[PRODUCT NAME · e.g. STEP 3] · Investment product · Marketing Communication

Short term notes backed by a diversified portfolio of senior real estate credit

[N] issuance · 18 months · target net yield [X]% p.a.
July 2026 · For professional investors only · No public offering
YELDO · Capital Solutions for Real Estate
DisclaimerMarketing Communication · Programme documentation prevails

Disclaimer

This document is a marketing communication relating to notes issued under the [PROGRAMME NAME] programme. It is intended exclusively for professional investors within the meaning of applicable regulation. It does not constitute an offer to the public, a prospectus, or investment advice, and it may not be distributed to retail investors. The Final Terms and programme documentation prevail over this document in every respect. [Testo legale integrale — componente unico versionato per lingua e regime: private placement EN, variante programma/emissione. Ogni modifica passa dal legale, mai dal copywriter.]

Any yield figures are targets, gross or net as indicated, based on assumptions that may vary; they are not a promise or a guarantee. The notes are illiquid and involve risk of partial or total loss of capital: the YELDO first-loss position absorbs losses only up to its stated size — see the Risk factors section of this document and the full documentation before any commitment. Past performance is not an indicator of future results.

Product snapshotFinal Terms prevail

[PRODUCT NAME] at a glance: short term note · target [X]% gross / [X]% net · 18 months

The note
  • Instrument: short term note, [N]th issuance
  • Issuer: [ISSUER, e.g. Yeldo Alternatives Luxembourg]
  • ISIN: [ISIN]
  • Issue size: up to EUR [X]m
  • Coupon: fixed, paid quarterly
The portfolio
  • Underlying: senior and mezzanine tranches of YELDO deals
  • Diversification: [N] deals · [N] asset classes · [N] geographies
  • Deal-level security: mortgages, share pledges, sponsor equity
  • YELDO first-loss: [N]% of the issued amount
[X]% / [X]%Target yield gross / net p.a.
18Months
QuarterlyCoupons
€100kMin ticket
ContentsMarketing Communication

Five sections. Then the documents.

01
Introductionwhat the note is · why a portfolio
02
Strategythe portfolio · alignment & first-loss · what qualifies a deal
03
Termsissuance terms · all fees · key strengths
04
Risk factorsnamed first, mitigated second
05
AppendixFAQ · glossary · contacts
01 · IntroductionFinal Terms prevail

One note, [N] underlying deals: income from a portfolio, not a single project.

The note is a short term, fixed-income instrument issued by [ISSUER]. Proceeds fund a diversified portfolio of senior and mezzanine tranches of real estate credit deals that YELDO originated, structured and manages. Investors receive quarterly coupons and repayment at maturity, from the cash flows of the portfolio.

Income
  • Target [X]% net fixed yield p.a. — target, not a promise
  • Coupons paid quarterly
Short duration
  • Maturity 18 months
  • Programme range 6 to 18 months
Collateral-backed
  • Every underlying position is secured: mortgages, share pledges
  • Sponsor equity junior to each position
YELDO first-loss
  • [N]% of the issued amount is our capital — it absorbs the first losses, before any investor
02 · Investment strategyFinal Terms prevail

[N] deals, [N] asset classes, [N] geographies: diversification is the strategy.

What the portfolio holds
  • Senior and mezzanine tranches of YELDO real estate credit deals — the same deals offered individually to Club investors
  • Each position carries its own security package and sponsor equity, unchanged
  • YELDO selects, allocates and monitors every position to exit
How it is spread
  • Asset classes: [residential · hospitality · logistics · …]
  • Geographies: [IT · ES · PT · DE · CH]
  • Concentration limit: max [X]% of the portfolio in a single deal
[N]
Underlying deals
[N]
Asset classes
[N]
Geographies
[X]%
Max single-deal weight
02 · AlignmentFinal Terms prevail

YELDO takes the first [N]% of losses: what that covers, and what it does not.

4 · Investor capitalexposed beyond this point
3 · YELDO first-loss[N]% of issued amount
2 · Collateral of each dealmortgages · pledges
1 · Deal margin & sponsor equityequity shield, per deal
What it covers

YELDO commits [N]% of the issued amount in first-loss position: the first EUR [X] of portfolio losses are ours, before any investor euro is touched. Losses reach the notes only after each deal's margin, sponsor equity and collateral — and then our tranche — are exhausted.

What it does not cover

Losses beyond the first-loss tranche are borne by investors, up to total loss of capital. The first-loss is an alignment of interests — our capital positioned to lose first — not a guarantee and not insurance on the notes.

02 · Underlying criteriaMarketing Communication

Every deal in the portfolio survived the same five gates.

The portfolio holds only deals that passed the full YELDO screening — the same process behind every single-deal offering. Fewer than 3% of screened deals arrive at the final gate.

01
Originationproprietary and off-market channels; the pipeline is screened, not collected
02
Preliminary analysissponsor, location, business plan: most deals stop here
03
Structuringthe instrument is built around the operation — security package, covenants, scenarios
04
Due diligenceindependent appraisals, legal and technical DD, downside cases
05
Investment Committeeindependent approval; fewer than 3% of screened deals arrive here
03 · Issuance termsFinal Terms prevail

The terms on one page: every fee stated here, none elsewhere.

Issuer[ISSUER, e.g. Yeldo Alternatives Luxembourg]
ISIN[ISIN]
Issue sizeup to EUR [X]m
Target yield[X]% gross · [X]% net p.a., fixed — target, not guaranteed
Couponpaid quarterly — subject to available cash at issuer level
Maturity18 months (programme range 6–18)
Min ticketEUR 100,000 — professional investors only
Subscription feeup to 0.5%
Management fee[X]%
Vehicle costs~EUR [X]k p.a., reflected in net yield figures
Paying agent[BANK, e.g. Baader Bank]
SettlementClearstream
03 · Key strengthsMarketing Communication

Four strengths, each with its number.

Diversification
  • [N] deals across [N] geographies and [N] asset classes
  • Max [X]% in a single deal
Seniority
  • Underlying positions are senior or mezzanine — repaid ahead of sponsor equity in every deal
  • Collateral enforceable per deal
Alignment
  • YELDO first-loss: [N]% of the issued amount, our capital before yours
  • We select, structure and manage every position
Discipline
  • Fewer than 3% of screened deals pass our due diligence
  • [N] deals repaid to date [verified track record figure]
04 · Risk factorsMarketing Communication

The risks, named before the mitigants.

The notes are illiquid and involve the risk of partial or total loss of capital. The main product-specific risks, each with its mitigant — never the reverse:

Risk
Mitigant
Portfolio: defaults in one or more underlying deals reduce coupons and capital repayment
[N] deals, max [X]% each, [N] geographies; each deal's collateral is enforceable separately
First-loss is limited: YELDO's tranche absorbs only the first [N]% of losses
None beyond that threshold — losses above it are borne by investors. Size your commitment accordingly.
Liquidity: the notes are not listed and there is no secondary market
None — hold-to-maturity instrument, 18-month term by design.
Underlying deals: each position carries real estate risk — market, construction, exit
Every deal passed the five-gate screening; deal-level security packages and sponsor equity rank below the portfolio
Correlation: a broad real estate downturn can hit several positions at once
Diversification reduces, but does not eliminate, correlated losses — stated plainly
05 · Appendix · FAQMarketing Communication

The questions investors actually ask.

What am I buying?

Short term notes issued by [ISSUER]. Your exposure is to a portfolio of senior and mezzanine tranches of YELDO deals — not to a single project, and not to YELDO's own balance sheet beyond its first-loss tranche.

When does interest start accruing?

From deployment of capital into the portfolio, not from your subscription date. Coupons are paid quarterly, subject to available cash; any gap ("cash drag") is stated in the Final Terms.

What happens if an underlying deal defaults?

YELDO enforces that deal's security package. Losses hit the deal's margin and sponsor equity first, then YELDO's first-loss tranche, then investors. Recovery is not certain and may take months.

Can I exit early?

No. There is no secondary market: this is a hold-to-maturity instrument. Early repayment can only come from the portfolio itself, if positions repay ahead of plan.

05 · Appendix · GlossaryMarketing Communication

Four terms, defined once.

First-lossThe tranche that absorbs losses before any other. Here it is YELDO's own capital, sized at [N]% of the issued amount. It does not cover losses beyond its size.
TrancheA slice of a deal's capital structure with its own rank. Senior tranches are repaid first; mezzanine after senior, before equity. The portfolio holds senior and mezzanine tranches only.
CollateralThe assets securing each underlying position — mortgages on the property, pledges on shares. Enforced deal by deal if a borrower defaults.
Net yieldTarget yield after vehicle costs and fees — the figure that reaches you, before taxes. The gross-to-net bridge is stated in the Issuance terms.
ContactsMarketing Communication

Speak with our team: on the portfolio, or the documents.

Investor Relations · invest@yeldo.com · [NOME REFERENTE + TELEFONO]
Full documentation — Final Terms, portfolio composition, underlying deal books — available on the platform before any commitment.