mineral-rights
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He Built the Zillow for Land - Then Wood Mackenzie Bought the Whole Map
LandGate turned 200-plus public datasets into a value score for nearly every acre in America. Ten years later, the company that data centers and grid developers lean on to pick sites got bought by Wood Mackenzie.
The Denver crew that buys land nobody wants, drills it, and sells the whole thing for a billion
Founded in 2019, Avant runs one play over and over: aggregate the acreage bigger operators skip, turn it into producing wells, and monetize at the top of the cycle. Two exits and a billion-dollar fund later, the formula is holding.
Rocks, Lawsuits and Power Lines: Siltstone's Alternative-Asset Playbook
The Houston investment firm has built a business around assets most portfolios struggle to price - royalties under the ground, commercial claims in court, grid infrastructure and temporarily mispriced property. Its edge is less a single product than a repeatable habit: find complexity, underwrite it deeply and stay involved.