| First-loss protection, zero defaults since 2021. |
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| Above the tree line |
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| Comparable Treasuries top out near 4%. Alpine Note: Traverse offers 9.00% APY for 9 months. |
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Hi there,
We don't do this often. Traverse is a special-edition Alpine Note with a 9.00% APY* over a 9-month term - the highest yield we've ever offered on a cash management product. It's open now and closes Wednesday, July 1.
Here's the comparison worth pausing on. Comparable-duration Treasuries, in the 6-month to 1-year range, currently yield roughly 3.9% to 4.0%. Traverse Gamma's 9.00% is roughly 500 basis points above that - a premium that isn't a bet on the Fed. Rates held steady on June 17, the fourth straight hold, and that spread comes from how the Note is structured, including EquityMultiple's first-loss position - not from where the policy rate sits.
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| Alpine Note: Traverse at a glance: |
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9.00% APY* over a 9-month term, maturing April 1, 2027 |
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$25,000 minimum, no investor fees |
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First-loss protection* - EquityMultiple invests alongside you in a subordinate position and absorbs losses first |
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Redeem early into another EM offering after 30 days |
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Since launching Alpine Notes in 2021, we've had zero defaults and zero missed payments, and more than 79% of our investors choose to reinvest at maturity.
If you're planning to invest, we recommend completing your investment by Monday, June 29, to avoid any last-minute funding or timing issues. This limited-time offering closes Wednesday, July 1.
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Questions? Reply to this email or reach our investor relations team via live chat on our website.
Happy Investing,
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*Diversification on the EquityMultiple Platform is defined as having dispersed investments between the Keep, Earn, and Grow offerings.
Disclosure: This material is confidential and has been prepared solely for the information of the intended recipient and may not be reproduced, distributed, or used for any other purpose or shared with anyone in any form or format. This has been prepared for you by EM Advisor, LLC (“EquityMultiple”), an SEC registered investment advisor. Information within this report may have been provided by third-parties, including images displayed, and, while EquityMultiple believes this information to be accurate, EquityMultiple has not independently verified such information. Reference to registration with the Securities and Exchange Commission (“SEC”) does not imply that the SEC has endorsed or approved the qualifications of the firm or its respective representatives to provide any advisory services described on the report or that the Firm has attained a level of skill or training. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Additionally, investments may not achieve stated social, environmental, or similar objectives. Before investing, consider your investment objectives and EquityMultiple charges and expenses. EquityMultiple advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client's financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. For a comprehensive view of EquityMultiple's track record, please visit equitymultiple.com/track-record. Nothing in this presentation constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where EquityMultiple is not registered. Unless and until the material terms of any potential transaction, if any, are agreed upon and both parties sign a written agreement reflecting such terms, it is not the sender’s intent for our email exchange to constitute a binding agreement.
Net Returns: All internal rates of return or IRR are net of fees and entity level expenses unless explicitly stated otherwise. In certain cases, entity expenses are allocated on a flat, per investor basis and are not netted from returns due to the variable impact on individual investors. Such expenses are generally $100 or less annually and detailed in the offering documents.
Hypothetical Returns: This email describes hypothetical net returns that may be earned by an investor in this offering for illustrative purposes only. These returns have not been achieved by any investor. In certain cases, the described returns are a function of the contractual interest rate or preferred return associated with the investment. In other cases, the forecasted net IRR or equity multiple is a hypothetical return derived from assumptions regarding the future operating performance of the property. The assumptions involved in such forecasting include growth of market rental rates in the market, achievable market rental rates based on current and future property conditions, growth rate in property operating expenses and prevailing cap rates upon future sales of the property. These assumptions are derived from comparable properties, market reports, broker opinions, industry underwriting conventions and prior Sponsor/Borrower experience. While EM believes that these assumptions are reasonable, due to various risks and uncertainties, actual events or results or the actual performance can differ materially from those reflected or contemplated.
This investment has a high degree of risk, and there can be no assurances that any of the assumptions will be true or that the investment's actual performance will bear any relation to these hypothetical illustrations. The particular assumptions used to evaluate the return potential of this investment should be reviewed prior to investment. To access them click the “View Offering” button above in this email and download the Financial Overview available on that page.
Hypothetical performance is subject to inherent limitations, is prepared with the benefit of hindsight, and should not be relied upon in making an investment decision. Additional information regarding the projected performance metrics presented herein is available upon request.
EquityMultiple’s Form ADV can be found here:
https://adviserinfo.sec.gov/firm/summary/314402
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