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News & Events

Real Estate Secured Investment WORKSHOP

18th February

TweetTired of the Wall Street Roller Coaster?

Real Estate Secured Investments Workshop

Alliance Portfolio and uDirect IRA hosted a Real Estate workshop on Saturday, March  19, 2016 from 10:00 am – 12:00 pm at Avenue of the Art Hotel in Costa Mesa. In this workshop, attendees learned about alternative high yield investments that enhance portfolio returns, provides diversification, and is not tied to traditional stock and bond markets:

• The ins and outs of trust deed investments

• The benefits of mortgage fund investing

• The rare combination of high returns with a secured investment

• The tax benefits of individual retirement accounts

• How you can invest your IRA outside of the stock market into real estate secured investments

Why do people borrow hard money?

8th November


There are 4 primary reasons that people use private money or hard money financing, timing, property type, situation, and borrower. Institutional lenders disqualify loan request for one or more of these four reasons, causing the borrower to seek alternative financing options.


Timing is the number one reason why people borrow private money. Institutional lenders take 30 to 60 days to process, underwrite and close a loan request and commercial loans can take even longer. Private money loans can close as little as 5-10 business days.

Property Type

There are property types that do not meet institutional guidelines, such as mixed use, non-owner occupied investment properties, small retail centers, light industrial, and single purpose owner user properties.

As a lender that provides specialized financing, we understand the challenges borrowers face when seeking financing for unique property types.


There are many situations where borrowers take advantage of … Read More »

Mortgage Pools Offer a New Opportunity

29th May


May 2006

Following is a Q&A on mortgage pools with James Perry, president of The Alliance Portfolio, an Orange County’s based private equity finance corporation. In the past couple of years, returns of 10% or more have been common in mortgage pools, compared to 4-5% for more mainstream investments. The Alliance Portfolio’s newest investment fund, the TAP California Funds III, LLC, currently offers a 9.5% return generated by a security instrument backed by a diversity of Southern California real estate from luxury homes to mixed-use properties.

Mortgage pools must comply with state and federal agencies and some provide complete and full disclosure through an offering memorandum. A mortgage pool takes in money from investors and then loans that money to property owners with the property serving as collateral. The secured loans are comparable to bridge … Read More »