Success Story
A seasoned investor sought expedited acquisition financing for a rural single-family residence in Ramona, CA. The time-sensitive purchase and short-term bridge requirement fell outside conventional lending parameters.
Fidelis structured a $675,000 first trust deed bridge loan against an appraised as-is value of $1,300,000, resulting in a 52% LTV and substantial equity cushion at close.
The borrower plans to refinance into conventional financing or sell following stabilization or favorable market conditions.
Value Added
Fidelis delivered a fast, flexible bridge loan enabling an experienced investor to capitalize on a compelling below-market acquisition. Conservative leverage and strong sponsorship reflect the disciplined, collateral-first underwriting that defines the Fidelis approach.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.