Investing Is A Game Of Survival

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





Hosted on Acast. See acast.com/privacy for more information.