Archive List for Crowdfunding

Marketplace Offerings 2017Q4

Crowdfunding

LexShares Investment Opportunities Date Case Offering Size 10/06/2017* Breach Of Contract $150,000 10/27/2017* Breach Of Fiduciary Duty $500,000 * open to selected investors only YieldStreet Investment Opportunities Date Amount APR Duration Description 10/06/2017 $4M 13% 36 Diversified Pre-Settlement Portfolio XXIV 10/27/2017 $5M 9% 18 Real Estate Development Financing II 12/?/2017 $4M 9% 18 Project Energizer 12/?/2017・・・

Litigation Case #281 Resolved (LexShares)

Crowdfunding

My 7th investment into commercial litigation crowdfunding has resolved. Funding In July 2017, LexShares opened a new investment opportunity. Projected net return was 80% in the first 6 months, 20% next 6 months, then 40% every 6 months thereafter. I committed to the case and I wired $75,000 on 7/12/17. LexShares disbursed funds to the plaintiff on・・・

EVIVA Midtown Project Repaid (iFunding)

Crowdfunding

My first preferred equity investment on commercial real estate project has completed. Funding In September 2016, iFunding announced a $600,000 preferred equity follow-on offering for EVIVA Midtown. The investment has an estimated 20% preferred return: 8% current return paid monthly & 12% accrual paid at maturity. Target maturity is June 2017 (10 month term). I made a・・・

Marketplace Offerings 2017Q3

Crowdfunding

LexShares Investment Opportunities LexShares has been silent for almost 2 months after July 12th. I had a large amounts of cash sitting in my bank account. On August 29th, a new case popped up with 22% pre-funded by the internal hedge fund. A small retail investor added $5,000 before I made a commitment. I took・・・

Marketplace Offerings 2017Q2

Crowdfunding

LexShares Investment Opportunities It’s hard to keep up with their new offerings. You have less than 20 minutes to invest after new opportunities are announced as they get filled up quickly. It is necessary to take action immediately without waiting to see whether the case makes sense. Date Case Offering Size 04/06/2017 Breach Of Fiduciary・・・

Marketplace Offerings 2017Q1

Crowdfunding

YieldStreet Investment Opportunities YieldStreet consistently launched new portfolio throughout the quarter. In February 20th, the announcement of Accelerated Pre-Settlement Portfolio V brought down the platform for all afternoon due to traffic spikes. The platform is experiencing excess demand. Date Amount APR Duration Description 01/16/2017 $2M 13% 36 Diversified Pre-Settlement Portfolio XIV 01/17/2017 $2.5M 9% 11 Multi-Use Real・・・

ProudLiving Project Terminated (iFunding)

Crowdfunding

My first preferred equity investment on commercial real estate project has been terminated. Funding In September 2016, iFunding announced a $1.4 million, 2-year preferred equity investment in an apartment portfolio acquisition & renovation in New Jersey. The investment has an estimated 25% preferred return: 9% current return paid monthly & 16% accrual paid at maturity.・・・

Marketplace Offerings 2016Q4

Crowdfunding

DLIF has a well-diversified portfolio of 50/50 secured and unsecured loans. It’s an investment with a solid high return, low risk, and predictable yields. Higher-risk investments such as real estate and alternatives should have at least 5% higher returns than DLIF. I am revisiting my investment strategy for REI. Higher interest rates spoil real estate returns. The loan・・・

Backdoor Roth IRA (Self Directed IRA)

Crowdfunding

I made a prior-year contribution to my traditional IRA in January, thinking that contribution would be tax deductible. Unfortunately that was not the case. An issue came up as the non-deductible IRA contribution was already fully invested in my Lending Club IRA account. I ended up having to liquidate notes to execute a backdoor Roth・・・

Marketplace Offerings 2016Q3

Crowdfunding

I’ve been actively looking for great deals to invest my balance transfer funds. My research led me to some of the real estate crowdfunding platforms such as RealCrowd, CrowdStreet, and YieldStreet. I will keep them on hand for future investment. Groundfloor New Loans It was a difficult quarter for Groundfloor. It struggled to offer new loans, and the loans I・・・

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