Sharpen Your Analysis of Programs Involving Conservation Easements

by Russell Putnam

As I’ll describe in this post, I’ve been busy this week helping to educate our clients on how conservation easements work in land investment programs, and I'd like to share some resources that may advance your understanding of these programs. 

Mineral valuations in conservation easement programs 

In case you missed it, on Monday, we hosted a conversation with Dr. Andrew Schissler of the Colorado School of Mines—FactRight’s key consultant in assessing mineral valuations for programs involving a mining strategy. At the link below, you’ll hear more about why mineral valuations are important when considering mining and conservation easement strategies, how they should be assessed, and other key due diligence items.



IPA Direct Insights Call Series – The Unique Opportunity Provided by Conservation Easements 

Today, I moderated a panel discussion sponsored by the Institute for Portfolio Alternatives (IPA) on conservation easement options within syndicated investment programs. The informative panel included Alan Solon, chairman and CEO at EcoVest Capital, Randy Bampfield, co-chair of the Partnership for Conservation’s legal committee, and Michael Williams, director of investor relations at Sixty West.  This presentation covered the basics of how easements work, how sponsors conduct their due diligence to put programs involving easement options together, and the tax advantages they can provide. I recommend this presentation as an efficient way to get up to speed on what these programs are all about and why they can be beneficial to your clients.

Note that we’ll update this blog post with a link to the recording once it becomes available, for those of you not able to join the IPA call. 

FactRight’s annual conference 

Last, I’ll be giving a presentation on tax-advantaged programs, including investment programs involving conservation easement options, at FactRight’s annual conference, October 3-5 here in Minneapolis. We are looking forward to seeing you at what promises to be our best conference yet!

As always, reach out to me at if you have any conservation easement-related due diligence questions.

Sign Up for Blog Updates

Register for FactRight's Due Diligence Conference Today!