Basin Ventures

Basin Ventures is proud to serve as the exclusive oil and gas sponsor of FreedomFest 2026. As the nation marks 250 years of independence, there is no better place to talk about American energy than among more than 2,500 free minds gathered in Las Vegas for the world's largest celebration of liberty. This is our first year at FreedomFest, and we are showing up accordingly: Adam and Tim will be taking the stage three times to talk about what makes direct ownership in American oil and gas different from anything else in the space. Whether you join one of our sessions, catch us on a panel, or stop by the booth for a conversation, our investor relations team would be glad to connect. Come see why a growing number of accredited investors are claiming a real seat at the table in domestic energy. FreedomFest 2026 🗓️ July 8-11 Caesars Forum Conference Center, Las Vegas, NV Where to find us on stage: ✅ Thursday, July 9 | 10:25 to 10:40 AM | Main Stage Own the Well: How Everyday Investors Get a Real Piece of American Energy ✅ Thursday, July 9 | 1:00 to 1:45 PM | Salon Inside Basin Ventures: A Closer Look at Owning American Oil and Gas ✅ Saturday, July 11 | 4:00 to 4:45 PM | Breakout Keynote The Non-Operator Advantage: Building Wealth Through Direct Ownership in U.S. Shale We are looking forward to an outstanding few days in Las Vegas next month. See you there! #FreedomFest2026 #BasinVentures #AmericanEnergy #OilAndGas #DirectOwnership #EnergyInvesting #LasVegas

Team Spotlight: Mike Buquoi, EVP of Investor Relations Mike Buquoi serves as Executive Vice President of Investor Relations at Basin Ventures, where he leads the investor relations team of directors and associates and works directly with the investors who partner with the firm. Mike brings more than twenty years of experience in venture capital, investor relations, and energy and real estate strategies. He began his career in 2001 at one of the nation's largest oil and gas securities firms, where he focused on venture capital management and investor education. In the years since, he has guided investors through energy, drilling, production, and real estate projects, taking part in more than 50 private offerings and raising over $150 million across the energy and real estate sectors. Outside of work, Mike is a devoted family man and a loyal supporter of the Dallas Cowboys and the Lovejoy Leopards. Mike's experience and the genuine care he brings to every investor relationship have made him a steady hand for our investors and a valued leader on the Basin team. #TeamBasin #InvestorRelations #SmartCapital #BasinVentures

Team Spotlight: Bennett Walsh, Director of Investor Relations Bennett Walsh serves as Director of Investor Relations at Basin Ventures, where he leads capital formation efforts and works directly with the investors who partner with the firm. Over his career, Bennett has raised more than $30 million in capital for drilling, production, and energy infrastructure projects. He pairs sharp financial acumen with deep market insight, and he has built a reputation for forming lasting relationships with high-net-worth investors and institutions across the energy space. Since joining Basin, Bennett has been a steady presence on the investor relations team, helping investors evaluate direct ownership in domestic oil and gas production through Basin's disciplined, non-operated working interest model and the capital-efficient access to top operators it provides. We're glad to have Bennett on the team and proud of the trust he continues to earn within our investor community. #TeamBasin #InvestorRelations #SmartCapital #BasinVentures

This weekend a deal reopened the Strait of Hormuz, and WTI fell more than 5% to roughly $80, its lowest level since March. The premium that built over three months of conflict came out of the price in a matter of hours. Our latest post looks beneath that headline and asks a simpler question: what actually changed this weekend? A signature reopens a shipping lane. It does not refill a drained reserve, restore the barrels the world burned through, or rebuild damaged infrastructure. The price moved. The barrels did not. Using 35 years of weekly EIA data, we measured the relationship between the U.S. physical supply position and the real price of crude. Across more than 1,800 weekly observations, the two barely move together on any horizon a trader cares about. Markets trade headlines, but barrels move on a different clock. Read the full analysis: basinventures.com/resources/the-…

Behind the history-making point totals and the state titles, there were 5:00 AM alarms, grueling practices, and endless hours of unseen effort. Today, our community is celebrating two massive milestones: winning our 10th UIL Lone Star Cup title with the highest point total in Class 6A history, alongside earning the inaugural Class 6A THSADA Texas Cup! But these incredible accomplishments didn't happen overnight. They were built on the sweat of student-athletes who pushed through every whistle, coaches who spent late nights mentoring and drawing up game plans, and the trainers, staff, and parents who kept the entire engine running behind the scenes. Every single sport, campus, and program poured everything they had into this year. As the Title Sponsor of the Carroll Athletics Program, we at Basin Ventures are incredibly proud to support this relentless standard of excellence year after year. Congratulations, Dragons! 🐉 #WeAreDragons #DragonPride southlakecarroll.edu/news-details/~…

Team Spotlight: Matt Krause, EVP of Institutional Relations Matt Krause serves as Executive Vice President of Institutional Relations at Basin Ventures, where he leads the firm's institutional outreach, limited-partner relationships, and coordination for its institutional Horizon Fund initiatives. Matt brings a career built on public service and relationship leadership. He served five terms in the Texas House of Representatives and currently serves as a Tarrant County Commissioner, roles that have shaped his reputation for principled, long-term stewardship. At Basin, he applies that same discipline to the institutional relationships that support the firm's continued growth. His work comes at a pivotal moment for Basin. As the platform matures, the firm is expanding beyond its retail funds into institutional investment vehicles through its Horizon Fund initiative. Matt is helping lead that effort, bringing the same rigor and transparency that define Basin's retail investor relationships to a new and growing institutional audience. It marks a meaningful step in the firm's evolution, and one we look forward to sharing more about in the months ahead. Matt's leadership arrives at an important moment for Basin, and his judgment, relationships, and integrity will help shape the institutional chapter ahead. #TeamBasin #InstitutionalInvesting #InvestorRelations #BasinVentures

Non-operated working interests are no longer a niche corner of upstream. A recent Hart Energy report from its 2026 Energy Capital Conference described capital moving into the strategy fast enough to reshape it from a specialist play into a core way institutional investors gain exposure to U.S. oil and gas. Fund formation is up, institutional money is returning, and the largest publicly traded non-operated owner in the country just expanded north of the border. That influx has a catch the panel was candid about. Firms are seeing more opportunities every week than their teams can work through. One partner described his engineers as "running ragged" trying to keep up; another noted that with more capital chasing the same basins, "it's harder to get these deals done." At that volume, the constraint is no longer finding deals but having the discipline to triage quickly and put resources behind the few that fit. The panel was equally direct about the operator. A great asset in the hands of the wrong one is not a near-miss to be salvaged. As one managing director put it, "if the asset's great and the operator's bad, pass, hard pass." This is how Basin Ventures has worked from the start. Much of our deal flow is relationship-driven, surfacing through operators and industry partners we have worked alongside for decades rather than broad marketing channels. From there, we screen operators before assets, hold to a conservative base case, and diversify across operators, wells, and basins so that no single development schedule defines the fund. If you are an accredited investor thinking through where non-op fits in your portfolio, our investor relations team is glad to walk you through how we approach it. basinventures.com

There is a quiet but important distinction inside private oil and gas investing that most accredited investors never have explained to them. On one side sits exploratory drilling: wildcat prospects in unproven areas, where the geology, the operator, and the economics are all being tested at once. The deduction is real. The asset, often, is not. On the other side sits development-stage drilling: infill locations inside production-held units, with offset wells already validating the rock, alongside operators who have drilled the same formation many times before. The geology is known. The operator is proven. The economics are modeled to a conservative base case before a dollar moves. Basin Ventures participates only in the second category, on a non-operated basis, alongside established U.S. operators across basins such as the Anadarko, Eagle Ford, Haynesville, and many others. The structural choice matters more than most investors realize. It is the difference between underwriting a well and underwriting a hope. It is also the reason the investment is built to stand on its own economics, with the tax benefits as a meaningful but secondary component of return. Our Fund IV is currently open to accredited investors, with limited allocations remaining. To request the materials, reach out to our Investor Relations team here: #get-started" target="_blank" rel="nofollow noopener">basinventures.com/invest-with-ba…

A few snapshots from the field across active Basin Ventures projects: drilling underway, completions in progress, new pads being built, and wells coming online. Behind these images are top-tier domestic operators executing the day-to-day field work, alongside the Basin Ventures team that sourced, underwrote, and structured these opportunities from the start. It’s always rewarding to see projects move from planning and development into active operations, and we’re proud of the progress taking place across our portfolio. We’ll continue sharing updates as these projects advance from pad to production. #BasinVentures #DomesticEnergy #OilAndGas #EnergyInvesting #WorkingInterest

Today we honor and remember the men and women who gave their lives in service to our country. Their sacrifice made possible the freedoms, opportunities, and way of life we often take for granted, including the ability to build, work, invest, and create here at home. At Basin Ventures, we’re especially grateful for those who served and for the families who carry that sacrifice with them every day. Wishing everyone a meaningful and reflective Memorial Day. 🇺🇸

We are incredibly proud to congratulate our Co-Founder & Managing Partner, Tim Davis, on being named one of Fort Worth Magazine’s 500 Most Influential People for 2026! This recognition highlights Tim’s exceptional legal practice, but his impact extends even further. As Chairman of the Tarrant County Republican Party, he leads one of the nation's most influential conservative counties. Anyone who knows Basin knows that this same leadership, integrity, and strategic vision are the driving forces behind everything we do here. We are grateful for the way Tim leads our firm, and for his dedication to our team, our investors, and our community. Congratulations, Tim. Well deserved. 👏

We've said it before and we'll say it again: a strong tax strategy can't fix weak assets. 🛑 Direct ownership in upstream energy offers meaningful tax benefits, but at Basin Ventures, we view these advantages as enhancements—not the foundation—of an investment thesis. Our focus? Asset and operator quality. Our sourcing approach is basin-agnostic, meaning we go wherever the rock and the economics make the most sense. We support this with a rigorous, multidisciplinary due diligence process that deeply scrutinizes the geology, engineering, and financial modeling of every prospect before we commit. Just as importantly, we only align with proven, top-tier operators. We target partners who possess deep basin-specific expertise, established track records of execution, and a history of strict cost control. Through our non-operated working interests (NOWI), accredited investors participate directly alongside these elite operators without taking on the day-to-day operational headaches. The Enhancements (Key Tax-Aware Features): • Intangible Drilling Costs (IDC): Non-salvageable development costs that may be deductible in year one (depending on your structure). • Tangible Drilling Costs (TDC): Equipment costs depreciated over time or accelerated based on tax treatment. • Depletion Allowance: Favorable tax treatment on a portion of income, helping reduce taxable income over the well's life. The Foundation: Basin emphasizes transparency. While we don't provide individual tax advice (always consult your CPA), our investor portal offers ongoing visibility into production, revenues, and distributions. Tax benefits matter, but they only work when built on good rock, strong operators, and credible fundamentals, not the other way around. Learn more about our approach to direct energy ownership: basinventures.com

Opening day at MoneyShow Dallas has been incredible! Packed rooms, nonstop floor activity, and great conversations all day. Our keynote audience was engaged, asked sharp questions, and brought exactly the kind of energy that makes this event so worthwhile. We’re proud to have our entire Investor Relations team with us, admittedly leaning into the home field advantage, and making the most of every handshake to grow the Basin family right here on our home turf. If you’re at the show, swing by to see us! We’re at Booth #1, right where the action starts. #MoneyShowDallas #EnergyInvesting #OilAndGas #SmartCapital #DomesticEnergy @MoneyShow

We’ve had this one circled on the calendar for a while 🗓 The MoneyShow Masters Symposium kicks off tomorrow morning at the Hilton DFW Lakes in Grapevine, just a stone’s throw from our Southlake office. We always enjoy the energy of the MoneyShow, but there’s something special about hosting this crowd in our own backyard. Whether you’re a North Texas neighbor or flying in from across the country, we want to connect. The Basin team will be out in full force leading keynotes, hosting breakout sessions, and talking energy markets on the floor. If you’re attending, come say hello, hear our latest market analysis, and see what we’re building. We’ll see you in the morning! Registration is still open: dallasmms.moneyshow.com MoneyShow Masters Symposium Dallas 🗓 May 14–16, 2026 | Hilton DFW Lakes Executive Conference Center #MoneyShowDallas #BasinVentures #EnergyMarkets #SouthlakeTX #OilAndGas #AlternativeInvestments

Amidst today’s macroeconomic uncertainties and global volatility in the oil and gas sector, direct domestic U.S. energy participation offers a strategic shield against international supply shocks. However, capitalizing on this localized energy security requires a disciplined approach. Basin Ventures focuses on reducing avoidable risks through three core mechanisms: 1. Strict Operator Selection:We align with top-tier operators with proven execution quality, as their day-to-day expertise drives drilling, completion, and ultimate outcomes. 2. Diversification: Spreading capital across multiple operators, basins, and asset types mitigates regional execution risks and commodity volatility, serving as a vital tool for portfolio-level risk management. 3. Non-Operated Structures: Investing as a non-operated working interest (NOWI) allows investors to gain direct ownership and production-linked revenue without the burden of operational responsibilities. Basin reinforces this framework with rigorous multidisciplinary diligence—covering legal, geological, engineering, and financial analysis—alongside transparent communication to ensure investors are never left in the dark. While inherent industry risks like commodity volatility remain, Basin’s role is to mitigate avoidable exposure through selective underwriting. Ultimately, careful operator selection, diversification, and our non-operated structure form the foundation of Basin’s model, enabling investors to confidently leverage resilient domestic energy. Basin Ventures Fund IV is rapidly approaching capacity and will be closing soon. Contact our team today to secure your position and capitalize on the strength of direct U.S. energy.

Three years ago @tim_davis and I started @basinventures from scratch. No institutional backing. No inherited portfolio. Today: 25 producing wells across three basins. A new Cherokee pad drilling right now. 80-plus PUD locations in the pipeline. Investors receiving production revenue checks from 11 operators across three states.

A generational supply shock doesn't create investment theses. It validates the ones already built. We've written for years about LNG export growth, AI-driven power demand, and tightening U.S. gas storage. The Hormuz closure, the strike on Qatar's Ras Laffan LNG complex, and the U.S.–Iran dual blockade that followed have compressed years of that thesis into a single quarter. For accredited investors looking at where to deploy capital into domestic energy, our full analysis: basinventures.com/resources/the-…

Dallas, get ready. We’re excited to be part of the @MoneyShow Masters Symposium Dallas, May 14–16 at the Hilton DFW Lakes Executive Conference Center—and this one is especially meaningful for us because it’s right here in our own backyard. MoneyShow is always a great event, but there’s something special about getting to welcome this audience to North Texas. We love the thoughtful conversations, the sharp questions, and the chance to connect with serious investors who care about fundamentals, strategy, and where opportunity is really emerging. If you’re a local investor, prospect, or partner, we’d love to invite you to come see Basin in action. Join us on stage for our keynotes and breakout sessions, stop by to meet the team, and experience firsthand the conversations we’re having around today’s energy markets, geopolitical shifts, and why we believe Basin is positioned strongly in the current environment. We’ll be on the floor and on the stage all week, and we’d love to connect. 📍 MoneyShow Masters Symposium Dallas 🗓 May 14–16, 2026 📌 Hilton DFW Lakes Executive Conference Center Register here: dallasmms.moneyshow.com #MoneyShowDallas #BasinVentures #EnergyInvesting #SmartCapital #OilAndGas #AlternativeInvestments

Grateful for time spent in Washington, D.C. this week. Our founders, Adam and Tim, were invited to join business owners and faith leaders from across the country for meaningful conversations and behind-the-scenes access. 🇺🇸

The energy landscape is shifting. Are you positioned for what's next? 🛢️⚡ Global supply disruptions in the Middle East, booming AI energy demands, and the reality of $100+ oil are creating a perfect storm in the energy sector. This morning, we wrapped up the Basin Ventures Q1 2026 Webinar, and if you are invested in the oil and gas space, you need to hear these insights. We unpacked a lot of critical information, diving deep into how current macro tailwinds are directly impacting domestic production and investor portfolios. Key topics we tackled: ✅ Geopolitical Shockwaves: The real, immediate impact of the Strait of Hormuz blockade on US markets, and why domestic producers are stepping into a massive global supply vacuum. ✅ The AI Energy Boom: Why surging data center development and major international facility outages are creating unprecedented, long-term demand for US natural gas. ✅ Portfolio Momentum: How our active assets are outperforming models, coming in under budget, and capturing premium spot pricing in this high-demand environment. ✅ Strategic Positioning: An inside look at how we are deploying capital right now to capitalize on these historic market conditions. The full strategic breakdown is waiting for you. Visit our website to watch the full Q1 2026 Webinar replay and discover how to leverage these massive market shifts: basinventures.com/assets/q1-2026…