ALOHA LTD INCOME FUND
8% Annual Net Return Target
A managed portfolio of first position, short-term loans on residential investment properties in top performing markets in the United States.
This provides accredited investors with consistent income and wealth preservation.
$100K Minimum Investment
Monthly Interest Income Distributions or Compounding
No Lockup, Quarterly Withdrawals
We are excited to that the Fund has delivered 90+ straight positive months of return that are uncorrelated to the stock market and economic environment. As of June 2022, the Fund has generated a 101.35% Total Return which outperformed the S&P 500 over the same time period (Jan. 2015 to June 2022) without the five major drawdowns that S&P 500 investors experienced.
The Fund’s portfolio of loans has shifted dramatically from the first three years of operation where the higher returns were generated from portfolio that had considerably higher risk than our current strategy. This included super high leverage loans to a small group of underlying borrowers. In 2018, we shifted the Aloha LTD Income Fund to its current strategy which continues to provide high yield current income, but with significant downside protections in place.
The Aloha LTD Income Fund is used as a source of origination capital for Aloha Capital, an affiliated Nationwide Lender, that underwrites and originates $200M (annually and growing) of short-term bridge loans collateralized on investment properties with personal guarantees by the underlying borrower(s).
A majority of the loans linked to the Fund meet securitization market or institutional investor credit guidelines allowing for a significant portion of the portfolio to be sold to the secondary market within days or weeks of origination.
This strategy of selling away tail-end risk, along with Aloha Capital’s institutional underwriting capabilities, results in a portfolio that delivers a high-yield (8% Target) and lower risk return (compared to holding notes to term) from a diversified pool of notes early in their life cycle.
Our team of lending experts has produced a stellar 7+ year track record of success. We have consistently provided high-yield, low volatility returns.
A residential real estate investment that is more liquid than owning property or individual notes. Monthly additions and quarterly withdrawals of capital.
Investing in our note funds requires zero work by you. Investors simply receive completely passive, interest income payments every month, deposited directly to their bank account via ACH.
Gain instant access to a diversified pool of 1st position, short-term bridge loans on residential real estate in 40+ markets. In addition, by investing in the fund you get to instantly deploy your capital into a diversified asset.
Investors receive monthly reports on their account and details on the portfolio of loans. You decide to receive monthly income via direct transfer into your bank account, or compound returns.
Third Party Oversight
The Fund employs two third party CPA firms, one for monthly accounting and one for annual audited financial statements. This redundant structure provides our investors with maximum safety.
“I’ve been an investor in Aloha LTD income fund since 2015 and greatly appreciate the job Aloha has done on my behalf. The Fund has cranked out positive returns month after month, with minimal volatility. The consistent income has been beneficial. Having known the principals of Aloha Capital for 20+ years, I find them to be trustworthy and forthright professionals who are readily available whenever I need them. I would recommend investing in the Aloha Fund.”
Investor since 2015
“I have been investing with Steve and Chris for over 20 years now, including currently in Aloha LTD income Fund. I have known them both to be 100% honest and extremely responsive to any questions or concerns that may arise. The Fund has had positive returns for over 60 straight months and counting! In these tumultuous times that is truly remarkable. I would highly recommend this investment and would be glad to speak personally with anyone interested. “
Investor since 2015
“I am an emergency department physician and have been invested with Aloha since they were established. I have both personal and pension funds with Aloha which amount to a significant portion of my net worth. What I particularly like is the fact that with my personal funds, I am able to get monthly income directly deposited into my personal bank account. Since I have invested in Aloha from December 2015, there has never been a negative month. This kind of stability has given me the opportunity to work less shifts that I have in the past.“
Investor since 2015
Aloha’s founders have been successfully managing investment funds together since 1996. Steve, Chris and Kevin oversee the strategy and operations of both the lending and investment management businesses.
INVESTOR FRIENDLY TERMS