ONLINE EVENT: Mortgage Fund Q2 Results Are In + See What's Next

How is the Mortgage Fund continuing to deliver strong, passive returns in a high-rate, uncertain market? What’s ahead for private lending—and how can investors benefit right now?

To receive the link to join this webinar you must RSVP on our website HERE.

Join us for our Q2 2025 Investor Call to get a transparent look at how the Marshall Reddick Mortgage Fund has generated an average annualized return of 8.54% since inception, and why accredited investors are increasingly turning to private lending as a low-volatility, high-consistency income strategy.
Whether you’re already invested or considering your first move into the fund, this is your opportunity to hear directly from the team managing the portfolio and ask the questions that matter most in today’s economic climate.
In This Call, We’ll Cover:

• Q2 Earnings Breakdown: What drove returns this quarter?
• What’s New: Market shifts, lending trends, and portfolio updates
• Fund Composition & Safety: What types of loans are we funding—and why they’re working
• Important Metrics: LTVs, loan terms, locations, and diversification
• The Road Ahead: What we expect for Q3 and how we're positioned
• Live Q&A: Ask about performance, risk, and strategy in real time

We’ll Answer Key Questions Like:

• How does this fund maintain high, consistent returns with limited risk in this fluctuating market?
• What are current default rates and how is risk mitigated?
• Can I invest using a self-directed IRA—and how does liquidity work?
• What role does this fund play in a diversified income strategy?

Review Fund Performance & Details Here
Watch a Quick Fund Intro from our Manager Here
With a $25,000 minimum, quarterly distributions, and only a 12-month initial commitment, this fund offers flexibility, transparency, and reliable income—all backed by 1st lien mortgages on residential real estate.
Before and after the call, you’ll have a chance to speak with Cherie Brebner, fellow Fund Investor and Real Estate Advisor at Marshall Reddick. She’ll help answer any questions and guide you through the investment process.
If you’re looking for consistency in an inconsistent market—this is your call. RSVP now to reserve your spot and take a closer look at your next passive income opportunity.

To receive the link to join this webinar you must RSVP on our website HERE.