"We’re not just building portfolios – we’re building a platform for direct, transparent investing in opportunities that matter."
- Jace Graham | CEO & Founder
INVESTMENTS
Ways to Invest With Us I Three Core Strategies. One Unified Platform.
INVESTMENT TYPE
Risk Level (1–10)
Potential Returns (1–10)
Debt Strategy – Mineral Bond Offerings
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Income Strategy – Producing Mineral Funds
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Growth Strategy – Direct Drilling Funds
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2
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4
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7​
5​
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7
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9​
3​
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5
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10​
9 - 12%​
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12 - 25%
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30%+​
9 - 12%​
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12 - 25%
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30%+​
Note: Each strategy carries its own risk/return profile. These figures are targets, not guarantees.
Tax Advantages
Yield Projections
Equity Multiple
Strategy Breakouts
Bond Strategy I Stability with Predictable Returns
Fixed-income investments through 1–5 year term bonds with predictable interest rates. Structured to deliver stable returns backed by real assets, this strategy is designed for investors seeking certainty and capital preservation.
Growth Strategy I Higher Upside with Tax Advantages
Higher-upside opportunities with added tax advantages, including non-operated drilling projects, land development ventures and off-grid AI Data centers projects. For investors seeking compounding returns, this strategy blends disciplined risk management with meaningful upside potential.
Specialized Programs
1031 Exchange Platform I Helping Investors Transition
Helping investors transition from real estate into oil and gas minerals through tax-deferred 1031 exchanges. This independent platform allows participants to preserve capital, defer taxes, and diversify into mineral ownership outside of Rising Phoenix’s funds.
Mineral Management Services I Comprehensive Oversight
For investors who directly own mineral interests, our management platform provides comprehensive oversight – from lease negotiations to revenue tracking and performance reporting. We simplify ownership while maximizing long-term value.
Why Investors Choose Us
Disciplined, Transparent Underwriting
Every deal is underwritten in-house with clear, rigorous analysis to protect capital and maximize value.
Direct Origination of Non-Marketed Deal Flow
Our ground-game approach gives investors access to opportunities sourced directly from owners – cutting out the middlemen.
Aligned Incentives, Skin in the Game
We invest alongside our partners, ensuring our success is tied directly to theirs.
Proven Track Record
Decades of experience, consistent performance, and repeat investor participation underscore our credibility.
Dedicated Investor Support
A hands-on investor relations team, responsive communication, and seamless onboarding backed by a robust online portal – giving you real-time access to performance metrics across strategies.
