Brock VandenBerg, President of TaliMar Financial, answers the question, “How Should I Take My Monthly Distributions.”
When investing in TaliMar Income Fund I, the mortgage fund offered by TaliMar Financial, many investors ask, “should I take a distribution each month or should I reinvest the distribution back into the mortgage fund?” The quick answer is it depends….
Most investors decide to reinvest the distribution. Their primary reason is that the monthly payment isn’t sufficient to reinvest into another investment and so those funds sit in an account not earning income. Unless you plan to use the distributions to pay for monthly expenses or want cap your investment exposure, it typically makes more sense to reinvest the funds. Remember, you can always take a lump sum distribution if the funds are needed.
TaliMar Financial has developed an simple platform to view and subscribe to our Trust Deed offerings. Simply create a Lender Account and access our trust deed investment opportunities through the TaliMar Financial Lender Portal. By signing up for the TaliMar Lender Portal, you will be able to view your portfolio of trust deed investments and have access to other tools available to our trust deed investment community.