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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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.