Why Upstream Equity

The passive income solution for Oil & Gas professionals

Our mission is to produce rock solid, cash flowing commercial real estate investment opportunities for fellow Oil & Gas workers.

We know you’re busy in the office, turning and burning in the field, and working long hitches offshore. It’s tough to find time to source your own deals and handle the day-to-day operations that come with typical real estate investments.

We’re here to do the heavy lifting for you. Upstream Equity is out there building strategic relationships with best-in-class operators and vetting deals extensively to bring you quality passive income opportunities in a variety of asset classes. That way, you have more time to do the things that are important to you.

Focused Asset Classes

Why Real Estate Syndications

Stability

We focus on quality opportunities in stable asset classes which deliver solid risk adjusted returns.

Passive Income

Receive passive cash flow while avoiding the headaches that come with day-to-day operations.

Leverage

Gain access to exceptional opportunities through experienced, reputable operators with proven track records and established systems and teams.

Tax Benefits

Realize significant tax benefits through depreciation allowing you to keep more of what you earn.

GET STARTED ON YOUR PASSIVE INVESTING JOURNEY

Education is key for success. To make good investment decisions, we need to know what to look for and what questions to ask. Download our passive investing resources and be prepared when investment opportunities come your way.

How Passive Real Estate Investing Works

JOIN

Sign up for the Upstream Investor Crew and receive access to all of our news and updates.

 

Connect

After you join the Crew, we’ll reach out to learn more about you and your investing goals and add you to our exclusive opportunity list.

invest

Next, you will receive our vetted opportunities and we’ll guide you through the investing process step by step.

 

Collect

You’ve put in the hard work, invested wisely, and now your earnings are working for you. You are actively building the future you want through passive investments. Well done!

 

What People Say

As a Completions Field Engineer, I don’t work a 9 to 5 or a normal scheduled work week. I’m on call 24/7 and can be gone for weeks, sometimes months at a time, whether it be in the Gulf of Mexico, or in another country where I may not have connectivity or phone access to deal with a tenant that a rental property needs with active management. I was looking for a way to add real estate to my portfolio to diversify my risk away from equities. Danny introduced me to the benefits of passively investing in cash flowing commercial real estate. For me, this strategy checked all the boxes. Danny keeps in contact with me and gives me monthly updates on the investment which gives me more comfort on how my money is performing. I look forward to investing in many more deals with Danny and the Upstream Equity team!

Phil

Completions Field Engineer

I am an oil & gas professional with 8 years of experience. When I got laid off during the COVID-19 pandemic, alongside many of my 50 & 60-something year-old colleagues who weren’t quite ready to retire, I realized all of the working hard (moving up the corporate ladder,) playing hard, and saving for retirement wasn’t enough. I turned to Upstream Equity to help put my hard-earned cash to work for me. Investing with confidence, passively, has been a huge relief, knowing I am setting myself up for the life I want to live, and not waiting for retirement to live it!

Danny helped me understand the ins and outs of investing passively in real estate syndications. The deals he brings to the table are cash-flowing opportunities that have been extensively vetted and are well suited to my investing goals. I have recommended Upstream Equity to friends, family, and casual acquaintances because investing passively in real estate is a game-changer! It couldn’t be easier.

Brenda

Sales Engineer

What People Say

As a Completions Field Engineer, I don’t work a 9 to 5 or a normal scheduled work week. I’m on call 24/7 and can be gone for weeks, sometimes months at a time, whether it be in the Gulf of Mexico, or in another country where I may not have connectivity or phone access to deal with a tenant that a rental property needs with active management. I was looking for a way to add real estate to my portfolio to diversify my risk away from equities. Danny introduced me to the benefits of passively investing in cash flowing commercial real estate. For me, this strategy checked all the boxes. Danny keeps in contact with me and gives me monthly updates on the investment which gives me more comfort on how my money is performing. I look forward to investing in many more deals with Danny and the Upstream Equity team!

Phil

Completions Field Engineer

I am an oil & gas professional with 8 years of experience. When I got laid off during the COVID-19 pandemic, alongside many of my 50 & 60-something year-old colleagues who weren’t quite ready to retire, I realized all of the working hard (moving up the corporate ladder,) playing hard, and saving for retirement wasn’t enough. I turned to Upstream Equity to help put my hard-earned cash to work for me. Investing with confidence, passively, has been a huge relief, knowing I am setting myself up for the life I want to live, and not waiting for retirement to live it!

Danny helped me understand the ins and outs of investing passively in real estate syndications. The deals he brings to the table are cash-flowing opportunities that have been extensively vetted and are well suited to my investing goals. I have recommended Upstream Equity to friends, family, and casual acquaintances because investing passively in real estate is a game-changer! It couldn’t be easier.

Brenda

Sales Engineer

Our Podcast

The Two Smart
Assets Real Estate Investing Podcast

Join us every week as I speak with experienced investors, syndicators and entrepreneurs to bring you the insights and strategies for building a successful real estate investment portfolio

Listen Now

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Frequently Asked Questions

What is syndication?

Syndications are group investments where investors pool their money to acquire large properties that an individual investor would not be able to access by themselves. The Limited Partners invest capital passively to fund the investment costs, while the General Partner combines their skill and resources to execute the business plan of the investment to provide a return for the benefit of all investors.

What is the investment minimum?

$50,000 for most opportunities but can vary depending on the deal. Schedule a call to discuss your investment options for upcoming deals.

What is the investment hold period?

The typical hold period is 5 years and can vary from 3-7 years depending on performance and market conditions.

How often should distributions be expected?

Distributions can occur monthly or quarterly depending on the deal and operator. Initial distribution timelines can vary and typically begin within 6 months after the property has closed, transferred, or stabilized.

Who can invest?

Upstream Equity investment opportunities are available to both sophisticated and accredited investors. To access our deals, Join the Upstream Equity Investor Crew. After you join, we’ll connect to learn more about you and your investing goals. Once we have connected, we can begin to share our investment opportunities with you.