The Alternative Investor

The Fed Put May Be Ending: How a Warsh-Led Regime Change Could Reshape Investing Book a Call https://zpr.io/W6JaycaP8EeT Evergreen Capital info@evergreencap.com The Fed Put May Be Ending: How a Warsh-Led Regime Change Could Reshape Investing The script argues that the 15-year era of heavy Federal Reserve market support—lower rates, liquidity, and quantitative easing that encouraged “buy the dip” a...

Episode Description In this episode, Brad Johnson explains how business owners can turn the proceeds from selling a company or experiencing a major liquidity event into passive monthly income that can fund retirement indefinitely. He shares why many entrepreneurs reach the finish line without a real plan for their wealth, why traditional stock-and-bond portfolios often feel misaligned after an exi...

In this episode, Brad Johnson shares ten real-world real estate nightmares that show why rental properties are far from passive. Drawing from over $150 million of investment experience, he walks through costly mistakes, unexpected risks, and operational headaches that investors rarely see coming. Brad also explains why these experiences ultimately led him to shift toward more passive, income-focus...

In this episode, Brad Johnson breaks down the biggest mistakes dividend investors make and why chasing high yield can quietly hurt long-term results. He explains what dividend investors should actually focus on, how to identify stronger businesses with staying power, and why dividend growth matters far more than the highest starting yield. Brad also shares how Evergreen Capital thinks about pairin...

In this episode, Brad Johnson explains how the financial advice industry actually works behind the scenes. He breaks down how most advisors are paid, where conflicts of interest can appear, and why many portfolios still rely on outdated strategies like the traditional 60/40 stock and bond allocation. Brad also shares how Evergreen Capital approaches investing differently, with a focus on income-pr...

In this episode, Brad Johnson breaks down the recent news of Bill Ackman selling 10% of his hedge fund, Pershing Square, highlighting the strategic reasons behind this move and its implications for GP stakes investing. Discover the key differences between investing in hedge funds and private equity firms and what this means for investors. GP Stakes Research: https://www.evergreencap.com/gp-stakes-...

In This Episode, You’ll Learn: The Wake-Up Call: Why a surgeon’s salary wasn't enough to solve financial burnout. The Hybrid Approach: How to balance index funds with high-yield real estate. The First Deal: A breakdown of Jordan’s first duplex and his 10% cash-on-cash target. Tax Alpha: How his wife’s "Real Estate Professional Status" (REPS) supercharged their wealth. Scaling Secrets: Moving from...

Sign up to access our deal flow: https://altinvestor.beehiiv.com/ To speak with our team: info@evergreencap.com This episode challenges the common belief that family offices are only for billionaires, explaining how wealth management should evolve as income and complexity increase. It emphasizes the importance of treating personal finances like an operating system, focusing on after-tax cash flow,...

Apply for a Strategy Call with Evergreen: https://bit.ly/4pqK1Kk The discussion delves into how the ultra-wealthy leverage real estate investments to generate significant paper losses, which in turn compound their wealth and reduce taxes. The conversation highlights the impact of the new tax bill, allowing accelerated depreciation, and emphasizes the strategic importance of choosing the right prop...

In this episode, Brad Johnson sits down with Bridger Pennington, founder of FundLaunch and FundLaunch Partners, to break down why most first-time funds struggle and how GP seeding is reshaping the private markets. Bridger shares how his firm reviews more than 1,200 emerging manager applications a year, why micro-funds can outperform larger peers, and how GP stakes combined with operational support...

In this episode, we sit down with Richard Wilson , founder of the Family Office Club , to pull back the curtain on how the ultra-wealthy manage, protect, and grow their fortunes. With a community representing over $14 trillion in assets, Richard shares insider strategies that go far beyond standard wealth management. We dive deep into the "Billionaire" playbook for deal structuring —explaining why...

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...

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 Strat...

Brad shares his philosophy on the importance of holding prime assets and the compounding advantages of quality investments, whether in stocks or real estate. https://www.evergreencap.com/ Keywords investing, quality assets, investment philosophy, market efficiency, long-term returns Takeaways Quality over high returns is key in investing. Market efficiency has increased over the years. ETFs are re...

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 www.evergreencap.com Takeaways Robinhood's entry into the S&P 500 marks a significant shift in the inve...

Summary In this episode, Brad Johnson from Alternative Investor and Evergreen Capital interviews Jillian Murrish of Pier 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 Pier Asset Management navigates these unique investment opportunities, emphasizing their str...

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 develo...

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...

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...

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....

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...

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 t...

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 spo...

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 sustainab...

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 prospec...