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 ...
Feel free to email Evergreen Capital at:[email protected] Impact of the Trump Administration on Alternative InvestmentsThis 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 Investments00:21 Post-Election Optimism in the Investment World01:29 Private Equity: Benefits Under the Trump Administration04:51 Private Equity: Potential Drawbacks and Tariffs06:16 Real Estate: Trump's Influence and Interest Rates07:05 Real Estate: Tax Policies and Opportunity Zones08:59 Real Estate: Regulatory Changes and Market Impact10:45 Conclusion: Growth-Focused Policies and Future Outlook Hosted on Acast. See acast.com/privacy for more information.
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Investing Is A Game Of Survival
[email protected] 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 Hosted on Acast. See acast.com/privacy for more information.
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Want to Own an NFL Team?
Email: [email protected] 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 Hosted on Acast. See acast.com/privacy for more information.
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Mobile Home Park Investing (With a Heart)
Email: [email protected] 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 Hosted on Acast. See acast.com/privacy for more information.
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Raising Private Capital in Tough Times
Email: [email protected] 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 Hosted on Acast. See acast.com/privacy for more information.
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.
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