How does the Oak Tree "Exclusive" Royalty Portfolios Work?

Our 5-Step Investment Process

• Identify:  Oak Tree has a proven, ongoing acquisition strategy with supporting infrastructure that acquires producing oil and gas mineral / royalty assets on a weekly basis.   Oak Tree holds these assets in its own portfolio for a limited period and transitions them to various partnerships or to individuals.

• Aquire:    Exclusive portfolio investors acquire a diverse group of producing energy royalties with a $50,000 minimum investment. The portfolio will be adapted to the investment objectives of the investor.

•  Manage:  Oak Tree will manage the entire acquisition process from the legal documents, recording of title, notifying operators, notifying the taxing agencies, and transferring payments.  Oak Tree's affiliate royalty management company, Madison Royalty Management, LLC, will provide monthly cash flow statements, quarterly investment statements, and year end statistics and tax statements.

• Reinvestment:  Throughout the year and in alignment with the investor's objectives, Oak Tree will reinvest the cash flow from the initial portfolio into more royalty interests to increase the investor's asset base as well as their long-term cash flow.  At some point, at the discretion of the owner / investor, Oak Tree will stop the reinvestment plan and direct all monthly payments to go straight to the owner.

• Divestment: When / If the owner chooses to sell any or all of their portfolio, Oak Tree will assist them in the divestment by:

- Providing the necessary data and documentation and advise them on various divesture outlets.

- Set up the divestment for the seller with one or more outlets.

- Manage the sale process through funding.