Alta Exchange Group

When 1031 Experience Matters

031 Exchanges

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One of the most recent developments in 1031 exchanges is to invest in oil and gas royalty interests. Oil and gas royalty interests have some advantages over real estate investments to satisfy a 1031 exchange.

Benefits include:
> Ability to match exact equity amounts to completely defer taxes.

> Diversification; you can invest in wells all across the country and are not tied to one single asset in one location.

>Hedge against inflation and rising energy prices.

>Royalty interests may potentially yield higher cash flow than real estate.

>Investor realizes 100% of the appreciation and can complete a 1031 exchange upon exiting the royalty interest because a secondary market exists.

>Low or negative correlation to other typical investments; stocks, bonds, mutual funds, real estate.

> You are not tied to the other investors in the property and are able to liquidate your position.

Risks of oil and gas royalty interests include:
> Fluctuating market conditions may make an oil and gas investment less profitable.

> An investor who subscribes four units cannot revoke the subscription.

> Commodity prices may be very volatile and could negatively impact the investment.

> New alternative energy sources may change the market conditions for oil and gas.

> Previously untapped supplies may also negatively impact market conditions.

*Always consult with your tax advisor before making any investment related decisions.

Find out what the advantages are of investing in oil and gas royalty interests.

This material does not constitute an offer to buy or sell any security. Such offers can only be made through a private placement memorandum or prospectus.
There are significant risks associated with 1031 Tenant in Common investments. Please consult with your tax or legal professional if considering a 1031 investment. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) MemberMember FINRA/SIPC.
OSJ Office: 701 Tama Street, Marion, IA 52302. 1-800-356-5234 Alta Exchange Group is not affiliated with BFCFS.