Frequently Asked Questions

For Investors

Accredited investors are defined as having a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, and reasonably expect the same for the current year.

Absolutely. All of Phoenix’s investments are compatible with 401k accounts, Traditional IRAs, Roth IRAs, and Self-Directed IRAs. For specific questions about 401k or IRA eligibility, please contact [email protected].

While no investment is entirely safe, our bonds are backed by considerable asset coverage. Capital is immediately invested to purchase new assets that produce predictable monthly revenue for the Company. Further, we have developed a conservative hedging strategy that predicts we will be able to service our debt commitments to investors in the face of market fluctuations up to -75%. For more information on how we service our debt commitments, please contact [email protected].

Interest is paid out on the 10th of each month starting the month after you made your initial investment.

You can access your principal investment early but this will result in a breakage fee. We have 1, 3, 5, 7, 9, and 11-year products – it is advisable that you select an option best suited to your situation.

All of our investments are available throughout all of the United States.

“Phoenix Capital Group” is a common business name. To ensure you are viewing materials from the correct company, look for the gold phoenix logo that is featured on all official Phoenix Capital Group Holdings, LLC websites and digital assets. You can learn more about our A+ rated business on the Better Business Bureau website.

We work with a transfer agent to handle all payment processing and account reporting. Once an investment is made, you gain access to an investor portal with statements and information available on demand.

No. We work directly with investors to eliminate unnecessary brokerage fees and commissions.

You can invest through any domestic legal entity that has either a United States tax ID or a United States social security number.

Phoenix investments are taxed the same as any other high-yield bond or interest-bearing investment. You will receive a form 1099 at the end of the calendar year covering all interest paid during the calendar/tax year.

Of course. The investor relations team can be reached by phone (303) 376-9778 or email ([email protected]) anytime. You can also contact Matt Willer, Managing Director, Capital Markets, Partner, directly at (720) 408-1850 or [email protected].

Frequently Asked Questions

For Landowners & Mineral Rights Holders

As a leading oil and gas mineral rights acquisition, investment firm, and operated working interest company, we are able to assume a degree of additional risk that most mineral owners are unwilling or unable to take on. The strength of our portfolio allows us (and our clients) to reap the rewards of this valuable yet volatile asset class.

By taking a working interest in wells, we are doing more than simply leasing your acreage – we take on all the risks associated with the investment rather than simply collecting royalties.

In many cases, the answer is yes. If you have inherited a portion of an estate’s mineral rights you can sell or lease this to a 3rd party without the consent of other heirs. An exception to this is when you and others are named as equal trustees in a family estate.

Absolutely. When you sell already-leased mineral rights to a third party, they simply assume the terms of the existing lease.

You are under no obligation to sell your mineral rights in their entirety. In many cases, people opt to sell or lease a portion of the mineral rights and maintain ownership of the rest.

Phoenix Capital Group focuses on Mineral Interest, Leasehold Interest, Overriding Royalty Interests, and Perpetual Royalty Interests. For more information on these terms, click here or schedule a free consultation.

Oil and gas royalties are taxed at the ordinary income tax rate, which is among the highest possible. Sale proceeds, on the other hand, are taxed as capital gains and capped at 15%. As your partners, we will gladly work with you (and/or your CPA) to help lower your tax obligations as much as possible.

There can be. As mentioned above, the proceeds from a mineral rights sale will be taxed as capital gains rather than ordinary income. Compared to the taxes on royalties, sale proceeds are taxed at a much lower rate. Another potential tax advantage is the ability to make a strategically planned installment sale and/or defer payments.

An installment sale allows you to sell an asset and receive payments spread across subsequent years. This IRS-approved tactic allows you to strategically claim capital gains taxes across multiple tax years while also collecting interest on the deferred portions of the sale.

The specific timeframe varies on a case-by-case basis, but the answer is always ‘not forever’. Oil production declines steeply at the start of a well’s life and then continues to slowly decline. Eventually, the cost of extraction will be greater than the value of the minerals.

We launched, Phoenix Operating Company, a wholly-owned subsidiary of Phoenix Capital Group, in 2023.  Phoenix Operating Company controls drilling operations on select acreage in the Williston, Powder River, and DJ Basins

Have an unanswered question? We’re here to help.

Reach out using the link below and a member of our team will get back to you ASAP.