Introducing "Exclusive Royalties Portfolio" where you as an individual can now own your own producing, active minerals portfolio exclusively without the traditional partner model or investing in a pool with others!

Royalties as an investment provide a stable, reasonably low-risk alternative for investors and are not subject to the fluctuations typically seen in the stock market. 

"Mineral aggregators generally have positive cash flow, high margins and dividend yields that provide healthy returns straight to the investor’s pocket,” says J.Michael Sousoulas, a financial analyst for Mercer Capital. "All this, without the risk".

Sousoulas continues: “The mineral interests acquired are a revenue stream that can almost immediately be paid out as dividends to investors because the investment is in properties that are already producing and the mineral aggregators receive a portion of the proceeds.” 

“By investing directly in the cash flows, mineral aggregators can bypass some of the riskier and more costly upfront aspects of the process, turning their investment into a return more quickly.”

An asset coveted by industry professionals and larger groups who have acquired energy royalties for decades are now available to individual investors!

For over 11 years, Oak Tree has been a leader in the industry acquiring Class A royalties for institutional investment groups.  Recognizing the changing landscape of investment opportunities and the ever important need to diversify portfolios that hedge against inevitable inflation, we have flipped our model to now provide the same opportunity for investing in minerals to the individual investor with a point of entry that makes royalties an opportunity for the every day investor. 

Why did Oak Tree create the personal royalty portfolio program?

Oak Tree's team acquires assets every month and allocates those acquisitions to the various entities under management according to their investment objectives and portfolio mix.  Oak Tree's strict acquisition guidelines only allows it to close on -30% of the deals they evaluate. Despite the strict requirements, Oak Tree has developed efficiencies in their system that has created some slack providing more acquisitions than the partnerships can absorb under their current capital structure leaving $2 - $2.5 million per year in available assets for individuals to now acquire.  Because Oak Tree has a team in place with a system to manage every aspect of the process, offering a turn-key option to select individual investors is a win-win solution for all parties.

So what does this opportunity represent?

You are in control and can retain the monthly cash dividends, you can re-invest your monthly dividends to add additional oil and gas royalty assets to your portfolio or you can sell your portfolio to others on the open market whenever you choose.

What does Oak Tree Minerals do?

We acquire the Class A oil and gas royalties creating a predictable return for the investor and manage the royalties on your behalf from acquiring additional assets, distributing your monthly dividends, re-investing your dividends for adding to your existing portfolio, executing the monthly distribution of dividends or selling your portfolio to other investors. 

What owning a portfolio of energy royalties means for an investor?

• It gives the owner an investment in real assets, deeded mineral acreage.
• The portfolio strategy is used to avoid concentrated risk in that owners can diversify holdings by the type of producing commodity, formations, location, and operator.
• The investor gets long term monthly cash flow from all of the production on the acreage.
• The investor has no debt, liability, or capital calls with owning royalties.
• The asset class is a hedge against inflation.
• The owner has total control over whether to hold, sell, or transfer the interests.