Please contact us to discuss your specific situation and to receive our current current direct participation programs (DPP)
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Energy Investments Oil and natural gas from domestic reserves helps to make our country more energy self-sufficient by reducing our dependence on foreign imports. In light of this, Congress has provided tax incentives to stimulate domestic natural gas and oil production financed by private sources. Drilling projects offer many tax advantages and these benefits greatly enhance the economics. These incentives are not “Loop Holes” -- they were placed in the Tax Code by Congress to make participation in oil and gas ventures one of the best tax advantaged investments. Contact Us |
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Real Estate Investment Trusts (REITs) A real estate investment trust (REIT) allows investors to pool funds for participation in real estate ownership or financing. It is required by law to distribute 90 percent of its annual income to shareholders or to reinvest the capital to improve its portfolio. Investors contribute capital, which is used to fund a variety of real estate projects. In return, investors can receive a return on their capital in both the payment of dividends, and an increase in equity through growth of the company. Contact Us |
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Equipment Leasing Equipment leasing is a fixed-income, self-liquidating, hard-asset, bond-alternative investment designed to generate sheltered, passive distributions that are fully sheltered the first six years and 30% sheltered thereafter. Unsheltered distributions can be further sheltered using passive losses from elsewhere. Contact Us |
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Funds, Debentures & Asset Backed Notes Today, asset allocation has become more important than ever to the individual investor. The lesson learned from the 1990s bull market is that, while stocks as an asset class can provide long-term growth in a portfolio, they can be extremely volatile. This has led many to turn to fixed-income securities seeking to cushion their portfolios in a down-market through diversification. Fixed-income investments are usually suitable for retired individuals who rely on their investments to provide a regular, potentially stable income stream and also for individuals who seek a strategy to maximize overall portfolio benefit. Contact Us |
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Land-banking & Development |





