ALTERNATIVE INVESTMENT SERVICES
Get access to a curated selection of institutional quality investments that come with zero management responsibility.
Access powerful tax benefits by promoting economic development.
We’ve developed a comprehensive due diligence process to bring you only highly vetted sponsors and offerings.
Stax interviews sponsor key decision makers at their corporate headquarters to gain insight into their backgrounds, experience and track records.
Stax team members frequently conduct property site visits and property management interviews prior to recommending investments and enjoys hosting property tours for clients.
Stax engages independent third parties for legal, structural, and financial reviews and conducts background checks on managers and issuers.
Stax Capital specializes in conducting detailed investment analysis and financial model evaluations. We carefully interrogate inputs and assumptions used to build financial models.
Stax analyzes investment inputs and variables against third party data from analysts like REIS, Axiometrics and Moody's to verify financial model assumptions.
Stax remains engaged with the investments we participate in and keep our clients aware of both positive and negative events throughout the life of their investments with us.
Here’s what you can expect when you work with Stax Capital.
Initial Consultation
In our initial consultation, you’ll tell us all about you, your family, and your current and future needs. We’ll determine whether our offerings can support your goals and answer any burning questions.
Portfolio Review
We conduct a comprehensive review of your portfolio and compare it against current needs. This helps us identify investment types and strategies aligned with those needs. We share and explain the results keeping you in control and making well informed decisions.
Strategy Development
Next we’ll develop and present a customized strategy for your consideration. We’ll outline the risks and potential benefits and provide you with a detailed summary and the offering documents for each investment.
Strategy Execution
Once you’ve fully reviewed the investment materials, we’ll provide a detailed follow-up to answer any questions that arise. When you're prepared to invest, we execute your directives and keep you completely informed throughout the process.
Ongoing Support
Over time, you may need help with gathering tax documents, changing the vesting of your investments or other needs that may arise. We will be here to help with those needs.
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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