Performance
What Makes Us Different
Mark Pate, Founder of Alta Capital Management, and Matt Lavinder, Founder and President of New Again Houses®, bring years of experience in capital management and real estate franchising to New Again Houses®. Together, they offer a smart investment opportunity where franchise owners can build successful, data-driven businesses using proven systems. With clear processes, careful market research, and a focus on steady growth, New Again Houses® stands out as a reliable and results-driven leader in the home renovation industry.
Mark studied the academic research on investing while earning his PhD, and concluded the following about investing in the US stock market:
Consistently Outperforming Market Average
It is difficult to beat the stock market average on a consistent basis.
Limited Strategy Persistence
Investment strategies do not persist for extended periods of time.
Costly and Mistimed Derivatives
Derivative investments for mitigating volatility can be expensive and mis-timed.
Market Timing Inefficiency
It is a fool’s errand to try to time the market to avoid volatility.
Risk & Horizon Alignment
Considering an investor’s time horizon and risk tolerance is important.
The stocks and bonds performance is for the period 1928 through 2024. Past performance is not a guarantee of future return.
Total Annual Return
The graph below presents a year-by-year comparison of Alta’s performance relative to the US stock and bond market’s performance. Past performance is not a guarantee of future return.
Alta Compared to US Stocks and Bonds
Hear from Our Investors
"My business partner and I have been running a real estate investment business for over 8 years and our bandwidth got considerably more limited last year so we looked for something much more passive, which is when we came across Alta Capital Management as a great solution for us.
We transferred the available funds from that real estate investment business and have been able to get our time back, spending less than 1 hour a month getting caught up to speed on how the investment is doing and see it's consistently earning around 10% per year. What I love about working with Alta Capital Management is that I know several of the key figures involved in the business and really like and trust their integrity. Mark does a great job of simply and efficiently communicating how the funds are performing, what the risks are, how ACM is navigating risks and continuing to invest our money well."
— Josh, investors since 2024
“The combination of Mark’s business acumen and Matt’s ability to evaluate properties and attract top-notch business associates has resulted in an amazing investment opportunity.
Mark and Matt’s ability to work together to achieve nearly 100% capital utilization is the driver to achieving stock market returns at about one-half or better risk. These guys really understand the business and, in addition to capital utilization, leverage that knowledge by employing and sticking to proven work processes.”
— Jack, investors since 2014
“5 years ago, I purchased a New Again Houses franchise in East TN. The leadership at New Again Houses and Alta Capital was one of the driving forces behind my decision to purchase the franchise.
Alta has now provided a loan for over 20 properties, and I foresee them loaning on 10 more next year. Alta has always been more than fair on the fee structure, quick to provide funds, and flexible to deal with unique situations. I would not have been able to reach this level of success without the relationship with Alta Capital.
— Stephen, investors since 2021
