The Alternative Investor

• Private Market Investing with Tony Davidow of Franklin Templeton

  To learn more about private market investing, visit:www.evergreencap.comIn 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 credit, secondary markets, the growth of model portfolios, and the potential inclusion of private assets in 401(k) plans. Tony also emphasizes the significance of maintaining a balance between illiquidity and accessibility for investors. A must-listen for advisors looking to enhance their offerings and navigate the complexities of alternative investments.00:00 Introduction to Tony David and His Role00:16 The Importance of Education in Private Markets01:43 Challenges and Opportunities in Private Markets07:19 Franklin Templeton's Private Market Focus09:25 Understanding Private Credit and Secondaries16:39 The Future of Private Markets and Model Portfolios25:01 The Role of Private Assets in 401(k)s26:41 Overcoming Skepticism and Embracing Alternatives36:45 Conclusion and Final Thoughts Hosted on Acast. See acast.com/privacy for more information.

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• The Case for Real Estate Debt Investing: High, Defensive Yield

  Opportunities in Commercial Real Estate Debt: A Deep DiveEmail for Commercial Real Estate Debt Investing Research: [email protected] 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, decreased property values, and higher interest rates. The video also covers the benefits of investing in multi-family and high-quality assets, the impact of increased capital reserve requirements on banks, and the resulting opportunities for private lenders. Key points include the growing role of private lenders, the protective structure of commercial real estate debt investments, diversification strategies, and projected returns that could rival equity investments. The script concludes with an invitation to contact evergreen cap.com for further information.00:00 Introduction: The Challenge of Investing00:39 Current Real Estate Market Context01:13 Understanding Commercial Real Estate Debt02:01 The New Lending Landscape03:28 Opportunities in Private Lending07:06 Future Outlook and Conclusion Hosted on Acast. See acast.com/privacy for more information.

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• Real Estate Headwinds, PE Tailwinds: The Apollo-Bridge Deal

  Apollo's Strategic Acquisition: Bridge Investment GroupIn 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 leverage Bridge's expertise in real estate and fundraising, driving future growth and diversifying their revenue streams. Additionally, it explores the contrasting challenges faced by public versus private equity firms and the advantages Apollo gains from this deal.00:00 Big News in Private Equity: Apollo's Acquisition of Bridge Investment Group00:38 Transaction Details and Financial Implications01:24 Strategic Benefits for Apollo and Bridge04:41 Challenges and Opportunities in Real Estate06:58 GP Stakes Investing Insights09:35 Conclusion and Key Takeaways Hosted on Acast. See acast.com/privacy for more information.

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• Trump's Impact on Alternative Investments

  Feel free to email Evergreen Capital at:[email protected] Impact of the Trump Administration on Alternative InvestmentsThis 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 consider possible challenges, including tariffs and their effect on consumer pricing and interest rates. The episode concludes with a focus on growth-oriented American policies and the outlook for increased MNA activity and IPOs in the coming years.00:00 Introduction: The Trump Administration's Impact on Alternative Investments00:21 Post-Election Optimism in the Investment World01:29 Private Equity: Benefits Under the Trump Administration04:51 Private Equity: Potential Drawbacks and Tariffs06:16 Real Estate: Trump's Influence and Interest Rates07:05 Real Estate: Tax Policies and Opportunity Zones08:59 Real Estate: Regulatory Changes and Market Impact10:45 Conclusion: Growth-Focused Policies and Future Outlook Hosted on Acast. See acast.com/privacy for more information.

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• Investing Is A Game Of Survival

  [email protected] Alternative Investments with Evergreen Capital's Brad JohnsonIn 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 Episode00:48 Meet Brad Johnson: Real Estate and Alternative Investments01:45 Brad's Journey: From Real Estate to Mobile Home Parks03:55 The Challenges and Rewards of Mobile Home Park Investments06:46 Transition to Evergreen Capital and Investment Philosophy09:04 The Role of Alternative Investments in Portfolios15:58 Understanding Private Credit and Debt20:36 Client Strategies and Asset Allocation23:37 Investor-Friendly Alternatives23:58 Investment Minimums and Retail Investors24:47 Future of Alternative Assets25:48 Fee Structures and Fund Preferences28:13 GP Stakes and Private Equity36:03 Real Estate and Inflation Concerns40:23 Key Lessons in Investing41:46 Personal Insights and Conclusion Hosted on Acast. See acast.com/privacy for more information.

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