Offerings with limited liquidity like nontraded BDCs and interval funds balance portfolios by differentiating income and preserving investor capital.
WEBINAR
Using Mineral Rights in a 1031 Exchange
April 30, 2025 @ 2:00 pm - 3:00 pmJoin Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, for a discussion on utilizing mineral rights in a 1031 exchange for tax-deferred investment opportunities.
Speaker(s): Brian Sone
Watch Brian P. Sone, VP of Capital Markets at Resource Royalty, LLC, lead a discussion on utilizing mineral rights in a 1031 exchange for tax-deferred investment opportunities. Discussion topics covered included:
Acquisition Process & Underwriting
• Expected distributions
• Liquidity event
Property Management and Investor Financial Reporting
• Quarterly Investor Updates
Market Dynamics
• Mitigating downside risk in volatile markets
• Future offerings
Using Mineral Rights in a 1031 Exchange
• Blended yield
• Diversification
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to Blue Vault members and partners only. For information about becoming a member, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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