In this month’s Hangar Talk, Tait and the Turbine Capital team share what’s been happening behind the scenes and where we’re headed next: a new CRM backbone, added in-house expertise, and fresh opportunities across real estate, credit, and energy.
In this episode:
- HubSpot transition – why we upgraded our communication system and what it means for response times, text messaging, and a central office line.
- Meet Noell Vinzon, Investor Relations Coordinator, and how she’ll help you with subscriptions, SDIRAs, and wiring logistics.
- Mark Fleming joins as Managing Partner of Oil & Gas and we introduce the Waypoint Energy Fund, bringing oil & gas fully in-house.
- K-1 timing: how to think about extensions vs. amending, and where to check the live K-1 status for every Turbine deal.
- SDIRA fair market value (FMV) reports – how we coordinate directly with custodians and where to find FMVs in your portal.
- Portfolio updates: Four Mile Ranch’s first distribution, Stealth Point’s breakout biotech company, and a record quarter for the Private Credit Fund.
- Why we’re bullish on industrial real estate and the long-term “silver tsunami” tailwind behind our upcoming senior living development.
Links & resources:
K-1 Status Tracker:
https://docs.google.com/spreadsheets/d/157HY_Jp4GrEv7F_uvuy6yBB1wssl4S2QzAvc0BJess4/edit?gid=0#gid=0
Happy Hour RSVPs:
Salt Lake City – White Horse Tavern: https://luma.com/ef9vgest
Houston – Stella’s Wine Bar: https://luma.com/rm1ig1uw
Connect on LinkedIn:
Mark Fleming
Noell Vinzon
If you have any questions, please feel free to email investors@turbinecap.com.
Learn more about Turbine Capital:
Website: https://www.turbinecap.com
Facebook: https://www.facebook.com/turbinecap
Instagram: https://instagram.com/turbinecapital
