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Insights & Education

Notes vs Corporate Bonds: Which Fits a
12–24 Month Horizon?

For investors targeting 12–24 months, private notes offer defined coupons, stated maturities, and a clear payment schedule, while corporate bonds offer secondary-market...

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Evaluating Note Risk:
The 7 Questions
Savvy Investors Ask

Don’t stop at the coupon. To evaluate note investment risks, ask seven questions about: (1) economic engine & underwriting, (2) collateral/security, (3)...

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How Supervest Notes Work: From Subscription to
First Interest Payment

Supervest note products are designed for accredited investors who want rate visibility and a defined timeline. The path is simple: (1) compare...

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From Inquiry to Allocation:
A Prospect’s
Step-by-Step Playbook

Who this guide is for Accredited investors who want a clear, friction-light process to move from interest to funded allocation—without missing key...

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“High Yield = High Risk?” Not Always—Structure Matters

Why “high yield = high risk” is an oversimplification A higher coupon can reflect genuine risk—or it can compensate for limited liquidity,...

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Comparing Supervest Notes
to REITs and Interval Funds

What you’re actually buying Supervest Notes (private notes): A fixed-rate note with a stated coupon, payment frequency, and maturity—typically 12, 24, or...

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Laddering Note Maturities:
A Practical Strategy for
Cash-Flow and Flexibility

What is a “note ladder” (and why not just buy one note)? A ladder is a portfolio of multiple notes with different...

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Effective Date, Demystified: When Interest Actually Starts (and Why Cutoffs Matter)

Why the Effective Date matters Think of the Effective Date as your “official start line.” Funding before the cutoff gets you into...

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Evaluating Note Risk:
The 7 Questions
Savvy Investors Ask

Why this matters Income-focused investors love clarity—known coupons, set maturities, scheduled payments. But clarity isn’t the same as certainty. Your best defense...

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