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www.evergreencap.com
info@evergreencap.com
In this episode of "The CIO Brief," Brad Johnson, Managing Director and CIO of Evergreen Capital, delves into the complexities of the current economic landscape. From the lessons learned from legendary figures like Jamie Dimon to the evolving attitudes towards cryptocurrency, Brad offers insights into market trends and investment strategies. Join us as we explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges.
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In this episode, Brad Johnson explores the world of tax loss harvesting, covering basic to advanced strategies. Learn how to leverage these techniques to enhance your investment portfolio and reduce tax liabilities.
www.evergreencap.com
info@evergreencap.com
0:00 Introduction to Tax Loss Harvesting
5:00 Basic Tax Loss Harvesting Explained
15:00 Direct Indexing and Its Benefits
25:00 Advanced Strategies with Leverage
35:00 Common Mistakes and How to Avoid Them
45:00 The Future of Passive Investing
55:00 Conclusion and Final Thoughts
Disclaimer:
This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser.
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Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate.
investing, quality assets, investment philosophy, market efficiency, long-term returns
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The episode discusses Robinhood's induction into the S&P 500, exploring its impact on the investment landscape. It highlights Robinhood's role in educating young investors, the risks of fast-paced trading, and the shift towards modern technology in investment platforms.
Evergreen Capital
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In this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Peer Asset Management. They delve into the world of alternative credit, focusing on niche areas like specialty finance, music royalties, and litigation finance. Jillian shares insights on how Peer Asset Management navigates these unique investment opportunities, emphasizing their strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.
Evergreen Capital
https://www.evergreencap.com/
Pier Asset Management
https://www.pieram.com/
alternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit
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Investment Strategy Spotlight: Understanding Opportunity Zone 2.0
This episode focuses on the new regulations brought about by the Tax Act of July, specifically the enhancements in Opportunity Zones, termed Opportunity Zone 2.0. The speaker explains the original Opportunity Zones program, its benefits of tax deferrals and exemptions for investments in designated areas, primarily housing and development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.
00:00 Introduction to Investment Strategy Spotlight
00:15 Opportunity Zones 1.0: A Recap
01:44 Opportunity Zones 2.0: New Regulations and Benefits
02:29 Maximizing Tax Benefits with Opportunity Zones
03:49 Combining Tax Strategies with Great Investments
05:27 Ideal Candidates for Opportunity Zone 2.0
06:38 Considerations and Risks in Opportunity Zone Investments
08:31 Future Opportunities and Conclusion
www.evergreencap.com
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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:
info@evergreencap.com
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:
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
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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?
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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
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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
info@evergreencap.com
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Evergreen Capital
www.evergreencap.com
info@evergreencap.com
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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:
For More on The Alternative Investor, Check Out:
TheAlternativeInvestorShow.com
The Alternative Investor on iTunes — Leave us a review!
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et’s say you find yourself in the fortunate position to have a wonderful asset that you’ve operated for a number of years — whether it’s real estate or an operating business — and you’re ready to sell it. And now, you’re faced with the decision of how to actually sell it. Do you hire a banker or a broker? And if so, how do you go about finding a good one?
Today we’re answering both of these questions and filling you in on all of the juicy details of hiring a broker!
Key Takeaways:
[:11] About today’s episode.
[:48] Should you hire a banker or a broker? And what is the difference between the two?
[6:02] Why don’t people hire a banker or a broker?
[8:49] How much does a decent banker or broker cost?
[11:51] How to find and identify a good broker!
Mentioned in this Episode:
For More on The Alternative Investor, Check Out:
TheAlternativeInvestorShow.com
The Alternative Investor on iTunes — Leave us a review!
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After 2 ½ years of looking for a software business to buy with my partner, I think we’re finally getting towards the end! And at the end of the due diligence process when you’re going to buy a company… you’ve got to sign a purchase agreement. This purchase agreement is the big contract; it’s the document that lays out all the final terms and conditions. And when it’s signed, the money is wired — and it’s official: you own the company.
So because this is all so timely for us, today we’re going to be talking all about purchase agreements! In fact, we’ll be going through the actual 57-page document I received for this software business to explain each section to give you all an idea of what to expect when it comes to negotiating your first purchase and sale agreement!
Key Takeaways:
[:11] About today’s episode on purchase agreements!
[2:22] We begin looking at the 57-page purchase agreement word doc, starting with an overview of the table of contents and section 1, the glossary.
[5:09] Reviewing section 2: the purchase and sale of parent shares.
[9:40] Reviewing the following three sections that cover representations and warranties — first up, those concerning the company.
[16:30] Next up, we take a look at the sections covering representations and warranties of the sellers.
[17:55] Taking a look at the representations and warranties concerning the buyer.
[18:58] Reviewing the section that covers the additional agreements.
[19:52] Checking out section 7: identification and related matters.
[23:03] Wrapping up the podcast with some final points about purchase and sale agreements!
[24:54] What should you be focusing on when negotiating these documents?
[28:14] Thanks for tuning in!
Mentioned in this Episode:
For More on The Alternative Investor, Check Out:
TheAlternativeInvestorShow.com
The Alternative Investor on iTunes — Leave us a review!
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