Direct Ownership Benefits
With direct ownership programs, you can invest in real estate opportunities through pooled structures like Limited Partnership Interests or LLC Units.
As a limited partner, you share in the profits while your liability is limited to your original investment. A general partner handles the day-to-day operations, allowing you to invest without the hassle of property management.
Featured Private Funds
Discover unique private funds offering exclusive access to premium real estate opportunities. Each fund is carefully selected and vetted to align with your financial goals, providing opportunities for steady income and long-term value.
Carter Aphoria Deal
- Asset Class: Multi Family
- Minimum: $100000
- Current Income No current income
Key Highlights
Access Top Industries: Invest in strategically chosen industries that have shown resilience, giving you the edge in changing market conditions.
Leading Fund Managers: Work with experienced fund managers with a proven track record of managing successful investments, ensuring a strategic approach to your portfolio.
Stax’s Comprehensive Support: Receive personalized support, ensuring you have the tools, insights, and assistance needed to navigate private markets confidently and effectively.
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
Proven Process for Building Successful Investment Strategies
At Stax, we pride ourselves on our methodical approach, ensuring that each step of your investment journey is built on a foundation of rigorous analysis and strong risk management.
Strong Relationships Drive High-Quality Deals
At Stax, our long-standing relationships with private equity funds give us early access to exclusive investment opportunities. Our experienced team sources and reviews numerous deals each year, bringing you only the most compelling opportunities.
Rigorous Underwriting for Secure Investments
Our underwriting process ensures that each investment opportunity is thoroughly evaluated based on business fundamentals and market strength. Stax helps ensure your investments are built on a solid foundation.
Comprehensive Risk Management
Our risk management approach emphasizes diversification and early detection of issues. Stax employs advanced monitoring systems to manage risks effectively, helping you navigate potential challenges in your portfolio.
Download Our Comprehensive Private Fund Guide
Discover how private funds can add diversity and strength to your portfolio. Download the guide to see if these investments align with your goals.
Direct Participation Program Legislation
Direct Participation Programs (DPPs) are regulated under the Securities Act of 1933 and governed by the Financial Industry Regulatory Authority (FINRA). These regulations ensure transparency and investor protection in DPPs, which allow individuals to directly invest in assets like real estate, energy, or equipment leasing.
DPPs offer unique opportunities, but it’s essential to understand the legal framework and compliance guidelines that support them.
Market Insights
Access our exclusive Market Insights to keep up with the latest developments in private market investments.
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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 Funds
Potential Appreciation
Private real estate funds can increase geographic reach, giving you access to diverse markets across the U.S. This may result in significant property appreciation and potential capital gains over time.
Potential Income
Investors may receive regular income distributions, typically on a quarterly or monthly basis. This provides the potential for passive cash flow, allowing you to enjoy returns without actively managing the properties.
Portfolio Diversification
Private funds offer an alternative to stocks and bonds, helping to diversify your portfolio. By adding real estate, you can mitigate risk and reduce exposure to market volatility through asset class diversification.
Tax Advantages
Real estate investments may allow you to benefit from tax advantages such as depreciation. This can be used to offset income distributions, providing a way to reduce your taxable income and improve after-tax returns.
Typically Illiquid Structure
Private funds are typically long-term investments with little to no options for early withdrawal. Investors must be comfortable with locking in their capital for 5-10 years or more, as there is no secondary market for these investments.
Subject to Market Risk
Real estate investments are sensitive to economic trends like inflation, recession, and changes in interest rates. These economic factors can impact property values and reduce the expected returns from the investment.
Involves Speculation
The success of private funds often depends on the sponsor’s projections and assumptions about the market. These projections may not always hold true, potentially resulting in reduced profits or loss of capital.
Suitability Considerations
Private funds are available only to accredited investors, typically those who meet specific income and net worth requirements. They are suitable only for those who can afford the associated risks, including the potential loss of principal.
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.