We structure sustainable value investments in oil and gas.

Invest for passive income and substantial tax benefits.

Partner Objectives

  • Buy quality assets with proven reserves and upside

  • Leverage the most tax-advantaged investments available

  • Take advantage of current pricing boom for oil and gas

  • Manage risk with experience and proven technology

  • Margin of safety for preserving capital and reducing risk

  • Environmentally friendly for ESG and sustainable outcomes

Investment Benefits

Tax Law Advantages

Drilling expense write-offs and depletion deductions allow for substantial up-front tax savings.

High Returns

Conservative return probabilities of 10-20X with production lasting decades.

Reduced Risk

Acquire leases that have economic recoverable reserves as differentiated from risky drilling programs.

“Our simple thesis is to generate cash by targeting existing wells with new technology and to take advantage of favorable tax preferences.”

— Don Wallroth, Managing Partner

Opportunity Breakdown

  • The best investment for a tax deduction is in the oil and gas market

  • Receive an immediate tax write-off and ongoing passive tax-advantaged income

  • Up to 100% of initial investment can be immediately deducted leading to at least a third of the investment returned in the first year

  • Marginal costs for improving existing assets maximizes potential returns

  • Expert engineers and geologists with generations of experience

  • Oil and natural gas pricing is highly favorable with a positive long-term outlook

Enhanced Oil Recovery Game Plan

Stage 1 - Reconditioning

We re-condition each well on the lease by:

  • Pulling and replacing all production rods, tubing, and down-hole equipment

  • Administering all formation fracturing, as well as using acid and chemical treatments necessary

  • Replacing or constructing all surface equipment and necessary facilities

  • Constructing adequate roads and transport facilities to minimize lease down-times during bad weather

Stage 2 - Nitrogen Injection Program

We immediately introduce a regular “Cyclic” (Huff & Puff) Nitrogen Injection Program to the well for the following reasons:

  • It builds and sustains high bottom-hole pressures

  • It ensures high volumes of oil and gas extraction of the ‘stranded reserves’

Stage 3 - Water-Alternating-Gas Injection Flood

With the escalated income derived from the “Huff & Puff” production method, we build our cash reserves and prepare for the placement of a full-scale Water-Alternating-Gas Injection Flood. In this step, water and gas are injected in alternating cycles to improve the sweep efficiency by increasing the mixing of reservoir fluids with injected fluids.

Stage 4 - Infill Drilling Program

We then commence the drilling of Infill Development Wells for the full sweep of the reservoir to produce previously bypassed oil and natural gas reserves. Infill drilling secures every possible productive oil and gas reserve that is capable of being produced from our selected fields.

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