tel: 888.868.8467
As always, I want to thank you for being part of the TaliMar community. This edition of Investor Insights reflects the performance, discipline, and transparency that continue to guide the TaliMar Income Fund. Our focus remains on protecting investor capital, maintaining thoughtful underwriting standards, and managing the portfolio with a long-term perspective. My team and I remain committed to clear communication and responsible stewardship as we continue working to deliver consistent, risk-adjusted returns for our investors.
TaliMar Financial funded a $1.3 million fix-and-flip loan for a repeat borrower to acquire and renovate a property requiring a comprehensive interior and exterior renovation. The project included addressing deferred maintenance and converting a detached garage into a permitted living space—elements that required careful underwriting and upfront planning.
Rather than releasing renovation funds upfront, $200,000 was distributed through a structured draw process tied to the renovation timeline and verified progress. The renovation plan accounted for both physical upgrades and the complexities of permitting and construction scope, helping keep the project aligned with the original budget and timeline.
The property ultimately sold for $1.79 million—closely tracking the underwritten value and resulting in a final loan-to-value of approximately 73%.
Want to see how this renovation came together?
Watch our walkthrough video to see the finished project and learn how disciplined underwriting, realistic budgeting, and active oversight supported a successful outcome.
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).
Call Us