INCOME

STRATEGY

INVESTMENT STRATEGIES

Strong Yields from

Cash-Flowing Assets

Generating monthly income today with upside for tomorrow.

Learn More

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"Our income strategy focuses on assets that generate cash flow from day one – oil and gas mineral rights or stabilized real estate. It’s about higher yield, balanced risk, and strong fundamentals."

- Jace Graham | CEO & Founder

INVESTMENT STRATEGIES

Overview I Income Strategy

The Income Strategy is designed for investors seeking monthly income combined with meaningful long-term upside. By acquiring oil and gas minerals, stabilized real estate, and other proven, cash-flowing assets, Rising Phoenix delivers distributions throughout the investment period while targeting growth from future development.

This approach combines disciplined underwriting with direct sourcing, giving investors access to high-yielding alternatives backed by real assets.

Targeted Returns Snapshot I Projected Fund Returns Backed by Real Performance*

Annual Cash-on-Cash Yield

15%

2-3 Years

Target Hold Period

1.5-2.0x

Target Multiple on Invested Capital (MOIC)

18-20%

Target Internal Rate of Return (IRR)

Our income-focused mineral strategy is designed to generate strong monthly cash flow today with meaningful upside from future development. While past performance demonstrates our team’s ability to deliver, all investments involve risk and results may vary.

*All investments involve risk; figures are targets, not guarantees.

Investment Criteria

Our Income Strategy investments are backed by tangible, cash-generating assets. We focus on:

Oil & Gas Minerals: Properties producing from day one with upside from new drilling.

Non-Op Drilling Interests: Select assets with resilient tenant demand and cash flow.

Real Estate Properties: Acquisitions made directly from owners to avoid middlemen.

Private Lending Notes: 15% depletion allowance reduces taxable income.

IRA Eligible: Available for self-directed IRAs, making this strategy attractive for retirement planning.

Why This Opportunity Works

Real asset-backed investments in U.S. oil & gas minerals.

Monthly cash flow distributions directly to investors.

Shorter hold periods (~3 years) with meaningful upside potential.

Managed by a fourth-generation oil & gas professional with proven track record.

Tax-advantaged income through 15% depletion allowance.

Featured Offering I La Plata Peak Fund

Our current Income Strategy vehicle is the La Plata Peak Mineral Fund, now open to accredited investors. This fund targets producing oil and gas mineral acquisitions in top-tier basins, with the goal of delivering consistent monthly distributions and long-term value.