Northern Alliance Trust
By:
Northern Alliance Financial
Northern Alliance Trust provides investors with access to the private lending market, through a fund of mortgages to ensure a steady stream of income, and preserve invested capital.
Location
Alberta
British Columbia
Risk Profile
Low - Moderate
N/A
Min. investment
$50,000
Investment Strategy
Fixed Income
ARR
Class A: 6%, Class B: 8%
Horizon
Open-Ended
Introduction
The mutual fund trust gives investors access to the private lending market, secured by mortgages registered on real property and proven cash flow. NAT’s strategy is to focus on a balanced portfolio of first and second mortgages with smaller capital outlay, resulting in a high level of diversification in the mortgage portfolio. NAT provides quarterly distributions as an income producing fund, providing investors a steady stream of income while preserving invested capital.
Key Reasons to invest
Gain Exposure to the Private Lending Market
Private mortgage lenders have flexible lending parameters, providing more options for borrows that don’t fit the mold of banks and institutional lenders. Because private and second mortgages carry a perceived higher level of risk, lenders charge higher interest rates accordingly.
Registered Fund Eligible
Invest now with your RRSP, TFSA, RESP, LIRA, or RRIF accounts.
Diversification
Focus on balanced first and second mortgages with smaller capital outlays ensures portfolio diversification and stability.
Project Overview
Class A and B shares are available:
Class A units are paid first to a maximum of (6%)* The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.
Class B Units have no return cap, with a targeted return of eight percent (8%)* The Trust is registered with Canada Revenue Agency and can accept all registered investments including RRSP, RESP, LIRA, TFSA and others.
Location
Northern Alliance Trust specializes in private lending in major cities in British Columbia, Alberta, and Manitoba.
Multimedia
Brick by Brick Ep.3 with Northern Alliance Trust
Developer Overview
Northern Alliance Trust (NAT) is a diversified quasi mutual fund trust that invests solely in mortgages. This fund gives investors access to the private lending market, secured by equity in real property. Shelter Lending is Northern Alliance Financial Corporation’s sister company which lends money to individuals that can’t secure financing with a bank. Shelter Lending arranges mortgages forNAT and the loans are always secured against real property. Shelter Lending has a rigorous process in place for underwriting our mortgages that ensures only the best mortgages are funded and placed in the fund’s portfolio.