E17: Oil and Gas Alternative Investments with Jace Graham, CEO, Rising Phoenix Capital
In this conversation, the hosts discuss the intricacies of oil and gas investments with Jace Graham from Rising Phoenix Capital. They explore the evolution of drilling technology, the geographic scope of oil and gas investments, and the tax advantages associated with these investments. Jace shares insights on diversifying portfolios with energy investments and outlines the various investment strategies offered by Rising Phoenix Capital, including the use of self-directed retirement accounts for private investments. Jace Graham, Sarah Florer, and Roland Wiederaenders discuss various aspects of the oil and gas industry, focusing on shale plays, mineral ownership, and the future of energy, particularly natural gas. They explore the unique landscape of U.S. mineral rights compared to global practices, the significance of 1031 exchanges for real estate investors, and the importance of personal and organizational goal setting. The discussion highlights the evolving energy landscape and the role of alternative investments in achieving financial independence.
Please reach out to Jace Graham at Jace@rising-phoenix.com and visit www.rising-phoenix.com for further information.
Credits and Contacts:
Sponsored by:
Real Advisers, Austin, Texas
Real Advisers, Austin, Texas
Special thanks to:
For more information: AltInvestingMadeEasy.com
Please contact us: info@AltIvestingMadeEasy.com
Roland Wiederanders: Roland@grablemartin.com
Sarah Florer: sflorer@grablemartin.com
Disclaimer: “This production is for educational purposes only and is not intended as investment or legal advice.”
© 2025 AltInvestingMade Easy.com LLC All rights reserved
Takeaways
- Investments in oil and gas are classified as real estate.
- Jace Graham has a rich background in the oil and gas industry.
- Horizontal drilling has changed the risk profile of oil investments.
- Texas is a leading state in oil production.
- Tax advantages include a 15% depletion allowance.
- Investors can diversify portfolios with energy investments.
- Rising Phoenix Capital offers various investment strategies.
- Self-directed IRAs can be used for private investments.
- Horizon Trust is a recommended self-directed IRA custodian.
- The oil and gas industry is evolving with new technologies. The U.S. has a unique system of private mineral ownership.
- Natural gas is poised to be the dominant energy source.
- Understanding 1031 exchanges is crucial for real estate investors.
- Goal setting is essential for personal and organizational success.
- AI and crypto mining are increasing demand for natural gas.
- Investors should be proactive in understanding their investments.
- The Wheel of Life framework aids in holistic goal setting.
- Shale plays have reduced the risk in drilling operations.
- Private ownership of minerals can lead to significant wealth.
- The energy landscape is shifting towards more sustainable sources.
Chapters
00:00 Introduction to Oil and Gas Investments
02:57 Jace Graham's Background and Rising Phoenix Capital
06:00 The Evolution of Drilling Technology
08:46 The Geographic Scope of Oil and Gas Investments
11:52 Tax Advantages of Oil and Gas Investments
14:57 Diversifying Portfolios with Energy Investments
18:02 Investment Strategies at Rising Phoenix Capital
20:48 Self-Directed Retirement Accounts and Private Investments
32:43 Exploring Shale Plays and Drilling Techniques
34:02 Global Perspectives on Mineral Ownership
36:11 The Unique Landscape of U.S. Mineral Rights
37:50 Natural Gas: The Future of Energy
40:06 Understanding 1031 Exchanges in Real Estate
50:54 Personal and Organizational Goal Setting
Creators and Guests
Host
Roland Wiederaenders
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate securities attorney with expertise in private investment funds, corporate/securities issues, mergers and acquisitions, partnership structuring, and federal income tax matters. Roland is also a member of Grable Martin PLLC.
Host
Sarah Florer
Co-founder of the Alt Investing Made Easy podcast, investment advisor, and corporate attorney with expertise in corporate finance and securities, structuring and restructuring, and commercial matters. Sarah is also a member of Grable Martin PLLC.
Producer
Anthony Carrano
Co-founder of the Alt Investing Made Easy podcast, fractional Chief Marketing Officer, entrepreneur, and Managing Partner at Dunamis Marketing.
