Did you know that if you are investing in individual trust deed investments, you could be missing out on a 20% tax deduction on the interest income? This is one of the biggest reasons why many investors are moving away from investing in trust deeds and towards investing in a diversified mortgage fund.
A mortgage fund offers several advantages over individual trust deeds. Not only does a mortgage fund structured as a real estate investment trust offer the 20% tax deduction, but it also offers investors a more consistent approach to earning consistent monthly cashflow.
Learn more about the benefits of a mortgage fund by clicking here or contact our Investor Relations team today at (858) 242-4900.
A trust deed investment is a Loan made by an investor (commonly referred to as the Lender) to a Borrower using real estate as collateral. The Borrower makes payments to the Lender per the terms of the Promissory Note. The term trust deed investment refers to the document or “Deed of Trust” that is used to secure the Loan to the property.
Investing in Trust Deeds can be an excellent alternative for investors seeking long term cash flow with the security of real estate. Trust Deeds traditionally offer higher yields when compared with other income generating investments. Unlike a mortgage fund or many crowdfunding platforms, investors are secured directly on the property with a Deed of Trust or Assignment.
TaliMar Financial has developed a proprietary online Investor Portal that allows investors to view the statistics on the mortgage fund, including the individual trust deeds within the fund. The Investor Portal is “real time” so investors can quickly review their current account balances and manage their investment.
Click the link below to visit our Investor Portal and view more detailed information on the trust deed investments within the mortgage fund.