With over 35 years of combined experience and thousands of successful transactions, we're dedicated to educating investors on the advantages and risks of alternative investments like 1031 DST exchanges.
Having a small, dedicated team allows us to provide ongoing personalized guidance to navigate the intricacies of DSTs and other alternative investments. We work closely with you, educating you on the pros and cons to ensure the decisions we help you make align with your long-term financial goals.
Stacey Morimoto
Founder & CEO
Quinn Morimoto
Due Diligence & Operations
Jason Finley
Chief Compliance Officer
Maximizing your returns shouldn't be your sole priority. This is why we employ a meticulous due diligence process, thoroughly vetting every investment opportunity to support alignment with your long-term financial objectives and risk tolerance.
Investors
Every relationship starts with a vetting process to make sure that our investments are the right fit for you, your family, and your long-term financial goals.
How we evaluate:
Sponsors
Of the many available sponsors in the market, we only work with those who have demonstrated a high level of responsibility over the course of many years.
How we evaluate:
Offerings
Our offerings are highly curated to prioritize those with the potential for positive outcomes. We only accept investments that we feel have the potential to preserve capital as we seek returns over the long term.
How we evaluate:
Son of founder and CEO Mr. Stacey Morimoto, Quinn has benefitted from early exposure to the inner workings of the securities industry. With a degree in finance from the University of San Diego, he heads up the due diligence and underwriting for all the DST offerings brought to the Stax Platform, a process that includes gathering appraisals, third party reports, and legal opinions as well as recreating sponsors’ financial models. He dives deep into the numbers and analyzes offers from every angle, looking for flaws, in order to minimize as much risk as possible for investors. Quinn has directly facilitated hundreds of private placement investment transactions and would say that the best part of the job is being able to truly make a lasting impact on people’s lives.
Do you Still have questions?
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.
(844) 427-1031
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