Alternative Investments Benefits
Alternative investments, such as private credit, offer a unique opportunity to diversify your portfolio and generate steady income. By stepping beyond traditional stocks and bonds, private credit provides access to secured lending opportunities that can deliver regular cash flow, even during uncertain market conditions.
Featured Private Credit Fund
Discover the potential for stable income through our featured Private Credit Fund, designed to offer consistent returns with a focus on capital preservation.
Apollo Debt Solutions Product
- Asset Class: Multi Family
- Minimum: $100000
- Current Income No current income
Key Highlights
Rigorous Due Diligence: We employ a thorough vetting process to ensure that every private credit investment aligns with your risk tolerance and long-term strategy.
Tailored Investment Solutions: Stax provides custom portfolio strategies that fit your unique financial needs, helping you maximize income while minimizing risk.
Access to Top Opportunities: Gain access to a diverse range of private credit investments diversified across various industries, supported by industry-leading managers.
Sponsor Assets Under Management
Real Estate offered on our platform
Highly-vetted investments from institutional DST managers
Access to a broad array of asset types
Unlock the Power of Private Credit Investments
Discover how Stax’s private credit investments offer reliable income and a diversified portfolio with expert support at every step.
Access to Exclusive Opportunities
Our strong industry relationships provide access to top-tier private credit funds that are typically reserved for institutional investors.
Personalized Investment Solutions
We provide a tailored approach to private credit, matching investment opportunities with your financial goals and risk tolerance.
Comprehensive Due Diligence
We rigorously vet every private credit investment opportunity to ensure that it fits within your risk tolerance and long-term financial strategy.
Download Your Guide to Private Credit Fund
Discover how private credit funds can offer potential income streams and diversify your portfolio. Download the guide to see if this investment fits your financial strategy.
Private Credit Legislation
Private credit investments operate within a robust regulatory framework designed to protect investors and maintain market integrity.
Governed by federal securities laws and regulations from bodies like the SEC and FINRA, private credit investments follow strict compliance standards. This regulatory oversight ensures transparency, fair practices, and investor protection, making private credit a reliable alternative investment option for those seeking consistent income with minimized risk.
Market Insights
Gain a deeper understanding of the rapidly evolving private credit market. Our comprehensive market insights delve into the latest trends, risks, and opportunities within this space.
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Case Stories
Explore firsthand experiences of clients who have successfully transitioned to passive income, built wealth, and diversified their portfolios with our guidance.
Stax made my transition to passive income smooth and stress-free.
Stax helped Shikha complete a 1031 exchange into DSTs, freeing her from property management and allowing her to focus on personal time.
-Shikha
Stax helped me shift to passive income and defer my taxes.
Stax guided Ramesh through a successful 1031 exchange and DST investments, allowing him to defer taxes and enjoy hassle-free income.
-Ramesh
Stax made it easy to switch to passive investments for our retirement.
Stax introduced Sima and Roman to DSTs, allowing them to shift from active property management to a hands-off strategy while maintaining a steady income.
-Sima and Roman
Disclosure
The experiences shared by clients of Stax Capital were given voluntarily without any compensation. These testimonials reflect individual opinions and are not intended as investment advice or guarantees of future results. Each investor should consider their own financial goals, risk comfort, and overall situation before making any investment choices.
Understanding the Risks and Benefits of Private Credit Investments
Private credit offers a unique opportunity to achieve steady income and diversify your investment portfolio. However, it is essential to balance the benefits with the associated risks to make informed decisions.
Consistent Income Generation
Private credit investments are structured to provide regular income, typically through interest payments. This makes them a suitable option for investors seeking predictable cash flow.
Portfolio Diversification
By investing in private credit, you can reduce exposure to traditional equity and bond markets. This helps you balance your overall portfolio and potentially mitigate market volatility.
Customized Investment Solutions
Private credit funds often offer flexible investment structures, allowing for tailored solutions. These funds can align with your income objectives and risk tolerance.
Risk Mitigation
Private credit investments are often backed by tangible collateral, such as real estate or other valuable assets. This way, you can safeguard your investment in the event of borrower default.
Illiquidity
Private credit investments are typically illiquid, meaning they are not easily sold or traded on public markets. Investors must be prepared for long-term commitments without access to their capital.
Credit Risk
There is always the possibility that borrowers may default on their payments, leading to a potential loss of income or capital. Thorough due diligence helps mitigate, but cannot eliminate this risk.
Economic Sensitivity
Private credit investments may be affected by broader economic factors, such as rising interest rates or an economic downturn, which could impact borrowers' ability to meet repayment obligations.
Limited Transparency
Private credit funds may offer less transparency compared to public investments, making it more difficult to assess the ongoing performance or potential risks associated with the investment.
Our Partners
Our network of industry-leading partners provides best-in-class investment managers, expert tax advisors, and solution-driven product developers. Together, we deliver exceptional investment solutions tailored to your needs.
Our Leadership Team
Our leadership team combines extensive knowledge of private markets with a shared dedication to putting clients first. We work closely with you, educating you on the pros and cons to ensure the decisions we help you make align with your long-term financial goals.
Founder & CEO
Stacey Morimoto
Due Diligence and Operations
Quinn Morimoto
Compliance Principal
Jason Finley
Stacey Morimoto
Mr. Morimoto leverages over 20 years of experience in the securities industry to help his clients navigate the complexities of alternative investments.
After starting his career at Salomon Smith Barney and recognizing the limitations of the traditional wirehoue platform, Stacey became an independent financial representative and established his own securities broker dealer.
Through DST investments, he saw a unique opportunity to deliver real value to clients that larger firms couldn’t offer. The ability to improve the overall day-to-day quality of people’s lives, beyond just their finances, is still what drives him.
With Stax Capital, a boutique firm that prioritizes individual attention, Stacey’s mission is to deliver the best possible educational experience for investors, so that they can make the right decision for themselves.
Quinn Morimoto
Son of founder and CEO Mr. Stacey Morimoto, Quinn has benefitted from early exposure to the inner workings of the securities industry. With a degree in finance from the University of San Diego, he heads up the due diligence and underwriting for all the DST offerings brought to the Stax Platform, a process that includes gathering appraisals, third party reports, and legal opinions as well as recreating sponsors’ financial models. He dives deep into the numbers and analyzes offers from every angle, looking for flaws, in order to minimize as much risk as possible for investors. Quinn has directly facilitated hundreds of private placement investment transactions and would say that the best part of the job is being able to truly make a lasting impact on people’s lives.
Jason Finley
With two decades of experience in sales and marketing across prestigious golfing, technology, and non-profit sectors, Mr. Finley has consistently embraced roles centered on helping others. He firmly believes that enjoying your work makes it effortless, which is why he cherishes being part of the Stax Capital family.
Educating investors on often-overlooked investment opportunities to help them grow their wealth, achieve tax efficiency, and plan for the future brings him immense satisfaction. From the onboarding process to discussing investment options, Jason is dedicated to ensuring every client receives the highest level of service when working with Stax Capital.
Jason is a graduate of the FINRA Institute at Georgetown Certified Regulatory and Compliance Professional (CRCP) program, further enhancing his expertise and commitment to providing exceptional service and compliance in the financial sector. He also holds the Series 22, 7, and 24 securities licenses, underscoring his comprehensive knowledge and regulatory compliance proficiency.