At Fidelis Private Fund, we pride ourselves on offering a wide range of investment vehicles to accommodate the diverse needs of accredited investors. Our fund performance speaks to our commitment to excellence, generating over a 9% annualized return for our investors. This impressive yield...
A Fidelis investor was facing a timing challenge. He needed to close on purchasing another investment property and needed some additional cash to close. The request was to tap the equity in his house for the business-purpose loan.
A repeat client required financing for constructing 13 ADUs (Accessory Dwelling Units) as a multi-family project in San Diego. Fidelis Private Fund already had an existing loan in place, which we seamlessly modified to support the construction of this project.
A repeat client needed a fast-closing loan to purchase an existing 10-unit apartment building in the community of North Park in the city of San Diego and didn’t have time to secure conventional financing. The property required updating, and the borrower plans to remodel the units with their own...
A repeat client requested a modification and additional advance on a $480,000 acquisition loan Fidelis Private Fund previously provided for a single-family residence. Now that the client has received building permits to construct four additional dwelling units (ADUs) and convert the existing...
A referred client needed to quickly close on a single-family residential investment property in Chula Vista, CA, for a fix-and-flip project. The borrower will cover the cost of property improvements out of pocket.
A repeat client and experienced real estate investor wanted to tap into his existing real estate equity to purchase a single family residential investment property in Chula Vista, CA as a fix and flip with almost no cash down. The borrower owned other investment properties with substantial...
A repeat client was seeking a reliable construction lender to fund the construction of eight accessory dwelling units (ADU) in three detached buildings on a property in San Diego, CA. The project also incorporates a detached single-family residence, bringing the total to nine multi-family units...
At Fidelis Private Fund, our outstanding reputation in the mortgage fund industry emphasizes our unwavering commitment to excellence and reliable performance. Our integrity and the deep trust our investors place in us are foundational to our success, influencing every aspect of our operations...
An experienced real estate investor and current Fidelis client needed to close quickly on the purchase of an older, dilapidated residential investment property in the Sherman Heights neighborhood, near downtown San Diego, CA. This property, bought at a below-market price, was marketed as a...
As an investor, diversification is key to managing risk and maximizing returns over the long term. This is especially true when investing in a mortgage fund like Fidelis Private Fund. With an understanding of the market, the Fidelis team strategically builds a diversified portfolio. The fund...
A repeat client and experienced real estate investor wanted to tap into his existing real estate equity to purchase a single family residential investment property in Chula Vista, CA as a fix and flip with almost no cash down. The borrower owned other investment properties with substantial...
A referred client was seeking a reliable construction lender to fund the construction of five accessory dwelling units (ADU) in three detached buildings on a property in San Diego, CA. The project also incorporates a newly remodeled single-family residence, bringing the total to six multi-family...
A repeat client who owned a single-family investment property valued at over $700,000 initiated plans to develop a six-unit multifamily building on the site in San Marcos, CA. In order to finance the early development costs, the client needed a bridge loan. The property was already encumbered by...
A repeat client requested a modification and additional advance on a $670,250 acquisition loan Fidelis Private Fund previously provided for a single-family residence in San Diego, CA. Now that the client has received building permits to construct six additional dwelling units (ADUs) and convert...
A referral from a Fidelis limited partner required additional funds to complete the construction of a single-family residence in Rancho Santa Fe, CA. The project was about 85% complete when Fidelis stepped in to provide the necessary funds to finish construction.
A client of Fidelis needed to refinance a 15-unit multi-family property in San Diego to pull cash-out and secure a long-term fixed interest rate. As the broker, Fidelis facilitated the loan arrangement through a commercial bank, obtaining favorable terms for the client.
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...
The fee structure is a critical component in real estate mortgage funds that can significantly impact investor returns. At Fidelis Private Fund, we’ve adopted a fee structure that aligns our aspirations with our investors, ensuring our mutual growth is linked. AdobeStock_527169980.jpeg A...
A well-established brokerage client who has worked with Fidelis before represented a customer seeking a bridge loan. The purpose of the loan was to renovate and secure new tenants for a multi-tenant industrial office/warehouse complex in San Diego. This property includes three parcels and...
