The Alison Company
The Alison Company is a commercial real estate mortgage banking firm founded in 1934 that originates, closes, and services loans on income-producing properties nationwide as a correspondent for life insurance companies and institutional lenders.
- Company typePrivate
- Founded1934
- HeadquartersNewport Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Alison Company does
The Alison Company is a full-service commercial real estate mortgage banking firm founded in 1934 and headquartered in Newport Beach, California. The company originates, closes, and services commercial mortgage loans on income-producing real estate including office, retail, industrial, multifamily, self-storage, hospitality, and marina properties. It operates as a loan correspondent for more than a dozen life insurance companies and over 20 additional commercial real estate lenders, including Symetra, TIAA, Aegon, Ameriprise, American Equity, and National Life Group. Loan sizes typically range from $500,000 to $50 million with an average around $4 million, and the company reports production in excess of $4 billion over the past ten years.
The firm's core offerings span three integrated service lines: loan origination (permanent, construction, bridge, and structured financing), loan closing (documentation coordination including title, surveys, tenant documents, and third-party reports), and loan servicing (payments, accounting, impounds, annual inspections, payoff procedures, and default administration). It currently services a portfolio of approximately 500 loans totaling approximately $1.2 billion on behalf of its lender partners, and reports a close rate above 95% on applications in process.
The Alison Company employs approximately 15 people across four regional offices in Newport Beach, San Diego, Scottsdale, and Santa Barbara, serving borrowers nationwide (with Nevada currently outside its active geography due to pending licensing). The firm is privately held following a 1996 succession from the founding Alison Family, and has grown through inorganic moves including the 1999 merger with Phoenix-based Access Commercial Mortgage and 2014 affiliations with Cornerstone Realty Finance and Scott Commercial Capital. Revenue is generated through transaction-based origination fees on closed loans and recurring managed-services fees on the serviced loan portfolio.
The Alison Company firmographics
Firmographics- Name
- The Alison Company
- Legal name
- The Alison Company
- Website
- https://alisonmortgage.com
- Company type
- Private
- Founded year
- 1934
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Alison Company is a commercial real estate mortgage banking firm founded in 1934 that originates, closes, and services loans on income-producing properties nationwide as a correspondent for life insurance companies and institutional lenders.
- Ownership category
- akta.pro rank
The Alison Company industry classification
Industry- Product category
- Commercial Mortgage Banking
- NAICS
- Mortgage and Nonmortgage Loan Brokers (52231)
- SIC
- Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Real Estate Private Credit (CRE Debt) (FSANADAG)
- akta.pro secondary industries
- Balance-Sheet / Portfolio CRE Lending (FSALADAG), Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO) (FSAHAIAB)
Keywords
Where The Alison Company is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
The Alison Company business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Loan Origination Fees: The company earns fees from originating commercial real estate loans including permanent loans, construction loans, bridge loans, and structured financing. The company has produced in excess of $4 billion in commercial real estate mortgage loans over the past ten years.
- Loan Servicing: The company services loans on behalf of lenders, currently servicing approximately 500 loans with over a dozen servicing lenders, totaling approximately $1.2 billion. Servicing duties include payments, accounting, impounds, annual inspection reports, end of year statements, payoff procedures, and insurance policies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Commercial Real Estate Loans - $500,000 to $50 million range |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
The Alison Company product offering
Product offeringCore offering
The Alison Company is a full-service commercial real estate mortgage banking firm that originates, closes, and services commercial real estate loans as a correspondent for life insurance companies and other institutional lenders. It produces permanent loans, construction loans, bridge loans, and structured financing for income-producing properties such as office, retail, industrial, multifamily, self-storage, hospitality, and marina assets, with loan sizes typically ranging from $500,000 to $50 million and a serviced portfolio of approximately 500 loans totaling about $1.2 billion.
Product overview
The Alison Company is a full-service commercial real estate mortgage banking firm offering a unified suite of services centered on income-producing real estate. The core offerings consist of three integrated service lines: Loan Origination (producing permanent loans, construction loans, bridge loans, and structured financing), Loan Closing (coordinating complex closing activities with complete documentation), and Loan Servicing (managing a portfolio of over 500 loans totaling approximately $1.2 billion). The company operates as a loan correspondent for life insurance companies and other commercial real estate lenders, providing a seamless borrowing experience from origination through closing and ongoing servicing.
Differentiator
Problem solved
Functional benefit
Products and services
- Loan Origination Origination of commercial real estate mortgage loans covering permanent loans, construction loans, bridge loans, structured financing, and other sophisticated financing vehicles for income-producing properties such as office buildings, retail shopping centers, industrial parks, distribution facilities, apartment buildings, self-storage facilities, hotels, and boat marinas; for commercial real estate owners, sponsors, and developers nationwide with loan sizes typically ranging from $500,000 to $50,000,000 and averaging about $4,000,000.
- Loan Closing Coordination and processing of all aspects of complex commercial loan closing activities, providing borrowers and lenders with complete documentation packages including title insurance, surveys, tenant documents, and third-party reports; delivered by an in-house closing department to borrowers and lender partners of The Alison Company.
- Loan Servicing Third-party loan servicing on behalf of over a dozen lender clients, currently covering approximately 500 loans totaling approximately $1.2 billion. Service duties include payment processing, loan accounting, impound administration, annual property inspection reports, end-of-year statements, payoff procedures, insurance policy tracking, assumptions, transfers, defaults, and foreclosures; provided to life insurance companies and other institutional commercial real estate lenders.
Quantifiable outcome
- Over $4 billion in commercial real estate mortgage loans produced over the past 10 years
- +2 more outcomes
Companies that use The Alison Company
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles1 record
The Alison Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Alison Company partnerships and signals
Strategic signalScale indicators6 records
Recent moves9 records
Expansion highlights4 records
The Alison Company competitors and assessment
Company assessmentDirect peers
- Lument: CRE capital markets firm offering investment sales, loan origination, and advisory for commercial and multifamily real estate. Comparable mid-market commercial mortgage banking platform with correspondent lender relationships.
- Berkadia Commercial Mortgage: Joint venture of Berkshire Hathaway and Jefferies providing CRE loan origination, servicing, and capital markets across multifamily and commercial property types. Directly comparable correspondent model with major life company capital partners.
- NorthMarq Capital: One of the largest privately held CRE mortgage banking firms in the U.S., specializing in loan origination, servicing, and capital markets for multifamily, senior living, and commercial properties. Closely comparable to Alison in correspondent-based origination and mid-market focus.
- Eastdil Secured: Private CRE investment bank owned by Wells Fargo that arranges debt and equity for institutional commercial real estate. Competes for high-end of Alis' deal range ($50M+ loans) with major life company and CMBS buyers.
- Hunt Real Estate Capital / ORIX Real Estate Capital: Combined CRE mortgage banking platform of ORIX USA, providing debt origination, servicing, and special servicing for multifamily and commercial property. Directly comparable correspondent model with insurance company capital.
Broad incumbents
- JLL Capital Markets: Global commercial real estate services firm with a sizable capital markets and debt origination business. Overlaps with Alison in commercial mortgage origination for institutional and mid-market clients.
- Walker & Dunlop: Public CRE finance company (NYSE: WD) offering origination, servicing, capital markets, and agency (Fannie/Freddie) lending. Larger and more diversified than Alison, but competes directly in commercial mortgage banking and servicing.
- Newmark Group: Public CRE services firm (Nasdaq: NMRK) with a capital markets division that originates and services commercial mortgages. Competes for similar borrowers and lender relationships, though at a much larger scale.
- JLL Real Estate Capital Markets (HFF legacy): Inheritor of Holliday Fenoglio Fowler's CRE debt platform; provides commercial mortgage banking, investment sales, and equity placement. Active in the same correspondent/insurance-company channels as Alison.
Emerging players
- SitusAMC (S3 Capital): CRE services and technology firm with growing capital markets and debt placement capabilities. Represents an emerging, tech-enabled competitor to traditional correspondent mortgage bankers like Alison.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
The Alison Company social profiles
Digital presenceThe Alison Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Alison Company leadership team
Management profileNumber of profiles
Profiles14 records
The Alison Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Alison Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Alison Company
What does The Alison Company do?
The Alison Company is a full-service commercial real estate mortgage banking firm that originates, closes, and services commercial real estate loans as a correspondent for life insurance companies and other institutional lenders. It produces permanent loans, construction loans, bridge loans, and structured financing for income-producing properties such as office, retail, industrial, multifamily, self-storage, hospitality, and marina assets, with loan sizes typically ranging from $500,000 to $50 million and a serviced portfolio of approximately 500 loans totaling about $1.2 billion.
Is The Alison Company a public or private company?
The Alison Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Alison Company founded?
The Alison Company was founded in 1934. It employs 11 to 50 people.
Where is The Alison Company based?
The Alison Company is headquartered in Newport Beach, United States, in the North America region.
How does The Alison Company make money?
Two revenue lines are on record. Loan Origination Fees are the primary driver. The others are loan Servicing.
Who are The Alison Company's main competitors?
Direct peers on record are Lument, Berkadia Commercial Mortgage, NorthMarq Capital, Eastdil Secured and Hunt Real Estate Capital / ORIX Real Estate Capital. Broad incumbents are JLL Capital Markets, Walker & Dunlop, Newmark Group and JLL Real Estate Capital Markets (HFF legacy). SitusAMC (S3 Capital) is listed as an emerging player.
Does The Alison Company have an API?
No public API is recorded for The Alison Company.
What industry is The Alison Company in?
The Alison Company's product category is Commercial Mortgage Banking. Its primary akta.pro industry code is FSANADAG, Real Estate Private Credit (CRE Debt), with a secondary code of FSALADAG, Balance-Sheet / Portfolio CRE Lending. Its NAICS code is 52231 and its SIC code is 6162.