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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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