There is a free video presentation on this topic that walks through the whole landscape, both case studies included....
Active, Passive, or Somewhere in Between: Finding Your Place in Real Estate
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Where Is Arizona’s Water Coming From?
I spent the first week of September on the Colorado River. Five days in the upper Grand Canyon, rowing and paddling,...
AI Is Coming for Jobs. Inflation Is Coming for Dollars. Who Wins?
Why asset ownership may become more important than career success. There are two forces quietly reshaping the American...
Public REITs vs. Private REITs: What Investors Need to Know
If you have ever wanted to invest in real estate but had no interest in being a landlord, there is good news: you do...
Can You Really Invest Passively in Real Estate?
"Can you really invest in real estate passively, without becoming a landlord?" The short answer is yes. The longer...
But I Already Own Real Estate — I Have REITs
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...
The Income Trap: Why High Earners Fall Behind and How Assets Fix It
There are two economies operating in America today. The Income Economy and the Asset Economy. Most people spend their...
Why “Oak Street Assets”? The Story Behind the Name
Every now and then, someone asks me: "Why Oak Street Assets?" It's a great question — and the answer tells the story...
Understanding Your K-1 (Simple, Fast, No Surprises)
Every year, as tax season ramps up, I get a wave of messages from investors asking some version of the same question:...
UDFI & IRA Investing in Real Estate Syndications: What You Need to Know
If you’re using a Self-Directed IRA (SDIRA) to invest in real estate syndications, you’ve likely heard the...
Why I’ve Said No to Capital
Preface: We include most people who want to learn and share with us into our community. Partnering on an investment...
The Buffett Indicator and What It Is Quietly Telling Us
Two questions keep coming up in nearly every conversation I have lately. Is now a good time to buy real estate? Where...
Where Are We in the Market Cycle?
Investors ask this question constantly, especially during periods of uncertainty. The short answer is this: we believe...
Demystifying Real Estate Syndication: A Practical Field Guide for Busy Investors
A quick story to set the stage When I traded my neuroscience lab coat for the world of real estate, friends were...
Impact + Income: How Your Capital Can Do Good While Working for You
For decades, investing was often framed as a cold calculation: maximize returns, minimize risk, and let ethics or...
The Science of Compounding: Why Patience Outperforms Hustle in Wealth Creation
I have been digging into 50 years of return data across four big U.S. asset classes: stocks, residential real estate,...
My Take on the $100M Money Models Launch
When Alex Hormozi announced the launch of $100M Money Models for August 16–17, 2025, it felt like half the business...
How Smarter Investing Buys Back Your Life
Before I studied Neuroscience, my focus was on Physics. I even published on semiconductors, but my real fascination...
Legacy by Design – Part I: Redefining Legacy — It’s Not About Net Worth
"Most people confuse legacy with a legal document. But true legacy isn’t passed through paper—it’s passed through...
Unlocking Financial Freedom: Your Introductory Guide to Multifamily Investing
Multifamily investing offers a powerful way to build long-term wealth and secure your financial freedom. Unlike...
The Big Beautiful Bill: 10 Tax Wins for Real Estate Investors
On July 4, 2025, President Trump signed the One Big Beautiful Bill (OBBBA) into law, marking one of the most...
