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Investing in Oil and Gas: What You Need to Know

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Despite significant progress in the growth of renewable energy sources, traditional fossil fuels continue to meet over 80% of U.S. energy needs.1 That demand is why oil and gas investing remains popular among many investors seeking alternative sources of income and growth.

This guide will provide you with a comprehensive overview of the oil and gas investment landscape and cover a variety of important topics, including:

  • Advantage of oil and gas investing and risk considerations
  • Four common types of direct participation investment programs
  • Mineral and gas rights investment options
  • Tax breaks related to tangible and intangible drilling costs
  • Active and passive investment structures
  • Oil and gas investments for a 1031 exchange
  • And more . . .

Oil and gas investing has been part of the American fabric since the first oil well was drilled in Titusville, Pennsylvania in 1859, and it remains popular among investors today. This free guide will help you discover if this alternative investment opportunity is a good fit for you.

1. https://www.pewresearch.org/fact-tank/2020/01/15/renewable-energy-is-growing-fast-in-the-u-s-but-fossil-fuels-still-dominate/

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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

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