Taking A Lease:The Subtle Art of Giving Away Money

Dealing with Fear

BY FRED A. DAVIS II, CPL, PETROLEUM LANDMAN

I have a deal for you. I want to come on your property don't worry I'll clean up my mess. I want to spend hundreds of thousands of dollars, maybe even millions, to look for Oil and Gas. I want to give you a substantial percentage of the hydrocarbons I find free of any fees. Just to prove I'm a good guy, here is some money - $XXX.XX per acre as a Bonus. Sounds like a sweet deal; so why the heck do people balk at the prospect of leasing their land?

The answer is simple. GREED and FEAR. In this edition we will explore the aspects of relieving the landowner/mineralowner of fear, which in my experience is generally tied to the land.

Getting past the fears that most often plague the prospective Lessor as smoothly as possible is the first step in taking an Oil, Gas and Mineral Lease that protects the interests of both the Lessors and Lessees. Actually, in most instances it is fairly simple to take a lease. Landowners know from talking to their neighbors across the fence what current Bonus and Royalties are, and they go with the flow. Call them on the telephone and set up a time to drop by and see them. It is just a process of them getting comfortable with you and the company you represent. That is the secret, making people comfortable enough to allow you on the property for exploration. Something I have found helpful when first contacting a prospective Lessor is making an appointment to "visit" with them over coffee. People want to do business with their friends, and there is nothing more neighborly than visiting with someone over coffee. This usually brings everyone together at the kitchen table and makes for a very comfortable situation. The prospective Lessors are invariably at ease with this arrangement. The two most important things that any Landman can bring to the table when seeing a landowner, besides cash, are to be liked and credible. In my experience, people do not lease to buttheads, nor do they lease to people they are uncomfortable with. When going to see a landowner, it is very important to look like somebody they trust. Look around the town you are in and see how most of the small business owners dress. For me this is a good starting point. In most parts of Texas it usually includes boots, clean bluejeans and a nice shirt. This is the start of taking away fear. It can be very hard getting someone to sign a legal document at their kitchen table when you look like their version of the carpetbagger who conned Granddad out of the North Forty. When sitting at the kitchen table, don't just jump into the terms of the lease. Talk to the people first. Say something nice about their home or their property. Show them that you are interested in them, and not only in what they and their land can do for you. Ask about any concerns they have about their land being used for Oil and Gas exploration. For example, if they have a parcel that they don't want disturbed, suggest an amendment to the lease that only includes their property for pooling purposes if it is not needed for a drillsite. It is always preferable to work out any differences in the beginning. Be sure to discuss all of the landowner's concerns so that appropriate amendments can be added to the body of the lease. Take notes. It is professional and beats the heck out of trying to remember all of the particulars of a lengthy discussion. Be sure to know the lease form. When the inevitable questions involving the exact obligations of both parties come up, the Landman MUST be able to point to the part of the lease that addresses their questions. No matter how well you have done your job making the "folks" feel at ease, it can be undone in a heartbeat if they feel they are dealing with a total incompetent. Being professional and competent instills confidence in everyone, you and the people you are visiting with. A well-prepared lease will have the basics for protecting the landowner in it when the first visit takes place. During the second get together, when going over the actual amendments addressing the specific concerns of the Lessor, be sure to explain each new addition thoroughly. Have the draft ready there must be an instant quid pro quo for their time and trouble. After asking if all of their questions have been answered, it is time to ask for the signature. DON'T ASK FOR A SIGNATURE. Ask them to O.K. the paperwork, or give their approval. Friends don't ask friends to sign legal documents. NEVER LIE. Leasing is a process, not an event, and you can bet the fence talk will come back to haunt you or help you before too long. A liar doesn't stand a chance in a long-term play. Fear will come to the forefront with everyone you approach. Without credibility you might as well learn to sell shoes. The greatest thing a Landman can have is a good reputation, and the trust that goes with it. There are times when only one visit to a landowner is necessary. If they are comfortable and can see that their concerns are taken into consideration, then having a lease and draft ready can mean an easy and pleasant time. It is especially nice if the party in question is the bell cow for the clan. There is usually a lead family member that the others will follow when it comes to leasing. Many times, however, it is necessary to have a meeting with their attorney, this is not a visit.

Clint, can you put a date with this, how to ? I have never received a lease offer with any lessor protections mentioned in it other than the state mandated minimum distance from a dwelling that a well can be drilled. I don't consider the verbiage on how and how much the lessor is to be paid a protection as without it why would a lessor even consider a lease and it doesn't guarantee payment. I am sure Mr. Davis is right that if the lessor catches him in a lie it could go very bad for the landman. I dealt with one oil company on the one lie and I stop talking to you rule. After the first two landmen, I was mostly talking to them to glean information and for entertainment. I went through the entire land department, the VP of land acqisition and finally they asked me if I would allow their CEO to call me, he was much better, he didn't tell a lie until the third phone call. I didn't sign their lease. The only problem I see with my rule of one lie and you are out is that many mineral owners will not have the ability to spot the lie. I recommend that minerals owners that have not had time to get up to speed on leasing not talk to landmen on the phone or in person, use e-mail and US mail so you have a written record and when you think you have an agreement, after researching and looking for advice, take everything to a professional, O&G attorney or mineral manager. Surface use, pipelines and power easements should be seperate agreements, or you are probably throwing them in for free. O&G companies like free stuff and nearly free stuff like the unwary mineral owners acres. Most mineral owners do not know that an O&G lease is essentially a sale of 100% of your minerals, that you retain only a royalty interest in the production of the minerals, with only the possibility of reversion if no production occours. Also the payment of royalties must be made a condition of the lease, because the operator may not feel like paying you, and they need a reason because it is not illegal to owe someone money and the average lessor is not capable of suing an oil company. Call this a small part of the unsubtle art of not getting taken to the cleaners.

Bob,

This is a cut and paste from Lewis Mosburg's website. I know Fred -- and Lewis. Talked to him on the phone. Great guy - great landman. He wrote this in the mid 90's or so. Maybe 97 or so.

Buddy



r w kennedy said:

Clint, can you put a date with this, how to ? I have never received a lease offer with any lessor protections mentioned in it other than the state mandated minimum distance from a dwelling that a well can be drilled. I don't consider the verbiage on how and how much the lessor is to be paid a protection as without it why would a lessor even consider a lease and it doesn't guarantee payment. I am sure Mr. Davis is right that if the lessor catches him in a lie it could go very bad for the landman. I dealt with one oil company on the one lie and I stop talking to you rule. After the first two landmen, I was mostly talking to them to glean information and for entertainment. I went through the entire land department, the VP of land acqisition and finally they asked me if I would allow their CEO to call me, he was much better, he didn't tell a lie until the third phone call. I didn't sign their lease. The only problem I see with my rule of one lie and you are out is that many mineral owners will not have the ability to spot the lie. I recommend that minerals owners that have not had time to get up to speed on leasing not talk to landmen on the phone or in person, use e-mail and US mail so you have a written record and when you think you have an agreement, after researching and looking for advice, take everything to a professional, O&G attorney or mineral manager. Surface use, pipelines and power easements should be seperate agreements, or you are probably throwing them in for free. O&G companies like free stuff and nearly free stuff like the unwary mineral owners acres. Most mineral owners do not know that an O&G lease is essentially a sale of 100% of your minerals, that you retain only a royalty interest in the production of the minerals, with only the possibility of reversion if no production occours. Also the payment of royalties must be made a condition of the lease, because the operator may not feel like paying you, and they need a reason because it is not illegal to owe someone money and the average lessor is not capable of suing an oil company. Call this a small part of the unsubtle art of not getting taken to the cleaners.

R W,

This is from Mr. Mosburg's Oil and Gas Newsletter. Some interesting reading I must say.

Article Title: From the Trenches: 'Taking a Lease: The Subtle Art of Giving Away Money (Part One): Dealing with Fear',” by Fred A. Davis II, Petroleum Landman (March 1998)

Clint Liles

Clint, I will certainly say that Mr. Davis sounds as though he is a far cry from the landmen that have contacted me in the last 5 years seeking a lease from me. As my dear friend Buddy and I have discussed before, there are alot of landmen out there who were not landmen a year ago and they often do poor work. I think many of the landmen that have sought a lease from me in the past could benefit from reading Mr. Davis' article but I'm fairly certain that they will not seek it out, after all, all they need to know how to do is get a signature and many play on the mineral owners fears and play a bit loose with the truth. I was fairly certain that the article was not new when I read it. Thanks.

Clint,

Thanks for the post. It is a good read.

When you find articles like this, please bring them back and share, but refrain from a simple copy and paste. We don't want to infringe any copyrights. If you have any questions, reference #6 in the User Policy or shoot me a note. I'd be happy to discuss the issue with you in more detail.

Keep the good info coming. Thank you,

R.T.

The OP embraces the general philosophy of those entrenched in the customer service industry......the motto being..."make them 'think' you care". ;)