TaliMar Income Fund

High Yield / Consistent Cash Flow

Offers investors seeking a fixed income investment with high yield, monthly cash flow

Security of Real Estate

Investors are secured on real estate assets located in core markets with high barrier to entry

Tax Benefits

As a Real Estate Investment Trust (“REIT”), the Fund offers substantial tax benefits to the investor.

Offering Consistent Monthly Income with Tax Benefits

TaliMar Income Fund I

Investors seeking a fixed income investment no longer have to bear equity risk to earn consistent monthly returns. Our mortgage fund invests in short-term real estate debt in core, supply-constrained markets, eliminating the volatility of the general market. Discover why TaliMar Income Fund I is becoming the preferred choice for investors looking to capitalize on today’s rising interest rates and earn passive monthly income.

TaliMar Income Fund is a private mortgage investment fund comprised of performing, short term real estate loans. The fund offers accredited investors with a fixed income investment that seeks to reduce risk while offering a high yield return.

High Yield / Consistent Cash Flow

Offers investors seeking a fixed income investment with high yield, monthly cash flow

Security of Real Estate

Investors are secured on real estate assets located in core markets with high barrier to entry

Tax Benefits

As a Real Estate Investment Trust (“REIT”), the Fund offers substantial tax benefits to the investor.

Why TaliMar Financial

0+
Investors
$0.03MM
Active Capital
0.29%
YTD Return
$0.5MM
Amount Funded

*As of 05-23-2024. 

Consistent Monthly Income

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Offering a Transparent Investment Platform

Message from Brock

TaliMar Income Fund I 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 I.

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Testimonials

I have been investing with Brock VandenBerg and TaliMar Financial for over 5 years. Prior to TaliMar, I had been investing with another company but wasn’t happy with the number and quality of the investment opportunities. 

Ron P.
Investor

I have always been impressed with how quickly they respond to my questions and how transparent they are about their offerings. 

Jerry M.
Investor

I invest with 5 similar companies and TaliMar Financial has by far the easiest platform to invest on. I also like the types of loans they fund and the markets in which they invest.

Randy H.
Investor

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Offering the Tax Benefits of a REIT

Tax Benefits

Under the Tax Cuts and Jobs Act of 2017, mortgage REITs have been classified as a “pass-through” entity and therefore distributions are granted a 20% deduction against earned income.

Leveraging Expertise to Make Strategic Decisions

Our Strategic Partners

Offering a Transparent Investment Platform

Frequently Asked Questions

What is a mortgage fund?

A mortgage fund is an investment vehicle in which accredited investors pool their capital to fund a diversified portfolio of mortgages. The mortgage fund pays investors monthly or quarterly distributions  earned from the interest paid by the borrowers on the funded loans. Investor capital is secured on the loans funded by the mortgage fund.

What are the tax benefits of the fund?

The 2017 Tax Cuts and Jobs Act brings two important benefits for REITs and their shareholders. Most notably, thanks to the new 20% deduction on pass-through income through the end of 2025, individual REIT shareholders can now deduct 20% of taxable REIT dividend income they receive. There is no cap on the deduction, no wage restriction, and you do not need to itemize deductions to receive this benefit. 

The new tax law effectively lowers the federal tax rate on ordinary mortgage REIT dividends from 37% to 29.6% for a taxpayer in the highest bracket.

Check with your CPA or tax professional if you qualify for this deduction.

What is my security when investing in a mortgage fund?

The mortgage fund is secured by a pool of mortgages. The mortgages are recorded on properties such as single family, multi-family, or other property types. The Borrowers make monthly payments to the fund, which in turn distribute those payments to the shareholders through the form of a monthly dividend. If the Borrower defaults on the loan, the mortgage fund has the right to initiate a foreclosure and sell the property to recoup its principal and outstanding payments.

How often are distributions made from the fund?

Distributions will be made by the fund on a monthly basis. Investors will have the option to reinvest the distributions or receive the distributions by check or electronic deposit.

What are the risks of investing in a mortgage fund?

Like any investment, there are risks of investing in a mortgage fund. The primary risk is that if a borrower stops making a payment, the cash flow from the fund will decline. If the mortgage fund is required to foreclose on the property, there is a risk that the proceeds from the sale will not be sufficient to recover the principal balance of the original loan resulting in a loss. 

Investors should consider the risks and consult with their financial advisor or attorney before investing.

How do I invest in the fund?

Investing in the TaliMar Income Fund I is simple. The process takes 5 simple steps, starting with creating a user account through our Mortgage Fund Portal. After creating your account, you will be asked to enter your information, including the type of account you will be investing through. Keep in mind, you can invest in the fund using multiple accounts. For example, you may invest with personal funds while also investing with an Entity (LLC, Corp, LP, etc.) and Retirement Account (KEOGH, 401k, Self Directed IRA). Contact an Account Representative to learn more about the fund at (858) 242-4900.

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