Insights
Why Borrowers Use Private Money
Private financing can provide an alternative when timing, property type, transaction structure or borrower circumstances do not fit conventional lending guidelines.
The Economy, Housing and the Stories We Tell Ourselves with Christopher Thornberg
Economist Christopher Thornberg examines the gap between economic narratives and economic data, with a 2025 outlook for the U.S. economy, California, housing, interest rates and longer-term financial risks.
Private Lending Through Market Cycles with James Perry
James Perry discusses lessons from decades in private real estate lending, including location, borrower equity, diversification, exit strategy, loan structure and managing risk through changing markets.
From Alliance Portfolio events
In the room where the market gets discussed.
Sessions from the Alliance Portfolio Alternative Investment Summit and 2025 Outlook, published March 2025. Historical event perspective: commentary reflects conditions at the time of recording.
Alliance Portfolio Alternative Investment Summit & 2025 Outlook
A preview of Alliance Portfolio’s 2025 summit, bringing together perspectives on the economy, private lending, estate and asset-protection planning, and California lending compliance.
Watch videoThe Economy, Housing and the Stories We Tell Ourselves with Christopher Thornberg
Economist Christopher Thornberg examines the gap between economic narratives and economic data, with a 2025 outlook for the U.S. economy, California, housing, interest rates and longer-term financial risks.
Private Lending Through Market Cycles with James Perry
James Perry discusses lessons from decades in private real estate lending, including location, borrower equity, diversification, exit strategy, loan structure and managing risk through changing markets.
Asset Protection and Estate Planning with Jeff Verdon
Estate-planning attorney Jeff Verdon discusses litigation risk, asset protection, real estate ownership structures, trusts, and strategies for preserving wealth across generations.
California Private Lending Compliance with Christopher Donovan
Doss Law attorney Christopher Donovan reviews California legal and compliance developments affecting private lenders, including business-purpose loan classification, usury, loan modifications, and foreclosure requirements.
Explore all insights
The full library.
The Economy, Housing and the Stories We Tell Ourselves with Christopher Thornberg
Private Money Lending: What It Is and When It Makes Sense
Private Lending Through Market Cycles with James Perry
Why Borrowers Use Private Money
Alliance Portfolio Alternative Investment Summit & 2025 Outlook
Asset Protection and Estate Planning with Jeff Verdon
California Private Lending Compliance with Christopher Donovan
Who writes this
The perspective here comes from the people who make the decisions.
Alliance Portfolio underwrites, funds and services its own loans. What is written here is what that work has taught, not commentary from the outside.