"Our growth strategy is designed for investors looking for bigger upside – and smarter tax advantages."
- Jace Graham | CEO & Founder
INVESTMENT STRATEGIES
Overview I Growth Strategy
The Growth Strategy is Rising Phoenix’s most aggressive investment approach – built for accredited investors who want both high return potential and unique tax efficiency. These projects typically target a 2x–4x multiple on invested capital (MOIC) with hold periods under five years.
Opportunities span non-operated oil & gas drilling, modular AI data center development, and select real estate projects. Each initiative carries more complexity than income-based strategies, but through disciplined underwriting, proprietary sourcing, and strategic partnerships, risk is managed while upside is amplified.
Investment Criteria
Our Growth Strategy investments are defined by shorter duration, higher-return potential, and structural tax advantages:​
Oil & Gas Drilling Programs – Non-operated working interest opportunities in proven basins, with 90–95% intangible drilling cost (IDC) deductions in year one.
Non-Op Drilling Interests – Off-grid, gas-to-power facilities with 22–25% modeled IRR and ~2.8x MOIC over five years, supported by bonus depreciation, cost segregation, and potential 45Q carbon credits.
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Real Estate Properties – Acquiring oil & gas leasehold ahead of drilling to capture long-term value and optionality.
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Private Lending Notes – Flagship projects such as Equila Co., creating experiential, design-forward short-term retreats with strong cash-on-cash potential.
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IRA Eligible – Select joint ventures with institutional, private equity, and family office groups where development risk is shared and exit pathways are clear.​​
Why This Opportunity Works
High Growth Profile – 90–95% IDC deductions (drilling), accelerated depreciation (data centers), and depletion allowances.
Unique Tax Advantages – Energy, infrastructure, and real estate all in one platform.
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Diversified Development Focus – Energy, infrastructure, and real estate all in one platform.
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Direct Sourcing & Execution – Proprietary data, ground-game origination, and established operator/developer partnerships.
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Scalable Model – Replicable opportunities across major basins (Permian, Haynesville, Marcellus, Barnett) and growth markets.​
Featured Offering I Enclosure Energy II LP
A Tax-Advantaged Growth Opportunity with Proven Operators
This is a true insider opportunity – a partnership with a real operator, not just a syndicator – built on transparent alignment and measurable performance.
Learn more about the Enclosure Fund II LP long-term growth offering.
Why Choose the Income Strategy?
Accelerated Wealth Creation – Larger upside potential than our bond/debt or income strategies.
Tax Efficiency – Front-loaded deductions reduce taxable income significantly.
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Balanced Complexity with Discipline – Higher risk projects, but deeply underwritten and conservatively structured.
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Alignment of Interests – Rising Phoenix invests its own capital alongside investors.​
Schedule a call with our Investor Relations Team to learn how to invest with us.