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 credi...
Jun 10, 2025•37 min•Season 2Ep. 61
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, decreas...
May 31, 2025•12 min•Season 2Ep. 60
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 le...
Mar 01, 2025•10 min•Season 2Ep. 59
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 con...
Dec 07, 2024•12 min•Ep. 58
[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 si...
Sep 13, 2024•43 min•Season 2Ep. 57
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 ...
Sep 06, 2024•6 min•Season 2Ep. 56
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. Bra...
Aug 04, 2024•28 min•Season 2Ep. 55
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, de...
Jul 28, 2024•23 min•Season 2Ep. 54
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...
Jul 21, 2024•7 min•Season 2Ep. 53
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] Hosted on Acast. See acast.com/privacy for more information.
Jul 08, 2024•11 min•Season 2Ep. 52
Evergreen Capital www.evergreencap.com [email protected] Hosted on Acast. See acast.com/privacy for more information.
Jul 06, 2024•3 min•Season 2Ep. 51
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 agreem...
Jun 20, 2019•25 min•Ep. 50
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 to...
Jun 06, 2019•22 min•Ep. 49
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...
May 23, 2019•29 min•Ep. 48
Today is going to be our all-encompassing, definitive episode all about on cap rates! What are they? How they are used? What’s the whole deal here? Tune in to find out! We discuss how they relate to interest rates, what they indicate, what they’re useful for, what they’re used for on a day-to-day basis in real estate investing, and how you should be thinking about cap rates if you’re thinking about getting into the real estate investing world. We also give several examples of how to find the cap...
May 16, 2019•19 min•Ep. 47
In this episode we’re going to be talking about investor relations — i.e. staying in touch with your investors and maintaining good relationships with them. Investors are people too, y’know! Just like your friends or spouse, they want to be kept in the loop and know what’s going on. They’ve given you money to go out and do a job… But they don’t want to just give you the money and be left in the dark; they want to know what’s going on! Tune in to learn more about what goes into a typical investor...
May 02, 2019•19 min•Ep. 46
Today’s episode is all about taxes! Specifically, we’re going to be talking about K-1s. A K-1 is a tax form that you get from private investment (typically an LLC.) on an investment you’ve made. This is the tax form you’re going to get yearly from that sponsor so you can pay your taxes on that income. If you’re ever going to be making investments in alternative assets, most likely you’re going to be getting a K-1. Be sure to tune in to get all the basis on what exactly a K-1 is, how they work, t...
Apr 25, 2019•20 min•Ep. 45
Productivity and how you get things done on a day-to-day basis is an ever-present issue for most everyone — including those in investing and alternative investing. There’s lots to do on a daily basis and you’ve got lots to juggle, so we want to help you make sure that you’re focusing on the right things to truly maximize your productivity! Tune in to learn more about how to prioritize the right tasks, manage your calendar and emails, maximize your productivity, and how to accomplish all your goa...
Apr 18, 2019•28 min•Ep. 44
We’ve talked about finding deals, sourcing deals, putting a pitch deck together, raising money, and all that stuff — but we haven’t yet talked about how to go about raising debt for a real estate project. So today, we’re going to outline how to get debt from the more conventional (or traditional) sources. We’ll be covering: seller financing, regional banks, agencies that are representing Fannie and Freddie, and large commercial mortgage-backed security loans. Pull up a chair and join us for this...
Apr 11, 2019•27 min•Ep. 43
We’re getting technical today — so fasten your seatbelts, buckle up, take an extra sip of coffee and get ready for today’s show. We’re going to be diving into the topic of the three most important investment metric:; NPV (Net Present Value), IRR (Internal Rate of Return), and MOIC (Multiple on Invested Capital.) These metrics are incredibly valuable because, at the end of the day, these are the measures that help investors know how much money they’re going to get back in their pockets after inve...
Apr 04, 2019•16 min•Ep. 42
We’ve talked about sourcing and analyzing deals — but, we’ve yet to really get into the details of what goes into the pitch deck. The pitch deck is the document you’re going to send out to your investors to let them know about the deal, market it to them, and give them the opportunity to make a decision. So today we’re going to talk about when you’re going to go out and buy a business, what should be in your deal deck. Brad also plays the role of a potential investor, and gives his take on each ...
Mar 28, 2019•24 min•Ep. 41
This week on the show, we’ve invite on a real estate expert: Moses Kagan! Moses is a partner of Adaptive Realty — a property management company in Los Angeles. Adaptive Realty has a unique strategy with apartment buildings; instead of simply buying buildings and repainting and upgrading appliances, they do huge, wholesale renovations. They vacate all the tenants and completely redesign the properties. This enables them to double the rent whereas most apartment value ad folks incrementally increa...
Mar 21, 2019•1 hr 7 min•Ep. 40
We’ve spent a lot of time on this podcast telling you how to find alternative investments — how to buy them, how to raise money for them, and more — but we haven’t talked a lot about what to do after you close. It’s really no exaggeration to say that a lot of stuff happens after closing — so today, we’re going to get into everything you need to know about what happens after you buy a real estate property! We talk property managers, important steps to take before closing, what you should do immed...
Mar 14, 2019•25 min•Ep. 39
Just as this title says, we talk to guy who bought a business with an SBA loan! Nick Haschka is an entrepreneur and investor who lives in the San Francisco Bay Area, with his wife and two kids. He owns a small business called The Wright Gardner, which is a plantscaping business (where they help companies maintain beautiful plants around the office). He purchased The Wright Gardner along with two other folks he’s in business with using an SBA 7(a) loan. Neither Brad or I have used an SBA 7(a) loa...
Mar 07, 2019•44 min•Ep. 38
We often get emailed by 25-35 year olds interested in getting into private equity, venture capital, or real estate private equity, wondering if it’s worth it or not to go get an MBA. Both Brad and I have our MBAs (which serve us well) — but there are definitely pros and cons to getting an MBA. So we thought it’d be a good idea to address this question and get into all the juicy details of why you should (or should not) get it, some of the pros and cons to both of the options, and the other possi...
Feb 28, 2019•29 min•Ep. 37
Use a self directed IRA to make private investments for higher returns Hosted on Acast. See acast.com/privacy for more information.
Feb 22, 2019•18 min•Ep. 36
Today’s going to be a fun episode because we’re really excited to talk about today’s topic: SBA loans. If you think you need $1 million to get started in buying a company then this episode is for you. You don’t always need to have the capital or the rich uncle — there’s another way. In this episode we’re outlining everything you need to know about SBA loans — specifically the SBA 7(a) loan — and how you can go from dreaming about owning a business to owning one worth millions, yourself. Key Take...
Feb 14, 2019•22 min•Ep. 35
In this episode, we’ll take you below the surface for a much deeper analysis on all the variables you need to take a look at before closing the deal. Key Takeaways: [:13] You’ve been running a great piece of real estate for the last two years and then suddenly you get a fantastic unsolicited offer… so, what do you do? [1:06] Brad walks us through how he thinks about a hold vs. sell analysis. [4:23] Brad outlines some more variables to think about in the hold vs. sell analysis. [5:59] What happen...
Feb 07, 2019•17 min•Ep. 34
oday’s episode is about Covered Land Plays! A Covered Land Play is when you buy a property based on the existing use of that asset… but, what you’re really buying for is the land (in the hopes that someday it’s going to be redeveloped by you, or, perhaps the next buyer.) It has limited downside, because of the current cash flow, with big upside — so it makes for a very interesting investment strategy. In this episode, we’ll cover everything you need to do about Covered Land Plays; what they are,...
Jan 31, 2019•17 min•Ep. 33
Today we’re talking about an incredibly important topic: the dangers of mistaking EBITDA with Cash Flow. It’s so tempting when you’re looking at a lot of these small businesses to buy and you see this metric called EBITDA and you think, “Hey, this is how much cash I’m going to have distributed at the end of the year to my investors.” But looks can be deceiving. So in this episode, we want to explain to you why this is so crucial when evaluating businesses, red flags to look out for, and how to r...
Jan 17, 2019•14 min•Ep. 32
