Success Story
An experienced real estate investor was under contract to acquire a single-family residence on a large lot in a desirable San Diego neighborhood. Just four days before closing, the borrower’s conventional lender withdrew due to deferred maintenance concerns. With no time to renegotiate or delay, the borrower needed a fast, reliable lender to step in and ensure a timely close.
Fidelis Private Fund provided a $575,000 bridge loan secured by a first trust deed, structured to close quickly and preserve the borrower’s investment opportunity.
Exit Strategy: The borrower plans to refinance into long-term conventional financing once property improvements are complete.
Value Added
Fidelis acted decisively when traditional lending options fell through, leveraging its relationship-based approach to close within days. By focusing on the borrower’s experience and overall asset strength, Fidelis provided a practical solution that met immediate needs and set the stage for future growth.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.