Mineral Estate Advisory
Most owners see their minerals one statement at a time. They check this month’s numbers against last month’s. That doesn’t show the whole picture. We work for you on the entire estate at once, so you know what you own, whether you’re paid right, and what it’s worth.
Land work, petroleum engineering, & management consulting, together.
What the work delivers
These figures are from live Lodemark engagements running our Tarrick Methodology. References are available upon request.
A royalty check that doesn't look right. A lease decision you need to make. A parent's minerals you just inherited and cannot read. Tell us what brought you, and we'll tell you what we find.
“I inherited minerals, but I don’t know what we own.”
Minerals are passed down. The paperwork explaining them doesn’t always come with them. We find what you own, where it sits, and what you are owed, so you don’t miss out on their value.
Integrated Discovery Questions about inherited mineral rights“A landman wants to lease my minerals. Or I found an old lease in a drawer.”
A lease can hold your minerals for decades. Before you sign a new one, we read what it will let the operator do. If you’ve found an old one, we check whether its terms are still being honored.
Value Realization Questions about oil and gas lease review“Somebody offered to buy my minerals. How do I know if it’s a real number? What would it do to my taxes?”
A buyer knows what your minerals are worth before they make an offer. You should know too. We work with your advisors to establish a documented value, including what your minerals were worth when you acquired them, because that’s the figure your CPA needs if you sell.
Strategic Forecasting Questions about mineral rights appraisal“I don’t have time to keep up with all this paperwork.”
When checks come in and statements start to stack up, often nobody’s checking the math. We do, every month, because small mistakes don’t stay small.
Active Monitoring Questions about mineral rights managementA railroad, a university, a foundation, a family office, a fund that holds minerals for return. The record is spread across several states and operators, and the reporting you get doesn't quite fit your needs. We run the four disciplines of our Tarrick Methodology on the estate as one practice and provide reporting the way you need to read it.
See a railroad engagement“We hold a mineral estate, and no one can tell what is actually in it.”
Minerals are usually one responsibility among many for the people who manage them. With little time to reconcile every lease, unit, and operator, value the estate is owed can go uncollected for years. We work alongside you to find it. Integrated Discovery reveals the Shadow Portfolio: the specific places the value is owed and not being paid.
Integrated Discovery See it on the railroad estate“We think we are leaving money on the table, but we can’t prove where.”
Operator statements, division orders, and lease terms are rarely compared line by line. Value Realization compares what the wells produced with what you were paid and audits the operator’s statements against the lease. What we find is taken to the operator to get you paid.
Value Realization See the recovery on the railroad estate“We need a defensible number for what this estate is worth going forward.”
A budget cycle, a valuation, or a trustee report needs a number that is built from the estate’s reserves that shows what’s ahead. Strategic Forecasting projects what the estate should produce and what it’s worth, with a stated level of confidence for each, so every number can be traced to its assumptions.
Strategic Forecasting See the forecast on the railroad estate“We learn something is wrong after it has already cost us.”
Without a continuous watch, errors in operator payments, reporting, and lease terms can compound between the times anyone looks. Active Monitoring watches the estate every month, looking for inconsistencies that get passed along.
Active Monitoring See the monitoring on the railroad estateIntegrated Discovery
The royalty check is the part of your estate you can see. Below it, nearly every estate has a hidden layer of value it is owed but not collecting: revenue held in an operator's suspense account, acreage producing without a lease, a decimal that moved when a well changed hands, and lease terms that aren't being honored.
We call this the Shadow Portfolio. Our land, engineering, and accounting work happens on your estate at the same time, because each one sees a part of the hidden layer the others can miss. Everything we find comes with a dollar figure and is traced to the original paperwork, so you can check it yourself.
How discovery worksAn iceberg. The small peak above the waterline is the routine royalty check. The far larger body below it holds four kinds of value the check never shows: unleased acreage, suspended revenue, decimal interest errors, and lease and contract terms not being honored.
Each item opens to show the result that kind of finding produced in a real engagement, with a link to the full write-up on the Results page.
Above the lineRoutine royalty payments received
Acreage evaluated before an answer was given to the operator. The bonus moved from $2,000 to $6,000 an acre and the royalty from 20% to 25%.
Read the leasing engagementSeven figures traced to operator suspense statements against the title record, then released. Five states, one corridor.
See the recovery on the railroad estatePayments compared with volumes reported to the state, and the errors our engineering found corrected with the operators.
See how the railroad payments were checkedA charge the agreement didn't allow was compounding for years. It was found in a routine monitoring cycle and taken back to the operator.
Read the monitoring engagementBelow the lineThe Shadow Portfolio
The practice · Tarrick
Bring in a title examiner, an auditor, a reserve engineer, and a monitoring service one at a time, and each hands back a separate report. Their findings depend on each other, but the reports don't. The ownership share the auditor corrects is the same number the engineer uses to value the reserves. Revenue the auditor finds sitting in suspense changes what the forecast is worth.
Reading each report separately means no one owns those connections, and the value in them stays uncollected.
Tarrick puts that work into four disciplines that share one record: Integrated Discovery, Value Realization, Strategic Forecasting, and Active Monitoring. A finding in one is a finding in all four.
Tap a discipline to see how it holds the estate.
Four disciplines around one estate, sharing one record.
01 · REVEALS THE HIDDEN VALUE
Integrated Discovery
Finds the Shadow Portfolio: what the estate is owed and not collecting.
02 · RECOVERS VALUE OWED TO YOU
Value Realization
Takes each finding to the operator and gets it paid.
03 · PROJECTS YOUR ESTATE FORWARD
Strategic Forecasting
Projects what the estate should produce and what it's worth.
04 · KEEPS WATCH ON YOUR ESTATE
Active Monitoring
Checks every statement, every month, so new errors are caught early.
How we check the numbers
Reserve estimates, decline-curve work, and stamped valuations are completed in-house by Lodemark, using actual production data. That's how we check what an operator reports against what the well truly did, value an estate to a standard a trustee or the IRS will accept, and build a forecast your capital decisions can depend on. For owners of leasehold and working interests, our engineering team reviews every AFE before you decide whether to participate.
The operators whose checks we audit pay us nothing. We have no reason to see a number their way, and the land, engineering, and accounting in-house to check it ourselves.
How we are paid
Much of an advisor's value is in checking the operators who pay you. We can do that with authority because we have no financial relationship with them, and nothing to gain from your estate except the estate doing well.
“We don't buy or market minerals.”
“Your advocate, not another bidder.”
“Our only incentive is your estate doing well.”
A firm that plays both sides cannot make these same claims.
Who we serve
Reserved minerals spread across states, often held since a land grant and never worked as an active position. The title runs deep and there are many operators involved. Our methodology was built to read estates like this one.
Minerals that arrived as a gift or a bequest carry a fiduciary obligation. Trustees and counsel need numbers that are documented, sourced, and defensible, from someone whose only job is managing the estate.
Trust accounts that hold minerals need land, title, and engineering work that a trust department doesn't always keep on staff. We work alongside the trust officer and provide reviews on whatever schedule the account needs. The decisions stay with the bank.
A minerals line item sitting inside a portfolio built for other asset classes is usually the position no one has had time to look at closely. We give it the same attention the rest of the portfolio gets.
You put capital into minerals for return, on purpose. What you want from an advisor is simple: that our only stake is the position performing. We watch, verify, and forecast capital already at work. We do not buy, broker, or source it.
You inherited an interest, or you have held one for years, and you need guidance. A check stub interpreted, a lease dissected, money held in suspense chased down. Get what you need, without the pressure to do more.
Many firms using AI talk about the software, not about how they make it safe and reliable. We built the foundation first: one reconciled record of each estate, checked by people. AI works on that record, and people make the final decisions.
Start here
We will tell you what we plan to look for and what we find.
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