Sr. Vice President
2300 E. Katella Avenue, Suite 100
Anaheim, CA 92806
(949) 242-9278
(866) 575-4929
(888) 866-6290 fax
Morgan Ferris joined Alliant Capital in 2008. He came to Alliant after having served as Chief Credit Officer with IndyMac Bank's commercial lending group. There he helped to launch and grow the group into one of the most successful small balance commercial real estate lenders in the country with a nearly $1.0 billion dollar origination run rate. As its CCO, Morgan's job was to tailor IndyMac's program to meet the requirements of the Fannie Mae Small Loan Program. His main focus prior to becoming CCO was staffing the sales force and developing and implementing the IndyMac's product, process and pricing strategies for the newly formed group.
Before being hired away from the Washington Mutual Commercial Group to help start the IndyMac's commercial lending group, Morgan was Senior Vice President for Commercial Capital Bank ((CCB), purchased by Washington Mutual Oct. 2006). In 2005 and 2006, CCB originated over $4.0 billion of income property loans. Prior to CCB, Morgan was the Senior Loan Originator with Washington Mutual, Marcus & Millichap Capital and Hawthorne Savings. He has funded in excess of $750 Million in commercial and multi-family loans. Morgan holds an MBA from Chapman University in Orange, CA and a Bachelors of Science in Landscape Architecture from Cal Poly University in Pomona, CA.
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 David Boyles
Senior Loan Consultant
2300 E. Katella Avenue, Suite 100
Anaheim, CA 92806
(714) 464-6028
(949) 244-7304
(714) 456-0073 Fax
David Boyles came to Alliant Capital LLC in 2009 after six years with Washington Mutual, where he was both a loan consultant and staff real estate appraiser in the multi-family term lending department. Prior to Washington Mutual, he was a Portfolio Manager for a high net worth individual with substantial real estate holdings consisting of industrial, retail and office properties. David Boyles is a licensed Real Estate Broker and a Certified General Real Estate Appraiser in the State of California and has been professionally involved in real estate since graduating from USC in 1984.
“You handled everything in a very gracious businesslike manner, keeping me posted and making everything clear and simple. I was pleasantly surprised how smoothly the whole process went, and with so little effort on my part, to a timely finish. Just want to thank you for helping me make my financial position greatly improved with your advice and excellent service. I look forward to working with you again when I have the opportunity to acquire more income property” – Pauline Stewart, Oceanside, CA
“David – Sam and I could not have been your easiest clients, but from the moment this process began you never lost your patience, good cheer and obvious devotion to our best interests.” – Dan Lichtenstein, Redondo Beach, CA |
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 Don Frankman
Senior Loan Consultant
2300 E. Katella Avenue, Suite 100
Anaheim, CA 92806
(714) 464-6029
(949) 533-2377
(714) 456-0073 Fax
Don Frankman, Senior Loan Consultant is responsible for originating new loan production in California and the Western United States under the Fannie Mae DUS and 3 MAX Programs. He specializes in multifamily lending and has been a production leader during his 20-year career. Mr. Frankman brings significant real estate finance, commercial real estate valuation, and banking knowledge to Alliant Capital LLC.
Mr. Frankman’s prior work experience includes over 10 years as Vice President for Chase Commercial Term Lending Group and Citibank Commercial Real Estate Finance where he originated and underwrote over $2 billion in commercial loan originations throughout the Western United States. In addition, Mr. Frankman served as Chief Appraiser for American Savings, First Federal Savings and HomeFed Bank. He is a graduate from San Diego State University with a bachelor’s of science degree in Real Estate. |
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 Doug Lutz
Senior Loan Officer
1001 Bayhill Drive, Suite 200
San Bruno, CA 94066
650-616-4243
650-616-4248 (fax)
Doug Lutz joined Alliant Capital LLC in October 2009 with over 25 years experience in commercial real estate lending and loan administration, most recently as Director of Lending for California Mortgage and Realty, a $450 million private money lender. Previously, he was with Citibank as the Northwest Region Director responsible for over $1.6 billion in multifamily and commercial loan originations as well as management of a $10 billion loan portfolio. Mr. Lutz is a licensed California Real Estate Broker and holds a Bachelor of Science degree in Finance from California State University Northridge.
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Senior Loan Consultant
2300 E. Katella Avenue, Suite 100
Anaheim, CA 92806
(714) 464-6027
(949) 689-8851 cell
(714) 456-0073 fax
In 2009 Jeff Schoff was appointed senior loan consultant Alliant Capital LLC, a leading debt and equity financier as well as Fannie Mae DUS® lender. In this new role, he will be responsible for the origination of small multifamily loans throughout the United States with focused efforts in California.
Prior to joining Alliant Capital, Mr. Schoff served as senior loan officer for Centennial Bank in Fountain Valley, California. His primary objective was loan production in California, Arizona and Nevada for income properties using the bank’s portfolio programs that were multi term with fixed rates. Mr. Schoff performed site inspections, financial analyses and credit reviews as well as managed the presentation and oversaw funding through to the loan committee
As vice president for Key Bank Real Estate Capital, Mr. Schoff managed the western region of the Permanent Product Specialists (PPS) division which consisted of a portfolio in excess of $42 billion. As a PPS, he specialized in the financing of income properties for private investors leveraging Fannie Mae, Freddie Mac, life and pension, and conduit funding platforms. Serving as vice president for ARCS Commercial Mortgage Company, Mr. Schoff opened and managed offices in Orange County, California and Phoenix, Arizona. He originated loans in the $1 to $32 million range utilizing the Fannie Mae DUS program and conduit loan practices.
Mr. Schoff received his Bachelor of Arts degree in Industrial Technology with a Construction Option from the University of California at Long Beach. He also holds contractor and real estate licenses in the state of California.
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Multi-Family Lending 
