Our portfolios provide 1031-eligible access to diversified packages of mineral interests, delivering fully passive income with no management burden or liability exposure.
Our portfolios provide 1031-eligible access to diversified packages of mineral interests, delivering fully passive income with no management burden or liability exposure.
We target mineral interests located in proven, highly productive oil and gas basins across the US
We buy these interests using dedicated acquisition capital
We ensure that the mineral interests we acquire are eligible for 1031 Exchanges
We aggregate and package the individual mineral interests we acquire into multi-asset portfolios
We construct our portfolios to be diversified across basins, operators, and individual wells, significantly reducing our investment risks
Defer capital gain tax on the sale of investment property via a “like-kind” 1031 Exchange
Gain immediate, de-risked access to the historically hard-to-reach minerals asset class
We then sell fractional interests in our portfolios to investors seeking fully passive mineral ownership
We structure our portfolios so that investing in them qualifies as a “like kind” 1031 Exchange for investors who have recently sold investment property
Investors can also buy into our portfolios with cash via a standard investment account or self-directed retirement account
Capture long-term passive income and depletion tax shield with no management responsibilities
After investors have acquired 100% of our portfolios, we continue to manage them until we eventually sell the assets years down the line
In the interim, we collect the cash flows generated by the portfolio and distribute them to investors according to their ownership interests
At portfolio exit, we distribute the sale proceeds to investors, who can then use these proceeds for 1031 Exchanges at that time
Key benefits of investing in Next Peak’s mineral portfolios:
Diversify by spreading 1031 proceeds and passive investment holdings beyond traditional real estate
Step through our process:
Step through our process:
We target mineral interests located in proven, highly productive oil and gas basins across the US
We buy these interests using dedicated acquisition capital
We ensure that the mineral interests we acquire are eligible for 1031 Exchanges
We aggregate and package the individual mineral interests we acquire into multi-asset portfolios
We construct our portfolios to be diversified across basins, operators, and individual wells, significantly reducing our investment risks
We then sell fractional interests in our portfolios to investors seeking fully passive mineral ownership
We structure our portfolios so that investing in them qualifies as a “like kind” 1031 Exchange for investors who have recently sold investment property
Investors can also buy into our portfolios with cash via a standard investment account or self-directed retirement account
After investors have acquired 100% of our portfolios, we continue to manage them until we eventually sell the assets years down the line
In the interim, we collect the cash flows generated by the portfolio and distribute them to investors according to their ownership interests
At portfolio exit, we distribute the sale proceeds to investors, who can then use these proceeds for 1031 Exchanges at that time
Key benefits of investing in Next Peak’s mineral portfolios:
Defer capital gain tax on the sale of investment property via a “like-kind” 1031 Exchange
Gain immediate, de-risked access to the historically hard-to-reach minerals asset class
Capture long-term passive income and depletion tax shield with no management responsibilities
Diversify by spreading 1031 proceeds and passive investment holdings beyond traditional real estate