Turbine Capital Private Podcast

Tait Duryea connects with Hunter Thompson and Tyler Lyons of Asym Capital for an update on One Thirteen West as the Phoenix multifamily acquisition approaches closing. They discuss the property’s discounted purchase price, Phoenix’s changing supply-and-demand outlook, financing terms, and the plan to improve operations.  The team also answers investor questions about remaining availability, additi...

See how the Waypoint Energy 2026 Fund is taking shape. In this September investment webinar, the Waypoint Energy and Turbine Capital teams share the fund’s progress since launching in April, including acquisitions, portfolio development, and anticipated production timelines. Meet the specialists behind the fund’s engineering, deal sourcing, asset accounting, and tax reporting, and get a firsthand...

Tait Duryea sits down with Graham Napier, Michael Shepherd, and Brian Hibbeln of StealthPoint to discuss StealthPoint Fund II , an early stage venture fund focused on technologies with both defense and commercial uses. The team shares updates from Fund I and explains how it selects companies, works alongside founders, and decides when to make larger follow-on investments. They also cover Fund II’s...

Tait Duryea sits down with Eli Bremer, Nathan Fisk, and Eric Bonick of Mytikas Industries to discuss the company’s progress since its initial investment round. They cover the transformation of its Colorado manufacturing facility, steel-framed housing production, national certification, and new revenue opportunities in workforce housing and commercial construction. The team also explains Mytikas’ f...

Tait Duryea and the Turbine Capital team share key portfolio updates and preview several upcoming investment opportunities. The conversation covers Waypoint Energy’s expanding well portfolio, Mytikas Industries’ second funding round, Stealth Point Fund II, Heartwood Senior Living, and a new industrial growth fund. The team also answers investor questions about ownership transfers, delayed energy d...

Tait Duryea and the Turbine Capital team reconnect with Mytikas Industries 18 months after its initial funding round. Eric and Nathan explain how an abandoned Colorado gypsum plant became an operational steel manufacturing facility with multiple potential revenue streams. They also address scalability, downside protection, projected distributions, wildfire resistance, and possible long-term exit o...

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 cover...

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...

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...

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 multifamil...

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...

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...

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 f...

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 interes...

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 Ene...

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 rese...

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...

In this Waypoint Energy 2026 Fund webinar, Tait Duryea is joined by Mark Fleming and the Turbine Capital team to introduce Turbine’s new private energy vertical. They cover why oil and gas remain essential, how U.S. shale changed the global energy landscape, and why non-operative working interests may offer a compelling blend of diversification, cash flow, and tax advantages for high-income profes...

Tait Duryea and the Turbine Capital team share key investor updates in this month’s Hangar Talk, covering tax season logistics, new investment opportunities, and market insights across real estate, energy, and private credit. They discuss: (0:00) K-1 timelines and tax filing options (3:24) New investor support contacts (6:12) Upcoming conferences and investor events (7:43) Industrial and senior li...

Tait Duryea and the Turbine Capital team break down key investor updates in this month’s Hangar Talk, from K-1 timing and account security to energy market shifts and the upcoming Waypoint Energy Fund.  They discuss: (0:00) Investor updates on K-1 timelines and investor portal resources (3:49) Launch of the new Office Hours podcast for behind-the-scenes insights (10:34) Oil and natural gas market...

Welcome to the first episode of Office Hours , a new series on the Turbine Capital Private Podcast where the team sits down for a candid conversation about what’s happening behind the scenes at Turbine. In this episode, Tait is joined by TJ Johnson, Jon Yost, and Mark Fleming to talk through the questions investors have been asking most frequently over the past few weeks. The discussion covers: Wh...

Demographics, Demand, and a 205-Unit Opportunity Tait Duryea sits down with John LaHood and Kevin King to break down a $96 million, 205-unit senior housing development in Wildlight, Florida. With permits secured, land entitled, and sponsor equity already invested, this project is shovel-ready.  They discuss: Senior housing projected to outperform on NOI growth Demographic tailwinds driving sustain...

The silver tsunami is no longer theoretical. It’s here. Tait Duryea sits down with John LaHood to unpack why senior living may be one of the most compelling asset classes of the next decade. With occupancy surpassing pre-pandemic highs and development lagging far behind demand, the supply-demand imbalance is accelerating fast. They discuss: Demographic surge of 80+ baby boomers driving demand Stro...

In this month’s Hangar Talk, Tait and the Turbine Capital team share what’s been happening behind the scenes and where we’re headed next: a new CRM backbone, added in-house expertise, and fresh opportunities across real estate, credit, and energy. In this episode: HubSpot transition – why we upgraded our communication system and what it means for response times, text messaging, and a central offic...

Tait Duryea and the Turbine Capital team welcome W. Schreiner Parker of Rystad Energy for a grounded, data-driven look at Venezuela, global oil supply, and what energy investors should actually be paying attention to. This episode cuts through media hype to explain why Venezuela’s production recovery is far slower and more capital-intensive than headlines suggest, how OPEC and geopolitics really i...