Lender Survey - TaliMar Financial

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Name *

First

Last

Phone *

Email *

If you are an existing Lender with TaliMar Financial or have a Lender Account, please enter the e-mail address that we have on file with you.

Have you invested in a Trust Deed? *

What is your maximum Loan to Value Ratio? *

What is your minimum yield requirement? *

What is your maximum loan position? *

What is your maximum loan term? *

Will you lend on Completion Value? *

Completion Value is commonly used with Fix and Flip, Fix and Hold, and New Construction loans. The loan to value ratio is based upon the value of the property once the renovations are complete.

Select the type of properties you would consider *

Single Family (1 unit)
Single Family (2 to 4 units)
Multi-Family (5+)
Office
Retail
Industrial
Agricultural
Cannabis
Land

Cannabis Loans are secured on real estate in which the use will be for the cannabis industry.

Select the Type of Trust Deeds you would consider *

Fix and Flip
Fix and Hold
Bridge
New Construction

Fix and Flip / Hold Loans generally include a renovation reserve held by a third party and the Loan to Value ratio is calculated based upon the After Completion Value. A Bridge loan is based upon Current Value with no assumption of future renovations.

What is your maximum investment in a Trust Deed? *

How much are you looking to invest in Trust Deeds? *

How many Trust Deeds have you invested in?

Would you consider a fractional ownership in a Trust Deed? *

As a fractional owner of a trust deed, you have a shared ownership of a trust deed with other investors. The rate you earn will be calculated based upon your investment amount in the trust deed.

Are you considered an Accredited Investor? *

Investing in trust deeds does not generally require investors to be accredited. However, there are some circumstances due to loan size and structure that may require an investor to be accredited. To be considered "accredited", you must have a net worth of $1MM or greater, exclusive of your primary residence. Or you had an income of $300,000 or more in the past two years and have a reasonable expectation to make $300,000 or more in the following year.

Are you invested in TaliMar Income Fund I?

Would you be interested to learn more about TaliMar Income Fund I? *

TaliMar Income Fund I is a mortgage fund managed by TaliMar Financial. It mirrors our existing trust deed platform while offering several advantages. These advantages include not having to identify a new trust deed investment when another pays off. Additionally, your investment is diversified over a pool of performing loans.

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