Success Story
A client required a conventional loan to buy a single-tenant, owner-occupied office/warehouse condominium in Chula Vista, CA. Fidelis Private Brokerage co-brokered the loan with Secure Funding Group to secure the loan, and successfully arranged financing with a local bank, obtaining favorable terms for the client.
Fidelis Private Brokerage secured a 1st Trust Deed loan of $795,000 to facilitate the purchase of this owner-occupied commercial building, representing a 75% loan-to-value (LTV) ratio.
(The subject loan was not funded by Fidelis Private Fund but instead arranged by Fidelis Private Brokerage, acting as the broker on the transaction).
Value Added
The Fidelis Private Fund helped the borrower arrange an excellent conventional loan that met the client’s needs.
Our goal is complete customer satisfaction. If the loan request doesn’t fit Fidelis Private Fund as a direct lender, we find the right lender with the best terms for the borrower.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.