Success Story
A Fidelis investor needed to close quickly on a new residential property purchase in Arizona but had most of their liquidity tied up in another single family residence that had not yet sold. Due to timing, conventional financing was not feasible, so the investor needed a short-term solution allowing them to act quickly while leveraging existing equity.
Fidelis Private Fund provided a $818,000 first trust deed loan secured by a single-family residence in California and another in Peoria, Arizona, with a combined LTV ratio of 52%.
Exit Strategy
Loan repayment will be made upon the sale of the California property.
Value Added
Fidelis provided a flexible and timely lending solution that allowed the borrower to act quickly in a competitive market. By leveraging equity in an existing asset, the investor could secure a new opportunity without having to wait for liquidity. This transaction highlights Fidelis’s ability to structure secure, creative bridge loans that support investor momentum and growth, even when conventional timing doesn’t align.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.