Other

Income Notes Diversified Portfolio XIII

Annualized yield3

Term

24 months

Per the amended marketing rules adopted by the SEC, some investment details can only be shown to certain logged-in members.
Status

Closed

Recently funded

Accepting $15,000 - $500,000 investments

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Accepting $15,000 - $500,000 investments

Overview

What we like about the offering:

Expected quarterly coupon payments, downside protection

Improved risk/return profile relative to equities

Transparent selection criteria

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Slide 1 of 3

Highlights

Investment period
Diversify risks from public market
Diversified offering
  • If a note gets called within the first year, the proceeds may be reinvested into another structured note so an investor's time spent out of the market is reduced.

  • Structured notes can act as an investment opportunity to diversify the risks of investing in public market equities. For example, an investor invests in a stock of company A and a structured note tied to the performance of the underlying stock A which pays a 10% coupon with a 30% downside protection value, and a 12 month maturity. If the price of the underlying stock A decreases by 5% at maturity, the returns of a structured note (assuming the value of the underlying stock remained above the downside protection value for the whole period) tied to the performance of stock A would be 10% (coupon), while the returns of the actual stock would be -5%. In this scenario, if the portfolio consisted of 50% stock and 50% structured notes, the investor would make a 5% profit overall.

    See the addendum to the Private Placement Memorandum which illustrates the outcome if the underlying stock of the structured note falls below the downside protection value at maturity.

  • The portfolio will be comprised of multiple structured notes, across different industries, which should reduce the correlation between the performance of each of those stocks.

Essentials

Please refer to the Private Placement Memorandum in the Resources section for more details about this offering.

How it works

How do structured notes work?

Cash Flow

How do I get paid?

Note Selection

How are the notes chosen?

Returns & fees

Management fee

1.25%

Target net yield

11-12%

Schedule

Payment schedule

Quarterly

Term

Date

Initial term

2 years

Extension options

One 12-month

Structure

Tax document

K-1

Offering structure

SPV

Expenses

Ann'l flat expense

0.25%

Docs

Content

This offering page describes only certain aspects of the offering ("Offering") of the securities issued by YS SN DIV XIII LLC ("Fund"). The Offering is made only by means of the Private Placement Memorandum dated January 19, 2022 relating to the Offering (the "PPM"). The information on this offering page is a summary of the Offering, does not purport to be complete and should not be considered a part of the PPM, or as incorporated in the PPM by reference or as forming the basis of the Offering. No person has been authorized to give any information or to make any representations other than those contained in the PPM or in any marketing or sales literature issued by the Fund or Yieldstreet Management, LLC, as adviser thereto, and referred to in the PPM, and, if given or made, such information or representations must not be relied upon. All investors must read the PPM in its entirety prior to investing in the securities.

Investing in private markets and alternatives, such as this offering, is speculative and involves a risk of loss, and those investors who cannot afford to lose their entire investment should not invest. Returns are not guaranteed.