Stax Capital

Stax Capital Our singular goal is to be the absolute best at what we do. Visit our website to explore how our strategies can work for you. https://staxai.com/

By virtue of our experience and relationships, we strive to assist our investors in achieving their financial goals. With over 35 years of combined expertise, Stax Capital connects accredited investors to exclusive real estate and private market investments with an emphasis on tax-deferral benefits and portfolio diversification. Our primary focus on 1031 DSTs provides accredited investors a stream

lined path to defer capital gains taxes while adding real estate assets to their portfolios. We prioritize compliance and offer personalized support, ensuring that each investment aligns with your financial goals while minimizing complexities along the way.

Want to invest in real estate but avoid the headaches of managing properties? Our infographic reveals two popular ways y...
05/22/2025

Want to invest in real estate but avoid the headaches of managing properties?

Our infographic reveals two popular ways you can passively enjoy the benefits of real estate investing.

Let Stax help you grow your portfolio with minimal effort!

Unlock the potential of your real estate investments with a 1031 exchange! This powerful strategy allows you to defer ca...
05/19/2025

Unlock the potential of your real estate investments with a 1031 exchange!

This powerful strategy allows you to defer capital gains taxes, giving you more funds to reinvest. Our infographic breaks down the benefits and the process into easy-to-understand steps.

Don’t let taxes hold you back—learn how Stax can help you leverage this strategy for your investment success!

Ready to simplify real estate investing? With DSTs, you can enjoy passive income and tax benefits without the hassles of...
05/15/2025

Ready to simplify real estate investing?

With DSTs, you can enjoy passive income and tax benefits without the hassles of property management. Follow these steps to start your journey and reach out for expert guidance!

Swipe through our side-by-side comparison of 1031 and 721 exchanges. This detailed look shows you the key differences: 1...
05/12/2025

Swipe through our side-by-side comparison of 1031 and 721 exchanges.

This detailed look shows you the key differences: 1031 lets you retain direct control over property while deferring taxes, whereas 721 exchanges turn your property into REIT shares for a passive income stream. Each strategy has its unique benefits and trade-offs.

Ready to determine which approach fits your goals best? Let's talk!

Selecting the right property in a DST is crucial. Focus on key factors like location, tenant quality, property condition...
05/09/2025

Selecting the right property in a DST is crucial.

Focus on key factors like location, tenant quality, property condition, and market trends. At Stax, we guide new investors through every step—from evaluating high-growth areas to understanding the long-term potential of each asset.

Make smart choices that align with your financial goals.

Choosing between a 721 UPREIT and a DST Exchange? 🤔 Both help defer taxes and build passive income, but the right choice...
05/06/2025

Choosing between a 721 UPREIT and a DST Exchange? 🤔 Both help defer taxes and build passive income, but the right choice depends on your long-term goals. 💡

Swipe through this post to see which one fits your strategy best!

Still unsure? Let’s chat! 📩

Exiting a DST investment is more than just a final sale—it’s a strategic move. With DSTs, you typically receive regular ...
05/02/2025

Exiting a DST investment is more than just a final sale—it’s a strategic move.

With DSTs, you typically receive regular cash distributions while the property is held. When the DST eventually liquidates, you’ll get a share of the sale proceeds. But that’s not all: you can also reinvest through a 1031 exchange to continue deferring taxes.

Our experts at Stax can guide you through every step, helping you understand the timing, tax implications, and reinvestment options. Get ready to plan your exit for maximum benefit.

Some common property types available through DSTs include: 🏢 Multifamily Apartments – Stable occupancy and long-term ren...
04/28/2025

Some common property types available through DSTs include:
🏢 Multifamily Apartments – Stable occupancy and long-term rental demand
🏬 Retail Centers – Shopping malls, grocery-anchored plazas, and standalone retail
🏨 Hospitality & Hotels – Select-service and extended-stay hotels
🏥 Healthcare Facilities – Medical offices and senior living communities
🏭 Industrial Warehouses – E-commerce fulfillment centers and distribution hubs
📈 Office Buildings – Class A and B office spaces with long-term tenants

DSTs allow for diversification across multiple property sectors while maintaining potential tax advantages, including 1031 exchange eligibility.

📩 Interested in exploring DST investment opportunities? Contact us today!

Yes, you can reinvest your DST proceeds into another DST. This strategy helps you continuously defer capital gains taxes...
04/22/2025

Yes, you can reinvest your DST proceeds into another DST. This strategy helps you continuously defer capital gains taxes while expanding your real estate holdings. With each reinvestment, you build a larger, more diversified portfolio that benefits from professional management and steady income.

Learn more about how to keep your investments rolling with Stax.

Thinking long-term? A 721 UPREIT isn’t just about tax deferral—it’s about having a clear exit strategy. You can:✔️ Hold ...
04/16/2025

Thinking long-term? A 721 UPREIT isn’t just about tax deferral—it’s about having a clear exit strategy. You can:
✔️ Hold OP Units & earn passive income
✔️ Convert them into REIT shares for liquidity
✔️ Sell REIT shares strategically over time

What’s your long-term wealth strategy? Let’s build it together. DM us to get started!

When you contribute property to a 721 UPREIT, you receive Operating Partnership (OP) Units instead of cash. Over time, y...
04/11/2025

When you contribute property to a 721 UPREIT, you receive Operating Partnership (OP) Units instead of cash. Over time, you can convert these into REIT shares, unlocking liquidity and diversified real estate ownership.

Want to learn how this strategy works? Let’s connect!

Forget the stress of managing tenants and maintenance. With a 721 UPREIT, you can:✅ Own a diversified real estate portfo...
04/07/2025

Forget the stress of managing tenants and maintenance.

With a 721 UPREIT, you can:
✅ Own a diversified real estate portfolio
✅ Defer taxes on your property sale
✅ Receive passive income—NO landlord duties
✅ Gain liquidity by converting to REIT shares

Want to see if this strategy works for you? Let’s talk! 📩

Address

San Diego, CA
92117

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18774271031

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