Investor Outreach Aloha's Swell platform and evergreen fund appeal to accredited investors seeking fixed rate real estate notes. Opportunity to scale by partnering with RIAs, family offices, and broker dealers to funnel new capital into Swell notes and the Aloha Income Fund, with co branded marketing and streamlined onboarding.

Cross Sell Financing Leverage existing expertise in investment property financing to upsell fast, flexible bridge and construction loans to developers and redevelopers, while offering permanent financing for stabilized single family and small multifamily properties to create a one stop financing solution.

Market Expansion Operate nationwide with data driven market targeting to identify under served or high growth housing markets where demand for development and remarketing remains strong, enabling faster deal flow and diversified risk.

Sustainability Focus Position as a sustainability aligned lender focused on safe, clean, and secure homes, amplified by potential financing for energy efficient upgrades and affordable housing projects to attract impact investors and public private capital.

Ecosystem Partners Develop strategic partnerships with construction tech platforms, real estate brokers, and property management services to build a scalable deal funnel, supplementing the fintech channel and expanding distribution through ecosystem collaborations.