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 InvestmentsPotential 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 AssetsPotential 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 StabilityThe 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 mustrely 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 includingdeveloping 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
| 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 |
| 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 |