INVESTOR


INSIGHTS

VOL. 09 I Q4 2025


INVESTOR

INSIGHTS

VOL. 09 I Q4 2025

President, TaliMar Financial

A Note From Brock VandenBerg

As we enter the final stretch of 2025, I want to thank you for being part of the TaliMar community. This issue of Investor Insights highlights the performance, discipline, and transparency that continue to define the TaliMar Income Fund. Whether you’ve been with us for years or just joined recently, my team and I remain focused on safeguarding your capital and delivering consistent, risk-adjusted returns—regardless of market conditions.

I hope you find the content in this edition both informative and valuable.

Inside Vol.9
Recent Sucess Story
 
A $1.825 million construction loan funded a hillside project

TaliMar Financial funded a $1.825 million construction loan for a repeat borrower in San Diego on a challenging, steeply sloped site. Close coordination with the borrower’s engineering team ensured the foundation design and budget were sound.

The project was completed on time, doubled the unit count through San Diego’s Density Bonus ADU Program, and exceeded appraised value expectations despite a softening market. The loan was repaid in full, marking another successful execution backed by disciplined underwriting.

Want to see how this project came together?
Watch our on-site walkthrough to see the progress firsthand and learn how disciplined underwriting and active project oversight helped bring this challenging build to a successful close.

 
2025 Q3 Stats

 

What began as a small, entrepreneurial effort to bring flexible, transparent lending solutions to real estate investors has evolved into a thriving platform serving hundreds of borrowers and investors throughout California”

Brock VandenBergPresident, TaliMar Financial

TaliMar Income Fund remains anchored in its core values: transparency, disciplined risk management, and consistent performance. The Fund continues to experience strong capital inflows, allowing us to selectively deploy capital into a growing pipeline of well-secured, high-quality loans.

Here are some of the key numbers from this quarter—but to dive deeper, subscribe and download the full Investor Insights magazine for the complete report and analysis.

 

New Investor Capital$7.56MM
New Investors21
Total Investor Distributions$2.88MM
Investor Capital Managed$123MM
Total Investors6 Months to 36 Months
Total Investors377
2025 Q3 Stats

 

“What began as a small, entrepreneurial effort to bring flexible, transparent lending solutions to real estate investors has evolved into a thriving platform serving hundreds of borrowers and investors throughout California”

-Brock VandenBerg / President, TaliMar Financial

TaliMar Income Fund remains anchored in its core values: transparency, disciplined risk management, and consistent performance. The Fund continues to experience strong capital inflows, allowing us to selectively deploy capital into a growing pipeline of well-secured, high-quality loans.

Here are some of the key numbers from this quarter—but to dive deeper, subscribe and download the full Investor Insights magazine for the complete report and analysis.

 

New Investor Capital$7.56MM
New Investors21
Total Investor Distributions$2.88MM
Investor Capital Managed$123MM
Total Investors6 Months to 36 Months
Total Investors377
Where We’ve Been 
Our team has been out connecting with investors, borrowers, and industry professionals at recent networking events across California. Each conversation helps us build stronger relationships and continue supporting real estate success stories. Take a look at some of the highlights below — and don’t forget to follow us to see where the TaliMar Financial team will be next!
Consistent Monthly Income
 
Get Started Today 

TaliMar Income Fund leverages the experience we have gained over the last 14 years to provide investors a platform to invest in a diversified pool of performing mortgages. The mortgage fund offers investors monthly income secured on residential and commercial assets in core, supply markets in the Western United States.

Our lending philosophy considers the underlying asset securing the loan, the borrowers ability to successfully perform on the obligation, and ensure a clear exit strategy. Our programmatic approach to loan servicing looks to identify issues early and minimize risk to investor capital.  

Contact our team today at (858) 242-4900 to learn more about TaliMar Income Fund .

Disclosure: This advertisement is for informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can only be made by the Private Placement Memorandum (“PPM”) and related subscription documents. Any investment in TaliMar Income Fund I involves significant risk. You should not enter into any transactions unless you fully understand all such risks and have independently determined that such transactions are appropriate for you. Business Purpose Loans arranged through TaliMar Income Fund I, LLC (DFPI CFL License No. 60DBO-137778).

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