External Wholesaler

Job Description

Job Details

Orange County, California - Orange County, CA
Road Warrior

Company Overview 

Headquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion 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 $7.8 billion in transaction volume. Capital Square’s eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm’s property management division, now manages over 10,000 apartments across multiple 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.  

 

Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at CapitalSq.com. 

 

Summary 

As an External Wholesaler at Capital Square, you'll play a crucial role in expanding our investor base within a designated geographic area. Your primary duties will include raising equity capital, promoting Capital Square's investment offerings, and securing sales agreements. You will be responsible for developing and managing sales leads, presenting investment opportunities such as 1031 exchanges and Delaware statutory trusts (DSTs), and assisting in maintaining key broker-dealer relationships. This role requires a strong background in sales, real estate, securities, and taxation, as well as proficiency in CRM tools like Salesforce. Reporting directly to the Chief Distribution Officer, you will contribute to our growth and success by meeting sales targets and representing Capital Square at industry events. 

 

Primary Responsibilities  

  • Develop and cultivate sales leads and secure selling agreements within your assigned territory 

  • Initiate new selling agreements and collaborate with the Chief Distribution Officer to finalize them 

  • Assist the Chief Distribution Officer in maintaining and nurturing broker-dealer contacts 

  • Effectively communicate Capital Square’s offerings, including 1031 exchanges and Delaware Statutory Trusts (DSTs), to individuals and groups 

  • Assess and provide feedback on corporate and investment offering materials 

  • Attend weekly sales meetings and present regional reports based on Salesforce data (including data sheets and contact information) 

  • Represent Capital Square at industry, broker-dealer and corporate events as needed 

  • Maintain accurate and up-to-date records in Salesforce, including contacts, leads and notes 

  • Complete and submit data sheets with information from representatives, prospects and other sources 

  • Track and report on a weekly pipeline of potential investors 

  • Perform other responsibilities as assigned 

 

Knowledge and Skills Requirements  

  • College education preferred (or 5+ years of alternative industry experience) 

  • FINRA Registration (Series 7 and 63) required 

  • Hands on sales experience (2 years minimum) required 

  • Valid driver’s license and appropriate insurance coverage required 

  • Comprehensive understanding of investment real estate, securities and tax-advantaged investments 

  • Proficiency in using CRM systems, particularly Salesforce, and standard office software including PowerPoint, Word and Excel 

  • Strong interpersonal and communication skills, with the ability to present complex information clearly and effectively 

  • Demonstrated ability to develop and manage client relationships and sales pipelines 

  • Ability to work independently and manage multiple priorities in a fast-paced environment 

 

Work Location  

Onsite in Orange County, California.