FAQ

An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
• any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

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FIG Tree’s projects are designed to achieve one or more of the following goals. The Potential for investors to receive long term monthly cash flow, asset appreciation, and significant tax deductions (oil and gas only).

As any astute investor knows, all types of investments carry some degree of risk, and the same is true at FIG Tree. We offer many different projects with varying levels of risk. For example, oil and gas general partnerships are considered considerably riskier than a passive real estate fund. As a result, each prospective accredited investor who is interested in evaluating one of FIG Tree’s projects will receive a full private placement memorandum that includes a full risk disclosure for the specific project.

The typical amount to purchase a 1-unit investment in one of FIG Tree’s projects is $100,000.00 with a minimum subscription of $25,000.00.

At FIG Tree, we insure the continuity of our business relationships with integrity, honesty, and most importantly transparency. Our accessibility results in an optimum customer service experience unmatched anywhere else in the industry. We strongly believe our unique product structures have set the bar for investor fairness therefore creating the highest standard for direct investments.

We offer the opportunity for investors to invest directly into some of the most sought-after drilling locations in the country as non-operating partners alongside premier publicly traded and large independent operators.

Partners in successful drilling projects have the potential to generate substantial long term monthly cash flow and significant tax deductions.

Revenue on successful projects is paid monthly via check or direct deposit.

• Intangible drilling and completion costs.
• Tangible drilling and completion costs.
• Depletion
• Depreciation

Our Primary focus is the prolific Oklahoma STACK and SCOOP.