An Ownership Approach to EB-5

Own the Project.
Don’t Just Lend to It.

Most EB-5 investments use investor capital to make a loan to a developer who owns and controls the underlying project.

EB5 Energy is structured differently. EB-5 investors own the fund that controls the oil and gas operating company, giving them an indirect ownership interest in the business and its assets.

That difference in ownership creates a different investment model — one designed for faster potential return of capital, investor-first economics, and continued participation in the profits the investment helps create.

  • I-956F Approved
  • Rural Priority Processing
  • ~3-Year Targeted Capital Repayment

Investment returns and repayment timing are targets, not guarantees. Please review the offering documents for complete terms and risks.

A fundamentally different EB-5 structure

Ownership Changes the Economics.

In a conventional EB-5 investment, investors generally lend their capital to a developer. The developer owns the project, controls its assets and cash flow, and is ultimately responsible for repaying the EB-5 loan.

With EB5 Energy, the investors are the equity holders.

The EB-5 investors own the fund — the New Commercial Enterprise — which controls the company developing and operating the oil and gas assets. Management operates the business on the investors’ behalf and earns its profit interest only after investor capital has been recouped.

Typical EB-5 Loan EB5 Energy
Typical EB-5 loan:Investors lend to a developer EB5 Energy:Investors own the fund controlling the operating company
Typical EB-5 loan:Developer owns the underlying project EB5 Energy:Investors have an indirect ownership interest in the project assets
Typical EB-5 loan:Investor return is generally limited to interest EB5 Energy:Investors participate in the economics of the business
Typical EB-5 loan:Repayment often depends on refinancing or sale EB5 Energy:Repayment is targeted from operating cash flow
Typical EB-5 loan:Investment economics generally end at repayment EB5 Energy:Economic participation can continue after capital is returned

Investors Come Before Management

The order of distributions isn’t simply management’s intention. It is established in the company’s governing agreement.

Investor capital is recouped before management begins participating in profits.

That’s what alignment means in the EB5 Energy structure.

Oil and gas production in Oklahoma

Two sources of production evidence

This Isn’t Unexplored Ground.

Our 1,280 acres are located in an established oil and gas producing area in Major County, Oklahoma.

We don’t have to rely solely on geological projections to understand the opportunity. We can look at what has already been produced from our own acreage — and what modern horizontal wells nearby have actually produced.

Map of existing vertical and horizontal wells around the EB5 Energy acreage in Major County, Oklahoma, with EB5 Energy's eight Phase 1 well sites marked in yellow
Wells already drilled around our acreage in Major County, Oklahoma. The yellow markers are EB5 Energy’s eight Phase 1 well sites.

Oil and Gas Have Already Been Produced From Our Acreage

Eleven vertical wells were drilled on our two sections between 1963 and 1989. Six reached the Mississippi Lime formation that our horizontal wells will target. All six produced from it.

Oil produced, those six wells
68,700 bbl
Natural gas produced
4+ Bcf
Of the six, producing today
5

The other five historical wells were drilled to shallower targets and never tested the Mississippi Lime.

Modern Horizontal Wells Provide Another Benchmark

Ten horizontal wells drilled between 2017 and 2024, approximately three to seven miles from our acreage, provide a more modern comparison. They target the same Mississippi Lime formation at similar depths, using the same basic horizontal methodology and approximately one-mile laterals that EB5 Energy plans to use.

Peak oil production per well, barrels per day Ten comparable wells nearby ranged from 293 to 812 barrels per day at peak and averaged 483. EB5 Energy's original projection of 300 barrels per day sits near the bottom of that observed range. 293 812 range across the ten wells 483 average 0 200 400 600 800 barrels of oil per day, at peak 300 EB5 Energy’s projection

Swipe the chart sideways to see all of it.

The comparable wells ranged from approximately 293 to 812 barrels per day at peak, and have averaged approximately 170,000 barrels of oil per well to date.

Don’t Take Our Word for It.

The historical and comparable-well production figures are based on production information operators are required to report to the State of Oklahoma. The data can be independently verified by investors and their advisors.

Historical and nearby production do not guarantee the performance of EB5 Energy wells. They provide evidence that helps us evaluate the opportunity.

The reason for the investment comes first

An Investment Structure Still Has to Deliver on EB-5.

The financial structure matters. So does the underlying oil and gas business. But for an EB-5 investor, the immigration objective is fundamental.

EB5 Energy was structured from the beginning as a rural EB-5 project, and USCIS has reviewed and approved the project’s I-956F.

I-956F approved

USCIS has reviewed the project’s business plan, economic study and EB-5 structure and approved the I-956F project application.

Rural priority processing

Because EB5 Energy is located in a qualifying rural area, investor I-526E petitions are eligible for the priority processing provided to rural EB-5 investments.

309 jobs

against 250 required — a projected cushion of about 24%

Twenty-five EB-5 investors require the creation of 250 qualifying jobs. The project’s economic study estimates approximately 309.

20% rural visa set-aside

Twenty percent of annual EB-5 visas are reserved for qualifying rural investments.

United States Citizenship and Immigration Services approval notice for the project's Form I-956F
The approval itselfUSCIS reviewed the project’s business plan, economic study and EB-5 structure before issuing this notice. It is reproduced in full, with what it does and does not cover, on the USCIS Approved page.

Understanding Where Immigration Risk Resides

An EB-5 investor generally has individual immigration requirements — including documenting the lawful source and path of investment funds, and satisfying admissibility requirements.

The project’s responsibility includes satisfying the EB-5 project requirements and creating the qualifying jobs attributed to investors. EB5 Energy has been structured to address that project-side responsibility.