Secure, High-Yield Returns Through Our California Mortgage Fund
Mortgage Fund Investments Offering 8-9% Annual Yields
Overview
- Invests in real estate secured loans.
- Specializing in Orange County, coastal Los Angeles, San Diego, and the San Francisco Bay Area assets.
- Secured by income-producing residential, commercial, and mixed-use real estate.
- Providing an 8%-9% annual yield to investors.
Objectives
- Preservation of capital
- Provide security, stability, and predictability
- Mitigate risks through diversification
- Provide monthly income distributions or compounding growth options
Benefits
- Real Estate secured
- Tax efficiency
- Monthly fixed-income distributions or compounding growth options
- Liquidity after 1-year
- Audited financials
- Non-correlated to stock & bond markets
- Custodian approved for retirement funds
- Non-leveraged
- Meets IRS-protected fund requirements
Alliance Mortgage Fund
Some investors find it easier to diversify through trust deed investments by owning mortgage funds. Alliance Mortgage Fund is a registered mortgage Real Estate Investment Trust (mREIT) that works similarly to a mutual fund. Investors purchase membership interests in the fund. This mortgage fund then invests in real estate secured loans known as trust deeds. The trust deeds provide income to the fund. The fund then distributes income to fund members as a monthly cash distribution or through reinvestment for growth. This mortgage fund structure makes it easy for investors to diversify their investments by owning a small portion of many trust deeds. Minimum investment is $100,000.
A Mortgage Fund Manager With Experience.
Since 1996, Alliance Portfolio has been a trusted leader in placing private investor capital into well-secured 1st and 2nd trust deeds and mortgage funds. Since 2008, we have originated, funded, closed, and serviced more than $325 million in these types of investments, demonstrating our strong track record and commitment to our investors.
Disclaimer
Fund Interests (Interests) are available only to accredited investors who meet certain minimum annual income or net worth thresholds. Interests are being offered in reliance on an exemption from the registration requirements of the Securities Act and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act. The Securities and Exchange Commission has not passed upon the merits of or given its approval to the Interests, the terms of the offering, or the accuracy or completeness of any offering materials. Interests are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their Interests. Investing in Interests involves risk, and investors should be able to bear the loss of their investment.
