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. 1d ago ·  Video

    One Thirteen West Webinar

    Tait Duryea connects with Hunter Thompson and Tyler Lyons of Asym Capital to examine One Thirteen West Apartments, Turbine Capital’s first multifamily investment opportunity in a year.  They discuss acquiring 2023 construction at a substantial discount, improving underperforming operations, leveraging neighboring properties, and using conservative fixed-rate financing.  The conversation also covers Phoenix’s economic tailwinds, limited new supply, rent-versus-owning economics, projected returns, and why the team believes the current market presents an attractive entry point for multifamily investors. Hunter Thompson, founder of Asym Capital, and Tyler Lyons, the firm’s Chief Investment Officer, specialize in acquiring multifamily properties in the Phoenix market.  They discuss:  (00:00) Why Asym chose Phoenix  (06:50) Buying at a major discount  (09:37) Operational upside at 113 West  (14:40) Improving expenses and management  (19:33) Conservative fixed-rate financing strategy  (23:38) Why Phoenix keeps growing  (27:27) Multifamily supply begins normalizing  (30:54) Buying near a cyclical low  (38:41) Investor classes and target returns  (43:00) Return structure and downside sensitivity  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarOne Thirteen West Deal Room: https://www.turbinecap.com/one-thirteen-west Investor 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.

    One Thirteen West Webinar

  2. 3d ago ·  Video

    ANNUAL SHAREHOLDER EVENT 2026

    Tait Duryea presents Turbine Capital’s 2026 shareholder update, covering firm growth, inflation, interest rates, stock market valuations, and the commercial real estate reset. He explains why current conditions are creating opportunities in multifamily and senior housing before Mark Fleming breaks down Waypoint Energy, oil and gas deal selection, cash flow, and tax benefits. The conversation also covers AI-driven energy demand, portfolio diversification, and passive 1031 exchange options through TIC and DST structures. Mark Fleming is Chief Investment Officer of Waypoint Energy, Turbine Capital’s in-house oil and gas platform. He brings 35 years of energy industry experience and holds bachelor’s and master’s degrees in petroleum engineering. His career includes roles with Chevron, Hess, and Truist Bank, along with experience in oil and gas lending. During the event, Mark shares how Waypoint evaluates drilling opportunities, manages diversification, and approaches energy investing for passive investors.  They discuss: (00:00) 2026 shareholder update begins (10:33) Investor growth and distributions (15:01) Inflation and money supply (20:08) Stock market valuation concerns (21:58) Commercial real estate reset (31:30) Debt deficits and interest rates (39:32) Residential housing rate lock (44:57) Senior housing opportunity (53:47) Waypoint Energy investment strategy (01:07:18) Passive 1031 exchange options Links & Resources: ANNUAL SHAREHOLDER EVENT 2026 Presentation: https://drive.google.com/file/d/1-k696ZZWiPZmlH-UrRgIwXpWZPu1b2ZY/view?usp=sharingOil & Gas Tax Benefits Ebook:  https://turbinecap.com/ebookTurbine Capital Events Calendar: https://www.turbinecap.com/calendarInvestor 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.

    ANNUAL SHAREHOLDER EVENT 2026

  3. Aug 6

    One Thirteen West

    Tait Duryea is joined by Hunter Thompson and Tyler Lyons of Asym Capital to discuss One Thirteen West, a newly built Phoenix apartment property acquired at a substantial discount.  They explain how poor management reduced the property’s income, why owning the neighboring complex provides a strategic advantage, and how better screening, rebranding, expense controls, and in-unit laundry could create value.  Hunter Thompson and Tyler Lyons are the principals of Asym Capital, a Phoenix-focused real estate investment firm specializing in multifamily acquisitions.  Their market expertise, local relationships, and disciplined underwriting help them identify operationally distressed properties with strong fundamentals.  They discuss: (00:00) How the deal was found (04:01) Buying below its prior valuation (05:59) How NOI affects property value (07:43) Comparing the neighboring properties (09:43) Property management problems explained (11:56) Real estate is not passive (14:18) Understanding the multifamily correction (19:56) Fixed-rate financing reduces risk (24:36) Phoenix market recovery signals (29:34) The operational business plan  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarOne Thirteen West Deal Room: https://www.turbinecap.com/one-thirteen-west Investor 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.

  4. Jul 16 ·  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

  5. 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

  6. 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

  7. 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

  8. 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
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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
    36
  • Rating
    Explicit
  • Copyright
    © 2026 Turbine Capital Private Podcast
  • Show Website
    Turbine Capital Private Podcast

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