Registered Investment Advisors (RIAs) are continually seeking opportunities to diversify their clients’ portfolios and generate stable returns in an ever-evolving financial landscape. One avenue that has piqued the interest of RIAs is investment in mortgage funds. These funds offer an alternative approach to real estate investing and have gained prominence in recent years due to their potential for consistent income generation and lower market volatility.
One such mortgage fund that has been making waves in the investment world is the TaliMar Income Fund. In this article, we will delve into the reasons why RIAs are considering investment in mortgage funds and introduce you to the TaliMar Income Fund, shedding light on its unique features and advantages.
The TaliMar Income Fund is a prime example of a mortgage fund that has garnered attention within the RIA community. Here are some key features and advantages of the fund:
Registered Investment Advisors are exploring mortgage funds like the TaliMar Income Fund as a way to diversify portfolios, generate consistent income, and reduce market volatility. With its experienced management team, diversified portfolio, attractive yield, transparency, and risk management practices, the TaliMar Income Fund is emerging as a compelling option for RIAs seeking to add mortgage funds to their investment toolkit. As the financial landscape continues to evolve, mortgage funds like TaliMar Income Fund offer RIAs the opportunity to meet their clients’ income and diversification objectives.
Brock VandenBerg is the President of TaliMar Financial and Fund Manager of TaliMar Income Fund I. Mr. VandenBerg started investing in individual trust deeds in 2008, providing capital to real estate investors taking advantage on the housing crisis. He soon brought in outside investors to share in this lucrative opportunity to earn above market returns. After funding over $375 million in short-term loans and attracting over 500 investors, Mr. VandenBerg launched TaliMar Income Fund I in 2021 to offer investors a much more efficient way to invest in individual trust deeds. Currently, TaliMar Income Fund I invests on behalf of over 220 individual investors with over $60 million in assets under management.