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Alliance Portfolio

Provides consistent, predictable cash flow secured by a diversified portfolio of coastal California real estate. We are the premier hard money lenders in California.

Bridge Loan
1st Mortgage Commercial

Property Types Industrial, Land Entitled, Mixed use, Multi Family, Office, Retail
Lendding Area california
Loan amount Minimum $100,000
Loan amount Maximum $10,000,000
Interest Rate Minimum 10%
Interest Rate Maximum 13%
Points Minimum 1st TD 1
Points Maximum 1st TD 2
Terms 1 year, 18 month, 2 year
Updated as of 2023-01-09
Program Code LG67

Bridge Loan
1st Mortgage Residential

Property Types 2-4 Units, Condo, SFR
Lendding Area california
Loan amount Minimum $100,000
Loan amount Maximum $10,000,000
Interest Rate Minimum 9%
Interest Rate Maximum 12%
Terms 1 year, 18 month, 2 year
Updated as of 2023-01-09
Program Code LG66

Bridge Loan
2st Mortgage Residential

Property Types 2-4 Units, Condo, SFR
Lendding Area california
Loan amount Minimum $100,000
Loan amount Maximum $1,000,000
Interest Rate Minimum 11%
Interest Rate Maximum 14%
Terms 1 year, 18 month, 2 year
Updated as of 2023-01-09
Program Code LG69

Second Mortgage
2nd Mortgage Commercial

Property Types Industrial, Land Entitled, Mixed use, Multi Family, Office, Retail
Lendding Area california
Loan amount Minimum $100,000
Loan amount Maximum $1,000,000
Interest Rate Minimum 12%
Interest Rate Maximum 15%
Points Minimum 1st TD 2
Terms 1 year, 18 month, 2 year
Updated as of 2023-01-09
Program Code LG68

Summary of all Guidelines

Loan Types Bridge Loan, Hard Money Loan, Investment property Line of Credit
Property Types Cannabis Related, Industrial, Mixed use, Multi Family, Office, Restaurant, SFR, Strip Center
Lendding Area california
Loan amount Minimum $200,000
Loan amount Maximum $10,000,000
Interest Rate Minimum 10%
Interest Rate Maximum 14%
Points Minimum 1st TD 2
Points Maximum 1st TD 3
Terms 4 Years
Prepayment Penalty 6 months
Intended Occupancy Owner, Owner bridge, Vacant, Tenant

CAPITALIZE ON THE OPPORTUNITY

Alliance Portfolio is a full service, boutique, private money lender. We serve borrowers who have unique situations that do not meet strict institutional guidelines, while providing investment opportunities that are well secured and well underwritten with desirable returns on investment capital. We provide both borrowers and investors with the opportunity to capitalize on real estate investment opportunities.

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. With years of experience 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.

PERFECT REPORTING AND COMPLIANCE

As a Threshold Lender, Alliance Portfolio is regulated by the California Department of Real Estate and the California Department of Business oversight. Alliance Portfolio is required to provide all investment banking and enjoys a perfect reporting and compliance record with the regulatory agencies.

Alliance Portfolio is located in Aliso Viejo, CA. They offer financing for Bridge Loans, Hard Money Loans and Investment property Line of Credit. The property type they primarily lend against is SFR, Cannabis Related, Multi Family, Office, Industrial, Mixed use, Restaurant and Strip Center. Their minimum loan amount is $200,000. Their maximum loan amount is $10,000,000. They offer loans for a minimum Term of 1 year. Maximum duration of 4 Years. Although rates can change they are typically lending at a minimum rate of 10%. Maximum interest rate of 14%. Points charged are deal specific, but historically have charged a minimum of 2. Maximum points charged are 3.

These descriptions are limited information and meant for general reference purposes.
120 Vantis, Suite 515
Aliso Viejo, 
CA
 92656
CA DRE#02066939