Evergreen Helps Clients Grow & Protect Wealth

Investment management aligned with your goals


Brad Johnson
Managing Partner & CIO
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. 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 TA Associates Realty and The Swig Company.

MBA (Finance) - MIT 
BS - Cal Poly San Luis Obispo
Grayson Morris
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.

MBA. – Stanford University
MS – UC Berkeley
BS – Rice University
Brett Johnson
Advisor & Minority Partner
Brett is a Vice President at a top-tier investment bank. Previously, Brett worked in a similar capacity for Bank of America Securities. Brett began his finance career with Deloitte.

BS - Cal Poly San Luis Obispo
Evergreen value

Who Does Evergreen Serve?

Individual Investors
Evergreen acts as your outsourced CIO (investment officer). We provide tailored equity and REIT portfolios via your own separately managed account.
Institutions / Family Offices
Evergreen acts as your real estate investment advisor. We provide tailored REIT portfolios & separate account management.
RIAs (Private Wealth Advisors)
Evergreen provides RIAs access to its model REIT portfolios.

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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