" I have worked with these guys for several years and continue to reinvest both my capital and cash flow from these assets into new acquisitions. The investments have performed really well over the years and we will continue to invest for the foreseeable future. The guys at Oak Tree are trustworthy and professional in everything they do. It’s the only group we deal with for this asset class."
Rick
Granbury, TX
"We made an initial investment with these guys and now reinvest all of the royalty payments into new assets. It’s exciting to get the reports, see the cash flow it produces and how it grows over time. As inflation rises in the economy, we are comforted knowing we have these assts in our portfolio and they continue to grow each quarter."
Mark
Dallas, TX
"I love cash flow and these assets are a perfect fit for my portfolio. I have acquired royalty interests from Dirk and his partners for over 10 years and have continued to acquire new ones every year. Great group to work with. They are always able to acquire good assets and always do what they say."
John
San Jose, California
Opportunity
We provide investors access to a diversified portfolio of producing oil & gas royalty assets in mature basins in the lower 48 states—structured to generate strong current income while compounding capital through disciplined reinvestment.
Unlike traditional royalty ownership, which distributes cash, our strategy systematically redeploys cash flow into new acquisitions, creating a self-scaling portfolio.
Strategy
- Acquire producing royalty interests at good yields (target ≥18%)
- Focus on low-decline, cash-flowing wells operated by established companies
- Reinvest cash flow into additional acquisitions
- Scale a diversified portfolio across operators, wells, and counties
Objective
- Build a compounding income engine, not a static asset base
Why This Works
- Fragmented Market: Small mineral owners create consistent opportunities
- Inefficient Deal Flow: Off-market sourcing allows acquisition at premium yields
- Reinvestment Advantage: Continuous capital recycling drives compounding returns
- Hard Asset Exposure: Direct linkage to oil & gas production
Target Returns
- Net IRR: 15% – 18%
- Cash Yield: 12% – 15% (optional distribution vs reinvestment)
- Portfolio Yield: ~18%+ acquisition target
Track Record (Illustrative)
- Initial capital: $50,000
- Current asset base: $123,000+
- Total return: ~149%
- Annualized return: ~15.7%
- Current yield on initial investment: ~54%
Portfolio Construction
- Core focus: Mature Basins in the lower 48 states
- Asset type: Producing royalties
- Diversification:
- Multiple wells and operators
- Geographic spread across core counties
- Oil, natural gas, NGL's
- Disciplined underwriting with strict yield thresholds
Risk Management
- No forced deployment—capital allocated only when yield criteria met
- Focus on producing assets to reduce development risk
- Diversification across assets and operators
- Conservative assumptions on commodity pricing
Contact Us Today.
" I have worked with these guys for several years and continue to reinvest both my capital and cash flow from these assets into new acquisitions. The investments have performed really well over the years and we will continue to invest for the foreseeable future. The guys at Oak Tree are trustworthy and professional in everything they do. It’s the only group we deal with for this asset class."
Rick
Granbury, TX
"We made an initial investment with these guys and now reinvest all of the royalty payments into new assets. It’s exciting to get the reports, see the cash flow it produces and how it grows over time. As inflation rises in the economy, we are comforted knowing we have these assts in our portfolio and they continue to grow each quarter."
Mark
Dallas, TX
"I love cash flow and these assets are a perfect fit for my portfolio. I have acquired royalty interests from Dirk and his partners for over 10 years and have continued to acquire new ones every year. Great group to work with. They are always able to acquire good assets and always do what they say."
John
San Jose, California
