Common Fund Formation Mistakes That Cost Sponsors Time (and Credibility) written by Taylor Huynh Published July 2, 2026 In a perfect world, fund formation simply involves a strong investment strategy, document preparation, capital raising, and closing. Sponsors, legal counsel, tax advisors, and other stakeholders each focus on their respective roles and work toward a smooth… Read more »
Fund Formation Isn’t One Size Fits All: Choosing the Right Structure for Your Strategy written by Tyler Marks Published July 2, 2026 The long-term nature of investments in private equity and real estate can create major long-term problems for funds without sound strategies for managing investor risk and partner liability. Investors need to know how… Read more »
From First Investor to Final Close: What the Fund Formation Process Actually Looks Like written by Hunter Hagan Published July 2, 2026 According to the U.S. Securities and Exchange Commission, $30.9 trillion is spread across 109,000 private funds as of 2024. Behind every one of those funds is a founder who started with an idea… Read more »
Protecting What You Own: How Mineral and Royalty Owners Can Avoid Creating Future Title Problems Published June 4, 2026 Most mineral and royalty owners assume ownership disputes arise because someone did something wrong. In reality, many disputes develop much more quietly. A deed is interpreted one way. Royalty payments are calculated accordingly. Division orders are… Read more »
When Payment History Becomes Evidence: How Operators Can Reduce Title Risk Before a Dispute Arises Published June 4, 2026 A deed is drafted decades before acquisition. Interests pass through multiple generations. Royalty owners die, estates are administered, and ownership records become increasingly complex over time. By the time a dispute surfaces, the operator may simply… Read more »
When the Deed Is Not the Whole Story: What Recent Cases Teach About Modern Title Analysis Published June 4, 2026 For decades, title examination in Texas mineral transactions often began with a straightforward question: What does the deed say? That question remains essential. But recent litigation has highlighted an equally important one: How has the… Read more »
Key Man Insurance Policies and Ownership Buyouts in the Event of Death, Disability, or Incapacitation Published May 6, 2026 In closely held businesses, continuity often comes down to a single, uncomfortable question: what happens when someone essential to the company is suddenly no longer there? For many organizations, the answer is not theoretical. Leadership, client… Read more »
Revocable vs. Irrevocable Trusts: What’s the Right Tool for You? written by Miguel Otero Published May 6, 2026 When we meet with new estate planning clients, one question comes up almost every time: What is the difference between a revocable trust and an irrevocable trust, and which one makes sense for my situation? It is… Read more »
Keeping Development Projects Moving: What Happens Between Acquisition and a Stabilized Asset written by Miguel Otero Published April 9, 2026 In commercial real estate, the purchase closing is often treated as the big milestone. In reality, it is often just the starting point. The period between acquisition and stabilization is when deals either mature into… Read more »
Beyond the Closing Table: Locking in the Long-Term Hold written by Dean Goodrich Published April 9, 2026 Leasing, financing, and exit strategies for modern commercial real estate assets require operators to manage a sophisticated intersection of contractual mandates and property law. The primary framework governing these assets involves financing documents and lender requirements, the management… Read more »
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