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 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 Group

00:38 Transaction Details and Financial Implications

01:24 Strategic Benefits for Apollo and Bridge

04:41 Challenges and Opportunities in Real Estate

06:58 GP Stakes Investing Insights

09:35 Conclusion and Key Takeaways

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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, 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 Investments

00:21 Post-Election Optimism in the Investment World

01:29 Private Equity: Benefits Under the Trump Administration

04:51 Private Equity: Potential Drawbacks and Tariffs

06:16 Real Estate: Trump's Influence and Interest Rates

07:05 Real Estate: Tax Policies and Opportunity Zones

08:59 Real Estate: Regulatory Changes and Market Impact

10:45 Conclusion: Growth-Focused Policies and Future Outlook

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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

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