Oil and Gas Royalty Investments - IRS 1031 Tax Deffered Tenant in Common/TIC Property Exchange Investments

What is a PPM?

A Private Placement Memorandum (PPM) is a confidential sales document that is provided to a potential accredited investor for a private placement investment; in this case a TIC or energy royalty investment.

The PPM contains relevant information about the financial, economic and demographic characteristics of the borrower and its service area.

More specifically, a PPM provides you, in the format of a structured document, the information and data you need to know to make an informed investment decision, including:
[		The PPM offering format and structure
[		The company information and structure of the company organizing the investment
[		Information on the sponsor’s senior management
[		SEC required disclosures about the securities being purchased
[		Information related to the company's business and operations
[		Risks involved with the investment
[		Cash flow and performance
[		Property lease summaries
[		Information on all tenants
[		Details and terms of all loans associated or attached to the property
[		Location of property and demographic of the area
[		Expenses and fees of the transaction
[		Use of proceeds

The PPM also includes the subscription agreement which is the actual "sales contract" for purchasing the securities. The PPM is the document that you will sign and send in with your investment funds.

Other documents included for the investors review are the Tenant-in-Common agreement, Management Agreement and other legal documents associated with the property.

Full copies of the leases and appraisal on the property are usually not included but are available upon request.

Read More
Energy Royalties
• Energy Royalties - The Better 1031 Exchange
• What is "Like-kind" Real Estate?
• Overview of Ownership Rights
• Energy Industry Investment Opportunities
• 4 Criteria of Good Energy Royalty Investments
• Liquidity of Energy Royalties
• Wow! Better Tax Benefits?
• Risks of Energy Royalties
• FAQs

Tenant in Common (TIC)
• TICs Defined
• The TIC Solution
• 15 Points for TIC Investing
• Why TIC Investments are So Popular
• Securities or Real Estate?
• Players in the TIC World
• Who are TIC Investors?

1031 Exchanges
• 1031 Exchange Investment Options
• Options for Investment Real Estate Owners
• The Tax Problem
• Capital Gains Tax Information
• The 1031 Rules
• About Regulation D Offerings
• What is a PPM?
• Are You and Accredited Investor?
• Capital Gains Calculator
• Avoiding the Capital Gains Tax
• 5 Must-know Things when doing a 1031 Exchange

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Disclaimer:
Securities offered through Titus Financial, Inc., Member FINRA / SEC. This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer may only be made by means of a private placement memorandum.