PODCAST · business
The Alternative Investor
by Brad Johnson
The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
Episodes
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The Biggest Bet Ever Made: Do You Own Too Much Tech?
Should You Diversify Away From Tech? The Massive AI Capex Bet and Key Red Flags Book a Call https://zpr.io/W6JaycaP8EeT Evergreen Capital [email protected] The script addresses investors heavily concentrated in technology stocks and offers a framework for deciding whether to reduce exposure…
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How the New Fed Chair Could Change Investing
The Fed Put May Be Ending: How a Warsh-Led Regime Change Could Reshape Investing Book a Call https://zpr.io/W6JaycaP8EeT Evergreen Capital [email protected] 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...
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How Business Owners Create Passive Income After An Exit
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...
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My 10 Worst Real Estate Nightmares
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....
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The Biggest Mistakes Dividend Investors Make
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…
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The Truth Behind The Financial Advisor Industry
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...
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Bill Ackman’s $1 Billion Sale (GP Stakes Case Study)
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…
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$0 to $11K/Month Passive Income: Why Doctors Love Real Estate
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...
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Are You Outgrowing Your Financial Advisor?
Sign up to access our deal flow: https://altinvestor.beehiiv.com/ To speak with our team: [email protected] 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...
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The Real Reason Wealthy Investors Love Real Estate (It’s Not 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…
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Why Most First-Time Funds Fail And How GP Seeding Changes the Odds | Bridger Pennington
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...
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Richard Wilson: How Billionaires Structure Deals
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...
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How the Ultra-Wealthy Are Investing Right Now
www.evergreencap.com [email protected] 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...
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Tax-Loss Harvesting on Steroids: Long/Short Direct Indexing
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 [email protected] 0:00 Introduction to Tax Loss…
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The Most Important Investing Lesson of the Last 20 Years
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...
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Robinhood Joins the S&P 500: No Crying in the Casino
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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Royalty Investments and Niche Credit with Jillian Murrish
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...
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Opportunity Zone Investing 2.0
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...
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Private Market Investing with Tony Davidow of Franklin Templeton
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…
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The Case for Real Estate Debt Investing: High, Defensive Yield
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...
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Real Estate Headwinds, PE Tailwinds: The Apollo-Bridge Deal
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…
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Trump's Impact on Alternative Investments
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...
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Investing Is A Game Of Survival
[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...
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Want to Own an NFL Team?
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...
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Mobile Home Park Investing (With a Heart)
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...
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Raising Private Capital in Tough Times
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…
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Understanding Private Credit
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...
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What is GP Stakes Investing?
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.
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The Alternative Investor 2.0
Evergreen Capital www.evergreencap.com [email protected] Hosted on Acast. See acast.com/privacy for more information.
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Grayson is Finally Buying a Company!
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…
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How to Hire a Broker
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…
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We Talk about a Purchase Agreement
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...
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What is a Cap Rate?
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...
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Investors Need Love Too
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...
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How to Read a K-1
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...
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Productivity Porn
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...
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How to Raise Debt for a Real Estate Project
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)...
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The Three Most Important Investment Metrics
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...
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What Should Go In Your Private Equity Pitch Deck
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...
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We Talk To A Guy With An Innovative Apartment Investment Strategy
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…
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You Just Bought Real Estate, Now What? - EP.39
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…
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We Talk to a Guy Who Bought a Business with an SBA Loan - EP.38
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...
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Should You Get an MBA? - EP.37
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...
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Investing in Alternative Assets via Retirement Accounts - EP. 36
Use a self directed IRA to make private investments for higher returns Hosted on Acast. See acast.com/privacy for more information.
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How to Buy a $2 Million Business for $200K - EP.35
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…
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To Hold or to Sell? That is the Question - EP.34
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…
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What is a Covered Land Play? - EP.33
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,...
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Don't Be Fooled By EBITDA - EP. 32
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...
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What is a Search Fund? - EP.31
In this week’s episode, Brad and I discuss search funds! We explain what a search fund is (and who’s funding them), the four main steps, how they originally got started, who they’re great for, and why you should use one. We also talk about how my partner and I founded our firm, Stables Partners;...
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How to Raise 10 Million Dollars - EP.30
In today’s episode we answer one of the questions that we probably get most frequently from people looking to break into the industry, and that is: ‘Once I’ve found the deal, how do I make it happen?’ Using the example of discovering a $10 million deal and looking at it from both the private…
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ABOUT THIS SHOW
The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing in alternative assets to help you make better decisions with your investment portfolio.
Hosted on Acast. See acast.com/privacy for more information.
HOSTED BY
Brad Johnson
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Frequently Asked Questions
How many episodes does The Alternative Investor have?
The Alternative Investor currently has 79 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Alternative Investor about?
The Alternative Investor is a show about investing money outside of the stock market (private equity, real estate, venture capital, etc.) where the returns are typically higher but the investment decisions are less straightforward. Join Brad Johnson from Evergreen Capital as he discusses investing...
How often does The Alternative Investor release new episodes?
The Alternative Investor has 79 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Alternative Investor?
You can listen to The Alternative Investor on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Alternative Investor?
The Alternative Investor is created and hosted by Brad Johnson.
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