Recorded on Feb 26, 2020

Since 2016, LongPoint Minerals has raised ~$1.7 billion, all direct from LPs such as pensions, insurance companies, endowments, and family offices. Over the past 4 years, they have assembled ~130,000 net royalty acres, making them one of the largest end-buyers in the space.  On this episode, Will gives some insight on why many LPs still struggle to make direct investments, the value creation that comes from active portfolio management, and why development timing is such a critical factor to consider when building a portfolio.