Short Term Small Business Financing I – Investment Results My third YieldStreet investment has been successfully completed, delivering strong returns over an extended investment period. Investment Summary Investment Type: Short-term small business financing through YieldStreet Investment Period: 1,288 days from capital commitment to full repayment Total Return: $17,245 in interest income Performance: 12.74% internal rate […]
Summary My 14th investment into commercial litigation crowdfunding has reached finality. It has been 770 days from the time of an ACH transfer to the distribution. The investment has generated a 1.70x MOIC and a 28.45% IRR. Key Events Date Cashflows Description Feb 14, 2019 New Investment Opportunity – $1.50M Feb 14, 2019 Capital Commitment […]
Summary My 16th investment into commercial litigation crowdfunding has reached finality. It has been 188 days from the time of an ACH transfer to the first distribution. The investment has generated a 1.69x MOIC and a 64.82% IRR. Key Events Date Cashflows Description Feb 19, 2020 New Investment Opportunity – $1.13M Feb 19, 2020 Capital […]
Summary My 8th investment into commercial litigation crowdfunding has reached finality. It has been 1,018 days from the time of an ACH transfer to the distribution. The investment has generated a 0.88x MOIC and a (4.41%) IRR. Key Events Date Cashflows Description Aug 29, 2017 New Investment Opportunity – $225K Aug 29, 2017 Capital Commitment […]
Summary My 3rd investment into commercial litigation crowdfunding has reached finality. It has been 1,079 days from the time of an ACH transfer to write-off. The investment has lost the entire principal. Key Events Date Cashflows Description Apr 13, 2017 New Investment Opportunity – $225K Apr 13, 2017 Capital Commitment – $50K Apr 18, 2017 […]
Summary My 12th investment into commercial litigation crowdfunding has reached finality. It has been 456 days from the time of a wire transfer to the distribution. The investment has generated a 1.76x MOIC and a 57.03% IRR. Key Events Date Cashflows Description Oct 30, 2018 New Investment Opportunity – $2.25M Oct 30, 2018 Capital Commitment […]
Diversified Pre-Settlement Portfolio XXV – Investment Results My first YieldStreet investment has been successfully completed, delivering strong returns through litigation finance opportunities. Investment Summary Investment Type: Diversified pre-settlement portfolio through YieldStreet Investment Period: 639 days from capital commitment to full repayment Total Return: $39,248 in interest income Performance: 13.14% internal rate of return (IRR) Investment […]
Summary My 5th investment into commercial litigation crowdfunding has reached finality. It has been 682 days from the time of an ACH transfer to the distribution. The investment has generated a 2.57x MOIC and a 65.57% IRR. Key Events Date Cashflows Description Jun 8, 2017 New Investment Opportunity – $100K Jun 8, 2017 Capital Commitment […]
Summary My 1st investment into commercial litigation crowdfunding has reached finality. It has been 640 days from the time of an ACH transfer to the distribution. The investment has returned the principal with no profit. Key Events Date Cashflows Description Mar 3, 2017 New Investment Opportunity – $400K Mar 3, 2017 Capital Commitment – $10K […]
Beyond The First Million Reaching the $1 million milestone has fundamentally transformed my investment approach and opened new opportunities in alternative asset classes. This page outlines my strategic shift toward litigation finance and the evolution of my portfolio strategy as I pursue higher returns and accelerated wealth accumulation. Portfolio Strategy Evolution My asset allocation strategy […]
Summary My 7th investment into commercial litigation crowdfunding has reached finality. It has been 73 days from the time of a wire transfer to the distribution. The investment has generated a 1.79x MOIC and a 1740.72% IRR. Key Events Date Cashflows Description Jul 5, 2017 New Investment Opportunity – $750K Jul 5, 2017 Capital Commitment […]
EVIVA Midtown Add-on Project Paid Off My 1st preferred equity investment on commercial real estate project has completed. It’s 366 days from the time of capital commitment to the repayment of principal and accrued interest. The investment has generated 19.45% IRR. Key Events Date Cashflows Description Aug 30, 2016 Capital Commitment Sep 6, 2016 ($100,000) […]
Third-Party Litigation Finance – Investment Opportunity Analysis I recently discovered LexShares, a crowd-sourced litigation funding platform that provides individual accredited investors with access to a diverse range of pre-settlement business disputes. This represents a unique opportunity to participate in an emerging alternative asset class with significant growth potential. Investment Structure & Opportunities LexShares offers individual […]
ProudLiving Project Has Been Terminated My second preferred equity investment in a commercial real estate project has been terminated. It was 36 days from the time of capital commitment to the return of subscription. The estimated opportunity loss was $3,330. Funding In September 2016, iFunding announced a $1.4 million, 2-year preferred equity investment in an […]
Backstory I made a prior-year contribution to my traditional IRA in January, assuming it would be tax deductible. Unfortunately, that wasn’t the case. A complication arose because the non-deductible IRA contribution was already fully invested in my LendingClub IRA account. I ended up having to liquidate notes to execute a backdoor Roth IRA conversion. Steps […]
