The following slides provide brief
summaries of the success stories
created by Lotic. The list is not
exhaustive but is reflective of our
passion, diligence, and vision.
Water Rights’ Due Diligence and Assessment
The first step in capturing water right values is to understanding
the underlying water right assets. Lotic has provided the
•water rights’ due diligence for potential land and
•assessment and management recommendations for
owners of existing water rights.
•water rights’ review to sale water separate from the
Lotic has completed due diligence and assessment projects in
Montana, Colorado, Arizona, Idaho, Wyoming, New Mexico,
Nebraska, Oregon, Utah and Nevada.
Water Rights’ Valuation and Marketing Plan
An aquatic habitat restoration company hired Lotic to complete a
water right valuation and marketing plan for nine supplemental
water rights claimed from five different water sources. Currently
unadjudicated, these water rights lacked detailed historic
documentation. Lotic navigated the complexity of the historic
water use to provide a detailed analysis of the existing assets. Lotic
also leveraged its market knowledge and business acumen to value
the assets and deliver recommendations on how best to capture
future market values.
Arizona Water Rights’ Marketing Project
Lotic has conducted an initial review for a 150+ water right
marketing project in Arizona. This challenging project requires an
understanding of water rights’ validity and a creative assessment of
market opportunities. Layers of changed ownership and management
regimes compound the complexity of this project.
Nevada Water Rights’ Review
A mitigation and restoration company, requested Lotic’s water
rights expertise for its potential acquisition of a gold mine in
Nevada. Lotic’s analysis raised several red flags regarding the
validity of the underlying water rights and prevented the company
from investing in water rights that existed only on paper.
Water Bank Development
Water banking is loosely defined as an institutional structure
that facilitates water transactions. Water banks include rental
pools, storage water releases, aquifer recharge basins, and
more. Lotic has provided water bank consultation to various
clients across the West. Lotic is currently working with the Grass
Valley French Ditch Company to reallocate a large portion of its
ditch shares to mitigation use. If successful, this change will
represent the first private water banking project in Montana.
Montana Water Market Analysis
Water Markets are emerging across the western United States. Lotic
understands the characteristics that shape and drive market values.
A private equity group interested in water investments hired Lotic
to conduct at statewide water market analysis. This work depicted
the supply, demand, regulatory framework, market activity, and
prices for the Montana Water Market. The final deliverable
illustrated the status of the current market and the projected
future market development.
Water Rights’ Assessment and Marketing Plan for Mitigation Banking
Lotic is working with a ecosystem services banking company, to evaluate
water right marketing opportunities on over 20,000 acres across the
state of Montana. Lotic is providing water rights’ analyses, management
recommendations, and is identifying water rights acquisition potential
to meet the project objectives. All services provided are strategically
aligned with the client’s goals of developing wetland, riparian, and
species conservation banks to mitigate future impacts.
Montana Water Rights’ Acquisition Plan
Buying water rights is complex. For this reason, a private equity
client hired Lotic to evaluate its Montana buying options. Lotic
provided expertise on which water rights to buy, the validity of
these assets, and their values. Lotic constructed a water acquisition
plan which identified and evaluated water rights that met the
client’s buying objectives. The project required Lotic’s water
resource expertise and understanding of the future water market.
Colorado Comparable Sales Price Analysis
Lotic completed a comparable sales price analysis for a private
client’s potential land acquisition on the Colorado Front Range. The
client’s ability to reallocate the underlying water rights profitably
represented the deciding factor in the purchase. Lotic’s analysis
reviewed over 1,000 transactions to identify water transactions
similar to the client’s water marketing objectives. Lotic provided
additional analysis of transfers across market sectors, water rights’
volumes of marketable water, and the overall market potential
associated with this buying strategy.
Thank you for taking the time to review Lotic’s projects. We address each and
every opportunity with initiative, innovation, integrity, hard work, and a smile.
Please feel free to contact us with any water right questions, concerns, ideas, or
just to talk. We look forward to hearing from you in the near future and eagerly
anticipate the opportunity to work together.