Diligence
We apply a consistent diligence process to review sponsor-provided information across offerings.
Specializing in 1031 and Private Market Investing
Connecting Accredited Investors to Institutional-Quality Opportunities Providing access to 1031 DSTs, 721 Exchange Solutions, and Private Market Alternatives
Access Private Market Investments
Explore private-market investment solutions that may offer potential tax advantages, income characteristics, and diversification benefits.
DST (1031-Eligible)
Access 1031-eligible real estate through fractional ownership of professionally managed properties. Income and appreciation outcomes are not guaranteed.
721 DST (1031 Eligible)
DSTs that may convert to REIT shares, providing diversification and potential liquidity benefits.
Private Funds
Real estate funds offering exposure across multiple asset classes. Income and growth outcomes are not guaranteed. Diversification does not ensure profit or protect against loss.
Private Credit
Income-oriented strategies from non-bank lenders, providing cash-flow exposure with potentially lower correlation to public markets.
Qualified Opportunity Funds
Qualified Opportunity Funds may offer potential tax advantages, subject to IRS requirements and individual circumstances.
Interval Funds
Interval funds offer access to alternative strategies with scheduled liquidity through periodic share repurchases.
Our Investment Philosophy
We review sponsor-provided information using a consistent diligence process to support transparency across offerings.
Perspective
Our approach incorporates data-driven insights and sponsor-provided information across market environments.
Diversity
Offering a comprehensive suite of investment structures to support varied investor goals.
Strength in Numbers
200+Investment Programs
700M+Platform Transaction VOL
3T+Sponsor AUM
40+Years Industry Experience
Regulation & Compliance
Independent, regulated, and diligence-driven — our framework is built around investor protection and clear disclosure at every stage of the investment process.
Formal Regulatory Oversight
Stax Capital is a broker-dealer registered with the U.S. Securities and Exchange Commission (SEC), operating under federal securities regulations with documented due diligence, clear disclosures, and partner verification.
FINRA Member
Stax Capital is a member of the Financial Industry Regulatory Authority (FINRA). Our firm and registered representatives are subject to FINRA's rules of conduct, and our disciplinary and registration history is publicly available through FINRA BrokerCheck.
SIPC Member
Stax Capital is a member of the Securities Investor Protection Corporation (SIPC). SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) in the event of broker-dealer failure. SIPC does not protect against loss in market value. Explanatory brochure available at www.sipc.org.
Leadership Team
Guided by decades of experience in 1031 exchanges, private real estate, and alternative investments.
End-to-End Support
Getting Started
A Stax Representative will contact you to confirm your selected investments and answer any questions.
Assisted Onboarding
We'll guide you through your Stax Capital onboarding and the account setup with each investment sponsor.
Transaction Management
We prepare your purchase documents and manage your exchange from setup to closing, ensuring a smooth, compliant transaction for all parties.
Comprehensive Support
We keep you informed through closing and provide 1031 property identification support as needed—so you can move forward with confidence and peace of mind.
Invest With Confidence
Discover vetted DST & 721 opportunities aligned with income-focused, tax-efficient growth strategies.
Driven by Diligence
Watch this video to understand typical investment timelines for DSTs and find out if they align with your financial goals.
Learn how working directly with experienced Broker Dealer Principals can enhance your investment journey.
Curious about DST ownership? This video breaks down what it's like to invest in a DST and the hands-off benefits it offers.
Investment Sponsors
Our Investors Stories
Stax made my transition to passive income smooth and stress-free.
Stax helped me complete a 1031 exchange into DSTs, freeing me from property management and allowing me to focus on personal time.
Stax helped me shift to passive income and defer my taxes.
Stax guided me through a successful 1031 exchange and DST investments, allowing me to defer taxes and enjoy hassle-free income.
Stax made it easy for us to switch to passive investments for retirement.
With their guidance, we shifted from active property management to a hands-off strategy while maintaining steady income.
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.
Build Your Ideal Portfolio with Stax
Access institutional‑grade real estate investments designed for diversification, income exposure, and potential tax‑efficient outcomes.