Alliance Mortgage Fund
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.
Alliance Portfolio A Perfect Reporting and Compliance
As a Threshold Lender, Alliance Portfolio is regulated by the California Department of Real Estate and the California Securities REIT. Alliance Portfolio is required to provide all investment banking. We have a perfect reporting and compliance record with all regulatory agencies.
Loan Servicing and Trust Deed Administration
Alliance Portfolio provides Full-service Loan servicing and trust deed administration. We also offer customer service to our borrowers, investors and third-party affiliates. Our debt-loan servicing team Processes regular monthly interest checks and deliver to investors through ACH or written checks monthly. While regularly following up on Property taxes, insurance, and senior liens. Produce and deliver late notices, delinquent notices, and default notices on accurately and timely. Coordinate with third party trustees in cases of default. Also coordinate to execute declaration of default, communicate with investor regarding strategy, risk & reward. Create loan modification and extension agreements. We Issue payoff demands, process loan payoffs, distribute payoff proceeds, issue reconveyances and close out paid off loans.
