Platform Performance & Strategic Shifts
- YieldStreet Portfolio Evolution: The platform significantly reduced its legal investment offerings throughout 2018, indicating a strategic shift in focus toward Commercial Real Estate and Marine Finance opportunities. This transition reflects the platform’s adaptation to changing market conditions and investor demand patterns.
- LexShares Market Position: LexShares continued to provide new case opportunities to retail investors throughout the year, maintaining its position as a viable platform for building diversified commercial litigation portfolios. The consistent deal flow demonstrates the platform’s stability in the alternative investment space.
YieldStreet Investment Opportunities
| Date | Amount | APR | Duration | Description |
|---|---|---|---|---|
| 01/15/2018 | $6M | 9% | 30 | Commercial Real Estate Property III |
| 01/22/2018 | $5.05M | 13% | 48 | Diversified Pre-Settlement Portfolio XXVI |
| 01/25/2018 | $3.75M | 9% | 18 | Residential Real Estate Property I |
| 01/31/2018* | $4.9M | 13% | 48 | Diversified Pre-Settlement Portfolio XXVII |
| 02/09/2018 | $3M | 9% | 20 | Healthcare Real Estate Property I |
| 02/28/2018 | $6.3M | 10.25% | 36 | Multi-Use Real Estate Portfolio XI |
| 03/19/2018 | $4.5M | 9% | 11 | Multi-Use Real Estate Properties I |
| 03/27/2018 | $10M | 9% | 18 | Commercial Real Estate Properties IV |
| 03/29/2018 | $15M | 12.75% | 36 | Law Firm Financing VII |
| 04/16/2018 | $3.04M | 13% | 16 | Short Term Small Business Financing I |
| 04/29/2018 | $18.1M | 8% | 36 | Marine Finance Vessel Acquisition I |
| 05/11/2018 | $3.6M | 9% | 9 | Multi-Use Real Estate Portfolio XII |
| 06/12/2018 | $12.5M | 10.25% | 24 | Vessel Deconstruction I |
| 06/19/2018 | $15M | 8.5% | 24 | Residential Real Estate Property II |
| 06/25/2018* | $25M | 10.25% | 24 | Vessel Deconstruction II |
| 07/10/2018 | $4.88M | 9% | 18 | Multi-Use Real Estate Properties II |
| 07/16/2018 | $3M | 13% | 16 | Short Term Small Business Financing II |
| 07/25/2018 | $15M | 10% | 36 | Vessel Acquisition II |
| 08/15/2018 | $13.4M | 10.5% | 48 | Receivables Finance II |
| 08/17/2018 | $6.45M | 13% | 48 | Diversified Pre-Settlement Portfolio XXVIII |
| 08/23/2018 | $13.05M | 9% | 18 | Commercial Real Estate Portfolio VI |
| 08/30/2018 | $11.44M | 10% | 36 | Capesize Financing I |
| 09/18/2018 | $4.05M | 9% | 10 | Multi-Use Real Estate Portfolio XIII |
| 09/24/2018 | $3.28M | 9% | 18 | Residential Renovation Financing I |
| 09/28/2018 | $15M | 9.5% | 60 | Residential Real Estate Property III |
| 10/09/2018 | $8M | 11% | 20 | Louisiana Oil & Gas Financing |
| 10/15/2018* | $4.15M | 13% | 48 | Diversified Pre-Settlement Portfolio XXIX |
| 10/22/2018 | $19.44M | 10% | 36 | Large Dry Bulk Vessel Acquisition |
| 10/26/2018 | $15M | 9.5% | 40 | Upper West Side Residential Property |
| 10/31/2018 | $6.58M | 13% | 48 | Diversified Pre-Settlement Portfolio XXX |
| 11/26/2018 | $9.92M | 10.25% | 6 | Vessel Deconstruction II |
| 12/14/2018 | $3M | 13% | 14 | Short Term Small Business Financing III |
| 12/21/2018 | $37.5M | 10.25% | 17 | Vessel Deconstruction I, Tranche 2 |
| 12/27/2018 | $5.5M | 9.5% | 39 | Tanker Acquisition I |
* open to first-time investors only
LexShares Investment Opportunities
| Date | Case | Offering Size |
|---|---|---|
| 03/12/2018 | Breach of Contract | $600,000 |
| 05/01/2018 | Breach of Fiduciary Duty | $700,000 |
| 05/04/2018 | Breach of Contract | $1,500,000 |
| 05/23/2018 | Law Firm Funding | $500,000 |
| 06/01/2018 | Breach of Contract | $350,000 |
| 06/20/2018 | Patent Infringement | $275,000 |
| 09/05/2018 | Breach of Contract | $2,500,000 |
| 10/30/2018 | Theft of Trade Secrets | $2,250,000 |
| 11/08/2018 | Breach of Contract | $500,000 |
| 11/19/2018 | Breach of Fiduciary Duty | $2,000,000 |
| 11/28/2018 | Law Firm Funding | $1,100,000 |
| 12/12/2018 | Patent Infringement | $2,300,000 |
