The Real Reason Wealthy Investors Love Real Estate (It’s Not Cash Flow)

Apply for a Strategy Call with Evergreen: https://bit.ly/4pqK1KkThe 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 property types to maximize tax advantages. The long-term strategy of using real estate as a major asset class for tax benefits is explored, showcasing how the tax code rewards ownership of productive assets.Keywordsreal estate, tax strategy, ultra-wealthy, depreciation, tax bill, property investment, paper losses, wealth compounding, tax advantages, productive assetsTakeawaysThe ultra wealthy buy real estate for the tax losses.Large paper losses compound wealth and reduce taxes.The new tax bill allows accelerated depreciation.Federal and state taxes can be significantly reduced.Depreciation is a key concern for the wealthy.Think of depreciation as a consistent tax strategy.Real estate is a long-term strategy for the wealthy.Choosing the right property types is crucial.Real estate is the only major asset class for tax benefits.The tax code rewards owning productive assets.Sound bitesThe ultra wealthy buy real estate for tax losses.Large paper losses compound wealth.Accelerate everything 15 years or less.A $500,000 paper loss can translate.Depreciation is a consistent tax strategy.The wealthy use real estate for tax benefits.Maximize tax advantages with the right property.Real estate shows a loss, reduces taxes.The tax code rewards owning productive assets.Real estate is the only major asset class.Chapters00:00:08 Introduction to Real Estate and Taxes00:01:09 Impact of the New Tax Bill00:03:22 Federal and State Tax Reduction00:04:23 Depreciation as a Strategy00:05:40 Long-Term Real Estate Strategy00:07:06 Choosing the Right Property Types00:08:31 Real Estate as a Major Asset Class00:08:48 Tax Code and Productive Assets Hosted on Acast. See acast.com/privacy for more information.

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 create asymmetric upside. The conversation also dives into FundLaunch AI, a new platform designed to cut fund formation timelines from months to days.What You’ll LearnWhy most first-time funds fail before they ever scaleHow GP seeding works and why institutions are increasingly focused on itThe difference between institutional GP stakes and micro-fund seedingHow FundLaunch filters 1,200 managers down to roughly 10 investmentsWhy niche strategies outperform at smaller fund sizesHow tranche-based capital and option-like structures reduce downside riskWhy no-fee, no-carry GP economics matter for long-term compoundingWhat institutional investors actually look for in Fund II and Fund IIIHow FundLaunch AI aims to replace expensive early-stage legal and structuring workWhy ownership and private markets matter in today’s economic cycleKey Topics DiscussedGP seeding and GP stakesEmerging and first-time fund managersMicro funds vs institutional fundsPrivate equity, private credit, real estate, and niche strategiesFund formation, compliance, and back-office infrastructureAI and software in private fund creationLong-term compounding through GP economics Hosted on Acast. See acast.com/privacy for more information.

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 the wealthiest investors care less about fees and more about custom terms like warrants and gross revenue royalties. Richard also reveals how family offices are leveraging Artificial Intelligence to automate due diligence, acting as a "second brain" to process deals faster and more deeply.Whether you are an investor looking to start your own family office, or a sponsor seeking to raise capital from them, this episode provides a rare look into the operational and investment tactics of the super-rich.Evergreen Capital:[email protected] Office Club: FamilyOffices.com Hosted on Acast. See acast.com/privacy for more information.

[email protected] 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 explore the intricacies of family office investments, the impact of geopolitical concerns, and the future of digital currencies. Whether you're an investor or simply curious about the financial world, this episode provides valuable perspectives on navigating today's economic challenges. Hosted on Acast. See acast.com/privacy for more information.

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 [email protected]:00 Introduction to Tax Loss Harvesting5:00 Basic Tax Loss Harvesting Explained15:00 Direct Indexing and Its Benefits25:00 Advanced Strategies with Leverage35:00 Common Mistakes and How to Avoid Them45:00 The Future of Passive Investing55:00 Conclusion and Final ThoughtsDisclaimer:This podcast is for informational and educational purposes only. It should not be construed as investment, tax, or legal advice. Opinions expressed are those of the host and guests and do not necessarily reflect the views of Evergreen Capital or its affiliates. All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, and legal professionals before making any investment decisions. Advisory services are offered through Evergreen Capital, a registered investment adviser. Hosted on Acast. See acast.com/privacy for more information.

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/Keywordsinvesting, quality assets, investment philosophy, market efficiency, long-term returnsTakeawaysQuality over high returns is key in investing.Market efficiency has increased over the years.ETFs are recommended for most client portfolios.Prime assets retain value even in downturns.Quality investments compound advantages over time.Real estate can offer long-term returns.Distressed assets are risky but can be opportunities.Holding quality assets leads to compounding capital.Investing in quality can feel uncomfortable but pays off.Focus on quality is the major lesson in investing. Hosted on Acast. See acast.com/privacy for more information.

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 Capitalwww.evergreencap.comTakeawaysRobinhood's entry into the S&P 500 marks a significant shift in the investment landscape.The app has 15 million customers and generates substantial revenue from brokerage fees.Robinhood educates young investors but also encourages risky trading behaviors.The experience of losing money can be a valuable lesson for young investors.Robinhood's fast-paced trading style has both pros and cons.The app's user-friendly interface appeals to younger generations.There's a growing trend towards cryptocurrency and modern technology in investing.Traditional investment platforms lack the sleek user experience of Robinhood.The shift from old to new guard in the S&P 500 reflects changing market dynamics.Future investors will likely prioritize modern technology in their investment choices. Hosted on Acast. See acast.com/privacy for more information.

SummaryIn 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 strategy of targeting smaller, overlooked deals to generate returns. The conversation also touches on the challenges and rewards of investing in niche credit markets.Evergreen Capitalhttps://www.evergreencap.com/Pier Asset Managementhttps://www.pieram.com/TakeawaysAlternative credit offers unique investment opportunities.Peer Asset Management focuses on niche, overlooked deals.Music royalties can be a lucrative investment.Litigation finance supports small tech companies.Niche credit markets require specialized knowledge.Cashflow investing is a core strategy for Peer Asset Management.Smaller deals often yield higher returns.Peer Asset Management avoids mainstream asset gathering.Investing in niche markets can diversify portfolios.Understanding market dynamics is crucial for success.Keywordsalternative credit, specialty finance, music royalties, litigation finance, niche investment, Pier Asset Management, Brad Johnson, Jillian Murrish, cashflow investing, private credit Hosted on Acast. See acast.com/privacy for more information.

Investment Strategy Spotlight: Understanding Opportunity Zone 2.0This 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 development projects. The updated program continues to offer a rolling five-year deferral starting in 2027 and extends tax benefits for investments held over ten years without capital gains taxes. Additionally, the new Opportunity Zone 2.0 includes bonus depreciation advantages. Emphasis is placed on combining tax benefits with sound investment choices to avoid tax-driven pitfalls. Ideal candidates for this program include individuals with significant capital gains seeking real estate or high-quality development investments.00:00 Introduction to Investment Strategy Spotlight00:15 Opportunity Zones 1.0: A Recap01:44 Opportunity Zones 2.0: New Regulations and Benefits02:29 Maximizing Tax Benefits with Opportunity Zones03:49 Combining Tax Strategies with Great Investments05:27 Ideal Candidates for Opportunity Zone 2.006:38 Considerations and Risks in Opportunity Zone Investments08:31 Future Opportunities and Conclusionwww.evergreencap.com Hosted on Acast. See acast.com/privacy for more information.

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.