AMF is a perfect solution to provide a high yield investment that is non-correlated to enhance overall portfolio performance.

Overview

  • Invests in Real Estate secured loans.
  • Specializing in Orange County, coastal Los Angeles, San Diego and 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 with trust deed investments through ownership of mortgage funds. Alliance Mortgage Fund is a registered mortgage Real Estate Investment Trust (mREIT) that works 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. The trust deeds provide income to the fund. The fund then distributes the income to the fund members with monthly cash distribution, or growth through reinvestment. Mortgage funds make it easy for investors to diversify their investments by owning a small portion of many trust deeds. 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.