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On April 26th, we hosted the 2025 TaliMar Investor Summit in San Diego, bringing together investors, industry professionals, and partners for a focused day of education, transparency, and strategy in private lending.
Featured speakers included Kevin Kim of Geraci LLP and Matt Burk of Verivest, who shared insights on fund structuring, legal trends, and operational best practices. We also provided a detailed update on the TaliMar Income Fund, covering performance, deployment strategy, and team structure.
A big thank you to our sponsors—Geraci LLP, FCI Lender Services, Verivest, and Exeter 1031—for helping make the event possible.
We appreciate everyone who joined us and look forward to continuing the conversation.
Brock and Sarah – We want to thank you and all those involved in setting up the seminar on Saturday..
Janet and I had a great time, speakers were excellent, the food was delicious, and the location was perfect.
Again, we want to give everyone at TaliMar Financial a big Number 10.
Absolutely a wonderful event! So
enjoyed listening to Kevin & Matt and, of course, Brock! Thank you, Talimar!
Thanks so much TaliMar Team!
The Investor Summit was outstanding!
We learned so much about our Trust and all the different layers, details & phases and the many operations that are seamlessly working to serve and protect our investment outcomes.
Amazing Brock, you’ve come a long way! 💖
We love you TaliMar Team!
TaliMar Income Fund is designed for investors seeking consistent monthly income and long-term stability through real estate-backed loans. With a focus on capital preservation and disciplined underwriting, the Fund continues to deliver strong, risk-adjusted returns.
If you’ve been considering an investment—or are looking to add to your existing position—follow the link below to get started.
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