v2.7 - Oil Wells, Tax Breaks, and Year-End Scrambles

What happens when you drill an oil well and oil starts gushing before you’re ready to catch it?Dustin and Adam walk through their latest oil and gas fund – an 11-well vertical portfolio in Oklahoma that closed for investment at the end of 2025.For most investors, the draw was the tax benefit: intangible drilling costs created an estimated 90%+ deduction – and as year-end approached, demand surged from investors racing to shelter income before December 31. What started as a six-well fund grew to 11 to meet that demand.Then the first well came online at nearly 100 barrels per day, flowing under its own pressure without ever being hydraulically fractured – meaning the fund was already cash-flowing before it even finished raising capital.Dustin and Adam walk through what went right, what surprised them, and what the deal looks like now that more wells are coming online with oil prices up 13%.Whether you’re evaluating oil and gas as a tax strategy, a cash-flow play, or both, this is a real-time look at how a deal like this actually unfolds.Watch episode on YouTube: https://www.youtube.com/watch?v=xBQR0XZxYT4See all Wealth Independence episodes at https://www.wealthindependencepod.comConnect with Dustin:Big Spring CapitalLinkedIn (/in/TheDustinBailey)Twitter/X (@TheDustinBailey)Connect with Adam:Bidwell CapitalLinkedIn (/in/AdamJPenn)This show is for informational purposes only and is not financial, investment, legal, or tax advice, and does not constitute an offer to buy or sell securities. All investments carry risk, and investors should always conduct thorough due diligence and consult with qualified professionals before investing.