DIVERSIFICATION THROUGH REAL ESTATE

Spread risk with alternatives

Stax provides access across all stages of the real estate life cycle.
We look to offer passive income and growth strategies,
portfolio diversification and tax advantages for accredited investors.
Our network, due diligence and commitment is what sets us apart.

That’s how we put diversification first

Firm up your portfolio

To build a stronger future.

Stax Capital offers Direct Participation Programs including Delaware State Trusts, Opportunistic & Value Add Funds, Real Estate Development and Qualified Opportunity Zone Funds to accredited investors.

Potential to

Add diversification

Real estate is not directly correlated to traditional investments like stocks and bonds. Real estate has historically minimized exposure to negative market events.

Non-Correlated Investments

Potential for

Cash flow distributions

Real estate assets can produce positive cash flow that may under some circumstances, outstrip the cash flow benefits of traditional investments.

Income Producing Assets

Potential to

Mitigate volatility

Direct Participation Programs can mitigate recessionary and other market based volatility. This potential benefit, may not occur with publicly traded real estate such as REIT's.

Enhanced Stability

The Power of Diversification

Enhanced risk adjusted returns

Sources: Morningstar®, NCREIF Property Index (NPI) (“Commercial Real Estate”) (provides returns for institutional grade commercial real estate held in a fiduciary environment in the U.S.), Bloomberg Barclays U.S. Aggregate Bond Index (“Bonds”), S&P 500 or Standard & Poor’s 500 Index (“Stocks”). Stocks and bonds are typically more liquid than direct investments in real estate. Tax efficiencies of investments in stocks and bonds may vary from those related to investments in real estate depending on the unique circumstances of the assets in the portfolio, portfolio management decisions, the tax status of the structure in which assets are held, and the tax status of the investor. Direct investments in real estate and bonds tend to have less volatility than investments in stocks due to general and industry-related market fluctuations, but the vehicle in which those assets are owned can also have a material impact upon that volatility. Expenses related to an investment in a professionally managed non-traded REIT that has a daily NAV may be higher than the expenses associated with an investment in a publicly traded stock or bond. The risks associated with an investment in real estate may materially differ from an investment in a publicly traded stock or bond and one should therefore review risk factors prior to making any such investment. Past performance is no guarantee of future results. The charts depicted herein are for illustrative purposes only and not indicative of any specific investment. An investment cannot be made directly in an index. There is no assurance that real estate investments will achieve capital appreciation or provide regular, stable distributions.

Income and Capital Appreciation

Commercial real estate has outperformed

Sources: MorningStar®, NCREIF Property Index (NPI) (“Commercial Real Estate”) (provides returns for institutional grade real estate held in a fiduciary environment in the U.S.), Bloomberg Barclays U.S. Aggregate Bond Index (“Bonds”), S&P 500 or Standard & Poor’s 500 Index (“Stocks”). Data as of December 31, 1998 to December 31, 2018. Past performance is no guarantee of future results. The charts depicted herein are for illustrative purposes only and not indicative of any specific investment. An investment cannot be made directly in an index. Stocks and bonds are typically more liquid than direct investments in real estate. Tax efficiencies of investments in stocks and bonds may vary from those related to investments in real estate depending on the unique circumstances of the assets in the portfolio, portfolio management decisions, the tax status of the structure in which assets are held, and the tax status of the investor. Direct investments in real estate and bonds tend to have less volatility than investments in stocks due to general and industry-related market fluctuations, but the vehicle in which those assets are owned can also have a material impact upon that volatility. Expenses related to an investment in a professionally managed non-traded REIT that has a daily NAV may be higher than the expenses associated with an investment in a publicly traded stock or bond. The risks associated with an investment in real estate may materially differ from an investment in a publicly traded stock or bond and one should therefore review risk factors prior to making any such investment. Past performance is no guarantee of future results. The charts depicted herein are for illustrative purposes only and not indicative of any specific investment. There is no assurance that real estate investments will achieve capital appreciation or provide regular, stable distributions.

Growth in Net Operating Income Has historically Outpaced Inflation

10-year Average Annual Growth Rates (March 31, 2009 - March 31, 2019)

Sources: National Council of Real Estate Investment Fiduciaries (NCREIF) and the U.S. Department of Labor, Bureau of Labor Statistics. Past performance is no guarantee of future results. The charts depicted herein are for illustrative purposes only and not indicative of any specific investment. An investment cannot be made directly in an index.

Every investment carries risk

Real estate is not immune.

Although Stax conducts multiple levels of due diligence, investors must
rely on their own due diligence along with that of their own tax,
legal and financial advisors.

Illiquidity

Real estate investment is highly illiquid due to its typical long term nature and holding periods of 5 to 10 years.

Market risk

Real estate is subject to market risk, which includes employment factors, competing properties and location economic variables.

Property risk

Real estate can require significant capital for costs such as tenant improvements, leasing commissions and upgrades.

Financing

Properties using financing must service ongoing debt and if sufficient income is not generated, the property itself can be at risk of foreclosure.

Occupancy

Fluctuations in occupancy occur when tenants are gained and lost over time, which impacts cash flow positively and negatively over time.

We don't have a crystal ball

But we try to look into every corner.

We've refined our approach over two decades including
developing a proprietary due diligence process to help
position against risk.

Proprietary diligence

Stax has developed a thorough and comprehensive due diligence process encompassing issuer and product due diligence, plus industry and sector analysis.

Physical inspections

Stax will often tour properties before recommending an investment, incorporating real world intelligence into data driven diligence.

Management diligence

Stax interviews executive teams at their corporate headquarters to gain personal and operational insight, which might shift the needle in the due diligence process.

Third party reports

Stax engages independent third parties for legal, structural, financial, process reviews and background checks on managers and issuers.

Product underwriting

Stax undertakes detailed fund analysis and financial reviews, interrogating the assumptions used to build financial models. This is a critical process that can help to uncover overly optimistic or unrealistic return projections.

Market analysis

Stax analyzes investment inputs and variables against third party data from analysts like CoStar, REIS, Moody's and property appraisals to cross reference valuations and financial model assumptions.

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Completed Investments

Filter Investments :
Carter Mulit-family I
Primarily Southeast
Total Capital Placement
$200,000,000
Loan to value
65-75% LTV Target
1031 Eligible
no
Minimum Investment
$50,000
Type
Multi-Family
Structure
LLC
Multi-Family DST
Bedford, NH
Total Capital Placement
$31,453,687
Loan to value
53.12%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
SENIOR LIVING DST
Phoenix, AZ
Total Capital Placement
$53,544,255
Loan to value
All Cash Offering
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Seniors Housing
Structure
DST
MULTI-FAMILY DST
Lexington, KY
Total Capital Placement
$34,342,000
Loan to value
47.82%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
MULTI-FAMILY DST
Houston, TX
Total Capital Placement
$30,400,000
Loan to value
46.89%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
MULTI-FAMILY DST
Louisville, KY
Total Capital Placement
$32,850,000
Loan to value
53.89%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
MULTI-FAMILY DST
Nashville, TN
Total Capital Placement
$28,250,000
Loan to value
56.59%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
MULTI-FAMILY DST
Destin, FL
Total Capital Placement
$33,450,000
Loan to value
55.22%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
MULTI-FAMILY DST
TX, GA & NC
Total Capital Placement
$72,403,877
Loan to value
54.70%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
Multi-family DST
Augusta, GA
Total Capital Placement
$29,525,000
Loan to value
56.08%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
Multi-family DST
Houston, TX
Total Capital Placement
$35,825,000
Loan to value
47.53%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST
Multi-family DST
Houston, TX
Total Capital Placement
$35,825,000
Loan to value
47.53%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Multi-Family
Structure
DST

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