Investor FAQ

The minimum investment to participate in our working interest programs is $50,000. This provides a meaningful ownership stake with full IDC tax deduction benefits.

Complete our investor qualification form and a member of our investment team will contact you within 24 hours to discuss available programs and answer your questions.

You must earn $200,000+ annually ($300,000+ jointly) or have $1M+ net worth excluding primary residence, as defined by the SEC under Regulation D.

No. Our programs are designed for investors new to oil and gas. Our team provides full education and guidance throughout the process.

Working interest investors can typically deduct 65–80% of their investment in Year 1 through Intangible Drilling Cost (IDC) deductions. For a $100,000 investment at 70% IDC ratio, that's $70,000 in deductions.

Yes. Working interest income and deductions are classified as active income by the IRS, meaning IDC deductions can directly offset W-2 wages, business income, and other active income.

The 15% depletion allowance allows you to deduct 15% of gross production income each year, potentially exceeding your original cost basis over time — creating permanently tax-free income.

You'll receive a K-1 form annually detailing all deductions, income, and tax-relevant information for your working interest ownership.

Absolutely. We always recommend discussing oil and gas investments with your CPA or tax advisor to understand how the deductions apply to your specific tax situation.

A working interest is a direct fractional ownership stake in an oil well. You own a proportional share of the well, its production, and its associated tax benefits.

Working interest provides full IDC tax deductions and active income classification but includes operating cost exposure. Royalty interest provides income-only participation without operating costs but fewer tax benefits.

No. Professional operators manage all drilling, completion, and production operations. Your role is as a passive working interest owner receiving income and tax benefits.

Wells are selected based on extensive geological analysis, offset well production data, formation characteristics, and operator track record in the target area.

First production income typically arrives 6–12 months after investment, depending on drilling and completion timelines.

Working interest owners receive monthly production revenue distributions based on actual well output.

Returns vary based on well performance and oil prices. We provide detailed projections during the program review process, but all projections are estimates — actual results may vary.

Texas horizontal wells in the Permian Basin typically produce for 20–30+ years, though at declining rates. The majority of production occurs in the first 3–5 years.

Oil investments involve commodity price risk, individual well performance variability, operating cost risk, and illiquidity. These are private placements suitable only for accredited investors who can bear the risk of loss.

No. Working interests are illiquid — there is no established secondary market. Investors should plan to hold their interest for the productive life of the well.

No. Oil and gas investments involve risk, including the potential loss of invested capital. Past performance of similar wells is not a guarantee of future results.

You qualify if you earn $200,000+ annually ($300,000+ jointly) for the past 2 years, or have $1M+ net worth excluding your primary residence, or hold Series 7/65/82 licenses.

For 506(b) offerings, self-certification is typically accepted. For 506(c) offerings, third-party verification from a CPA, attorney, or registered investment advisor is required.

Yes. Entities with total assets exceeding $5,000,000, or entities owned entirely by accredited investors, may qualify.