How Stoic Equity Partners Achieved Better Deal Flow and Faster Action Time with Intelligence
Meet Stoic Equity Partners
Stoic Equity Partners was founded in 2020 to pursue value-add and opportunistic commercial real estate acquisitions and developments across the Southeast. The firm was founded by former brokers who saw an opportunity to operate on the principal side of the business. What began with a few self-storage deals quickly evolved into a focused strategy targeting small-bay and shallow-bay industrial properties.
The team has grown to include in-house management and accounting, supporting their efforts to scale operations. Since the transition, they’ve acquired over $80 million in assets and continue to grow rapidly. Their investment strategy is focused on identifying and acquiring off-market or lesser-known opportunities in a competitive and fast-moving environment.
Painting the Scene
Stoic needed a way to quickly analyze properties, identify ownership, and evaluate comps—without committing to the high cost of legacy data providers. Speed and affordability were critical, especially during early-stage underwriting and negotiations.
Sam Jaquess, Stoic’s Acquisitions Analyst, adopted Crexi Intelligence at the end of 2022 and now uses it daily. The team uses Crexi to monitor listings, research sales and lease comps, and, most critically, identify property owners and historical deal data.
“The ownership lookup tool is probably the thing I use most. It’s faster and easier than going through the county or GIS systems, and when we’re drafting purchase agreements or evaluating deals, that speed matters. I’m in Crexi Intelligence almost every day—it’s built into my workflow and a lot more streamlined.” - Sam Jaquess
While Stoic primarily sources deals off-market, Crexi has proven valuable for identifying new opportunities. As an example, one listed deal in Louisville surfaced through a Crexi email alert, allowing Sam to act quickly, review the OM, sign a CA, and ultimately close on the property. In addition to these tactical wins, Crexi Intelligence also delivers strong value relative to its price—making it an appealing alternative to more expensive platforms without sacrificing essential functionality. Crexi Intelligence has become a core part of Stoic Equity’s acquisition process.
Key Benefits
- Quick Access to Ownership Data: Crexi Intelligence streamlines ownership research, helping the team identify entities and expedite drafting of purchase agreements. "It’s way faster than going to the county site or GIS. [Intelligence is] the quickest way to know who owns the property."
- Actionable Sales & Lease Comps: Access to reliable sales history and signed lease comps provides a critical edge when Sam is negotiating with brokers or estimating pricing. Instead of relying on limited information or waiting for third-party insights, he can quickly access comp data to validate assumptions, strengthen Stoic's offer strategy, and align on property values with confidence.
- Cost-Effective Alternative to Multiple Platforms: Crexi Intelligence offers comparable insights to traditional data providers in a single solution. For a lean, fast-growing firm like Stoic, this means getting access to critical acquisition tools without the financial burden of expensive contracts. Sam highlighted this affordability as a key reason for recommending the platform to others getting started in the space.
“For firms like ours that are lean and growing quickly, Crexi Intelligence is a no-brainer. You get a ton of functionality that you’d expect from multiple or more expensive platforms, but at a much more accessible price point. I’d absolutely recommend it to anyone getting started in acquisitions or trying to scale effectively.”
Investors: find all the data on your next deal with Crexi Intelligence.
