BackStory Capital's Strategies
Partner with us and raise capital efficiently through our networks
our strategies
We collaborate with top commercial real estate firms to raise capital for fund vehicles and direct investment opportunities. We join forces with aligned alternative fund managers who prioritize an unwavering commitment to investors.
Tax mitigation strategies include but not limited to:
**Roth Conversion Real Estate **- Transform traditional IRAs into tax-efficient Roth IRAs by investing in high-growth real estate
**Qualified Opportunity Zones - **Up to 100% asset base growth in designated areas with deferral and reduction in federal taxes
**1031 Exchange & Delaware Statutory Trusts (DSTs) - **Defer immediate gains and invest seamlessly in diverse properties
**Bonus Depreciation - **Immediate tax savings with accelerated depreciation on new purchases
**Charitable Donation Program - **non-listed, social impact, potential AGI reduction by 50%
Investment Opportunities
Co-GP Multi-Family Development funds (OZ and Merchant build), Opportunistic/Distress fund, Texas Value-Add Self-Storage funds, Tax-Efficient Charitable donation
CEDARst– Multi-Family
CEDARst takes a vertically integrated approach to residential development across the United States, managing all aspects of design, construction, development, and property management in-house. As a pioneer of micro-unit multifamily development in Chicago, CEDARst identified and addressed a significant demand for high-quality, affordably priced apartments.
The company specializes in delivering Class A housing to in-fill communities nationwide, combining innovative design with strategic market placement. To date, the CEDARst team has successfully developed or invested in over 65 assets, encompassing 8,000 units across nine states, in partnership with some of the largest institutional investors in the country.
Apollo United – Self-Storage
Founded in 2010 and headquartered in Waco, TX, Ideal Self Storage oversees the management of more than 30 facilities, encompassing over one million square feet of commercial real estate. The company specializes in sourcing off-market opportunities, managing the daily operations of Apollo United’s self-storage assets, optimizing operational efficiencies, and overseeing property expansion and construction projects.
The Owner and President of Ideal Self Storage brings extensive industry leadership, having served on the Texas Self Storage Association (TSSA) Board of Directors for eight years, including as President in 2019.
Through a strategic partnership with Apollo United as the asset manager, this joint venture leverages deep local market expertise and best-in-class property management practices to drive exceptional performance.
Stonecoal Investors - Coal Mining Operation
Opportunistic/special-situations focused on value creation via mining development or tax-efficient charitable donation/investment alternatives, with capital preservation and cash distribution goals.
The Management Team operated a family real estate development and utility company for nearly 25 years, developing over 60,000 residential lots across Georgia, North Carolina, and South Carolina for major builders like Pulte Homes and Toll Brothers. With 34 years of experience as a developer and contractor, managed up to 400 employees, oversaw business strategy, fleet management, and equipment acquisition, while expanding the company to include quarry services and an in-house residential engineering firm.
Our Partners
We are proud to work with exceptional partners to deliver top-tier advisory services.
