Success Story
When a family inherits real estate, navigating the estate settlement process can be complex, especially when liquidity is needed quickly to distribute funds among heirs while minimizing tax consequences. Traditional financing options often involve lengthy documentation, delays, and inflexible terms, which do not suit time-sensitive estate planning needs.
Fidelis Private Fund provided a 1st Trust Deed $1,745,000 bridge loan secured by a single-family residence, allowing the heirs to unlock equity and distribute proceeds efficiently.
Exit Strategy
The loan will be repaid in full within a few months using the borrower’s personal liquidity.
Value Added
Fidelis delivered a simple, relationship-based lending solution when timing and discretion were essential. By streamlining the approval process and focusing on asset value and borrower relationship, not red tape. Fidelis enabled the family to complete their estate plan without delay or complexity.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.