Energy Investing Strategies: Minerals, Royalties, and Non-Op Interests for Sophisticated Investors

Today we're bringing you an insightful conversation with Tim Pawul, one of the clearest voices in energy alternative investments. Tim is the founder of a merchant bank specializing in oil and gas mineral rights, royalty interests, and non-operated working interests—a sector most investors have heard of but few truly understand. Based in Houston, Texas, Tim has spent over a decade at the forefront of oil and gas investing, earning a reputation as an expert and thought leader in this space.

In this episode, Tim joins Dave Wolcott to demystify how sophisticated investors can harness the powerful returns and tax advantages of mineral and royalty investments, even without direct experience in the energy sector. Tim shares his journey from Rice University graduate to becoming a central connector of institutional players, managers, and investors in oil and gas. You'll gain an exclusive look into the recent institutionalization of these asset classes, why technology has transformed the sector, and what sets it apart from conventional public energy stocks.

Whether you're looking to diversify your portfolio, minimize risk, or learn about 1031 exchanges and energy-backed passive income, this episode offers a masterclass in understanding both the macro trends and the nuts-and-bolts of investing in the booming minerals and royalties market.

In this episode, we discuss:

• Tim's path to becoming a leading expert in oil and gas minerals, royalties, and non-operated interests

• Macro trends and institutional evolution shaping energy investments

• How minerals, royalties, and non-op interests work—and their unique risk-return profiles

• Strategies for tax efficiency, portfolio fit, and leveraging 1031 exchanges in energy investing

Download Dave's book for free at HolisticWealthStrategy.com and get access to the investor community for exclusive education & opportunities. You can also book a call to explore the Virtual Family Office or apply for the mastermind to go deeper into building generational wealth.