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  • Aloha LTD Income Fund

  • 3601 Arapahoe Ave, Boulder, CO 80303, USA
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 Aloha LTD Income Fund
Strategy

The Aloha LTD Income Fund is a private lending vehicle designed for investors who seek passive income and consistent, low volatility returns.

It offers an excellent way to gain exposure to 40+ US residential real estate markets, via short-term bridge loans to sophisticated investors on value-add single-family and multi-family projects.

This diversified Fund is a blended portfolio, constructed of loans that remain on its balance sheet, as well as using its cash to originate loans for sale to institutional capital partners.

Aloha Capital has grown rapidly through its 7.5+ year history, having originated over 2,500 loans with a value of $450 million. Aloha's founders have managed successful alternative investment funds continuously for clients since 1997.

 Reliable Returns

Our team of lending experts has produced a stellar 7.5+ year track record of success. We have consistently provided high-yield, low volatility returns.

 Enhanced Liquidity

A residential real estate investment that is more liquid than owning property or individual notes. Monthly additions and quarterly withdrawals of capital.

 Completely Passive

Investing in our note Fund requires zero work by you. Investors simply receive completely passive interest income payments, monthly (or as earned), deposited directly to their bank account via ACH.
 
 Diversified Portfolio

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.  

 Income

Investors receive monthly reports on their account and details on the portfolio of loans. You decide to receive monthly (or as earned) income via direct transfer into your bank account, or compound returns.

 Third Party Oversight

​
Aloha uses an outside Fund Administrator to review all accounting and produce the final monthly returns.  Account statements are emailed directly to investors each month. The Fund is audited annually.

Testimonials

​“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.”

Randy Bensen
Investor since 2015


“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.”

Jacki Stroehmann
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. “

Jack Hamilton
Investor since 2015

Company Info

 Aloha LTD Income Fund
Company

Aloha Capital was created by real estate investors, for real estate investors. We offer fast, flexible, and reliable financing at competitive rates to help you leverage your experience and take advantage of real estate investment opportunities.

Whether your investment strategy is to fix & flip, buy and hold turnkey rentals, invest in short-term vacation rentals, BRRRR to build your rental portfolio, or build properties from the ground up… we have you covered!  We understand your strategy and founded Aloha Capital to help you succeed and grow!

We offer short-term bridge and construction loans for acquiring or refinancing your investment properties as well as permanent financing for individual or portfolios of stabilized rental properties. We lend on 1-4 unit residential properties and 5+ unit multifamily & mixed-use properties.

Strategy
Aloha Fund is a diversified and blended portfolio, constructed of loans that remain on its balance sheet, as well as using its cash to originate loans for sale to numerous institutional capital partners.

Management Team
Aloha’s founders have been successfully managing investment funds together since 1997. Steve, Chris and Kevin oversee the strategy and operations of both the lending and investment management businesses. 

  
Steve Sapourn
Steve sets underwriting guidelines and portfolio allocation – focused on maximizing returns and mitigating risk. He's managed investments in a variety of asset classes for 25+ years and created quantitative trading strategies in the futures, stock, and volatility markets.

He’s also served as portfolio manager for a Fund of Funds, where he analyzed hundreds of alternative investment strategies. Steve has deep experience in real estate and a history of investing in commercial and single-family residential projects.

  
Christopher Jones
Chris oversees business development, investor relations and capital partnerships. With 25 years of experience in alternative investments, Chris has raised $250 million in assetsand has been instrumental in growing four companies.

Through firms like Sapourn Financial Services, Dekker Capital Management and Diamond Peak Capital, he’s delivered solid absolute returns across varied market cycles.

  
Kevin Hill
Kevin oversees operations, compliance, underwriting, marketing and sales efforts. He has more than 15 years of experience in the alternative investment space, including managing operations at AlphaMetrix–a managed account platform with $3 billion in assets.

He has grown several financial services and technology businesses through execution of technology, process, people and partnerships.

Investment Highlights

 Aloha LTD Income Fund
Residential Lending Investment Fund

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:
  • 8% Annual Net Return Target
  • $100K Minimum Investment 
  • Monthly Interest Income Distributions or Compounding
  • No Lockup, Quarterly Withdrawals

Performance
We are excited that the Fund has delivered 90+ straight positive months of return that are uncorrelated to the stock market.

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. 
current

The Fund’s portfolio of loans has shifted from the first three years of operation where higher returns were generated from a portfolio that had greater LTV risk than our current strategy.

This included high leverage loans to a small group of underlying borrowers. In 2018, we shifted the Fund to its current strategy, which continues to provide high yield current income, but with additional downside protections in place.

Investor Friendly Terms
The Fund is liquid for a real estate lending pool, offering monthly entries and quarterly redemptions, with 45 calendar days’ notice.

 

Financial Snapshot

  • Investment Type: Real Estate
  • Offering Type: Equity
  • Funding Goal: $10,000,000
  • Minimum Investment Amount: $100,000

Financial Highlights

    • 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:
      • ​8% Annual Net Return Target
      • $100K Minimum Investment 
      • Monthly Interest Income Distributions or Compounding
      • No Lockup, Quarterly Withdrawals

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Documents

Project Title Document Title Action
Aloha LTD Income Fund Subscription Agreement View
Aloha LTD Income Fund PPM View
Aloha LTD Income Fund Investor Questionnaire View
Aloha LTD Income Fund LLC Agreement View

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Frequently Asked Questions (FAQ)

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Investment Summary

  • Deal Type: Investment
  • Sponsor: Aloha Capital LLC
  • Hold Period: 1 Year
  • Investor Yield: 8%
  • Funding Goal: $10,000,000
  • Investment Type: Real Estate
  • Min. Investment: $100,000
  • Aloha LTD Income Fund

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