PRIVATE REAL ESTATE FOR ACCREDITED INVESTORS
Invest on Oak Street,
Not Wall Street.
Access carefully selected private real estate and alternative investments designed for income, long-term growth, and tax efficiency, backed by disciplined underwriting and aligned partnerships.
Own Physical Assets
alongside experienced operating partners.
Strong, Risk-Adjusted Returns
in growing markets.
Superior Opportunities
access provided through our relationships.
Generate passive income, grow your wealth, and live a better life through private investments.
Most deals do not make it to our investors.
Oak Street Assets exists to do the work a busy professional cannot: find, vet and structure private investments, then stay in the deal with you.
Underwriting first
Every opportunity is rebuilt in our own model before we look at the sponsor’s. Rent growth, exit cap, interest rate and renovation timing are stressed until the deal breaks, so we know where the edge is before you invest.
Sponsor diligence
We invest with operators we know, whose track record we have checked deal by deal, and who put their own capital in alongside ours. Experience in the specific market matters more to us than size.
Downside before upside
We size every position by what happens if the plan is late, not just if it works. Structure, seniority and liquidity get decided before we count the return.
Aligned capital
We are investors first. Our capital sits next to yours, and we report to you the way we would want to be reported to: monthly updates, distributions when earned, annual tax statements, and a direct line to the principal.
Private real estate and alternative investments, selected with discipline.
Combined Property Value
Units Across Investments
Units Under Management
Units in Development
From the people we work with
"...a genuine, honest and smart investor."
“As a 20 year single family landlord just getting into the MF world, Tim has been one of my first and best connections. He is a genuine, honest and smart investor. Not all investors and teams hold themselves to the high standards you see at Oak Street. I have invested big and small with Tim and his team and am looking forward to more opportunities!”
J.R.
"...analytical mind, robust analysis..."
“I have worked in the real estate and investment industries for a number of years and Tim Fergestad is among the best partners I have ever had the pleasure to work with. Tim brings an analytical mind, robust analysis, and constantly questions the norm to find value wherever it may be. Whether it be bringing capital to a deal, conducting thorough due diligence… or managing an asset through a complex situation, Tim always brings to a situation a level head and innovative solutions. We have partnered on multiple deals together and plan to continue to do so.”
S.F.
"...promptness when we have questions."
“My wife and I greatly enjoy working with Oak Street Assets and very much appreciate the promptness when we have questions. Tim is always willing to take the time for a phone call and assist with any questions we may have.”
M.S.
"...advice he provides is in my best interest."
“Tim consistently demonstrates a high degree of integrity and moral character, ensuring that every piece of advice he provides is in my best interest. His great persona makes working with him a pleasure, fostering a relationship built on trust and mutual respect. His intelligence, combined with his genuine care for his clients and high ethical… standards, makes him an exceptional asset manager. I wholeheartedly recommend Tim to anyone seeking a knowledgeable, trustworthy, and client-focused private equity professional.”
T.B.
How we think
Writing on underwriting, tax strategy and the markets we invest in.
What Real Estate Depreciation Actually Does for a Passive Investor
Depreciation is the most powerful tax feature in real estate and the most consistently oversold. What a cost segregation study does, what a $100,000 position produced on a real deal, and the limit most investors are never told about.
Active, Passive, or Somewhere in Between: Finding Your Place in Real Estate
Real estate runs from ground-up construction to fully passive funds. Which one fits depends on your time, money and experience, and both ends can work.
Where Is Arizona’s Water Coming From?
Arizona does not have one water problem. It has many different water situations. What five days on the Colorado River, and the rules behind Arizona’s growth, mean for real estate investors.
Phoenix Prosperity Podcast
Tim hosts conversations with Phoenix business owners, physicians and investors on how they built what they built.
Recent Podcast Episodes
High Rates, Big Tax Losses, and Two Tucson Deals with Tim Fergestad
Rates are up, building has slowed, and Tim Fergestad thinks that makes right now a great time to buy. Tim breaks down...
Creating a Thriving Wellness Practice with Dr. Yousef Mohammadi
In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Dr. Yousef Mohammadi, a...
The Late-Start Investor’s Guide to Building Wealth with Dr. Daniel Shin
The Late-Start Investor’s Guide to Building Wealth with Dr. Daniel Shin What happens when you spend years building a...
Start with a conversation.
A 20-minute call to understand your goals, answer your questions and see whether what we do fits. No obligation, no pitch deck.