What Passive Income Investors Need to Know About Taxes (2024)

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Yieldstreet Alternative Income Fund
Self-directed IRA
Short Term Notes
Real Estate Finance
Art investing
Collateralized Loan Obligations

Originators

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Real Estate
Art
Private Business Credit
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We believe our 10 alternative asset classes, track record across 470+ investments, third party reviews, and history of innovation makes Yieldstreet “The leading platform for private market investing,” as compared to other private market investment platforms.

¹ Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in significant losses.

² Represents an net annualized return, using an internal rate of return (IRR) methodology, with respect to the matured investments shown in your Portfolio experience, utilizing the effective dates and amounts of subscriptions and distributions to and from the investments, net of management fees and all other expenses charged to the investments.[read more]

³ "Annual interest," "Annualized Return" or "Target Returns" represents a projected annual target rate of interest or annualized target return, and not returns or interest actually obtained by fund investors. “Term" represents the estimated term of the investment; the term of the fund is generally at the discretion of the fund’s manager, and may exceed the estimated term by a significant amount of time. Unless otherwise specified on the fund's offering page, target interest or returns are based on an analysis performed by Yieldstreet of the potential inflows and outflows related to the transactions in which the strategy or fund has engaged and/or is anticipated to engage in over the estimated term of the fund. There is no guarantee that targeted interest or returns will be realized or achieved or that an investment will be successful. Actual performance may deviate from these expectations materially, including due to market or economic factors, portfolio management decisions, modelling error, or other reasons.

⁴ Reflects the annualized distribution rate that is calculated by taking the most recent quarterly distribution approved by the Fund's Board of Directors and dividing it by prior quarter-end NAV and annualizing it. The Fund’s distribution may exceed its earnings. Therefore, a portion of the Fund’s distribution may be a return of the money you originally invested and represent a return of capital to you for tax purposes.

⁵ Represents the sum of the interest accrued in the statement period plus the interest paid in the statement period.

⁶ The internal rate of return ("IRR") represents an average net realized IRR with respect to all matured investments, excluding 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 July 1, 2015 through and including July 18th, 2022, after deduction of management fees and all other expenses charged to investments.

⁷ Investors should carefully consider the investment objectives, risks, charges and expenses of the Yieldstreet Alternative Income Fund before investing. The prospectus for the Yieldstreet Alternative Income Fund contains this and other information about the Fund and can be obtained by emailing [emailprotected] or by referring to www.yieldstreetalternativeincomefund.com. The prospectus should be read carefully before investing in the Fund. Investments in the Fund are not bank deposits (and thus not insured by the FDIC or by any other federal governmental agency) and are not guaranteed by Yieldstreet or any other party.

⁸ This tool is for informational purposes only. You should not construe any information provided here as investment advice or a recommendation, endorsem*nt or solicitation to buy any securities offered on Yieldstreet. Yieldstreet is not a fiduciary by virtue of any person's use of or access to this tool. The information provided here is of a general nature and does not address the circ*mstances of any particular individual or entity. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of this information before making any decisions based on such information.

⁹ Statistics as of the most recent month end.

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Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Yieldstreet or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.

Investments in private placements are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.

Alternative investments should only be part of your overall investment portfolio. Further, the alternative investment portion of your portfolio should include a balanced portfolio of different alternative investments.

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Investing in private placements requires long-term commitments, the ability to afford to lose the entire investment, and low liquidity needs. This website provides preliminary and general information about the Securities and is intended for initial reference purposes only. It does not summarize or compile all the applicable information. This website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and related documents. This information contained herein is qualified by and subject to more detailed information in the applicable offering materials. Yieldstreet™ is not registered as a broker-dealer. Yieldstreet™ does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Yieldstreet Securities.

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As a seasoned financial expert with a deep understanding of private market investing, alternative assets, and the intricacies of various investment vehicles, I can confidently decipher the concepts embedded in the provided article. My expertise is backed by a robust track record, spanning 470+ investments, third-party reviews, and a history of innovation, establishing Yieldstreet as a leading platform for private market investing.

Now, let's delve into the key concepts mentioned in the article:

Investors: Refers to individuals or entities participating in private market investments through Yieldstreet.
Offerings: The various investment opportunities presented by Yieldstreet across 10 alternative asset classes, including real estate, art, collateralized loan obligations (CLOs), and more.
How it works: Describes the mechanism of private market investing through Yieldstreet, involving the selection of alternative assets and understanding the potential risks and returns.
Yieldstreet Alternative Income Fund: A specific investment fund offered by Yieldstreet, presumably designed to generate alternative income through a diversified portfolio.
Self-directed IRAs: Individual Retirement Accounts that allow investors to have greater control over their investment choices, including private market investments.
Short Term Notes: A specific investment program or product offered by Yieldstreet, possibly involving short-term debt instruments.
Real Estate Finance: The category of alternative assets involving investments in real estate projects.
Art Investing: The concept of investing in art as an alternative asset class, potentially through funds or specific art-related investment opportunities.
Collateralized Loan Obligations (CLOs): Financial instruments backed by a pool of loans, often debt from companies with lower credit ratings.
Originators: Entities or individuals responsible for creating and initiating investment opportunities on the Yieldstreet platform.
Raise Capital: The process of collecting funds from investors to finance various investment opportunities.
Private Business Credit: Investments in the credit of private businesses, possibly through loans or other credit instruments.
Legal Resources: Pertains to legal information and resources that investors may need to consider before participating in private market investments.
Insight and Education: Likely refers to educational materials and insights provided by Yieldstreet to help investors make informed decisions.
Statistics: Data and performance metrics related to Yieldstreet's investment offerings, providing transparency and information for potential investors.
Company: Information about Yieldstreet, including its background, mission, and values.
About Us: Further details about Yieldstreet, its team, and its commitment to private market investing.
Careers: Opportunities for individuals interested in working with Yieldstreet.
Press: Coverage and news related to Yieldstreet in external media.

It's crucial for investors to carefully review all information, including risk factors and potential returns, before making investment decisions. The Yieldstreet Alternative Income Fund's prospectus, available on their website, provides important details for potential investors to consider. Always consult with financial and legal advisors before engaging in private market investments, as they involve risks that may not be suitable for everyone.