Ok, let's rephrase that.  What are waterfalls in the realm of private equity?  In this article, we’ll review waterfalls, clawbacks, and catch-up clauses and how they pertain to investors. Each have their own unique importance in private investing and define how distributions...

what are waterfalls?

A recent report from McKinsey indicates that although we've had fantastic performance in the market, investment returns are likely to come back down to earth over the next 20 years. Oil and gas investments can decrease volatility and increase returns when added to your current...

why investing in oil and gas funds can help your portfolio

With private equity, investors look at the internal rate of return, or IRR, to help gauge their potential earnings. According to Investopedia.com, the IRR is defined as “…a metric used in capital budgeting to estimate the profitability of potential...

For privae equity investments, just don't look at IRR only

Taxes can have a real impact on any investment opportunity and the forms that exists on any specific investment can vary.  According to Turbotax.com, the Schedule K-1 is, “the form that reports the amounts that are passed on through to each party that has an interest...

the k1 tax form for oil and gas investments

For those familiar with the stock market, you likely know of the annual reports and SEC filings such as 8-K and 10-K. These are the documents that allow an investor to become familiar with the company.  The PPM, short for Private Placement Memorandum...

looking at a private placement memorandum or the PPM

With all the different ways to invest in the market, you can narrow them into one of two categories, public or private. An example of public investing would be stocks, exchange traded funds, and mutual funds. These are accessible to nearly everyone and are relatively easy to...

public investing vs private investing

There are plenty of investment companies to help you invest in oil and gas, but how do you know who to partner with?  We provide you some basic rules when determining your oil investment partner.  

how to choose an oil investment partner