Welcome to The Preferred Way—where retirement savers meet alternative investments. In this powerful Part 1 episode, we sit down with John Jordan, Managing Partner at PetroPeak Investments, to unpack how oil and gas royalties operate like real estate, why they’re a hidden gem for retirement portfolios, and how everyday investors can get started for as little as $25,000.
We break down:
What mineral rights are and how they generate passive income
The difference between drilling vs. royalties (and which one is SDIRA-friendly)
The tax advantages few investors understand
Why royalty investing is no longer just for billion-dollar companies
Want to explore SDIRA-compatible royalty investments?
Schedule a Consultation - https://preferredtrustcompany.com/schedule/
Register for Our Free SDIRA Masterclass - https://mc.preferredtrustcompany.com/2/cpmc-2025-e/signup/?_gl=1*2dd9un*_gcl_au*Mzk4ODY2OTc5LjE3NDk0ODExOTc.
Start investing with PetroPeak Investments - https://preferredtrustcompany.com/sdira-partnership-petropeak-investments/
*Disclaimer* 2025 Preferred Trust. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025. YouTube Chapters: 00:00 - Intro to The Preferred Way Podcast 00:24 - Meet John Jordan from PetroPeak Investments 01:00 - Understanding Oil, Gas, and Royalties Like Real Estate 03:00 - The Mechanics of Mineral Rights and Leasing 05:00 - Real Estate vs. Oil Royalties: Key Comparisons 06:45 - Drilling Risk vs. Royalty Income 08:10 - Horizontal Drilling & Fracking Tech Revolution 10:00 - Can Everyday Investors Participate? 11:15 - Access to Oil and Gas for as Low as $25K 13:00 - Cash vs. IRA: Which Capital Type for Which Investment? 15:00 - Tax Write-Offs from Drilling for High-Net-Worth Investors 17:00 - Depletion Allowance on Royalty Income 19:00 - The Risks of Using an IRA for Drilling 20:00 - IRA Custodians, UBIT, and Investor Beware 21:00 - Closing Remarks & Sneak Peek at Part 2
 
 

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