Tait Duryea hosts a wide-ranging Hangar Talk covering investor updates, Iron Horse performance, and how Turbine Capital is positioning capital heading into the next market cycle. He explains recent returns from Iron Horse, clarifies fiduciary responsibility, and outlines why natural gas may be the smartest way to participate in AI-driven demand without taking data center risk. The conversation also explores self-storage, industrial real estate, bonus depreciation, and why the next 12–18 months could present a prime buying window for disciplined investors.

Show notes:
(00:26) Iron Horse sale and investor returns
(01:09) Updating tax addresses and K-1 prep
(03:11) Fiduciary responsibility explained
(06:02) What’s inside the Iron Horse fund
(07:24) Energy funds returning next year
(12:21) Reef demographics and investor outlook
(15:00) Self-storage and industrial real estate outlook
(18:12) AI demand and natural gas strategy
(21:36) Why real estate pricing is stabilizing
(24:13) Bonus depreciation and capital flows

Turbine Capital Private Podcast:
Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d
Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026

If you have any questions, please feel free to email [email protected].

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Website: https://www.turbinecap.com
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