Skip to content
Search
Close this search box.
(800)865-9011

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
2st Mortgage Residential

Property Types SFR, 2-4 Units, Condo
Lending Areas California
Interest Rate min 11%
Interest Rate max 14%
Term 1 year, 18 month, 2 year
Loan amount Minimum $100,000
Loan amount Maximum $1,000,000
Updated as of 2023-01-09

Second Mortgage
2nd Mortgage Commercial

Property Types Office, Industrial, Retail, Mixed-use, Land Entitled, Multi Family
Lending Areas California
Interest Rate min 12%
Interest Rate max 15%
Points Minimum 1st TD 2
Term 1 year, 18 month, 2 year
Loan amount Minimum $100,000
Loan amount Maximum $1,000,000
Updated as of 2023-01-09

Bridge Loan
1st Mortgage Commercial

Property Types Office, Industrial, Retail, Mixed-use, Land Entitled, Multi Family
Lending Areas California
Interest Rate min 10%
Interest Rate max 13%
Points Minimum 1st TD 1
Term 1 year, 18 month, 2 year
Loan amount Minimum $100,000
Loan amount Maximum $10,000,000
Points Maximum 1st TD 2
Updated as of 2023-01-09

Bridge Loan
1st Mortgage Residential

Property Types SFR, 2-4 Units, Condo
Lending Areas California
Interest Rate min 9%
Interest Rate max 12%
Term 1 year, 18 month, 2 year
Loan amount Minimum $100,000
Loan amount Maximum $10,000,000
Updated as of 2023-01-09

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
Occupancy Owner, Owner bridge, Vacant, Tenant
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 Lines 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