
We acquire mineral interests, package them into portfolios, and sell fractional stakes in those portfolios to private investors via the most tax-advantaged structure available.

We acquire mineral interests, package them into portfolios, and sell fractional stakes in those portfolios to private investors via the most tax-advantaged structure available.
Our Strategy
First, we acquire high-quality mineral interests in proven oil and gas basins across the US. We target assets under well-capitalized operators with predictable long-term cash flow profiles and de-risked future development upside.
Next, we package these mineral interests into portfolios constructed to suit our investors’ goals. We strive to create portfolios with consistent, stable yields throughout cyclicality and enough new development and redevelopment upside to ensure our portfolios maintain attractive long-term valuations.
Lastly, we sell interests in our portfolios to private investors. Unlike most mineral investment structures in the market, ours are specifically designed to qualify for 1031 Exchange treatment without requiring our investors to take direct title to the assets. This allows our investors to defer capital gains taxes by reinvesting proceeds from the sale of investment property into passive, zero-leverage vehicles offering strong yields and regular distributions, all within the strict 1031 timeline. Investors can also invest with cash or via self-directed retirement accounts, and proceeds from our portfolio exits remain eligible for future 1031 Exchanges. We pass through all depletion allowances as well, creating tax efficiency at entry, exit, and throughout the life of our portfolios.
Our Strategy
First, we acquire high-quality mineral interests in proven oil and gas basins across the US. We target assets under well-capitalized operators with predictable long-term cash flow profiles and de-risked future development upside.
Next, we package these mineral interests into portfolios constructed to suit our investors’ goals. We strive to create portfolios with consistent, stable yields throughout cyclicality and enough new development and redevelopment upside to ensure our portfolios maintain attractive long-term valuations.
Lastly, we sell interests in our portfolios to private investors. Unlike most mineral investment structures in the market, ours are specifically designed to qualify for 1031 Exchange treatment without requiring our investors to take direct title to the assets. This allows our investors to defer capital gains taxes by reinvesting proceeds from the sale of investment property into passive, zero-leverage vehicles offering strong yields and regular distributions, all within the strict 1031 timeline. Investors can also invest with cash or via self-directed retirement accounts, and proceeds from our portfolio exits remain eligible for future 1031 Exchanges. We pass through all depletion allowances as well, creating tax efficiency at entry, exit, and throughout the life of our portfolios.