Our Strategies
Alternative Investment Strategies Built for Sophisticated Capital
We specialize in capital raising and distribution for a focused set of alternative investment strategies — each selected for their income potential, structural integrity, and alignment with the needs of today's institutional and high-net-worth investors.
Where We Focus
BackStory Capital works exclusively within the alternative investment space, concentrating on tax advantaged strategies. Our network, expertise, and distribution capabilities create the greatest impact for fund managers and investors alike.
Income-Generating Real Estate
We raise capital for stabilized, cash-flowing commercial real estate funds — including multifamily, industrial, net lease, and mixed-use assets. These strategies are designed to deliver consistent distributions and capital preservation for income-focused investors.
Value-Add Real Estate
We partner with experienced operators pursuing value-add opportunities — properties with identifiable upside through renovation, repositioning, or improved management. These strategies target enhanced returns through active asset management and disciplined execution.
Development Real Estate
We raise capital for ground-up and adaptive reuse development projects led by experienced developers. These strategies offer compelling return potential for investors with a longer time horizon and appetite for development-stage risk.
Private Equity & Direct Deals
We connect fund managers and operators with family offices and high-net-worth investors seeking direct exposure to private equity and co-investment opportunities — outside the constraints of traditional fund structures.
1031 Exchange Programs
We raise capital for Delaware Statutory Trust (DST) and other 1031-exchange-eligible real estate programs, helping investors defer capital gains taxes while maintaining exposure to institutional-quality real estate assets.
Qualified Opportunity Zone Funds
We support fund managers raising capital for Qualified Opportunity Zone investments — strategies that offer investors the potential for capital gains deferral, reduction, and long-term tax-free appreciation through investment in designated opportunity zones.
Roth Conversion Strategies
We work with fund managers offering structures compatible with Roth IRA and self-directed retirement account investors — enabling tax-free growth within alternative investment vehicles for long-term, tax-conscious capital.
Bonus Depreciation
Achieve immediate tax savings through accelerated depreciation on qualifying new purchases. Thanks to the One Big Beautiful Bill Act (OBBBA, 2025), 100% bonus depreciation was permanently reinstated for property placed in service after January 19, 2025 — front-loading deductions when income is highest and pairing well with cost segregation to maximize NOL carryforwards.
Intangible Drilling Costs (IDCs)
IDCs are expenditures associated with the drilling and completion of oil and gas wells that are fully deductible in the current year for federal income tax purposes. Through an exception to Code Section 57(a)(2), the tax preference for excess IDCs has been effectively eliminated for most taxpayers other than integrated oil companies — making IDCs a powerful immediate deduction for high-income investors seeking oil and gas exposure.
How We Choose
Our Approach to Strategy Selection
We are selective by design. BackStory Capital represents only strategies we believe in — those with strong fundamentals, experienced management teams, and a compelling story that resonates with today's investor base. Our reputation depends on the quality of every fund we bring to market.
Rigorous due diligence on every manager and strategy
Focus on alignment between manager incentives and investor outcomes
Preference for strategies with proven track records and repeatable processes
Deep understanding of the investor base before going to market
Have a Strategy Worth Raising?
If you manage an alternative investment strategy and are looking for a capital raising partner who understands your space, let's have a conversation.
Schedule a Call