For accredited investors
The Heritage investor guide & prospectus.
Confidential Prospectus
Heritage Land & Minerals
Prospectus
Current offerings, tax considerations, and a mineral acquisition overview.
- Current mineral and royalty offerings
- 1031 exchange eligibility overview
- Tax considerations overview
- State-by-state field data
Request access below
Limited Availability
Request Access to Current Offerings
If you're an accredited investor exploring oil and gas investments, we're ready to discuss fit and share our current prospect details.
Inside the guide
What the guide
covers.
When you request access, you receive the Heritage investor guide and the details of current offerings. The guide is a plain-English overview of how mineral and royalty ownership works and what to weigh before you invest.
Contents
Six sections
- 01
How ownership works
The three asset classes, and the difference between producing and non-producing interests.
- 02
How royalty income arrives
From the lease bonus through production, and the decline curve that follows.
- 03
Where minerals can fit
How owners use mineral and royalty interests for diversification alongside other assets.
- 04
1031 exchange eligibility
An overview of deferring capital gains with like-kind mineral and royalty interests, subject to IRS rules and guidance from your tax advisor.
- 05
Tax considerations
The categories that commonly apply to mineral and royalty income, to review with your own advisor.
- 06
Questions to ask first
A short checklist for evaluating any mineral or royalty opportunity before you commit.
Prefer to read now? See Understanding minerals & royalties and how investing works.
What happens next
From request to
prospectus.
Heritage Land & Minerals acquires and divests mineral and royalty interests across 11 states and works with a group of accredited investors seeking exposure to oil and gas. More about Heritage.
- Step 1
Request access
Complete the short form with your details and accredited-investor confirmation.
- Step 2
We confirm fit
A member of the Heritage team reviews your request and confirms a few details by phone or email.
- Step 3
Receive the guide and offerings
We share the investor guide and the details of current prospects so you can evaluate them on your own terms.
For accredited investors
Current offerings are available to accredited investors only, as defined by SEC Rule 501(a) of Regulation D. We confirm your status before sharing offering details.
Investor voices
What investor partners say.
“I've worked with Don and his team at Heritage Land & Minerals on over five mineral properties. I've continued investing with them and have enjoyed how easy and straightforward they have made the process.”
Names abbreviated at investor request. Past performance is not indicative of future results.
Risk disclosure
Mineral and royalty investments involve substantial risk, including the loss of principal. Distributions depend on production volumes, commodity prices, operator performance, and other factors outside Heritage's control, and are not guaranteed. Mineral and royalty interests are illiquid; there is no public market for them, and resale, including its price and timing, is not guaranteed. Heritage Land & Minerals offerings are available only to accredited investors and only by means of a confidential prospectus that contains the complete risk disclosure. This website is not an offer to sell or a solicitation of an offer to buy any security.