Two New Investments Aimed at Reducing Our Investors’ Tax Burden
At Eppler Capital Funds, our mission is to help investors grow and protect their wealth,
not just through returns, but also through strategic tax efficiency. This week, we’re
introducing two new investment opportunities specifically structured to help reduce your
tax burden while generating strong performance potential.
- San Diego Real Estate — MMTM VIII Fund
The MMTM VIII Fund targets the ongoing housing shortage in San Diego by acquiring
and upgrading residential properties, adding new ADUs (Accessory Dwelling Units), and
unlocking multiple layers of forced equity.
Highlights:
– Projected ROI: 40%+ over 24 months
– Hold Period: 2 years (short, repeatable cycles)
– Minimum Investment: $50,000
– Tax Benefits:
o 30% first-year depreciation write-off — applied against active income
for real estate professionals and against passive gains for non–real estate
professionals
o Additional deductions from construction and development costs
o Deferral of depreciation recapture when reinvested into future projects
This fund combines high-growth real estate with a structure that helps investors
meaningfully reduce taxable income while building equity in one of the most supply-
constrained markets in the country.
2. Texas Oil & Gas — TSO Ten Well Joint Venture
The TSO Ten Well JV focuses on proven-producing wells across Texas, combining
operational efficiency with significant first-year tax deductions. The project targets strong returns from low-cost workovers, leveraging existing field infrastructure and
experienced operators.
Highlights:
– Total Project Size: $2.435 million across 10 wells
– Projected Returns:
o 5-Year Annualized: ~45%
o 10-Year Total ROR: Over 300% under favorable production
– Tax Benefits:
o 65–75% Year-One Deduction via Intangible Drilling Costs, applied
against active income
o Ongoing deductions through lease operating expenses (LOE)
This investment structure allows for substantial first-year write-offs, helping investors
offset taxable income while gaining exposure to long-term energy production.
Both opportunities are open to accredited investors and designed to generate
attractive returns while meaningfully reducing taxable income.
If you’d like to learn more or reserve your allocation, please reply to this email or
schedule a quick call.
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Both opportunities are open to accredited investors and designed to generate
attractive returns while meaningfully reducing taxable income.
If you’d like to learn more or reserve your allocation, please reply to this email or
schedule a quick call.
