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Fidelis Private Fund

$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.

$2,440,000 Refi./Permanent Loan
$2,440,000 Refi./Permanent Loan

A long-time client needed to refinance an existing conventional loan secured by two retail properties on two separate parcels in the area of Mission Gorge in San Diego. The borrower’s objective was to refinance the loan with no cash-out and secure it with only one of the properties releasing the...

$2,437,500 Refi./Permanent Loan
$2,437,500 Refi./Permanent Loan

An experienced real estate investor and repeat client of Fidelis Private Fund needed a long-term/conventional loan with cash out to refinance an existing bridge loan on an existing 7-unit apartment, cottage-style, in North Park. The borrower wanted a conventional lender at the lowest interest...

$800,000 Refi./Rehab+ Loan
$800,000 Refi./Rehab+ Loan

A repeat client who is a general contractor owns a single-family investment property in Oceanside, CA, and needed a loan to remodel the existing improvements and add two additional rental units (ADUs) turning it into a three-unit property, substantially increasing the value.

$100,000 Purchase/Bridge Loan
$100,000 Purchase/Bridge Loan

A client referral was in the process of purchasing a single-family residential four-acre improved lot for $485,000 in Poway, CA, just north of San Diego. The borrower was planning on purchasing all cash; however, due to unforeseen circumstances within 7 days of closing, the borrower was short...