1031 Exchange

Under Section 1031 of the United States Internal Revenue Code, the exchange of certain types of property may defer the recognition of capital gains or losses due upon sale, and hence defer any capital gains taxes otherwise due. As “like kind” property, an investor can exchange raw land, an apartment complex, an office building, and all other types of investment real estate for an interest in oil and gas.

As the real estate market continues to fluctuate, a 1031 exchange into oil and gas may be a viable option for diversifying your real estate holdings and maximizing cash flow potential.

Portfolio Diversification: While the real estate prices continue to move unpredictably, it has become difficult to achieve a profitable exit strategy for many passive real estate investments with large built in gains saddled with balloon financing and interest only loans. However, oil and gas investments provide a long term investment with secure cash flow. Oil and gas investing is not management intensive for the investor and is owned by the investor who will control the exit strategy.
Global Diversification: Oil and gas is a global commodity that is not solely dependent on the United State economy. As the economies of China, India and other countries continue to rise, many analysts agree that demand for oil and gas will continues to rise.

The public portion of this site contains only general information regarding classes of products and services that are designed to meet the needs of qualified investors. In order to receive any information on actual investment vehicles you must meet our accreditation qualifications. This is not an offer to sell or solicitation of an offer to buy any security listed herein. Such offer may only be made by written prospectus in a jurisdiction wherein the offering is duly registered or exempt therefrom. Please see our Due Diligence page, which outlines important information from the US Securities and Exchange Commission (SEC) on recognizing and avoiding oil and gas investment scams. For the complete publication, see www.sec.gov/investor/pubs/oilgasscams.htm.

Energy investments are speculative and involve a high degree of risk, oil and natural gas wells are naturally depleting assets, cash flows and returns may vary and are not guaranteed. Past performance is no indication of future performance.