by Tim Fergestad | Jun 3, 2026 | Business, Finance, Investor Education, Top Blog Posts
There are two economies operating in America today. The Income Economy and the Asset Economy. Most people spend their entire lives in the first. A smaller group quietly benefits from the second. The first group trades time for money. The second owns things that...
by Tim Fergestad | May 2, 2026 | Business, Legacy
Every now and then, someone asks me: “Why Oak Street Assets?” It’s a great question — and the answer tells the story of who we are, why we do what we do, and the philosophy that drives everything we build. Real Estate, Roots, and Streets At our core,...
by Tim Fergestad | May 2, 2026 | Business, Finance, Investor Education, Tax Strategy
Every year, as tax season ramps up, I get a wave of messages from investors asking some version of the same question: “I got this K-1 — what do I do with it?” Some people are worried it’s a tax bill. Some are confused about why it shows a loss when...
by Tim Fergestad | May 1, 2026 | Business, Finance, Investor Education, IRA Investing, Tax Strategy
If you’re using a Self-Directed IRA (SDIRA) to invest in real estate syndications, you’ve likely heard the term UDFI — Unrelated Debt-Financed Income. It sounds alarming. But the reality is far less scary than the name suggests. Here’s what you...
by Tim Fergestad | Apr 30, 2026 | Business, Finance
Preface: We include most people who want to learn and share with us into our community. Partnering on an investment requires more—competency, alignment, and trust. “It is better to be alone than in bad company.”— Friedrich Nietzsche There’s a...
