Our strategies, transparently

We believe in full transparency. Below is a look at our active strategies and their performance. Learn more about how we invest →

Total Distributed $547,270
Active Strategies 3
Investor Capital Raised $10M+

Past performance is not indicative of future results. All investments carry risk, including loss of principal.

Portfolio Size -
Gross Yield -
Combined LTV/LTC -

Portfolio Asset Mix

Position Type Breakdown

Total Units 37
Active Syndications 2
Tax Strategy Cost Seg

Cherry St Apartments

Chico, CA
Active
Units 20
Acquired 2025
Rent at Closing $13,760/mo
Rent Today $16,200/mo
Portfolio Rent Lift +18%
Rehabbed Unit Rent $725 → $1,250
Distribution Quarterly
Current Yield 5% Annual

20-unit workforce housing community in Chico, CA. A portion of the units are undergoing full gut rehabs, repositioning them from $725/mo to $1,250/mo. The remaining units are being brought to market rents through operational improvements: normalizing leases, implementing RUBS for utility cost recovery, and maintaining high occupancy through active leasing.

The long-term strategy is to build equity through cashflow and forced appreciation, positioning the asset for a 1031 exchange into a larger property - chasing more cashflow while capturing the upside from repositioning.

Investors receive regular updates on leasing activity, rent collections, maintenance, and operational priorities.

Cherry St Apartments - Chico, CA
Before Kitchen before renovation
After Kitchen after renovation
Before Bathroom before renovation
After Bathroom after renovation

Memphis STR Portfolio

Memphis, TN
Distributions Paused
Units 17
Acquired 2023
Strategy Rehab to STR
Distribution Paused

17-unit portfolio acquired and fully rehabbed, converted to furnished short-term rentals generating income from nightly and monthly bookings. Distributions are currently paused.

Memphis STR unit - post rehab
Programs Since 2021 6
Capital Deployed $5.7M+
Wells Drilled 30+

Direct working interests in oil and gas drilling programs. Investors receive monthly distributions from well production and significant first-year tax deductions through intangible drilling costs (IDC).

Early investments provided valuable operational learning. As a result, we have shifted toward partnering with larger operators with stronger balance sheets, repeatable drilling programs, and proven production histories.

Oil Fund VI - Rush Creek

2025
Producing
Capital Raised $1,765,000
Wells 11
Production ~30 bbl/day/well
Status At pro forma

Most recent program reflecting our refined operator selection process. Eleven wells with Rush Creek Resources, currently producing at approximately pro forma levels.

Oil Fund V - DW Energy / Fulcrum

2024
Producing
Capital Raised $900,000
Wells 4
Capital Returned ~17.5%
Production ~200 bbl/day/well

Transition toward larger, more established operators. Wells required remediation work after initial operational challenges but are currently producing. Marked a shift in our operator selection approach.

Oil Fund IV - DES

2023
Total Loss
Capital Raised $1,165,000
Production Revenue $0
IDC Deduction 100%

Wells experienced significant mechanical failures and operational issues resulting in a total loss of invested capital. Investors received 100% IDC deductions in the first year. This investment reinforced the importance of operator quality and operational execution when selecting drilling partners.

Oil Fund III - Panex

2023
Producing
Capital Raised $735,000
Wells 3
Capital Returned ~10.7%

Continued partnership with the Panex operating team. One well was replaced during drilling due to issues - operator delivered three completed producing wells as planned. Wells remain in production.

Oil Fund II - Panex

2022
Producing
Capital Raised $1,004,000
Wells 9
Capital Returned ~15%

Expanded drilling program with Panex. All nine wells successfully drilled, completed, and remain in production with continued distributions.

Oil Fund I - Panex

2021
Producing
Capital Raised $175,000
Wells 3
Capital Returned ~80%

First drilling program. Three wells successfully drilled and completed, all still producing. Approximately 80% of invested capital returned to investors to date with ongoing production revenue.

Past performance is not indicative of future results. All investments involve risk, including total loss of principal. Distribution schedules are targets and not guaranteed. IDC deductions depend on individual tax circumstances — consult your tax advisor. The information presented is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any securities. These materials are intended for accredited investors only.