Q2 2026—Investor Call—Marshall Reddick Mortgage Fund

Stop letting cash sit idle in low yielding bank accounts! Instead, put it to work in our Mortgage Fund with the same liquidity as a 12-month bank CD—without compromising safety—for an annual 8%, in the form of 2% quarterly payments.

That’s right, our Audited Mortgage Fund, launched more than 6 years ago, just makes sense and our track record proves it. Q2 was our 26th operational quarter and we’ve issued a highly profitable earnings distribution in each and every quarter—see ROI Summary below:

Return on Investment As of 4/1/2026

Since Inception - 8.47%

1 Year - 8.08%

3 Year - 8.24%

5 Year - 8.36%

We now have $85MM under management in this fund, placed by more than 350 capital partners, who’ve realized how crucial real estate secured private credit is to their overall investment portfolio.

Whether you’re an existing partner, thinking about making your first investment or brand new to Marshall Reddick, RSVP now and join us for a transparent, inside look at fund holdings, financials, and more.

For our potential investors and newer clients, use the resources below for more information.

1 Minute Introduction Video
5 Minute Written Article
10 Minute Website Summary

Vince Tomich
310-918-6202

Agenda and topics of discussion for this call:

• What is the purpose and strategy of the fund?
• What does the fund invest in and why?
• What are the investment risks and how they are mitigated?
• What is in the fund portfolio currently and what is the LTV?
• What is the fund return on investment?
• Q2 financial statement review!