Oil & Gas 102: Trellis Energy’s Approach to Reducing Risk in Oil and Gas Investments (Ep 72)

I sat down with Braden Hudson, CFO and cofounder of Trellis Energy, to talk about an oil and gas investment opportunity. Trellis isn’t your typical operator—they specialize in fractional ownership of wells alongside major names like Chevron and EOG, giving accredited investors direct access to proven energy projects. 

With a focus on downside risk, diversified deals, and strong tax benefits, their fund offers an alternative growth platform outside traditional markets. If you’re looking to diversify your portfolio and tap into energy investments in a smarter way, this episode is a must-listen!

Key takeaways:

• Diversification Through Non-Operated Interests: Trellis Energy provides fractional ownership in oil and gas wells across top-tier U.S. operators, which spreads risk across different projects, regions, and commodities. This isn’t about chasing 10x returns—it's about steady capital appreciation with a strong downside risk focus.
• Distinct Growth Platform Model: Trellis doesn’t operate the wells themselves—instead, they invest alongside proven, reputable operators (think Chevron, EOG, Oxy) in projects too small for major institutional players, but out of reach for most individuals. This model enables earlier cash flow recycling and tailored exit timing, seeking 15–20 projects per fund lifecycle.
• Investor Alignment & Tax Efficiency: With an 8% preferred return and significant personal capital invested, Trellis aligns its interests with investors. Plus, 70–85% of capital may be deductible in year one, depending on structure—adding another layer of efficiency for portfolio strategy.

Curious how private energy investing could fit your portfolio—either for tax planning, diversification, or long-term growth? Check out the full episode or let’s connect!

#AlternativeInvestments #OilAndGas #PrivateEquity #PortfolioDiversification 

Contact Brayden Hudson with Trellis Energy Partners - https://trellisep.com/

Take the quiz - How Alternative Assets Can Fit in Your Portfolio - https://quiz.tryinteract.com/#/672ec387dca489a684704eee

 

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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.