Texas-anchored midstream operators, non-operated upstream mineral positions, and power generation plays — deployed with MLP-yield capital structures. We target operators with contracted or fee-based revenue and counter-cyclical entry: when commodity prices go down, non-operated mineral royalty acquisition economics go up. The MLP framing is the durable piece — yield from close, not appreciation tied to future commodity moves we cannot underwrite.
Tied tightly to our published research on the Houston energy rotation and the Permian Basin deal-screening workflow — both written from active Dominion mandates, not retrofitted post-deal. The Sector Intelligence strip below links straight into those posts.
Real Dominion transactions tagged to this sector — sourced, underwritten, and closed by the same team.
Dominion research tagged to energy — cap-rate trends, operating leverage, and the diligence we use.
Permian operators are divesting non-core mineral rights to free up drilling capital. Family offices and PE allocators are buying royalty streams as inflation hedges. Here
AI screening mineral rights packages in the Permian Basin turns a 1,000-package broker inbox into a 10-deal shortlist in days, not months. Here
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