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2025 Connect Money Next Gen Alternative Investment Awards

National

Hunter Lee: Guiding the Future of Tax-Advantaged Real Estate 

Company: 

Capital Square

As one of Connect Money’s Next Gen Alternative Investment Award honorees, Hunter Lee, regional vice president of Mid-Atlantic sales at Capital Square, represents the new generation of alternatives professionals—those blending technical sophistication with genuine client partnership. Hunter’s path into the industry began in an analyst internship at Capital Square, where he built financial models, underwrote deals, and supported investment committee materials. That early exposure sparked a fascination with alternative assets. But as interest rates climbed and analyst roles tightened, mentors encouraged him to pursue a different entry point: wholesaling. 

Although he initially knew little about capital raising, Hunter quickly recognized that wholesaling required both analytical depth and interpersonal skill. The pivot broadened his perspective—shifting his focus from transactions alone to understanding the advisors and investors behind them. Since joining Capital Square full-time in 2023, he has embraced the role of educator, strategist, and connector. His mission today is clear: empower advisors with meaningful tax-advantaged solutions that help clients defer or even eliminate taxes through 1031 exchanges, 721 UPREITs, QOZs, development strategies, and more. 

Hunter’s vision has evolved from learning deals to helping people. Multiple promotions later, he now oversees one of Capital Square’s top-performing territories, driven by his commitment to relationships, clarity, and problem-solving. He takes pride in translating complex structures into actionable strategies—ensuring advisors can grow their practices and clients can preserve more of their hard-earned wealth. 

Lee stands out as a rising leader shaping both the culture of Capital Square and the future of the alternatives industry. 

Connect

Inside The Story

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.