The Alternative Investor

info@evergreencap.comwww.evergreencap.comMastering Alternative Investments with Evergreen Capital's Brad JohnsonIn 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 Episode00:48 Meet Brad Johnson: Real Estate and Alternative Investments01:45 Brad's Journey: From Real Estate to Mobile Home Parks03:55 The Challenges and Rewards of Mobile Home Park Investments06:46 Transition to Evergreen Capital and Investment Philosophy09:04 The Role of Alternative Investments in Portfolios15:58 Understanding Private Credit and Debt20:36 Client Strategies and Asset Allocation23:37 Investor-Friendly Alternatives23:58 Investment Minimums and Retail Investors24:47 Future of Alternative Assets25:48 Fee Structures and Fund Preferences28:13 GP Stakes and Private Equity36:03 Real Estate and Inflation Concerns40:23 Key Lessons in Investing41:46 Personal Insights and Conclusion

Email: info@evergreencap.comDurable Alternative Investmentswww.evergreencap.comPrivate Equity and the NFL: A New Frontier in Pro Sports InvestmentThis 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 Investment00:32 NFL's New Private Equity Investment Opportunity01:14 The Appeal of Pro Sports Investments01:28 The Financial Dynamics of Pro Sports04:46 The Future of Pro Sports Investments05:23 Personal Insights and Conclusion

Email: info@evergreencap.comWhat 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 Investments01:18 Challenges in the Mobile Home Park Space03:30 Common Mistakes in Mobile Home Park Investments07:16 Effective Strategies for Mobile Home Park Operations10:28 Advanced Tactics for Driving Alpha17:41 Creative Deal Structures and Market Insights26:45 Why Now?Mobile Home Park Investing

Email: info@evergreencap.comMastering Fundraising: Tips and Strategies from a Decade of ExperienceIn 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 Insights00:11 Four Steps to Successful Fundraising00:16 Understanding Investor Expectations00:48 Choosing Your Investment Niche03:00 Focusing Your Fundraising Approach04:28 Sharing Your Investment Journey06:16 Building Trust with Investors08:24 Engaging High Net Worth Individuals11:20 Common Fundraising Mistakes13:20 Q&A Session20:38 Final Thoughts and Advice

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 Credit00:18 The Rise of Private Credit Post-Financial Crisis01:41 Understanding Capital Structure03:24 Key Terms in Private Credit06:01 Conclusion and Final Thoughts

Access GP Stakes Research:https://evergreencapital.ck.page/a03f9580feGP Stakes investing is Brad's favorite alternative investment asset class - learn why in this episode. Evergreen Capitalwww.evergreencap.cominfo@evergreencap.com

Evergreen Capitalwww.evergreencap.cominfo@evergreencap.com

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.coBrad@EvergreenCap.comGrayson@StablesPartners.com For More on The Alternative Investor, Check Out:TheAlternativeInvestorShow.comThe Alternative Investor on iTunes — Leave us a review!