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Fidelis Private Fund

$800,000 Purchase/Bridge Loan
$800,000 Purchase/Bridge Loan

A client referral and real estate investor needed a loan to acquire a dilapidated single-family residential investment property in San Diego with added-value potential. The borrower also wanted to utilize the equity capacity in another free and clear investment property as cash down for the...

$2,070,000 Refinance/Const. Loan
$2,070,000 Refinance/Const. Loan

A repeat client purchased a single-family investment property on a large lot and obtained the entitlements to remodel the SFR and add six additional units creating substantial value. The borrower needed a construction loan to refinance the acquisition loan and provide funds for the construction...

$406,000 Refinance/Bridge Loan
$406,000 Refinance/Bridge Loan

A repeat client, businessman, and real estate investor needed an acquisition loan to purchase a large ranch property in San Diego County, including two single-family residences and outbuildings on one parcel.  The borrower needed to close fast and needed a lender who could perform and meet the...

$1,575,000 Refi. Cash-Out/Perm. Loan
$1,575,000 Refi. Cash-Out/Perm. Loan

Fidelis provided a $1,265,000 construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...

$4,800,000 Refi. Cash-Out/Perm. Loan
$4,800,000 Refi. Cash-Out/Perm. Loan

Our existing bank had a client who administered a trust that owned two commercial properties, one in Jacksonville, Florida, and one in Dripping Springs, Texas. Both were owned free and clear. The trust needed to refinance the properties with conventional financing and pull cash out for...

$581,250 Refi./Permanent Loan
$581,250 Refi./Permanent Loan

A long-time client received construction financing from Fidelis a year ago to build an ADU on a SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...

$492,000 Refi./Permanent Loan
$492,000 Refi./Permanent Loan

A long-time client received construction financing from Fidelis a year ago to build an ADU on an SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...

$390,000 Refi./Permanent Loan
$390,000 Refi./Permanent Loan

A repeat client needed to quickly buy out a partner last year on a single-family investment property in Escondido, CA, and utilized the services of  Fidelis Private Fund to do that. The exit strategy at the time was to refinance with permanent financing within a year.