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LEADERS IN 1031 & DST INVESTMENTS

What if you could receive monthly checks without having to manage properties?

Imagine never having to fix a sink on your anniversary, leave your day job because the electricity went out, or scramble to find a plumber in the middle of your vacation.

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A Passive Approach to Real Estate Investing

Constantly working, even on vacations, Shikha knew that something had to change. She wanted to get away from the day-to-day headaches of property management. Shika began researching DSTs and after interviewing seven brokers, she knew that Stacey and Stax Capital was the right solution for her.

Our Value Proposition

THOUGHTFUL GUIDANCE

Get the full picture

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.

VETTED INVESTMENT SPONSORS

Get a team you can trust

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.

RIGOROUS DUE DILIGANCE

Get next level diligence

We identify critical risk factors including management flaws, unrealistic financial modeling assumptions,  property physical deficiencies and performance resilience against negative trends.

DIVERSIFICATION

Get powerful investments

Stax Capital provides retail accredited investors with access to non-traditional, alternative investment vehicles which have historically been limited to  institutional investors such as pension funds, endowments and large family offices.

Gain Access to Institutional Quality Assets

Prior Investments

Fort Worth, TX

Loan to Value 44.5%

Product Type DST
Asset Class Multi-Family

Minimum Investment $250,000

Total Capital Placement$55,500,000

Minimum Investment $250,000

Panama City Beach, FL

Product Type DST
Asset Class Private Real Estate

Total Capital Placement$42,387,253

view Active Investments

Invest With Carefully Vetted Product Sponsors

Stax Capital follows a strict sponsor selection process. We only work with 10-12 of the 50+ product sponsors in the DST market. These are the select few that have successfully completed our diligence process, were impressive during our executive interviews, and demonstrated a track record of responsibility over the course of many years.

Leverage Our Position In The Market

You’ve spent years doing your research, acquiring the right properties, and building your real estate portfolio. Through it all, you’ve sacrificed family time, got by on less sleep, and handled every tenant issue, no matter how inconvenient. Your equity should continue to work hard for you, managed by people you can trust. 

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Frequently Asked Questions

What is a 1031 exchange?

A 1031 exchange allows you to swap one investment property for another and defer the capital gains tax that you would otherwise have to pay at the time of sale. The property you’re selling and the property you’re buying must be "like-kind," which means they must be similar but not necessarily the same quality or grade.

How long do I have to reinvest in a 1031 exchange?

There are two important deadlines to know.
You must identify your replacement property within 45 calendar days from the date you sell your property. And you must complete the purchase of your replacement property within 180 calendar days from the date you sell your property. The IRS does not grant extensions.

What happens to depreciation in a 1031 exchange?

If your new property costs the same as the sale price of your old property, your depreciation schedule will remain the same as it was for your old property.

If you "buy up" in your exchange (your new property cost more than you sold your old property for), you treat the buy-up as you would a new addition to an existing property.

If you “buy down,” you will continue your depreciation schedule as if you still owned the old property, but you’ll need to keep track of your depreciation recapture.

What is a Delaware Statutory Trust?

A Delaware Statutory Trust is a separate legal entity that allows you to pool your resources with other accredited investors. Together, you purchase beneficial interests in professionally managed real estate properties, making this a completely passive way to complete a 1031 exchange.

What types of replacement properties do DSTs offer?

DSTs are made up of institutional-grade real estate — apartments, self storage, triple net lease, office buildings, retail properties, hospitality, senior and student housing — that are typically out of reach for the average investor.
At Stax, we focus squarely on apartment buildings and self-storage units. That’s because we’re thinking about macro-economic factors like monetary policy, interest rates, and inflation. We believe these property types are the best options when it comes to mitigating risks.

What happens when a DST is sold?

DST investments are typically held for 4-10 years. Once a DST is sold, you’ll receive your share of the proceeds and any additional appreciation.
You can then do a 1031 exchange into another DST or real property, pay taxes on the realized gains, or some combination of the two.

Find out if alternative investments have a place in your portfolio

We’ll talk through your circumstances, your goals, and your questions so that you can make the most informed decisions. Fill out the form below or give us a call, and you’ll hear back from us within 1 business day.

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DISCLOSURE

This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Securities offered through Stax Capital, Member FINRA & SIPC. Stax Capital is located at 7960 Entrada Lazanja, San Diego, CA 92127. Contact us toll free at 844-427-1031. Private Placements and Direct Participation Programs are speculative investments and involve a high degree of risk. An investor could lose all or a substantial portion of his/her investment. Investors must have the financial ability, sophistication/experience and willingness to bear the risks of an investment in Private Placements and Direct Participation Programs. Private Placements and Direct Participation Program offering materials are not reviewed or approved by federal or state regulators. Investors should not place undue reliance on hypothetical or pro forma performance summaries. Investors must conduct their own due diligence and should rely on the advice of their own financial, tax and legal advisors prior to making any investment decisions.

The contents of this website are neither an offer to sell nor a solicitation of an offer to buy any security which can only be made by prospectus. Investing in real estate and 1031 exchange replacement properties may not be suitable for all investors and may involve significant risks. These risks include, but are not limited to, lack of liquidity, limited transferability, conflicts of interest and real estate fluctuations based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. Neither Stax Capital nor any of its representatives provide tax or legal advice, as such advice can only be provided by a qualified tax or legal professional, who all investors should consult prior to making any investment decision. Pursuant to SEC rule 501 of Regulation D, prior to engaging in substantive discussions regarding DST specific investments, investors must first be qualified as an accredited investor, by way of meeting certain income or net worth requirements.

Past performance is not an indication of future returns.

This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Stax Capital or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.

There are substantial risks in the DST Investment program. This type of investment is speculative, is illiquid, and carries a high degree of risk – including the potential loss of the entire investment. See the “risk factors” in the Private Placement Memorandum for a complete discussion of the risks relevant to DST offerings. Investors have no control over management of the Trust or the property. There is no guarantee that investors will receive any return. Distributions may be derived from sources other than earnings. The property will be subject to a Master Lease with an Affiliate of the Sponsor. The property will be subject to the risks generally associated with the acquisition, ownership and operation of real estate including, without limitation, environmental concerns, competition, occupancy, easements and restrictions and other real estate related risks. The properties may be leveraged. The Manager, the Master Tenant and their Affiliates will receive substantial compensation in connection with the Offering and in connection with the ongoing management and operation of the property. The Manager, the Trust, the Master Tenant and their Affiliates will be subject to certain conflicts of interest. An investment in the Interests involves certain tax risks.

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