90% Tax Deductions & Strong Returns? The Shalehaven Investment Model

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Graham Patterson and Nathan Myers, co-founders of Shalehaven Partners, to discuss their innovative approach to oil & gas investing. Broadcasting from the heart of the Bakken in Williston, ND, they break down how Shalehaven’s diversified, low-fee, non-operated fund model delivers strong returns while reducing investor risk—plus how their strategy aligns closely with the needs of accredited investors facing rising tax burdens.

Topics covered:

• Why not all oil & gas investments are created equal
• How Shalehaven reduces risk through portfolio diversification
• The power of 90%+ first-year tax deductions
• Differences between investing in AFEs vs. joining a fund
• Transparent fee structure with no acquisition or disposition fees
• How hedging protects investors from price downside
• Shalehaven’s expanding focus on natural gas demand from AI/data centers

Whether you're an energy insider or an investor in high-tax states looking for yield and tax efficiency, this episode unpacks how Shalehaven's model stands apart from the pack.

It is refreshing to find oil and gas investments that have good benefits to investors, by design. I learned a lot, and it is easy to see why many of their investors are in the oil and gas space. Trust is earned, and by what I can see, they are performing on earning everyone's trust. Thanks for stopping by the podcast - Stu

Learn more: shalehaven.com

Plus: Check the show notes for the investor video Graham mentions!

Highlights of the Podcast 

00:00 - Intro

01:00 – Meet Shalehaven’s Founders

02:15 – What Shalehaven Is and Why It Was Built

04:01 – Risk Reduction Through Diversification

05:32 – Only Proven Assets—No Exploration Risk

06:45 – Why Invest in a Shalehaven Fund Instead of Direct AFEs?

07:45 – Fee Transparency and Investor Alignment

08:33 – Credibility Within the Energy Industry

09:49 – Transparency and Simple Structures

12:17 – Tax Efficiency: 90%+ Deductions in Year One

14:32 – Oil & Gas vs. Green Energy Returns

16:39 – Target Returns: 15–20% Base with Tax Bonus

18:47 – Hedging Strategy: 75% at $65 Oil

20:05 – Why $55–$75 Oil is the Sweet Spot

22:00 – Data Center Growth = Natural Gas Tailwinds

24:15 – Future Investment in Behind-the-Meter Infrastructure?

25:04 – How to Invest with Shalehaven

26:29 – Wrap-Up & Looking Ahead to Fund III