INVEST IN BUILDENERGY I

Institutional Grade Oil & Gas Investment

 BuildEnergy I is a diversified oil & gas portfolio designed to capitalize on the near term, insatiable demand for energy. This fund focuses on acquiring existing, cash flowing oil wells at a discount, that also provide clear growth opportunities through calculated, infill drilling expansion. 

The Fund will generally be focused on investing in non-operating working interests (“NOWI”) and overriding royalty interests (“ORRI”). This reduces operational risk but gives the opportunity to participate in new drilling programs.

The projected returns to investors are a combination of healthy cash flow, as well as a material exit multiple. We've partnered with a firm that has been doing this exact strategy for 4 decades, with a remarkable track record of performance.

HOW DOES THE FUND WORK?

Fund Structure - Key Items

$5 Million Target Raise

Funding by April 30th, 2025, may extend

Family Office Discount

Special Family Office 15% discount on equity valuation extended to all investors

Year One Investments

First year of Fund, expect to reinvest 100% of profits into new drilling programs to compound returns

Year Two Distributions

Will target distributions starting in Year 2 and thereafter growing over the life of the Fund

First Come, First Serve

Capital will be accepted as acquisitions are made and we will operate on a waitlist structure

Lock Up Period

The fund life is expected to be 10 years; however, past funds have exited far sooner based on market conditions.

Oil Rig

INVESTMENT BENEFITS

Opportunity

•We believe now is an opportune time to acquire direct interests in oil and gas plays to position long-term for favorable economic fundamentals

• Many large banks & funds are predicting higher oil prices over the next decade due to limited supply and increasing demand

• Market currently isn’t pricing in this upside and because of the ESG initiatives, many large capital allocators have left the space

Strategy

• Partner with long-time manager & engineering firm with over 40 years experience, and a 5-project track record

• Directly invest in diversified portfolio of producing oil & gas plays in proven basins + strategically participate in new drilling programs for upside

• Acquisition targets will primarily be NOWI & ORRI alongside large operators

Fund Strategy

Fund Strategy
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Join us by investing in BuildEnergy Fund I

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LET'S CONNECT

Our Investor Relations team will walk you through the opportunity and answer any questions.

Schedule a call or fill out the form below to get in touch. 

INVESTOR INQUIRY FORM

FREQUENTLY ASKED QUESTIONS

What is the minimum investment?

The minimum investment in BuildEnergy I is $50,000.

What is the lock-up period on this fund?

The fund life is expected to be 10 years; however, our team is always evaluating exit opportunities and will consider exiting early should it benefit investor returns.

What’s the difference between working interest and royalty interest?

Operating Working Interest: an interest in an oil or gas property through an operating agreement, lease, fee title, or another arrangement. The owner must pay part of the expense of the property’s operating costs, including drilling, leasing, and operating oil and gas wells. In addition, the working interest owner is entitled to a percentage of the oil and gas revenue.

Non-Operating Working Interest: refers to an interest in an oil and gas property that does not participate in the day-to-day operations of drilling, testing, completion, and maintenance of the production or the sale of the minerals produced. Unlike royalty interests, non-operating working interest must pay a portion of the costs associated with the day-to-day operation of the well, but also is entitle to a percentage of the oil & gas revenue.

Overriding Royalty Interest: a property interest that entitles the owner to receive a share of the production revenue. A royalty interest owner doesn’t pay for operational costs required to produce the resource, though they still are entitled to a portion of the revenue produced. A royalty interest exists as long as the company leases the land and continues drilling.

Are there tax advantages?

Yes. However, the BuildEnergy I Fund is primarily focused on maximizing shareholder returns vs. primarily generating tax losses. As such, while we anticipate tax advantages to be passed through to the limited partners, our goal will be to make acquisitions first based on investor overall returns. Oil and gas investments generally offering tax advantages through depreciation, depletion, and intangible drilling costs.

Can I invest with an IRA or 401K?

Yes, our funds allow investment through qualified retirement money. This must be done through a self-directed IRA or 401K. If you don’t yet have a self-directed account, we can make introductions to several custodians that we have worked with.

Additionally, some funds implement leverage leading to the possibility of generating Unrelated Business Income Tax (UBIT). We would ask that investors speak with their tax professional about potential implications.

Do I need to be an accredited investor to invest in the fund?

Yes, our funds currently only allow accredited investors.

An individual or an entity can generally qualify as an accredited investor if they meet at least one of the following criteria:

  • an individual with income exceeding $200,000 or joint income with his or her spouse of at least $300,000, in each of the last two years with the expectation to reasonably maintain the same level of income in the present year
  • an individual with a net worth exceeding $1 million, excluding the primary residence, either individually or jointly with his or her spouse;
  • an entity that has assets exceeding $5 million that was not formed solely for the purpose of making the investment; or
  • an entity whose owners all satisfy 1, 2, or 3 above.
  • holds in good standing a Series 7, 65 or 82 license.


For more information about the requirements of an accredited investor, see this bulletin from the SEC.

NO OFFER: This presentation (“Presentation”) is neither an offer to sell nor a solicitation of an offer to buy any security, nor is it an offer of any sort of investment advice. Instead, it is intended to describe an investment vehicle sponsored by Build Wealth, LLC, TBD (the “Offering”). An offer may only be made via a written offering document (“Memorandum”) provided by the Fund that offers Units of limited liability company interests in the Fund (“Units”). We have prepared this Presentation solely to enable you to determine whether you are interested in receiving additional information about the Fund. This Presentation is not intended to be relied upon as the basis for an investment decision, and is not complete.

LIMITATIONS: While many of the thoughts expressed in this Presentation are stated in a factual manner, the discussion reflects only beliefs about the markets in which the Fund may invest when following its investment strategies as described in more detail in the Memorandum. Any descriptions of the investment strategy herein are in preliminary form, are incomplete, and do not include all of the information needed to evaluate any potential investment in the Offering. An investment in the Offering involves substantial risks, some of which are discussed in the Memorandum, and which include risks associated with mortgages investments generally, risks associated with the Offering’s investments, conflicts of interest risks, regulatory risks, and tax and management risks. Only by carefully reviewing and considering those factors and the disclosures provided in the Memorandum (in addition to other independent investigations) could an investor or their representative determine whether such risks, as well as BuildWealth experience and compensation, conflicts of interest, and other information contained therein are acceptable to the investor. Material in this Presentation, including any projected returns for the Offering, does not account for the impact of taxes on the Offering, its structure or its investors that may be imposed by the U.S. or any other jurisdiction. BuildWealth and its Affiliates have complete control over the Offering’s operations and the management of its assets. There are significant restrictions on the transferability of the Units, there is no market for Units, and no person should invest with the expectation of monetizing Units other than as permitted in the Offering’s Operating Agreement. The Offering’s fees and expenses, which include compensation of BuildWealth, may outweigh the Offering’s gains, if any.

CONFIDENTIALITY: BuildWealth reserves all copyright and intellectual property rights to the content, information, and data within this Presentation. The contents in this Presentation are protected by copyright, and no part or parts hereof may be modified, reproduced, stored in a retrieval system, transmitted (in any form or by any means), copied, distributed, published, displayed, broadcasted, used for creating derivative works, or used in any other way for commercial or public purposes without the prior written consent of BuildWealth. The recipient agrees to keep the contents of this Presentation confidential and use it solely to evaluate whether further investigation of the Offering is warranted.

FORWARD-LOOKING STATEMENTS: Some of the material contained in this Presentation is not based on historical facts and is deemed to be “forward-looking.” Forward-looking statements reflect BuildWealth's current expectations and are inherently uncertain, and actual results may differ significantly from projections herein. Although BuildWealth believes that the expectations reflected in all forward-looking statements are reasonable, it cannot guarantee future results, levels of activity, performance, or achievements. Neither the Offering, BuildWealth, nor any other person assumes responsibility for the accuracy and completeness of any forward-looking statements. BuildWealth is under no duty to update any of the forward-looking statements to conform them to actual results or to changes in its expectations.


PROJECTIONS: While projections about the Offering’s performance are based on Build Wealth's experience and good faith judgments, the recipient should understand that projections are based on numerous assumptions about how the Offering may perform, including that applicable tax regimes do not change, that existing asset performance trends will continue to track business plans, that historical behavior of BuildWealth loan types will not change fundamentally, that perception of market opportunities for acquisition and disposition will hold true, and that the competitive landscape within which each asset operates will not change fundamentally. Any number of factors could contribute to results that are materially different.

PERFORMANCE INFORMATION: Information about BuildWealth's prior investment vehicles it has sponsored (the “Vehicles”) contained herein has not been audited or reviewed by any third party. The recipient should understand that the Vehicles’ performance was achieved in different economic cycles, BuildWealth's participation and/or management responsibility varied, and the Vehicles utilized investment strategies and capital sources that may differ considerably from that which the Offering will use. Additionally, the Offering’s terms may differ materially from the Vehicles’ governing documents. Therefore, the recipient should not assume that the Offering would be able to replicate any Vehicle’s performance, even though there may be overlaps in the Offering’s strategies and the strategies that may have been utilized by any of the Vehicles. With respect to performance presented in the Presentation, the recipient should consider the following: all investments carry risk, and the Offering’s strategies may experience losses.


DISCLAIMER: All information contained in this communication should not be considered investment advice, but education and entertainment only. Buy Then Build, Build Wealth, Acquisition Lab, and Pivotal LLC does not render tax, legal, accounting, investment, or other professional advice. If tax, legal, accounting, investment, or other similar expert assistance is required, the services of a competent professional should be sought. This is neither an offer to sell nor a solicitation of an offer to buy any securities described herein, which only can be made through official offering documents that contain important information about risks, fees and expenses. Investing in private or early-stage offerings (such as Reg A, Reg S, Reg D, or Reg CF) involves a high degree of risk. Investing in private or early stage offerings requires a tolerance for high risk, low liquidity, and a long-term commitment. Investors must be able to afford to lose their entire investment. Such investment products are not FDIC insured, may lose value, and have no bank guarantee.