Success Story
A well-established family trust required bridge financing to unlock equity from the final two parcels of a legacy school campus, with proceeds needed to satisfy trust obligations prior to the close of sale. The unique ownership context and short-term nature of the need fell outside conventional lending.
Fidelis structured a $700,000 first trust deed cash-out refinance against an executed purchase price of $3,500,000, resulting in an exceptionally conservative 20% LTV.
The loan is structured as a bridge-to-sale with a clearly defined payoff event with the sale of the property.
Value Added
Fidelis delivered a fast, flexible bridge solution that allowed a trusted borrower to meet near-term obligations while an already-contracted sale moves toward closing.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.