Turbine Capital Private Podcast

Tait Duryea
  • 5.0 (1)
  • Investing

Welcome to the exclusive private podcast for Investor Club members.Enjoy episodes of our monthly Hangar Talks, masterclasses, webinars, and Q&A sessions, all in a convenient format for you to listen on the go.Join Tait Duryea and the Turbine Capital team for valuable conversation, insight into investment opportunities, and explore options to expand your investment portfolio.

  1. 6d ago ·  Video

    July 2026 Hangar Talk

    In the July 2026 Hangar Talk, Tait Duryea and the Turbine Capital team share updates across Iron Horse, Waypoint, the Secured Income Fund, and other active investments. They explain why oil and gas revenue may accrue before distributions arrive, review newly acquired well packages, and discuss current commodity prices and production expectations.  The team also previews opportunities in multifamily housing, senior living, venture capital, and SDIRA-compatible investments, along with details for the upcoming annual shareholder event in Cañon City.  They discuss: (00:00) Annual shareholder event preview (03:34) Iron Horse distribution update (04:44) Producing wells and accrued revenue (06:42) Waypoint oil and gas update (07:16) Oil prices and deal flow (10:08) Comstock natural gas wells (12:47) Production performance and projections (17:33) Secured Income Fund distribution (19:23) Multifamily and senior living outlook (21:43) Stealth Point and upcoming deals Links & Resources: Annual Shareholder Event Registration: https://luma.com/jgvanmyx St. Cloud Hotel Room Block: https://us2.cloudbeds.com/en/reservation/yI8oBi/?currency=usd Hotel allotment code: b732857 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    July 2026 Hangar Talk

  2. Jun 23

    Office Hours | Private Credit, Energy, and Tax Strategy

    Tait Duryea sits down with John Yost, Mark Fleming, TJ Johnson, and Noelle Vinson for a June Office Hours discussion on where investors may find opportunity in a volatile market.  They cover interest rates, inflation pressure, commercial real estate challenges, mobile home parks, senior living, 1031 exchange options, DSTs, and the “lazy man’s 1031” strategy. The conversation also explores Waypoint Energy updates, private credit liquidity, StealthPoint Fund 2, and how pilots can think about risk, volatility, tax benefits, and portfolio diversification. They discuss: (00:00) AI in oil and gas (05:33) Real estate pipeline updates (06:36) Interest rates and inflation (10:15) 1031 exchange opportunities (12:19) DSTs explained simply (14:23) Lazy man’s 1031 (15:32) Waypoint Energy updates (22:06) Opportunity Zone outlook (27:19) Private credit strategy (30:17) StealthPoint Fund 2 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    Office Hours | Private Credit, Energy, and Tax Strategy

  3. Jun 12

    June 2026 Hangar Talk

    Tait Duryea sits down with Aditya Ravi of Rystad Energy to discuss how tensions around Iran and the Strait of Hormuz could impact oil prices, global supply, airline economics, and energy investors. They cover OPEC production, strategic reserves, demand destruction, recession risk, and what different pricing scenarios could mean for the 2026 oil and gas fund. Aditya Ravi is an upstream oil and gas analyst at Rystad Energy with more than 15 years of experience in global energy markets. With a background in petroleum engineering and economics, he brings data-driven insight into oil supply, pricing, and geopolitical risk. They discuss: (0:00) Aditya Ravi’s energy background (3:26) Iran and oil futures (6:24) Global oil demand context (9:14) Strait of Hormuz risks (12:39) Well shut-in damage (16:00) Lower oil price scenarios (19:02) Drilling response and oversupply (22:48) Worst-case supply disruption (25:29) Recession and SPR refilling  Links & Resources: Aditya Ravi’s LinkedIn: https://www.linkedin.com/in/aditya-ravi-39a49737 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    June 2026 Hangar Talk

  4. May 30

    Waypoint Energy Series | Q&A Forum

    Tait Duryea hosts the final Waypoint Energy Live session with Mark and Brittany to answer investor questions before the 10% share price discount deadline. The discussion covers current oil and gas deal flow, expected drilling and completion timelines, projected distribution ramp-up, IDC tax benefits, GP versus LP elections, K-1 timing, portfolio diversification, contingency reserves, and how the fund may eventually exit mature well interests.  This conversation gives pilots and high-income professionals a practical look at the mechanics behind Waypoint Energy 2026 and what investors should understand before completing their subscription documents. They discuss: (0:00) Final Waypoint Energy Q&A(1:22) Current deal flow update(2:45) Drilling and production timeline(5:01) Private equity and competition(10:24) Fund exit strategy explained(18:35) Discount deadline and funding rules(19:50) K-1 timing and tax reporting(24:04) Operator CapEx and reserves(30:02) Subscription agreement walkthroughLinks & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarWaypoint Energy Deal Room: https://www.turbinecap.com/waypointenergyInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    Waypoint Energy Series | Q&A Forum

  5. May 29

    Waypoint Energy Series | Tax Webinar

    Tiffany Kennedy of A Strong CPA joins Tait Duryea to clarify how the Waypoint Energy Fund’s tax benefits may apply to high-income investors. They discuss IRC 263-C, IDC deductions, K-1 reporting, GP versus LP treatment, AMT, depletion, state filing considerations, self-employment tax, and potential recapture at exit.  This webinar gives investors a practical look at how oil and gas working interests can create powerful tax advantages while still requiring careful planning with a qualified CPA. Tiffany Kennedy is a Managing Director at A Strong CPA with more than 30 years of public accounting experience and deep exposure to oil and gas taxation. Based in Houston, she helps individuals, partnerships, and businesses navigate complex tax planning, K-1 reporting, bookkeeping, and accounting strategy.  They discuss: (0:00) IRC 263-C and IDC deductions (3:25) Meet Tiffany Kennedy (5:58) Where CPAs should look (7:28) Depletion benefits on distributions (9:01) Last year’s K-1 example (13:23) W-2 and retirement income (19:37) AMT and IDC deductions (26:46) Multi-state tax filing (29:31) GP to LP tax treatment (39:38) Recapture and exit strategy Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarWaypoint Energy Deal Room: https://www.turbinecap.com/waypointenergyInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    Waypoint Energy Series | Tax Webinar

  6. May 27

    Waypoint Energy Series | Landman - Understanding the Role

    Tait Duryea sits down with Cori Willett of Redwood Energy Services to demystify one of the most important but often misunderstood roles in oil and gas: the landman.  Cori explains how landmen verify ownership, source off-market deals, negotiate contracts, support due diligence, and help investors access opportunities that are not always publicly marketed.  The conversation also covers Waypoint Energy Fund’s deal flow, confidentiality requirements, closing documents, title verification, and why strong relationships are critical when investing in non-operated oil and gas wells. Cori Willett is the founder of Redwood Energy Services and an experienced landman with more than a decade in oil and gas. With a legal background from Texas A&M and experience across title research, land services, private equity, business development, and compliance, Cori helps mineral and non-op groups source deals, negotiate terms, and build strong industry relationships. In this webinar, she breaks down the landman role, how ownership is verified, and why relationships matter in oil and gas investing.  They discuss:  (00:00) Why ownership verification matters (13:13) What a landman actually does (17:06) Business development in oil and gas (19:23) How oil and gas deals surface (22:23) Why off-market deals matter (24:27) Negotiating deal terms and timing (29:46) Closing the Comstock wells (39:23) How Waypoint accesses good wells (49:13) Why NDAs protect deal access  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarWaypoint Energy Deal Room: https://www.turbinecap.com/waypointenergyInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    Waypoint Energy Series | Landman - Understanding the Role

  7. May 23

    Waypoint Energy Series | Understanding GP Liability in Oil & Gas Investing

    Tait Duryea and the Turbine Capital team walk investors through one of the most important questions around the Waypoint Energy Fund: how GP liability works and why it matters for active oil and gas tax benefits.  The conversation explains the difference between GP and LP treatment, how IDC deductions may offset W-2 income, what risk mitigation looks like through major operators and fund-level reserves, and how investors should think about titling, timelines, distributions, and tax documentation. They discuss:  (0:00) Oil and gas tax benefits and GP liability overview (4:05) GP versus LP tax treatment (5:00) IDC and TDC deductions explained (7:13) Understanding GP liability in Waypoint (15:10) How to title investments for tax treatment (18:07) Fund timeline and GP-to-LP conversion (19:08) Breakeven pricing and fund sensitivity (20:32) Investor share classes and early discounts (27:23) K-1 timing and tax document expectations (33:03) No IDC recapture on active tax savings  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarWaypoint Energy Deal Room: https://www.turbinecap.com/waypointenergyInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    Waypoint Energy Series | Understanding GP Liability in Oil & Gas Investing

  8. May 14

    May 2026 Hangar Talk

    Tait Duryea and the Turbine Capital team share the latest May Hangar Talk updates, including strong momentum behind the Waypoint Energy Fund and new details on Iron Horse production. The conversation also clears up common investor questions around KYC requirements, breakeven pricing, GP liability, IRA strategies, and Buddy Bidding, while giving a closer look at the Secured Income Fund and current deal flow across Turbine’s private market opportunities. They discuss: (0:57) Waypoint Energy and KYC updates(3:00) Iron Horse performance and distributions(4:05) Breakeven pricing clarification(5:45) Well production and timing updates(10:03) Oil pricing and hedging questions(14:04) Waypoint underwriting approach(17:17) GP liability concerns explained(25:12) IRA and Roth conversion strategy(29:07) Buddy Bidding referral program(32:24) Secured Income Fund overview(39:46) Waypoint deal flow update Links & Resources: Investor support email: investors@turbinecap.com Accounting support email: accounting@turbinecap.com Turbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    May 2026 Hangar Talk
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About

Welcome to the exclusive private podcast for Investor Club members.Enjoy episodes of our monthly Hangar Talks, masterclasses, webinars, and Q&A sessions, all in a convenient format for you to listen on the go.Join Tait Duryea and the Turbine Capital team for valuable conversation, insight into investment opportunities, and explore options to expand your investment portfolio.

Information

  • Creator
    Tait Duryea
  • Years Active
    2025 - 2026
  • Episodes
    33
  • Rating
    Explicit
  • Copyright
    © 2026 Turbine Capital Private Podcast
  • Show Website
    Turbine Capital Private Podcast

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