Episodes

  • Investing Is A Game Of Survival
    Sep 13 2024

    info@evergreencap.com

    www.evergreencap.com


    Mastering Alternative Investments with Evergreen Capital's Brad Johnson


    In this episode of Roger Becker of Street Smart Success, interviews Brad. They delve into a range of alternative investment topics, emphasizing Brad's core investing principles. Brad briefly shares his background, including his journey from a career in real estate and private equity to establishing Evergreen Capital. He explains how his company focuses on durable investments with significant cash flow elements. The conversation covers various alternative asset classes, including real estate, private credit, and private equity strategies like GP stakes. Johnson provides insights into the allocation strategies for individuals looking for capital preservation and growth. He stresses the importance of avoiding over-leveraging and focusing on downside protection. The episode offers valuable lessons for investors interested in diversifying their portfolios with alternative assets.


    00:00 Introduction to the Episode

    00:48 Meet Brad Johnson: Real Estate and Alternative Investments

    01:45 Brad's Journey: From Real Estate to Mobile Home Parks

    03:55 The Challenges and Rewards of Mobile Home Park Investments

    06:46 Transition to Evergreen Capital and Investment Philosophy

    09:04 The Role of Alternative Investments in Portfolios

    15:58 Understanding Private Credit and Debt

    20:36 Client Strategies and Asset Allocation

    23:37 Investor-Friendly Alternatives

    23:58 Investment Minimums and Retail Investors

    24:47 Future of Alternative Assets

    25:48 Fee Structures and Fund Preferences

    28:13 GP Stakes and Private Equity

    36:03 Real Estate and Inflation Concerns

    40:23 Key Lessons in Investing

    41:46 Personal Insights and Conclusion



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    43 mins
  • Want to Own an NFL Team?
    Sep 6 2024

    Email: info@evergreencap.com


    Durable Alternative Investments

    www.evergreencap.com


    Private Equity and the NFL: A New Frontier in Pro Sports Investment


    This video discusses the recent development of the NFL allowing private equity firms to buy minority interests in its teams, marking the entry of professional sports into the alternative investment space. Historically limited to billionaires, pro sports investments are now accessible to high net worth investors, with the NFL's sizable media rights and diverse revenue streams making it an attractive asset class. The speaker shares excitement about the potential for direct NFL deals and the expansion of pro sports investments in investor portfolios.


    00:00 Introduction to Pro Sports as an Investment

    00:32 NFL's New Private Equity Investment Opportunity

    01:14 The Appeal of Pro Sports Investments

    01:28 The Financial Dynamics of Pro Sports

    04:46 The Future of Pro Sports Investments

    05:23 Personal Insights and Conclusion



    Hosted on Acast. See acast.com/privacy for more information.

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    6 mins
  • Mobile Home Park Investing (With a Heart)
    Aug 4 2024

    Email: info@evergreencap.com



    What works in mobile home park investing today.


    In this episode, Brad Johnson, managing partner of Evergreen, delves into the intricacies of mobile home park investments. Drawing from his extensive experience, Brad discusses the evolution of the market over the past decade, highlighting both the challenges and opportunities in today's landscape. He emphasizes sustainable rent increases, strategic operational approaches, and the need for proper capital allocation. Brad provides insights on techniques that work, such as incremental property improvements, creative transactions, and thoughtful management, comparing successful operations to precision military tactics. He also covers the importance of market conviction, unique deal flow strategies, and the complexities of total overhauls and infill strategies. Whether you're an emerging investor or a seasoned operator, Brad's advice offers valuable lessons on navigating this increasingly institutional asset class.


    00:00 Introduction to Evergreen and Mobile Home Park Investments

    01:18 Challenges in the Mobile Home Park Space

    03:30 Common Mistakes in Mobile Home Park Investments

    07:16 Effective Strategies for Mobile Home Park Operations

    10:28 Advanced Tactics for Driving Alpha

    17:41 Creative Deal Structures and Market Insights

    26:45 Why Now?


    Mobile Home Park Investing



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    28 mins
  • Raising Private Capital in Tough Times
    Jul 28 2024

    Email: info@evergreencap.com


    Mastering Fundraising: Tips and Strategies from a Decade of Experience


    In this episode, the speaker shares insights and strategies for successful fundraising, gleaned from over a decade of experience. The session covers four main steps to secure funding, understand what high-net-worth investors seek, maintain legal and compliance standards, and build trust with prospective investors. Key points include the importance of focusing on a niche for easier market entry, dedicating efforts to one marketing channel, sharing your journey with investors, and providing transparent and professional documentation. The speaker also discusses the distinctions between accredited and ultra-wealthy investors, common mistakes to avoid, and how to use friends and family funding smartly. The episode concludes with thoughts on the broader benefits of mastering fundraising, such as financial security and new career opportunities.


    00:00 Introduction to Fundraising Insights

    00:11 Four Steps to Successful Fundraising

    00:16 Understanding Investor Expectations

    00:48 Choosing Your Investment Niche

    03:00 Focusing Your Fundraising Approach

    04:28 Sharing Your Investment Journey

    06:16 Building Trust with Investors

    08:24 Engaging High Net Worth Individuals

    11:20 Common Fundraising Mistakes

    13:20 Q&A Session

    20:38 Final Thoughts and Advice



    Hosted on Acast. See acast.com/privacy for more information.

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    23 mins
  • Understanding Private Credit
    Jul 21 2024

    Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the foundation for later podcasts that will go deeper into the weeds on Private Credit investing.


    Private credit has existed since the early 2000s but is relatively new to many investors. The concept involves making large-scale loans to companies that can't obtain credit from traditional banks. This need emerged post-financial crisis when banks faced stricter regulations. Private credit offers benefits like high monthly returns with lower risk compared to bonds or stocks. The script explains vital terms such as capital structure, preferred equity, mezzanine debt, senior secured debt, call protection, and covenants, illustrating their roles in making private credit a safer investment.


    00:00 Introduction to Private Credit

    00:18 The Rise of Private Credit Post-Financial Crisis

    01:41 Understanding Capital Structure

    03:24 Key Terms in Private Credit

    06:01 Conclusion and Final Thoughts



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    7 mins
  • What is GP Stakes Investing?
    Jul 8 2024

    Access GP Stakes Research:

    https://evergreencapital.ck.page/a03f9580fe



    GP Stakes investing is Brad's favorite alternative investment asset class - learn why in this episode.


    Evergreen Capital

    www.evergreencap.com

    info@evergreencap.com



    Hosted on Acast. See acast.com/privacy for more information.

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    11 mins
  • The Alternative Investor 2.0
    Jul 6 2024

    Evergreen Capital

    www.evergreencap.com

    info@evergreencap.com
































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    3 mins
  • Grayson is Finally Buying a Company!
    Jun 20 2019

    Today is an incredibly big day! Grayson may be closing on a huge deal tonight. It’s been a long time coming but it’s finally happening! He quit his last job about 3+ years ago and since then he’s been looking to buy a business and has gone through about 5000 different companies, sorted through many different websites, and talked to lots of different owners — but it was all worth it, because he’s finally found one that he loves and is super excited about. He’s completed all of the purchase agreement documents and soon… all will be finalized!


    So today’s episode is going to provide as a recap for what Grayson has been up to for the last couple of years. Hopefully it will serve as both inspiration — but also as a cautionary tale for those of you who want to get out there and buy your own deal! Today we’re going to be sharing the good, the bad, and the ugly. So tune in to learn some of the ins and outs of buying your first deal!


    Key Takeaways:

    [:11] All about today’s episode!

    [3:18] So what is Grayson buying?!

    [6:33] How Grayson and his partner found this deal.

    [7:58] What does the transition look like after purchasing this deal?

    [10:34] What Grayson learned from being an investor!

    [15:30] The importance of balancing investing and operations.

    [19:03] What’s next for the podcast? Topics we’ll be focusing on in future episodes.

    [20:58] Opening it up to you! What would you like to hear from us next? Email us!


    Mentioned in this Episode:

    Performio.co

    Brad@EvergreenCap.com

    Grayson@StablesPartners.com 


    For More on The Alternative Investor, Check Out:

    TheAlternativeInvestorShow.com

    The Alternative Investor on iTunes — Leave us a review!




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    25 mins