DIVERSIFICATION THROUGH REAL ESTATE INVESTING

Spread risk with alternatives

Stax provides access across all stages of the real estate investing life cycle.
We look to offer passive income and growth strategies,
portfolio diversification and tax advantages for accredited investors
through tax-deferred exchanges in real estate. 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 Investing and Development, Tax Deferred Exchange Real Estate, and Qualified Opportunity Zone Funds to accredited investors.

Potential to

Add diversification

Real estate investing 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 investing 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 investing 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 investing 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, tax-deferred exchange in real estate, and financial reviews, interrogating the assumptions used to build financial models. This critical process can help 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.

VIEW LIVE OFFERINGS

Browse unique investment strategies
available to our accredited clients

Completed Investments

Filter Investments :
BR 79 West DST
Panama City Beach, FL
Total Capital Placement
$42,387,253
Loan to value
47.30%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Northridge DST
Jackson, MI
Total Capital Placement
$33,975,000
Loan to value
49.24%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Heritage DST
Canton, GA
Total Capital Placement
$26,712,757
Loan to value
53.52%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Alexandria DST
Madison, AL
Total Capital Placement
$40,891,252
Loan to value
47.48%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Riverstone DST
Macon, GA
Total Capital Placement
$21,891,829
Loan to value
54.79%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
NexPoint Storage III DST
Miami-Ft. Lauderdale MSA
Total Capital Placement
$95,155,013
Loan to value
49.16%
1031 Eligible
Yes
Minimum Investment
100k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Chisholm Multifamily DST
Fort Worth, TX
Total Capital Placement
$55,500,000
Loan to value
44.5%
1031 Eligible
Yes
Minimum Investment
$250,000
Type
1031 DST
Structure
DST
Trilogy Lansing MI DST
Lansing, MI
Total Capital Placement
$41,798,470
Loan to value
50.96%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Woodland Lakes DST
Conroe, TX
Total Capital Placement
$42,300,000
Loan to value
48.92%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
NexPoint Life Sciences DST
Danbury, CT
Total Capital Placement
$107,550,012
Loan to value
39.43%
1031 Eligible
Yes
Minimum Investment
100k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Liberty Mill DST
Germantown, MD
Total Capital Placement
$65,885,176
Loan to value
43.39%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Texas Portfolio Multifamily DST
2 - Dallas-Fort Worth, TX 1 - Houston, TX
Total Capital Placement
$94,811,000
Loan to value
53.0%
1031 Eligible
Yes
Minimum Investment
$250,000
Type
1031 DST
Structure
DST
Passco Vecina DST
San Antonio, TX
Total Capital Placement
$35,875,000
Loan to value
52.39%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Braselton DST
Buford, GA
Total Capital Placement
$37,675,000
Loan to value
52.34%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Riverview Multifamily DST
Dayton, KY
Total Capital Placement
$38,475,000
Loan to value
50.0%
1031 Eligible
Yes
Minimum Investment
$100,000
Type
1031 DST
Structure
DST
CPA Cue Luxury Apartments DST
Cypress, TX
Total Capital Placement
$21,000,000
Loan to value
57.4%
1031 Eligible
Yes
Minimum Investment
$100,000
Type
1031 DST
Structure
DST
CF Valencia Life Sciences DST
Valencia, CA
Total Capital Placement
$40,400,000 (90% of total DST interests)
Loan to value
55.15%
1031 Eligible
Yes
Minimum Investment
250k Cash - 250k Exchange
Type
1031 DST
Structure
DST
MCG Asheville DST
Arden, NC
Total Capital Placement
$33,305,495
Loan to value
48.93%
1031 Eligible
Yes
Minimum Investment
$25,000
Type
1031 DST
Structure
DST
GSI Hilton Head II DST
Ridgeland, SC
Total Capital Placement
$21,129,341
Loan to value
0.00%
1031 Eligible
Yes
Minimum Investment
$25,000
Type
1031 DST
Structure
DST
CX Multifamily Portfolio DST
Grovetown, GA | Fairhope, AL
Total Capital Placement
$67,319,313
Loan to value
47.67%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Collins DST
Covington, LA
Total Capital Placement
$32,800,000
Loan to value
52.33%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Glenmuir Multifamily DST
Naperville, IL
Total Capital Placement
$86,100,000
Loan to value
27.73%
1031 Eligible
Yes
Minimum Investment
250k Cash - 250k Exchange
Type
1031 DST
Structure
DST
Passco Altis Promenade DST
Lutz, FL
Total Capital Placement
$54,300,000
Loan to value
47.56%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Trilogy Park 205 DST
Park Ridge, IL
Total Capital Placement
$25,653,786
Loan to value
52.33%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Little Rock DST
Little Rock, AR
Total Capital Placement
$34,125,000
Loan to value
53.10%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Summerfield Multifamily DST
Landover, MD
Total Capital Placement
$38,100,000 (75% of total DST interests)
Loan to value
60.1%
1031 Eligible
Yes
Minimum Investment
250k Cash - 250k Exchange
Type
1031 DST
Structure
DST
NexPoint Storage I DST
Miami MSA, Atlanta MSA, Orlando MSA, Jacksonville MSA
Total Capital Placement
$85,892,414
Loan to value
43.08%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Wyatt Multifamily DST
Fort Collins, CO
Total Capital Placement
$63,785,000
Loan to value
47.1%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Chesterfield DST
Chesterfield, MO
Total Capital Placement
$57,425,000
Loan to value
48.42%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Lullwater at Blair Stone DST
Tallahassee, FL
Total Capital Placement
$27,236,208
Loan to value
53.52%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco Mill at New Holland DST
Gainesville, GA
Total Capital Placement
$38,775,000
Loan to value
47.97%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Inland Wauwatosa DST
Wauwatosa, WI
Total Capital Placement
$23,026,079
Loan to value
53.13%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Passco San Antonio DST
San Antonio, TX
Total Capital Placement
$36,250,000
Loan to value
47.02%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Evergreens at Mahan DST
Tallahassee, FL
Total Capital Placement
$33,792,545
Loan to value
58.07%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Station at Savannah Quarters DST
Pooler, GA
Total Capital Placement
$21,173,843
Loan to value
57.14%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CF Station Multifamily DST
Las Colinas, TX
Total Capital Placement
$57,354,000
Loan to value
50.70%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
CX Station at Poplar Tent DST
Concord, NC
Total Capital Placement
$27,631,804
Loan to value
57.49%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Income & Opportunity Fund
United States and International
Total Capital Placement
$100,000,000
Loan to value
50%-70% LTV Target
1031 Eligible
no
Minimum Investment
$50,000
Type
Real Estate
Structure
LLC
Single Family Rental Homes
United States
Total Capital Placement
$1,000,000,000
Loan to value
60-65% LTV Target
1031 Eligible
no
Minimum Investment
$50,000
Type
Real Estate
Structure
REIT
Multi-family DST
Memphis, TN
Total Capital Placement
$32,427,087
Loan to value
56.26%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Zero Coupon DST
Tucson, AZ
Total Capital Placement
$35,306,051
Loan to value
82.13%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
1031 DST
Structure
DST
Income & Opportunity Fund
Southern United States
Total Capital Placement
$200,000,000
Loan to value
65-75% LTV Target
1031 Eligible
no
Minimum Investment
$50,000
Type
Real Estate
Structure
LLC
Multi-family Fund
US
Total Capital Placement
$200,000,000
Loan to value
65-75%
1031 Eligible
no
Minimum Investment
$50,000
Type
Real Estate
Structure
LLC
Multi-family DST
Burlington, NC
Total Capital Placement
$18,708,724
Loan to value
57.49%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
Multi-Family DST
N/A
Total Capital Placement
$10,000,000
Loan to value
$234234234
1031 Eligible
Yes
Minimum Investment
$25,000
Type
MultiFamily
Structure
LLC
Multi-family DST
St. Louis, MO
Total Capital Placement
$24,480,000
Loan to value
49.71%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
SENIOR LIVING DST
Phoenix, AZ
Total Capital Placement
$53,544,255
Loan to value
0.00%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
MULTI-FAMILY DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Las Vegas, NV
Total Capital Placement
$58,277,704
Loan to value
49.02%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
MULTI-FAMILY DST
Nashville, TN
Total Capital Placement
22
Loan to value
$234234234
1031 Eligible
Yes
Minimum Investment
25
Type
MultiFamily
Structure
DST
Multi-family DST
Vernon Hills, IL
Total Capital Placement
$41,425,000
Loan to value
58.00%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
MULTI-FAMILY DST
Nashville, TN
Total Capital Placement
$72,941,594
Loan to value
1031 Eligible
Yes
Minimum Investment
$25,000
Type
MultiFamily
Structure
DST
Multi-family DST
Ponte Vedra Beach, FL
Total Capital Placement
$28,525,000
Loan to value
55.58%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
Multi-family DST
Naperville, IL
Total Capital Placement
$46,550,000
Loan to value
56.75%
1031 Eligible
no
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
MULTI-FAMILY DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
MULTI-FAMILY DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
HOSPITALITY DST
Detroit, MI
Total Capital Placement
$32,368,270
Loan to value
43.58%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
MULTI-FAMILY DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Aurora, IL
Total Capital Placement
$37,630,000
Loan to value
57.43%
1031 Eligible
Yes
Minimum Investment
25k Cash - 100k Exchange
Type
Real Estate
Structure
DST
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Total Capital Placement
Loan to value
1031 Eligible
Yes
Minimum Investment
Type
Structure
Multi-family DST
Nashville, TN
Total Capital Placement
Loan to value
$75,945
1031 Eligible
Yes
Minimum Investment
$75,945,000
Type
Structure
Development

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Let's Start the Conversation for Alternative Investments

Contact us to start the conversation about what financial freedom means to you and how we can support your investing needs.
  • An accredited investor, in the context of a natural person, includes anyone who earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). In addition, entities such as banks, partnerships, corporations, nonprofits, and trusts may be accredited investors. Any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, OR any entity in which all of the equity owners are accredited investors.
  • This field is for validation purposes and should be left unchanged.