The Alternative Investor

Brad Johnson
  • 4.9 (195)
  • INVESTING
The Alternative Investor

The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.

  1. 12/07/2024

    Trump's Impact on Alternative Investments

    Feel free to email Evergreen Capital at: info@evergreencap.com www.evergreencap.com The Impact of the Trump Administration on Alternative Investments This episode discusses how the Trump administration's policies are expected to impact alternative investments, particularly private equity and real estate. We examine potential benefits such as lower corporate taxes, the carried interest tax loophole, reduced regulations, and the excitement within the investment community post-election. We also consider possible challenges, including tariffs and their effect on consumer pricing and interest rates. The episode concludes with a focus on growth-oriented American policies and the outlook for increased MNA activity and IPOs in the coming years. 00:00 Introduction: The Trump Administration's Impact on Alternative Investments 00:21 Post-Election Optimism in the Investment World 01:29 Private Equity: Benefits Under the Trump Administration 04:51 Private Equity: Potential Drawbacks and Tariffs 06:16 Real Estate: Trump's Influence and Interest Rates 07:05 Real Estate: Tax Policies and Opportunity Zones 08:59 Real Estate: Regulatory Changes and Market Impact 10:45 Conclusion: Growth-Focused Policies and Future Outlook Hosted on Acast. See acast.com/privacy for more information.

    12 min

  2. 09/13/2024

    Investing Is A Game Of Survival

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

    43 min

  3. 09/06/2024

    Want to Own an NFL Team?

    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.

    6 min

  4. 08/04/2024

    Mobile Home Park Investing (With a Heart)

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

    28 min

  5. 07/28/2024

    Raising Private Capital in Tough Times

    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.

    23 min

  6. 07/21/2024

    Understanding Private Credit

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

    7 min

  7. 07/08/2024

    What is GP Stakes Investing?

    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.

    11 min

  8. 07/06/2024

    The Alternative Investor 2.0

    Evergreen Capital www.evergreencap.com info@evergreencap.com Hosted on Acast. See acast.com/privacy for more information.

    3 min
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Hosts & Guests

4.9
out of 5
195 Ratings

About

The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Brad Johnson
  • Years Active
    2018 - 2024
  • Episodes
    58
  • Rating
    Clean
  • Copyright
    © Evergreen Capital
  • Show Website
    The Alternative Investor

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