It's your financial freedom To ensure that your DST and 1031 exchange property requirements come first, we go the extra mile to understand what that means to you. That sets the foundation for our partnership. It’s our mandate to diversify your wealth through a process, that is underpinned by carefully selected alternative investment strategies that have been carefully vetted through our rigorous due diligence process Our collective knowledge and experience with alternative investments, plus integrity and longevity, is why we believe we have earned trust. Our purpose is to make sure our clients feel confident and secure in their financial freedom.
That's why we put you first Stax Capital leverages two decades of experience to simplify the complex and reveal the true risks
and benefits. We go the extra mile in our due diligence to help you feel confident prior to investing in DST 1031 Exchange Properties.

Thoughtful Guidance

You get deep and insightful alternative investment strategies because our founders have spent decades immersed in the detail and culture of direct participation and DST 1031 exchange investments.

Get the full investment picture

Vetted Investment Sponsors

You get connected to sponsors with vetted track records and you're able to select from investments that the Stax team has put through comprehensive due diligence.

Get the team you can rely upon

Rigorous Due Diligence

We identify critical risk factors like management flaws, aggressive financial modelling assumptions, physical deficiencies and resilience against negative trends. We help investors make informed decisions.

Get the next level in diligence

Diversification

Stax provides accredited investors with access to non-traditional investments that were once the exclusive playing grounds of institutional investors like pension funds, endowments and large family offices.

Get powerful access to investments

THE STAX WAY

It’s like building a bridge to your financial freedom.

Our accumulated experience uniquely positions us to help you select some of the most suitable DST 1031 exchange properties. It has also given us direct access to some of the most qualified alternative investment managers.

We want our clients to be the beneficiaries of that experience and we work hard to provide them with tailored alternative investment strategies that leverage:

  • Institutional Quality Investments
  • Our Consulting Services
  • Our 1031 Exchange Guidance
  • Our Product Due Diligence

We help build a strategy that works towards meeting your DST and 1031 exchange property requirements.

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GAIN ACCESS TO ALTERNATIVE INVESTMENTS

DELAWARE STATUTORY TRUSTS

 DST's offer an IRS approved vehicle for DST and 1031 exchange properties, which can defer long term taxes, simplify ongoing tax reporting obligations, liberate investors from hands on property management, and provide potential cash flow and long term capital appreciation.

QUALIFIED OPPORTUNITY FUNDS

 Qualified Opportunity Zone Funds (QOF's) enjoy a powerful combination of tax advantages including tax deferral, tax reduction and tax elimination. This is achieved by investing in specifically designated areas throughout the country.

DIRECT PARTICIPATION PROGRAMS

 Direct participation programs provide access to larger scale investments for smaller investors while also offering portfolio diversification potential and a hedge against market volatility. Income and tax benefits flow through to individual investors.
Our clients entrust us

"l've been working with Stacey for almost seven years on DST purchases and sales. Stacey has always given me several options from…

Ronald Dammon - Client

"Stacey has been a delight to work with and has demonstrated a commanding knowledge of capital markets and alternative investments. Of equal…

Paul Champlin - Client

"I wanted to thank you and your staff for the expert, professional, and timely way you handled my investments from my 1031…

Carol Deters - Client

"We've worked with Stacey and his team for close to 10 years, and continue to invest because of their professionalism and the…

Julie Swail - Client

"As a securities attorney with over 40 years experience in the area, I have had the opportunity to work with many FINRA…

Richard Weintraub - Securities Attorney

"Stacey is wonderful to work with. He consistently offers sound financial advice on my clientsi investment objectives. He has the knowledge and…

Goli Sadeghi, CPA - Ronaghy, CPA & Associates

"l trust my clients to Stax Capital for several reasons: strong underwriting skills, successful track record, and their ability to meet my…

Adam Nishikawa, VP - Exchange Resources, Inc. 1031 Exchange Accommodator

"l have known Mr. Morimoto for the last twenty years. We have worked together in the real estate industry assisting investors in…

Paul Spring Esq, President- - Exchange Resources Inc. 1031 Exchange Accomodator

"Stacey and I have had a joint client for 4 years. In my role as the client’s daily money manager, I’ve turned…

Debbie Verity - Verity Money Management

"Stacey Morimoto is one of the more experienced and qualified Financial Advisors in this industry. I have known him for over 20…

Belden Brown - Principal of Passco Companies

I not only have the benefit of Stacey’s professional guidance and financial stewardship, he also happens to be one of my best…

Chris Allen - Dear Friend & Client

I met Stacey Morimoto, CEO of Stax Capital in 2015. Having been a residential real estate investor since 1979, owning and self-managing…

Eric Lindquist - Client

What our clients are saying

The testimonials shown here are genuine and were not paid for. The testimonials may not be representative of the experience of othter customers, and may not guarantee future performance or success.

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.
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