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
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.
