Capitalize On The Opportunity.
Alliance Portfolio offers two types of trust deed investment opportunities.
Trust Deed Investing
Trust deed investments combine attractive returns within a secured investment. Unlike many comparable investments, the risks are identifiable and mitigated through proven procedures. They provide a straightforward, effective way to diversify a portfolio.
ALLIANCE MORTGAGE FUND
Many investors prefer to diversify through trust deed investments through ownership in a mortgage fund. Alliance Mortgage Fund is a registered mortgage Real Estate Investment Trust (mREIT) that operates similarly to a mutual fund. Investors purchase membership interest in the fund. The fund then invests in real estate–secured loans known as trust deeds. These trust deeds generate income for the fund, allowing investors to choose between monthly cash distributions or reinvestment for compounding growth. Mortgage funds offer an efficient way to achieve diversification by holding fractional interests in multiple trust deeds. Minimum investment is $100,000.
Getting Started Is
Easier Than You Think
01
Step
Request offering package. Connect with team via a call email click the link below to get started.
02
Step
Review Investment offering. Get further information and get questions answered by our team.
03
Step
Complete on boarding and wire funds. Simple process can be done online in 10 minutes.
04
Step
Receive montly updates on investment, and have 24/7 access to live investor portal.
Disclaimer
Investments in trust deeds secured by one or more interests in real property are subject to risk of loss. 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.
Build Wealth Through Secured Real Estate Opportunities
Alliance Portfolio provides accredited investors with access to California’s real estate lending market through carefully structured opportunities. When you participate in an investment loan, you step into the role of a lender, earning consistent returns while your capital is secured by real property. This approach offers both income and security backed by tangible assets.
Flexible Ways to Invest
Diversified Mortgage Fund Option
For investors seeking simplicity and diversification, our mortgage fund deploys capital across multiple properties. This allows you to benefit from stable returns while our team mitigates risks through prudent underwriting, loan servicing, and trust deed administration.
Direct Trust Deed Opportunities
For those who prefer control, we offer individual placements. These allow you to select specific deals and align each investment Loan with your personal risk and return profile.
Built on Experience and Discipline
With over three decades in the California market, our focus remains clear: Prioritize capital preservation. Every investment loan is supported by conservative loan-to-value ratios, detailed property evaluations, and a defined exit strategy. This disciplined approach helps ensure stability across changing market conditions.
Transparent and Straightforward Process
Clear Visibility at Every Step
You will always know where your funds are deployed, what secures them, and how they are performing. We maintain consistent communication and provide updates so you stay informed without unnecessary complexity.
Efficient Direct Lending Model
Our structure allows capital to move directly into secured opportunities without added layers. This improves efficiency and supports stronger outcomes for each investment loan.
A Reliable Investment Partner
Alliance Portfolio is built for investors who value clarity, consistency, and long-term performance. If you are looking for a structured and dependable way to grow your capital through real estate lending, our approach offers a proven path forward.
