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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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

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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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