2022 YEAR IN REVIEW

Evolve your wealth

Take a look back at 2022 as we celebrate a record-breaking year for our investors and company.

Strong returns, even when public markets falter

A message from our founders

This year tested the resolve of many investors as we faced challenges not seen in decades. With both stocks and bonds suffering double-digit losses, 2022 placed among the worst years for a traditional portfolio on record.
Despite the challenging backdrop, Yieldstreet delivered our strongest investor results to date. Our members invested more than any year prior ($1B+ 8), we returned more in principal and interest than any year prior ($600M+ 9), and realized our highest return on a single offering (41% net annualized return10). Nearly all of our offerings continue to perform in line with targets.
While we acknowledge the global economic outlook remains uncertain, we believe private markets are poised for stability in the year ahead. We look to history as our guide: During the Global Financial Crisis and the five most significant stock downturns since, private markets have delivered an average of 16% greater returns than the S&P 500 11.
Thank you for your continued trust and confidence in Yieldstreet. Wishing you a healthy, happy and prosperous 2023.

Milind Mehere

Founder & CEO

Michael Weisz

Founder & President

Our greatest year to-date

HIGHEST EVER

$1B+

invested on platform this year⁸
HIGHEST EVER

$600M+

distributed to investors this year⁹
HIGHEST EVER

135+

offerings launched this year

Milestones

CROSSED

$3B+

invested on platform ⁸
CROSSED

$2B+

distributed to investors since inception ⁹
CROSSED

400K+

members

The broadest selection of asset classes

We make it easy to invest like an institution with 135+ diversified offerings launched this year.

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Real Estate

20 new offerings

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Private Credit

17 new offerings

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Venture Capital

4 new offerings

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Private Equity

1 new offering

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Short Term Notes

39 new offerings

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Structured Notes

35 new offerings

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Transportation

1 new offering

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Art

4 new offerings

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Legal Finance

2 new offerings

View all offerings

New opportunities from world-class managers

Founded: 1984 | AUM: $47B+
Founded: 2006 | AUM: $135B+
Founded: 2006 | AUM: $2B+
Founded: 2013 | AUM: $4B+
Founded: 2010 | AUM: $1B+
Information on AUM and founded date taken from each manager’s website. As of 12/28/2022.

Taking the investor experience to new heights

Recognizing and rewarding our investors

Our new Diamond program provides an elevated level of service and opportunity to members with more than $500K invested.

More private market power on the go

No matter where you are, our redesigned mobile app makes it easier than ever to check your portfolio, browse investment opportunities, or learn about alternatives.

Hypothetical portfolio used for illustrative purposes only.

Faster support at your fingertips

Get your questions answered quickly by our new automated assistant, Eve, or connect with a dedicated investor relations professional faster than ever before.

Tailored investment recommendations

Our new feature delivers a customizable set of investment recommendations tailored to your preferences.

Recognizing and rewarding our investors

Our new Diamond program provides an elevated level of service and opportunity to members with more than $500K invested.

More private market power on the go

No matter where you are, our redesigned mobile app makes it easier than ever to check your portfolio, browse investment opportunities, or learn about alternatives.

Hypothetical portfolio used for illustrative purposes only.

Faster support at your fingertips

Get your questions answered quickly by our new automated assistant, Eve, or connect with a dedicated investor relations professional faster than ever before.

Tailored investment recommendations

Our new feature delivers a customizable set of investment recommendations tailored to your preferences.

A year of awards and accolades

BuiltIn NYC

Best Places to Work2022, 2021, 2020

Inc. Magazine

500 Fastest Growing Companies2022, 2021, 2020

CB Insights

Fintech 2502022, 2021, 2020
full starfull starfull starfull starhalf star

4.5

2022 Review
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4.5

2022 Review

Experience the new Yieldstreet

Say goodbye to the Impala and Oxpecker as diversification takes center stage in our new icon. Plus, we evolved our mission and tagline to speak to the fundamental role private markets play in a portfolio.

Investing in what matters most

Funding for Ukrainian refugees

Yieldstreet and our investors donated $120K in aid to United Hatzalah of Israel to help Ukrainian refugees. The organization used the funding to set up field hospitals and medical centers.

Holiday gifts for children in need

In the spirit of gratitude, we donated a gift for each investment made leading up to the 2022 holiday season. Employees donated nearly 300 additional gifts themselves.

Life at Yieldstreet

Yieldstreet Olympics @ Malta

Holiday Party

Team bonding

Wednesday office lunches

Yieldstreet Olympics @ NYC

Hackathons

Team celebrations

Investor events

Lunch and learns

A glimpse into the future

See what our teams have in store for 2023.

01

Managed portfolios

Allocate to a diversified portfolio of Yieldstreet investments based on your objectives.

02

Enhanced IRA offering

We’re making it easier to take a tax-efficient approach to private markets.

03

New investment managers

We seek to identify top-tier managers to bring a broad selection of investments.

04

Improved portfolio performance tracking

Gain more insight into performance across the lifetime of your investment.

Grow and protect your portfolio in 2023

This year, Yieldstreet realized a net annualized return of 7.36%¹² compared to the S&P 500’s -19% return. How did your portfolio do this year?

Prepare for a potentially volatile year ahead by adding to your private market portfolio.

8. Source: Yieldstreet. As of 12/15/2022. Figure inclusive of leverage and Short Term Notes.

9. Source: Yieldstreet. As of 12/01/2022. Cumulative historical interest and principal returns year-to-date are based on unaudited internal calculations, are subject to change, and may differ from fund.

10. Performance is calculated on a Net Asset Value (NAV) to NAV basis at time of settlement, and reflects the deduction of management fees and all other expenses charged to investments. Performance is based on unaudited internal calculations and subject to change. Past performance does not guarantee future results. It should not be assumed that other current offerings from Yieldstreet or its offerings in the future will be profitable or will equal the performance of this past offering. The historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments, except our Short Term Notes program, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC from 7/1/15 through and including 12/1/22, is 9.7%.

11. Source: Yieldstreet. As of 11/30/2022. Past Performance is not a guarantee of future performance. This figure is calculated by dividingthe number of matured offerings, excluding our Short Term Notes program, managed by YieldStreet Management, LLC since inception that have performed within 0.5% of their targeted return, or better, by all such matured offerings. Where targets were expressed as a range, the midpoint has been used. Numbers presented are rounded to the nearest decimal.

12. The net annualized return represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments, except our Short Term Notes program, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC from January 1, 2022 through and including December 20, 2022, after deduction of management fees and all other expenses charged to investments. Past Performance is not indicative of future results. Cumulative historical interest and principal returns since inception are based on unaudited internal calculations, are subject to change, and may differ from fund returns and payments that an investor will actually receive.