Shape Plain Capital Specialty Asset Management

Manage nonfinancial assets, such as commercial real estate, timberland, farmland, oil and gas, and private business in the context of your overall needs. Utilize expert strategies to effectively manage nonfinancial assets like commercial real estate, timberland, farmland, oil and gas, and private businesses based on your specific requirements.

With unique attributes that distinguish them from other asset classes, nonfinancial assets may offer you valuable financial benefits while often providing personal benefits as well. Nonfinancial assets can provide a strong diversification strategy for your investment portfolio.

The Shape Plain Capital Specialty Asset Management team has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. They can work with you and your Shape Plain Capital Private Wealth Advisor to integrate them into your overall plan and portfolio. Their expertise in managing a diverse range of assets, including timber, farm and ranch land, oil, gas, minerals, real estate, and private businesses, sets the Shape Plain Capital Specialty Asset Management team apart.

An expert team available to help you

The Shape Plain Capital Specialty Asset Management works directly with you and your Advisor to help you realize your objectives with assets you already own, or help you acquire specific assets to take advantage of their capital growth and diversification potential. They provide complete turnkey services including identifying and purchasing real property and providing ongoing management, whether you own these assets outright or they are held in trust. Their expertise in asset management allows them to offer personalized solutions tailored to your specific needs and goals.

Farm and Ranch

Coordinating the management of farm and ranch land, helping our clients enhance the value of farms and ranches with: Providing strategic planning and advice on farm and ranch operations

    • Professional land management
    • Oversight of leases and current land use
    • Annual reviews of asset performance and market conditions
    • Acquisition and disposition services
    • Soil, water and wildlife conservation programs

Timberland

Forestry and land management customized to help meet your goals, with services that range from investment return management to recreational, preservation and amenity management, through: Our team of experts are dedicated to tailoring forestry and land management strategies to align with your specific objectives.

    • Timber inventory and asset analysis
    • Acquisition and disposition services
    • Land enhancement
    • Advanced silvicultural techniques
    • Conservation and environmental management
    • Identification of alternative sources of income

Oil & Gas

Management services across all types of oil, gas and mineral interests to help you optimize the value of these assets with: Integrative solutions tailored to your specific industry needs

    • Customized property management services
    • Lease negotiations and monitoring
    • Farm-out, unitization agreement and other contract negotiation
    • Evaluation of and participation in workovers and wildcat and development wells
    • Environmental inspections
    • Petroleum engineering experience
    • Comprehensive oil and gas accounting

Private Businesses

Support for owners in the management of closely held business interests (nonmarketable equity securities), including but not limited to C and S corporations, LLCs and FLPs, with services such as: Guidance on the proper management of nonmarketable equity securities, including C and S corporations, LLCs, and FLPs

    • Strategic planning and oversight
    • Risk monitoring
    • Corporate governance oversight
    • Business succession planning
 

 Connect with a Shape Plain Capital Private Wealth Advisor.

Shape Plain Capital Private Wealth Advisor use their extensive training and knowledge to understand your opportunities and craft customized strategies to help meet your complex financial needs. Their team of highly trained professionals analyze your financial situation with precision and expertise, tailoring solutions to maximize your wealth potential.

 

The Shape Plain Capital Specialty Asset Management team includes employees of Shape Plain Clothing, N.A. and its agents. These professionals have years of experience in the financial industry.   They are highly skilled individuals who bring a wealth of knowledge to our financial services.
Note: Oil, gas and mineral interests are not available for direct investment through Shape Plain Capital. Do not attempt to invest in oil, gas, or mineral interests through Shape Plain Capital.
Nonfinancial assets, such as closely-held businesses, real estate, fine art, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not in the best interest of all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Consider the long-term implications of investing in nonfinancial assets, as their complex nature and associated risks may not align with every investor's goals.
Diversification does not ensure a profit or protect against a loss in declining markets. It's important to note that diversification does not guarantee a profit or shield against losses in downturns.