Capitalize on the Opportunity
Alliance Portfolio is a full service, boutique, private money lender. We serve borrowers with unique situations that do not meet strict institutional guidelines, while providing investors with opportunities that are well secured and well underwritten with desirable returns on investment capital.
Experienced Fund Management
Alliance Portfolio has been placing private investor capital into well secured real estate mortgage investments since 1996. Alliance Portfolio has successfully navigated through several real estate cycles including the major market shifts in the early 1990s, 2007-2009, and the COVID-19 crisis.
Regulatory Compliance and Reporting
As a Threshold Lender, Alliance Portfolio is regulated by the California Department of Real Estate and the California Department of Business Oversight. Alliance Portfolio maintains a perfect reporting and compliance record with the regulatory agencies.
Professional Staff and Culture
Our professional staff is built on developing individual strengths that empower our team members to take full ownership of their position and contribution. We enjoy a culture of continuous learning and integrity. Alliance Portfolio is committed to systems development and execution the discipline of getting things done.
James Perry
President/CEO, Alliance Portfolio
Mr. Perry has specialized in placing private investor and pension fund capital into well secured trust deed investments since 1989. Mr. Perry has originated, funded, closed, and serviced over $1 billion in private money trust deed investments. With over 35 years of experience, Mr. Perry has successfully navigated his company through several real estate cycles including the major market shifts in the early 1990’s, 2007-2009, and COVID-19 crisis.
Mr. Perry is on the Board of Directors of the California Mortgage Association, where he is a frequent speaker teaching classes on “Raising Investment Capital” “Customers for Life – Effective Marketing Strategies” and “Marketing and Business Development”.
Mr. Perry is a best-selling author of “The University of Cancer” along with “The Financial Planning Uses of Private Equity Real Estate Investments” and has taught continuing education classes for the Orange County Financial Planners Association.
