Private Market Mindset, Public Market Investing

Evergreen is an investment management firm focused on active management of real estate securities on behalf of institutions and high net worth investors.

Leadership

Brad Johnson
Managing Partner
Brad is the Founder and Managing Partner of Evergreen. Brad is responsible for the firm and its investments. Previously Brad has worked as a real estate private equity operator and sponsor. Early in his career Brad worked at Wells Fargo's real estate investment bank (Eastdil Secured) and held various investment positions with private equity firms including The Swig Company and TA Associates Realty. Brad has closed over $3.3 billion in commercial real estate acquisitions over the course of his career.

M.B.A. - MIT  (Finance)
B.S. - Cal Poly San Luis Obispo
Brett Johnson
Advisor & Minority Partner
Brett is a Vice President at a top-tier investment bank. Brett is part of a three person team that oversees a multi-billion portfolio. Previously, Brett worked in a similar capacity for Bank of America Securities. Brett began his finance career with Deloitte.

B.S. - Cal Poly San Luis Obispo
Grayson Morris
Advisor
Grayson is a Managing Director at Stables Partners, a private equity investment firm focused on software businesses. Grayson previously worked in sales and operations at Sunrun, the largest dedicated residential solar company in the US. Previous to Sunrun, Grayson worked as an investment associate at Horsley Bridge, a venture capital and private equity investment firm.

M.B.A. – Stanford University
M.S. – UC Berkeley
B.S. – Rice University
Evergreen value

Who Does Evergreen Serve?

01
RIAs (Private Wealth Advisors)
Evergreen provides RIAs access to its model REIT portfolios with automatic trading. Evergreen solves RIAs growing problem: how to find their clients income in a low yield world.
02
Institutions / Family Offices
Evergreen acts as your real estate investment advisor. We provide tailored REIT portfolios & separate account management. Able to advise on private real estate holdings and tax deferral strategies.
03
High Net Worth Investors
Separately managed accounts for DIY investors looking for real estate investment expertise.

Investment Strategy:
Real Estate Niche Focus

Data Centers

Data centers & collocation facilities act as mission critical switching points that power the internet. Continued migration to the cloud, the internet of things and booming uses of data = long runway.

Sticky tenants
Growing Demand
Barriers to Entry
Essential Real Estate

Manufactured Housing

Under appreciated asset class. Strong demand drivers (affordable housing crisis + silver tsunami), with shrinking supply creates favorable risk / return profile. Low capital requirements = high cash flow.

Low Ongoing Capital
Limited Supply

Healthcare Assets

Lab space, medical office, hospitals, etc. are compelling investments for the foreseeable future. These are mission critical facilities holding extensive medical equipment. This translates to high tenant switching costs and reliable cash flow.

Low Capital Expenses
Barriers To Entry
Demographic tailwinds
Pricing Power
Evergreen insights

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Why Real estate investment trusts?
REITs are widely misunderstood.
They consistently deliver outsized returns with lower risk relative to private real estate.