Section 1031 Exchanges and Building Legacies with Louis Rogers & Jeff Katz
When a pioneer of tax-advantaged real estate investments becomes an author then chooses to donate 100% of his royalties to the Children’s Hospital of Richmond at VCU, it’s a moment to dive deeper. In this conversation between founder and co-CEO of Capital Square Louis Rogers and award-winning media personality Jeff Katz, they discuss Rogers’ career, his new book (Section 1031 Exchanges: How to Swap Till Ya’ Drop, Building Family Wealth While Minimizing Taxes) and what building legacies truly means.
For more about Louis Rogers’ book, these additional media resources are available for you:
- “Section 1031 Exchanges: building family wealth while minimizing taxes” (Virginia This Morning, November 5, 2025)
- “Five Questions for Capital Square’s Founder & Co-CEO Louis J. Rogers” (AltsWire, May 28, 2025)
- “Capital Square Founder Louis J. Rogers Authors Definitive Guide on Section 1031 Exchanges” (press release, May 20, 2025)
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 see any securities. Please read the Private Placement Memorandum (PPM) in its entirety, paying careful attention to the risk section prior to investing. Diversification does not guarantee profits or protect against losses. Private placements are speculative and illiquid.
