Success Story
A business owner needed fast financing to acquire a light industrial property for owner occupancy. Conventional financing could not meet the required closing timeline, putting the purchase at risk.
Fidelis Private Fund provided a $300,000 first trust deed purchase bridge loan to facilitate the acquisition of the property, which will serve as the borrower’s long-term business location. The loan was conservatively structured at 66.7% Loan-to-Value (LTV).
The borrower plans to refinance into long-term SBA 504 or conventional commercial financing.
Value Added
This transaction demonstrates Fidelis Private Fund’s ability to provide fast, reliable acquisition financing for owner-user commercial properties. By combining speed, conservative leverage, and execution certainty, Fidelis helped the borrower secure a strategic business asset while positioning the loan for a successful long-term refinance.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.