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Louis J. Rogers, the founder and co-chief executive officer of Capital Square, with oversight of the firm’s Delaware statutory trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors. He is a nationally recognized authority in structuring securities offerings for real estate investments and serves as a consultant and expert witness on Regulation D private placements, non-traded REITs, Section 1031 exchanges, DST and TIC programs, real estate funds, and issues related to broker-dealers and registered investment advisors.