A Direct Lender providing California Hard Money Financial Solutions
Alliance Mortgage Fund is an alternative investment fund that delivers predictable fixed income. At the same time, mitigating risk through a portfolio of diverse real estate secured assets. So think with alliance private money options to enhance your income.
Overview
- Invest in Mortgage backed securities
- CA only with emphasis on located in Orange County, Los Angeles, San Diego and the Bay Area
- Secured by income producing Residential, Mixed-use and commercial properties
- 25 million, Reg D 501 C Fund
Objectives
- Preservation of Capital
- Provide Security, Stability and Predictability
- Mitigate Risk through Diversification
- Monthly Income
- Growth
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 hard money lender offering. It works similarly to a Real Estate Investment Trust (REIT) or a mutual fund. An investor purchases membership interest in the fund. The funds are then invested 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. The minimum investment is $100,000.
A Fund Manager With Experience
Alliance portfolio has been placing private investor capital into well secured 1st & 2nd trust deeds and Mortgage Funds since 1996. Since 2008, we have originated funded, closed and serviced over $325,000,000 in the types of investment with an impressive track record.
Alliance Portfolio A Perfect Reporting and Compliance
As a Threshold Lender, Alliance Portfolio is regulated by the California Department of Real Estate and the California Department of Business oversight. Alliance Portfolio is required to provide all investment banking. We have a perfect reporting and compliance record with the regulatory agencies.
Loan Servicing and Trust Deed Administration
Alliance Portfolio provides Full service Loan servicing and trust deed administration. We also offer customer service to our borrowers, investors and third party affiliates. Our servicing team Processes regular monthly interest checks and deliver to investors through ACH or written checks monthly. While regularly following up on Property taxes, insurance and senior liens. Produce and deliver late notices, delinquent notices, and default notices on accurately and timely. Coordinate with third party trustees in cases of default. Also coordinate to execute declaration of default, communicate with investor regarding strategy, risk & reward. Create loan modification and extension agreements. We Issue payoff demands, process loan payoffs, distribute payoff proceeds, issue reconveyances and close out paid off loans.
Professional Staff and Culture
Our professional staff is built on developing individual strengths. That empowers our team members to take full ownership of their position and contribution. We enjoy a culture of continuous learning and integrity. Alliance portfolio works on systems development and execution, the discipline of getting things done. We are in the relationship business, we value personal face-to-face and direct communication with our clients.