Advanced 1031 Exchange Strategies

Canyon State Minerals represents a diversified portfolio of royalty assets historically delivering both income and growth to accredited investors. Canyon State Minerals, LLC, a wholly-owned subsidiary of Montego Energy Partners, LLC, is offering certain undivided non-possessory Mineral Interests and Royalty Interests in existing income-producing and non-income producing oil and gas properties located in the States of New Mexico, Texas, and Louisiana. The portfolio expands across 51,671 gross acres, 16 counties, and 7 premier operators. Currently, this acreage has 234 producing wells, 7 active permits, 116 DUCs (drilled but uncompleted), and room for 375 additional wells to be drilled. While there is no guarantee that additional wells will be added to the portfolio, all counties are located in core areas where drilling activity is present today. It is important to note that all current and future production, (i.e., drilling of wells) is at the expense of the operator, not the royalty owner. At Montego Minerals, we focus on acquiring mineral and royalty interests in properties with current oil and gas production and potential for growth. We look for properties with existing leases held by energy companies, who handle all drilling expenses and risks. Through Montego Asset Management, LLC, we manage these interests for our investors, collecting royalty payments from operators based on monthly revenue from producing wells. This lets investors enjoy ongoing revenue without having to deal with operational costs or drilling activities.

Madison Waterstar is a newly built Class A multifamily community located at 14535 Star Water Road, Kissimmee, Florida 34747. The Property occupies the approximately 10 acres in the northern portion of the larger Waterstar Orlando planned development along U.S. 192, immediately west of Orlando's Walt Disney World. Delivered in 2023, the Property consists of 320 luxury apartment homes (totaling approximately 310,624 net rentable square feet with units averaging approximately 972 square feet) distributed across eight mid-rise buildings and arranged around a resort-style amenity core. The unit mix offers one-, two-, and three-bedroom floor plans, all featuring contemporary interiors with stainless-steel appliance packages, granite countertops, and private patios or balconies in most homes. Residents enjoy a retreat-inspired salt water pool with tanning deck, outdoor gourmet grilling pavilion, state-of-the-art fitness studio with yoga/Pilates space, resident coffee lounge, community lounge and clubhouse building, and electric vehicle charging stations. The Property presents a compelling opportunity to invest in a Class A multifamily community located at the "back door" to Orlando's globally recognized tourist corridor near major destinations like Disney's Animal Kingdom and Orlando's Walt Disney World. The Trust acquired the Property because of its connectivity to Orlando's key employment centers and entertainment hubs as well as its desirable unit mix and spec profile. The Sponsor believes that the Orlando MSA's continued growth will lead to sustained rental demand.

Meadow+Main is a newly constructed, institutional-quality BTR community. Completed in 2023, the Property comprises 138 single-family homes, each featuring waterfall-edge granite countertops, stainless-steel appliances, 10-foot ceilings, private fenced yards, and a premium amenity package that includes a resort-style pool, fitness center, clubhouse, and dog park. The Property is situated on 15.6 acres and contains approximately 141,500 square feet of net rental area.

BR Diversified Industrial Portfolio 7, DST represents an attractive investment opportunity in a diversified portfolio of industrial properties and tenants. The portfolio features five mission-critical and strategic locations for the investment-grade and credit-rated, publicly traded and privately held, global and large national and regional tenants. The portfolio is positioned for significant value creation as a result of the high projected demand for industrial properties in desirable locations within high growth markets and positioned along major transportation arterials and with rents substantially below (25% on average) current submarket rates. The Properties are located in some of the strongest industrial corridors and Sunbelt locations with projected cumulative rent growth of approximately 13% through 2029. The Trust aims to provide investors with stable monthly cash flow and the potential for capital appreciation.