With over 35 years of combined experience and thousands of successful transactions behind us, we’re dedicated to sharing our experience and knowledge with 1031 exchanges, DST’s and other Alternative Investment vehicles.
Having a well established practice in the alternative investments space for over 20 years, you can leverage our industry knowledge to make the best decision for you and your family.
From executive interviews to market analysis, we take an exhaustive approach to due diligence. This allows us to target and align our clients to potential offerings that can potentially suit their needs.
We don't work with just any sponsor. The products we present to our clients are meticulously curated to help safeguard our clients wealth while providing the potential for consistent returns.
We work with our clients attorneys, CPA's, brokers, escrow officers, 1031 exchange accomodators and through to the sponsors on our clients behalf, saving you copious amounts of time and stress.
With over 35 years of combined experience and thousands of successful transactions behind us we're dedicated to sharing our experience and knowledge with 1031 exchanges, DST's and other Alternative Investment vehicles.
Stacey Morimoto
Founder & CEO
Quinn Morimoto
Due Diligence & Operations
Jason Finley
Chief Compliance Officer
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.
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