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Alliance Mortgage Fund

Some investors find it easier to diversify with trust deed investments through ownership of mortgage funds. Alliance Mortgage Fund is a REG D 506C Offering and works similarly to a Real Estate Investment Trust (REIT) or a mutual fund. Investor purchases membership interest of the fund, the fund then invests in loans secured by real estate known as Trust Deeds and commonly referred to as mortgages. The trust deeds provide income to the fund and the fund then distributes the income to the fund members through quarterly cash distribution or growth through reinvestment. Mortgage funds make it easy for investors to own a small portion of many trust deed investments. Minimum investment is $25,000.

How Mortgage Funds Work


Mortgage Fund Advantages

  • Create long term investment that provides security, stability, predictability, and tranquility.
  • Mitigate risk through diversification; a portfolio of multiple loans, with a variety of property types, borrowers and locations.
  • Provide excellent return that offers growth through reinvestment or cash distribution.
  • Pension fund, IRA and rollover qualified.
  • Experienced & professional management.


A well balanced investment portfolio typically includes assets that serve as protection against inflation. Real Estate has long been considered as a potential hedge against inflation. Real Estate is largely uncorrelated to other asset classes, such as stocks and bonds thereby providing investors with portfolio diversification. A diversified portfolio should be diversified at two levels: between asset categories and within asset categories.