Clients: Each client’s Texas mineral interests, on one page.

Estimated income, last 12 filed months

Each lease’s filed oil and gas, times the client’s decimal, at that month’s average price, less Texas severance tax.

Checks reflect the price the lease actually got, after any deductions the lease allows.

In the portal it splits by lease and by month.

MVestimate, an estimate

Each lease’s forecast production, priced month by month, less tax and any running costs, discounted at 18% a year.

It’s an estimate, not an appraisal, offer or reserve report.

The same value estimate owners see on Mineral View, with a likely range.

County appraised value

The value each county appraisal district set on the client’s interests, for property tax.

The county appraisal district’s value is its own figure, used for property tax. It is not a price and not our estimate.

Shown lease by lease, with its roll year.

Producing: 27 of 34 leases

A lease is producing when oil or gas was filed in the last four months and it is not down 25% or more on a year earlier.

Here, 4 are down or stopped and 3 have no recent report.

The Leases tab filters each group.

Interests without a decimal: 0

The decimal is the client’s share of each barrel and MCF. It comes from the county roll; the operator’s division order is the authority.

Where the roll gives none, nothing is estimated.

This client has none; the portal lists any it finds.

What changed for this client

Drops of 25% or more, stops, operator changes, and new permits and completions filed in the client’s counties.

Each one says what it could mean for the client.

Mark one Reviewed and the count goes down.

Royalty, overriding royalty and working interests

Royalty (RI) and overriding royalty (ORRI) interests carry no operating costs. Working interests (WI) carry their share of lease operating costs.

The MVestimate deducts operating costs from working interests only.

Filter the Leases tab by type.

Estimated income by operator

The client’s estimated income for the last 12 filed months, split by the operator on each lease’s filings.

An estimate from public filings, not a record of payments.

The portal flags any operator carrying more than 40%.

What a lease report shows

Whether the lease is producing, the client’s estimated income, our value estimate, and what its situation could mean for the client.

It maps each well, from surface location to filed bottom-hole location.

Save it as a PDF or add it to the client statement.

What the review packet includes

Four talking points written from the latest figures: income and its change, producing leases, the value estimate against county value, and what changed.

The production chart and the top changes follow.

Check it on screen, then save it as a PDF.

What the client statement includes

A summary of estimated income, the value estimate and county value, then a lease table.

Leases you pick on a lease report come first.

Nothing is sent; you decide what to share.

The Map tab

The client’s leases at the middle of their wells, colored by whether each is producing.

Triangles mark permits and completions filed in the last 120 days.

Zoom in to see each well’s surface location and bottom-hole location.

The Clients list

One line per client: counties, leases, estimated income, next review and open items.

Search by name, or show only individuals, trusts, estates, foundations or companies.

In the portal, a client’s name opens their page.

Brief and Full

Brief is the short summary for client meetings. Full adds decimals, wells and sources for your own work.

Your choice carries across the portal.

Prepare in Full, then turn the screen to the client in Brief.

How current the production data is

Operators file monthly production with the Railroad Commission. It usually reaches the public record about two months later.

Each client page names the newest month on file.

Permits and completions cover the last 120 days.

Exports for your own files

Your clients and each of their leases, saved as a CSV file.

Open it in your own spreadsheet, planning or tax software.

Documents save as a PDF, or print for the meeting.