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It’s Your Hard-earned Equity, You Deserve A Team That Has Your Best Interests At Heart.

A Team That Gives You A Balanced Perspective

With over 20 years of experience and thousands of successful DST transactions, we know alternative investments inside and out.

Our role is to share that knowledge — including the advantages and the risks — so that you can make the best decision, not only for today but for the future.

A Team That Is Diligent In Their Process

You’re not chasing the highest returns. You’re looking to preserve your wealth. That’s why we take the due diligence process so seriously.

We don't bring on every investor

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: 

  • Verify individual/entity  accreditation
  • Comprehensive portfolio review
  • Assess goals and financial condition

We only work with select sponsors

Of the many available sponsors on the market, we only work with those who have demonstrated a high level of responsibility over the course of many years.

 

How we evaluate: 

  • Key personnel background checks
  • Executive Management interviews
  • Corporate Headquarter site visits

We say no to inferior offerings

Our offerings are highly curated to prioritize those with the potential for good 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:

  • Physical inspections/property tours
  • Structural analysis & stress testing
  • Financial modeling & assumptions
  • Independent third-party reviews

A team that stays small to be
100% available for you

Staying small is how we build strong relationships over the years that you are invested through us.

It’s how we make sure we can hop on the phone anytime to talk through your questions.

And it’s how we celebrate right along with you when you’re able to finally relax and enjoy life on your own terms.

Meet The Stax Capital Family

Our team of professionals are dedicated to putting your financial freedom first

Stacey Morimoto

Founder CEO

Meet Stacey

Quinn Morimoto

Due Diligence and Operations

Meet Quinn

Jason
Finley

Compliance and Operations

Meet Jason

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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