by Tim Fergestad | Jul 13, 2026 | Business, Finance, Investor Education, Tax Strategy
It’s one of the most common things I hear when I talk with investors: “Oh, I’m already in real estate. I own some REITs in my brokerage account.” I understand why. It’s often what a financial advisor suggests when a client asks about real...
by Tim Fergestad | Jul 3, 2026 | Legacy
“I had an inheritance from my father, it was the moon and the sun. And though I roam all over the world, the spending of it’s never done.” — Ernest Hemingway, For Whom the Bell Tolls Introduction Legacy is not only what you prepare for the...
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...
