What Rising Phoenix Resources does

Rising Phoenix Resources is a privately held, Dallas-based independent investment firm founded in 2016 by Jace Graham, operating a diversified alternative investment platform across energy, real estate, private lending, and emerging infrastructure verticals. Its core business is curating three investment strategies for accredited investors: a Bond/Debt Strategy offering 9-11% fixed returns over 1-5 year terms backed by real assets; an Income Strategy targeting 15% annual cash-on-cash yield through oil and gas minerals and real estate (anchored by the La Plata Peak Royalty Fund); and a Growth Strategy pursuing 2x-4x MOIC via non-operated drilling projects, land development, and AI data center development. Underpinning the platform are multiple wholly owned subsidiaries: Rising Phoenix Royalties (mineral/royalty acquisitions across 35+ U.S. basins), Rising Phoenix Real Estate (1,000+ SFR transactions in DFW), Mi Casa and Su Casa (private and hard money lending), Rising Phoenix Energy (off-grid AI data centers powered by natural gas), Equila Co. (A-frame hospitality retreats), and Adamantium Capital (debt securities financing).

The firm's go-to-market is sales-led and direct-to-consumer, reaching accredited investors through scheduled intro calls, investor presentations, data rooms, and a multi-channel earned media strategy spanning podcasts, national press (NBC, AP, ABC, Yahoo Finance, CBS, Fox News), and industry publications. Deal sourcing follows a ground-game model with daily calls and fieldwork to mineral and working interest owners, supported by proprietary data pipelines that track drilling and permit activity ahead of the curve. Pricing is structured around tiered subscriptions with $25,000 minimums for bonds and $50,000 for growth vehicles like Enclosure Energy II LP. Revenue mechanics combine AUM-based management fees, transaction fees (real estate), interest spreads (bond offerings and private lending), and carried interest on fund exits. The firm reports $50M+ AUM, 15+ team members, and a 70% investor reinvestment rate, with 2025 milestones including $28.5M in completed mineral fund exits at a 1.51x average net equity multiple.

Name

Rising Phoenix Resources

Legal name

Rising Phoenix Resources, LLC

Website

https://rising-phoenix.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Rising Phoenix Resources is a Dallas-based alternative investment firm founded in 2016 that curates energy, real estate, private lending, and AI data center opportunities for accredited investors through three strategies: Bond/Debt, Income, and Growth.

Ownership category

akta.pro rank

Product category

Alternative Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Mortgage Bankers & Loan Correspondents (6162), Real Estate Dealers (For Their Own Account) (6532), Mineral Royalty Traders (6795)

akta.pro primary industry

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)

akta.pro secondary industries

Real Estate Credit / Debt Funds (FSANAEAJ), Real Estate Funds — Value-Add (FSANAEAH), Energy & Power Infrastructure Funds (Generation, Transmission, Storage) (FSANAEAB)

Keywords

• Alternative asset investing
• Oil and gas minerals
• Private lending services
• Real estate investment
• Royalty acquisition funds

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Bond/Debt Offerings: Fixed-income investments through 1-5 year term bonds with predictable interest rates (9-11% annually), secured by tangible assets such as oil & gas minerals, real estate, and private lending notes. Monthly interest payments or compounding interest options available.
2. Income Fund Management: Cash-flowing opportunities in oil and gas minerals and real estate generating consistent distributions. Rising Phoenix curates income, debt, and growth-oriented investment funds with fixed returns, high-yield cash flow, and tax-advantaged upside.
3. Growth Fund Management: Higher-upside opportunities including non-operated drilling projects, land development ventures and off-grid AI data center projects. Target 30%+ IRR with 2x-4x MOIC.
4. Real Estate Transactions: Rising Phoenix Real Estate has acquired and sold more than 1,000 single-family residences in the Dallas-Fort Worth Metroplex. Revenue from wholesaling, fix-and-flip rehabs, and land development.
5. Private Lending Platform: Mi Casa offers long-term, relationship-based private mortgages for homeowners. Su Casa focuses on fast, short-term hard money loans for real estate investors and developers with 6-12 month terms.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

Rising Phoenix Resources curates and manages alternative investment funds across three strategies (Bond/Debt, Income, and Growth) backed by real assets including oil & gas minerals, royalties, real estate, AI data center projects, and private lending notes. The firm raises capital from accredited investors through Regulation D private placements and deploys it across multiple operating verticals (Rising Phoenix Royalties, Rising Phoenix Real Estate, Mi Casa/Su Casa Lending, Rising Phoenix Energy data centers, and Equila Co. hospitality). It delivers returns through fixed-rate bonds (9-11% annual), monthly income distributions from mineral and real estate holdings, and growth equity investments in drilling and development projects.

Product overview

Rising Phoenix Resources is a diversified investment platform offering three core investment strategies (Bond/Debt, Income, and Growth) through multiple vertical sub-brands. The Bond/Debt Strategy provides fixed-income investments (9-11% rates) backed by real assets. The Income Strategy targets 15% annual yield through oil & gas minerals and real estate, with the La Plata Peak Fund as the flagship vehicle. The Growth Strategy offers higher-upside opportunities (2x-4x MOIC) including non-operated drilling projects, AI data centers, and land development. The platform spans multiple verticals: Rising Phoenix Royalties (mineral/royalty acquisitions), Rising Phoenix Real Estate (SFR, multifamily, commercial, land development), Mi Casa and Su Casa (private lending), Rising Phoenix Energy (AI data centers), and Equila Co. (hospitality). Supporting services include a 1031 Exchange Platform for tax-deferred mineral investments and Mineral Management Services for direct mineral owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Bond/Debt Strategy Fixed-income investments structured as 1-, 3-, and 5-year term bonds with predictable annual interest rates of 9-11%, backed by real assets including oil and gas minerals, real estate holdings, and private lending notes. Minimum investment is $25,000 and bonds pay monthly interest or compounding options, with IRA eligibility available for tax-advantaged investing. Designed for accredited investors seeking capital preservation and stable returns.
• Income Strategy Cash-flowing investment opportunities in oil and gas minerals and real estate designed to generate consistent monthly distributions to investors. Targets a 15% annual cash-on-cash yield, 1.5-2.0x MOIC, and 18-20% IRR over a 2-3 year hold period, with a 15% depletion allowance providing meaningful tax advantages. Geared toward accredited investors seeking reliable monthly income combined with long-term upside.
• Growth Strategy Higher-upside investment opportunities targeting 2x-4x MOIC with significant tax advantages, including non-operated drilling projects (with 90-95% IDC deductions), AI data center development, and real estate land development. Designed for accredited investors seeking substantial capital appreciation from real-asset ventures with longer hold periods.
• La Plata Peak Royalty Fund A flagship Income Strategy investment vehicle focused on acquiring producing oil and gas mineral rights in top-tier U.S. basins to deliver consistent monthly distributions and long-term value. Vehicle for the firm's $150M+ in closed energy deals, providing accredited investors exposure to cash-flowing mineral assets with tax advantages.
• Enclosure Energy II LP A $30 million Growth Strategy drilling fund co-partnered with Enclosure Energy Management, targeting 2.5-3.0x equity multiple and 30%+ IRR with an 80-90% first-year tax deduction. Minimum investment is $50,000 with an approximately 6-year hold period. Rising Phoenix holds 30% beneficial interest in the General Partner promote. Provides exposure to a portfolio of 24 producing wells and 8 in-progress wells producing approximately 360 BOE/day.
• Rising Phoenix Royalties Upstream energy platform and core operating subsidiary specializing in sourcing and acquiring oil and gas minerals, royalties, and non-operated working interests across 35+ U.S. basins including the Permian, DJ, Eagle Ford, Anadarko, Haynesville, Powder River, Bakken, Barnett, and Marcellus. Uses proprietary data pipelines, engineering analysis, and ground-game sourcing to identify and acquire off-market opportunities on behalf of fund investors.
• Rising Phoenix Real Estate Real estate investment platform and core operating subsidiary spanning single-family, multifamily, commercial, and land development projects. Since inception, has acquired and sold more than 1,000 single-family residences in the Dallas-Fort Worth Metroplex, with nearly all transactions secured off-market. Generates revenue through wholesaling, fix-and-flip rehabs, and land development.
• Rising Phoenix Energy (AI Data Centers) Growth Strategy vertical pioneering off-grid AI data centers powered directly by natural gas wells and gathering systems. On-site turbines convert natural gas molecules into electricity to fuel AI-ready data pods in modular 1 MW blocks, with surplus power optionally sent back into the ERCOT grid. Targets 22-25% IRR and approximately 2.8x MOIC over a 5-year horizon.
• Mi Casa Rising Phoenix Private lending arm offering long-term, relationship-based 30-year fixed-rate mortgages for homeowners unable to access traditional bank financing. Focused on first-time buyers, self-employed individuals, and Dodd-Frank compliant lending. Provides an alternative to conventional mortgage products for non-standard income profiles.
• Su Casa Rising Phoenix Hard money lending arm providing 6-12 month short-term loans for real estate investors and developers. Higher-yield, interest-only, asset-backed lending designed for speed and flexibility on time-sensitive real estate transactions where traditional financing is unavailable or too slow.
• Equila Co. Hospitality vertical developing distinctive, design-forward A-frame cabin retreats for executives, teams, couples, and individuals. Currently developing a flagship location in East Texas, with short-term rental hospitality operations that complement the firm's broader real estate and alternative asset strategy.

Quantifiable outcome

• Average net equity multiple of 1.51x and net IRR of approximately 12 percent for 2025 mineral fund exits
• +4 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Enclosure Energy ManagementcoreStrategic or Co-development Partner · 15 December 2025Rising Phoenix Capital co-partners with Enclosure Energy Management on a $30 million drilling fund. Rising Phoenix holds 30% beneficial interest in the General Partner promote. Enclosure Energy provides proven projects with 24 producing wells, 8 in progress, ~360 BOE/day. Fund targets 2.5-3.0x equity multiple with 30%+ IRR.
• Colin O'Farrell (Enclosure Energy)coreOthersPioneer Natural Resources alum, co-founder of multiple PE-backed E&Ps with $1B+ in deal volume. Principal of Enclosure Energy II LP.
• Greg Oliver (Enclosure Energy)coreOthersCFO of Enclosure Energy with 25+ years in oil & gas finance (PwC, PE-backed CFO).
• Dalmore Group, LLCminorChannel Partner/ Reseller/ DistributorRegistered broker-dealer and member of FINRA/SIPC. Certain non-executive personnel of Phoenix Energy are licensed registered representatives of Dalmore. Conducts securities business for Registered Offering.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Black Stone Minerals: Black Stone Minerals is one of the largest US mineral and royalty owners, actively acquiring and managing mineral interests across major basins. Directly comparable to Rising Phoenix Royalties on strategy, asset class, and customer base of accredited and institutional investors.
• Kimbell Royalty Partners: Kimbell Royalty Partners owns and acquires mineral and royalty interests across US basins and is externally managed. Highly comparable to Rising Phoenix's mineral acquisition and fund management model, including non-marketed sourcing.
• Sitio Royalties Corp. Sitio Royalties aggregates and manages mineral and royalty acreage across major US basins through acquisitions and partnerships. Closely comparable to Rising Phoenix Royalties on asset class, basin focus, and growth-by-acquisition model.
• Dorchester Minerals, L.P. Dorchester Minerals is a publicly traded partnership that acquires and manages oil and gas mineral, royalty, and overriding royalty interests. Directly comparable to Rising Phoenix Royalties on asset class and income-oriented strategy for investors.
• Texas Pacific Land Corporation: Texas Pacific Land Corporation owns significant surface and royalty interests in Texas, primarily the Permian Basin. Comparable to Rising Phoenix Royalties on Texas-centric mineral and royalty ownership and long-duration cash flow model.
• Viper Energy, Inc. Viper Energy acquires and develops mineral and royalty interests in the Permian Basin, sponsored by Diamondback Energy. Comparable to Rising Phoenix Royalties on mineral aggregation strategy and non-op working interest exposure.

Emerging players

• Fundrise: Fundrise is an alternative investment platform offering real estate, private credit, and energy funds to individual and accredited investors. Comparable to Rising Phoenix on multi-strategy alternative investment offerings to non-institutional investors.
• CrowdStreet: CrowdStreet provides online access to private real estate investments for accredited investors, spanning commercial and residential projects. Comparable to Rising Phoenix Real Estate on direct-to-accredited-investor real estate offerings.
• Equity Multiple: Equity Multiple is an online platform that provides accredited investors access to private real estate debt and equity investments. Comparable to Rising Phoenix Real Estate and Mi Casa/Su Casa on accredited-investor direct private real estate exposure.

Others

• Brigham Minerals (acquired by Sitio): Brigham Minerals was a mineral and royalty aggregator in the Permian, Eagle Ford, and other basins before being acquired by Sitio Royalties. A direct historical comparable on basin focus and consolidation strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@RisingPhoenixResources
• Facebookfacebook.com/risingphoenixresources
• LinkedInlinkedin.com/company/rising-phoenix-resources
• Instagraminstagram.com/risingphoenixcapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rising Phoenix Resources