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Two experienced investors recently approached TaliMar Financial with a challenge many trust deed investors face: their trusted broker of over a decade was retiring, leaving them struggling to find new trust deed opportunities. While they wanted to stay exposed to trust deed investments, they needed a simpler and more reliable way to manage their capital.
A mortgage fund offers broad diversification across multiple loans, reducing the risk tied to any single borrower. For instance, TaliMar Income Fund I holds over 110 loans, ensuring that the performance of one loan won’t significantly impact monthly returns. This stability is a key advantage over individual trust deeds.
Managing trust deeds requires active involvement, from monitoring payments to handling potential foreclosures. A mortgage fund eliminates this burden. At TaliMar, we handle all loan servicing and management, allowing investors to enjoy passive income without the hassle.
Mortgage funds enable investors to reinvest monthly distributions, compounding their returns over time. Approximately 50% of our investors take advantage of this feature, which isn’t typically available with individual trust deeds.
For those investing through a self-directed IRA, mortgage funds simplify the process. They reduce recurring fees by offering reinvestment options and provide seamless integration with platforms like Charles Schwab and Fidelity, making it easier to manage IRA investments.
Unlike trust deeds, which are tied to specific loan sizes and timelines, mortgage funds allow for greater flexibility. Investors can start with a minimum investment—$100,000 for TaliMar Income Fund I—and scale up as they see fit, allocating funds at their own pace.
One investor noted after the discussion, “This will give me more time to travel and enjoy my retirement.” By transitioning to a mortgage fund, they shifted from the active management of trust deeds to a more passive and stress-free investment strategy.
For investors seeking diversification, ease of management, and consistent returns, mortgage funds provide a compelling alternative to trust deeds. Many are finding that this transition not only simplifies their portfolios but also frees up valuable time to focus on what matters most.
If you’re considering a similar shift, TaliMar Financial is here to guide you through the process. Explore the benefits of mortgage funds and discover how they can enhance your investment strategy.
Ready to learn more about how TaliMar Income Fund I can enhance your portfolio in 2025? Request our executive summary today and discover why so many investors trust us to deliver reliable returns backed by real estate.
TaliMar Income Fund I offers investors the ability to participate in the rapidly growing demand for private real estate debt. The fund is comprised of a diversified portfolio of short-term loans secured primarily on residential single family and multi-family properties throughout California. The fund manager, TaliMar Financial, was established in 2008 and has successfully funded over $500 million in loans. Investors in the mortgage fund include high net worth investors, family offices, and private equity funds who are seeking consistent monthly income, the security of real estate, and the tax benefits of a mortgage fund structured as a real estate investor trust.
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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