To learn more about private market investing, visit:

www.evergreencap.com

In this episode, Tony David from Franklin Templeton delves into the complexities and opportunities in private markets for wealth advisors. As Franklin Templeton's expert on private asset education, Tony discusses his journey from consulting to leading educational initiatives within the firm. The conversation covers essential topics like the importance of education in private markets, the evolving landscape of private credit, secondary markets, the growth of model portfolios, and the potential inclusion of private assets in 401(k) plans. Tony also emphasizes the significance of maintaining a balance between illiquidity and accessibility for investors. A must-listen for advisors looking to enhance their offerings and navigate the complexities of alternative investments.

00:00 Introduction to Tony David and His Role

00:16 The Importance of Education in Private Markets

01:43 Challenges and Opportunities in Private Markets

07:19 Franklin Templeton's Private Market Focus

09:25 Understanding Private Credit and Secondaries

16:39 The Future of Private Markets and Model Portfolios

25:01 The Role of Private Assets in 401(k)s

26:41 Overcoming Skepticism and Embracing Alternatives

36:45 Conclusion and Final Thoughts

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Opportunities in Commercial Real Estate Debt: A Deep Dive

Email for Commercial Real Estate Debt Investing Research:

[email protected]

The video discusses the current investment opportunities in commercial real estate debt, highlighting that investing is always challenging due to the unpredictability of the future and market factors. The speaker explains why now is a particularly opportune time for commercial real estate debt investment, given the recent substantial market correction, decreased property values, and higher interest rates. The video also covers the benefits of investing in multi-family and high-quality assets, the impact of increased capital reserve requirements on banks, and the resulting opportunities for private lenders. Key points include the growing role of private lenders, the protective structure of commercial real estate debt investments, diversification strategies, and projected returns that could rival equity investments. The script concludes with an invitation to contact evergreen cap.com for further information.

00:00 Introduction: The Challenge of Investing

00:39 Current Real Estate Market Context

01:13 Understanding Commercial Real Estate Debt

02:01 The New Lending Landscape

03:28 Opportunities in Private Lending

07:06 Future Outlook and Conclusion

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Apollo's Strategic Acquisition: Bridge Investment Group

In this episode, we delve into Apollo's recent acquisition of Bridge Investment Group for $1.5 billion, a strategic move involving the purchase of a real estate specialist known for its asset management capabilities. The discussion covers why this transaction occurred and its implications for the private equity and GP stakes investing worlds. The acquisition, which includes 50 billion in assets under management, highlights how Apollo can leverage Bridge's expertise in real estate and fundraising, driving future growth and diversifying their revenue streams. Additionally, it explores the contrasting challenges faced by public versus private equity firms and the advantages Apollo gains from this deal.

00:00 Big News in Private Equity: Apollo's Acquisition of Bridge Investment Group

00:38 Transaction Details and Financial Implications

01:24 Strategic Benefits for Apollo and Bridge

04:41 Challenges and Opportunities in Real Estate

06:58 GP Stakes Investing Insights

09:35 Conclusion and Key Takeaways

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Feel free to email Evergreen Capital at:

[email protected]

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

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[email protected]

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: [email protected]

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: [email protected]

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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Email: [email protected]

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

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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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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

[email protected]

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