You get deep and insightful advice because our founders have spent decades immersed in the detail and culture of direct participation, DST and 1031 exchange investments.Get the full investment picture
Vetted Investment Sponsors
You get connected to sponsors with vetted track records and you're able to select from investments that the Stax team has put through comprehensive due diligence.Get the team you can rely upon
Rigorous Due Diligence
We identify critical risk factors like management flaws, aggressive financial modelling assumptions, physical deficiencies and resilience against negative trends. We help investors make informed decisions.Get the next level in diligence
Stax provides accredited investors with access to non-traditional investments that were once the exclusive playing grounds of institutional investors like pension funds, endowments and large family offices.Get powerful access to investments
THE STAX WAY
It’s like building a bridge to your financial freedom.
Our accumulated experience uniquely positions us to help you achieve your financial freedom. It has also given us direct access to some of the world’s most coveted alternative investment managers.
We want our clients to be the beneficiaries of that experience and we work hard to provide them with tailored wealth strategies that leverage:
- Institutional Quality Investments
- Our Consulting Services
- Our 1031 Exchange Guidance
- Our Product Due Diligence
We help build a strategy that works towards solidifying your financial freedom
DELAWARE STATUTORY TRUSTSDST's offer an IRS approved vehicle for 1031 exchanges, which can defer long term taxes, simplify ongoing tax reporting obligations, liberate investors from hands on property management, and provide potential cash flow and long term capital appreciation.
QUALIFIED OPPORTUNITY FUNDSQualified Opportunity Zone Funds (QOF's) enjoy a powerful combination of tax advantages including tax deferral, tax reduction and tax elimination. This is achieved by investing in specifically designated areas throughout the country.
DIRECT PARTICIPATION PROGRAMSDirect participation programs provide access to larger scale investments for smaller investors while also offering portfolio diversification potential and a hedge against market volatility. Income and tax benefits flow through to individual investors.
Ronald Dammon - Client
Paul Champlin - Client
Carol Deters - Client
Julie Swail - Client
Richard Weintraub - Securities Attorney
Goli Sadeghi, CPA - Ronaghy, CPA & Associates
Adam Nishikawa, VP - Exchange Resources, Inc. 1031 Exchange Accommodator
Paul Spring Esq, President- - Exchange Resources Inc. 1031 Exchange Accomodator
Debbie Verity - Verity Money Management
Belden Brown - Principal of Passco Companies
Chris Allen - Dear Friend & Client
Eric Lindquist - Client
The testimonials shown here are genuine and were not paid for. The testimonials may not be representative of the experience of othter customers, and may not guarantee future performance or success.