OUR INVESTMENT APPROACH

WE PUT ALL INVESTMENT OPPORTUNITIES THROUGH A STRICT DUE DILIGENCE PROCESS
TO DETERMINE IF THEY MEET OUR FIVE-POINT INVESTMENT APPROACH

ASSET-BASED

ASSET-BASED

LOW STOCK MARKET CORRELATION

LOW STOCK MARKET CORRELATION

EXPERIENCED MANAGEMENT

EXPERIENCED MANAGEMENT

SHORT DURATION

SHORT DURATION

10 – 18% TARGET RETURNS

10 – 18% TARGET RETURNS

OUR UNWAVERING APPROACH

EXPERTLY VETTED BANKING GRADE RISK MANAGEMENT

OUR UNWAVERING APPROACH ALLOWS US TO PLACE GREAT FOCUS ON THE STRUCTURE OF EVERY PROJECT. IF ALL FIVE POINTS ARE NOT MET, THE PROJECT IS NOT OFFERED ON BOLDYIELD.COM

PLAIN AND SIMPLE

ASSET-BASED WITH VALIDATED COLLATERAL

ASSET-BASED WITH VALIDATED COLLATERAL EVERY PROJECT OWNER / DEVELOPER MUST OFFER TANGIBLE COLLATERAL TO SECURE THEIR LOAN IN THE FORM OF AN UNDERLYING ASSET. THIS COLLATERAL IS A REAL ESTATE PROPERTY, A VESSEL, PRODUCTION EQUIPMENT, COMMODITIES OR OTHER KEY ASSET OF AN ONGOING TRANSACTION

ASSET-BASED WITH VALIDATED COLLATERAL
LOW STOCK MARKET CORRELATION

LOW STOCK MARKET CORRELATION

ALL OFFERINGS MUST HAVE LOW CORRELATION TO THE BROADER STOCK MARKET, MEANING THAT YOUR INVESTMENTS ARE LARGELY UNAFFECTED WHEN THE STOCK MARKET IS RISING OR FALLING

MANAGED BY EXPERIENCED MANAGEMENT TEAM

BOLDYIELD THOROUGHLY VETS THE ORIGINATOR MANAGING THE BUSINESS TO CONFIRM THAT THEY HAVE A LONG-STANDING AND DEFINATELY SUCCESSFUL HISTORY IN THEIR INDUSTRY AND DOMAIN EXPERTISE IN THE ASSOCIATED ASSET CLASS. LETTING YOU INVEST ALONGSIDE THE PROS

MANAGED BY EXPERIENCED MANAGEMENT TEAM
LOANS SHORT IN DURATION

SHORT IN DURATION

BOLDYIELD TARGETS LOAN DURATIONS TYPICALLY BETWEEN 3 – 36 MONTHS WITH SCHEDULED AND EVENT BASED PAYMENTS, ALLOWING YOU TO REGULARLY REINVEST AND TAKE ADVANTAGE OF NEW OPPORTUNITIES

TARGET ANNUAL RETURNS OF 10 - 18%

FINALLY, WHEN ALL OTHER STRUCTURAL ASPECTS ARE SATISFIED, WE MAKE SURE ALL OFFERINGS HAVE A YIELD PROFILE THAT FITS WITHIN WHAT INVESTORS DEMAND. TYPICALLY, ALL BOLDYIELD OFFERINGS RANGE BETWEEN 10 – 18% p.a. TARGET RETURNS

TARGET ANNUAL RETURNS OF 10 - 18%

BOLDYIELD ACCEPTED DEAL TYPES

SENIOR DEBT

MEZZANINE DEBT

EQUITY

ALL OUR SENIOR DEBT INVESTMENTS ARE SECURED VIA 1ST CHARGE PROHIBITION ON THE ASSETS – ALWAYS AT AN APPROPRIATE LOAN-TO-VALUE AND RISK PRICE COMBINATION, THUS DELIVERING A FIXED INTEREST RETURN OVER TERMS OF BETWEEN 3 AND 36 MONTHS

MEZZANINE DEBT INVESTMENTS ARE SECURED VIA 2ND CHARGE PROHIBITION ON THE ASSETS – PROVIDING AN OPPORTUNITY TO RECEIVE MORE ATTRACTIVE FIXED RETURNS, AS MAIN PART OF THE DEBT IS FINANCED AT LOWER COSTS THROUGH A BANK, INVESTMENT FUND OR THIRD PARTY LENDER 
FOR 25+ YEARS WE HAVE AN EXPERIENCE IN PROPERTY MANAGEMENT AND DEVELOPMENT, ASSET ACQUISITION, BUSINESS NEEDS FUNDING THROUGH JOINT VENTURES EITHER ENTIRELY, WITHOUT ANY INVOLVEMENT OF THE BANKS, OR TO ESTABLISH THE CAPITAL NEEDED TO ENABLE ACCESS TO BANK LENDING
SECURED LENDING AGAINST TANGIBLE ASSETS HAS GROWN IN POPULARITY WITH THE EXPANSION OF PEER-TO- PEER LENDING PLATFORMS BECAUSE OF HOW EASY IT IS FOR INVESTORS TO DIVERSIFY THEIR INVESTMENTS ACROSS MULTIPLE PROJECTS – OFTEN AT THE CLICK OF BUTTON

WELL DIVERSIFIED PORTFOLIO SHOULD CONSIST OF DIFFERENT INDUSTRIES, DIFFERENT ASSET CLASSES AND VARIOUS RETURNS. MEZZANINE DEBT OPTION OPENS AN OPPORTUNITY TO STAY WELL SECURED WITH ABOVE AVERAGE TARGET RETURNS

EQUITY CROWDFUNDING IS LEVERAGING THE POWER OF THE CROWD INVESTMENTS TO ENABLE A MUCH LARGER COMMUNITY TO ESTABLISH CROWD VENTURES – OPENING UP THESE OPPORTUNITIES TO A WIDER POOL OF INVESTORS WHILST ENABLING THEM TO SPREAD THEIR RISK ACROSS A DIVERSE RANGE OF INVESTMENTS

SENIOR DEBT

ALL OUR SENIOR DEBT INVESTMENTS ARE SECURED VIA 1ST CHARGE PROHIBITION ON THE ASSETS – ALWAYS AT AN APPROPRIATE LOAN-TO-VALUE AND RISK PRICE COMBINATION, THUS DELIVERING A FIXED INTEREST RETURN OVER TERMS OF BETWEEN 3 AND 36 MONTHS

SECURED LENDING AGAINST TANGIBLE ASSETS HAS GROWN IN POPULARITY WITH THE EXPANSION OF PEER-TO- PEER LENDING PLATFORMS BECAUSE OF HOW EASY IT IS FOR INVESTORS TO DIVERSIFY THEIR INVESTMENTS ACROSS MULTIPLE PROJECTS – OFTEN AT THE CLICK OF BUTTON

MEZZANINE DEBT

MEZZANINE DEBT INVESTMENTS ARE SECURED VIA 2ND CHARGE PROHIBITION ON THE ASSETS – PROVIDING AN OPPORTUNITY TO RECEIVE MORE ATTRACTIVE FIXED RETURNS, AS MAIN PART OF THE DEBT IS FINANCED AT LOWER COSTS THROUGH A BANK, INVESTMENT FUND OR THIRD PARTY LENDER 

WELL DIVERSIFIED PORTFOLIO SHOULD CONSIST OF DIFFERENT INDUSTRIES, DIFFERENT ASSET CLASSES AND VARIOUS RETURNS. MEZZANINE DEBT OPTION OPENS AN OPPORTUNITY TO STAY WELL SECURED WITH ABOVE AVERAGE TARGET RETURNS

EQUITY

FOR 25+ YEARS WE HAVE AN EXPERIENCE IN PROPERTY MANAGEMENT AND DEVELOPMENT, ASSET ACQUISITION, BUSINESS NEEDS FUNDING THROUGH JOINT VENTURES EITHER ENTIRELY, WITHOUT ANY INVOLVEMENT OF THE BANKS, OR TO ESTABLISH THE CAPITAL NEEDED TO ENABLE ACCESS TO BANK LENDING
EQUITY CROWDFUNDING IS LEVERAGING THE POWER OF THE CROWD INVESTMENTS TO ENABLE A MUCH LARGER COMMUNITY TO ESTABLISH CROWD VENTURES – OPENING UP THESE OPPORTUNITIES TO A WIDER POOL OF INVESTORS WHILST ENABLING THEM TO SPREAD THEIR RISK ACROSS A DIVERSE RANGE OF INVESTMENTS