A repeat client, an experienced real estate investor, and a general contractor needed cash liquidity for another investment opportunity. Instead of selling his property to access the cash, he wanted a refinance a cash-out loan from a lender that was quick and hassle-free.
An experienced real estate investor and client referral purchased several residential properties all cash, and over the past year, entitled the properties for additional rental units. He now wanted to pull some cash out to purchase other investment property and have funds to remodel and build...
An experienced real estate investor and an excellent client needed a construction loan to transition a single-family residence into a multi-family property by keeping the house and converting the garage to a rental unit and constructing four units on the rear of the property for a total of 6...
In today’s economic environment, there are plenty of investment options, and they all come with some level of risk. Fidelis Private Fund is a direct portfolio lender specializing in commercial and residential investment real estate loans and offers accredited investors the opportunity to invest...
In real life, we don’t get trophies for merely participating. There are winners and losers, and we all desire to be the winners. However, there are several things we need to do to get there. Going from being average to good to great is impressive, but performing at an elite level is where most...
A repeat client of Fidelis Private Fund inquired about a purchase money loan to acquire a single-family residence as his primary residence. The borrower needed a long-term loan while also needing to close within two weeks. The self-employed borrower turned to Fidelis for the guidance that they...
A repeat client had purchased a residential adult care facility with private financing and wanted to refinance the higher-cost debt with conventional long-term debt at a low fixed rate. Through our extended network of real estate lenders, we found for the borrower the best lender to provide an...
A repeat client had purchased several residential adult care facilities with private financing and wanted to refinance the higher-cost debt with conventional long-term debt at a low fixed rate. Through our extended network of real estate lenders, we found for the borrower the best lender to...
Jim Rohn said, “Time is more valuable than money. You can get more money, but you cannot get more time.” Making better use of our time also generates freedom and less stress in our lives. There are many ways through better time management we can improve our efficiency and be more...
A repeat client and successful real estate broker was in contract to purchase a residential duplex with two detached residential units and needed to close in less than a week. The borrower is an experienced real estate investor and plans to remodel the improvements and increase the rents.
Fund control plays a vital role in mitigating risk for all parties involved in the construction project. A construction fund control is a process where a third party manages the proper funding of the project. They verify the construction budget, draw documentation, and work progress, to help...
A client referral was in contract to purchase a former neighborhood fire station in Fallbrook, CA, below-market. The borrower plans to remodel the improvements into a residential care facility or group home, which is believed to be the highest and best use.
A repeat client negotiated below-market price to purchase a single-family investment property that needed some cosmetic improvements
A repeat client needed to close on the purchase of a residential duplex investment property in less than a week. It was a historical residence in the community of Golden Hill, San Diego. The borrower had some cash from a 1031 exchange and a lot of equity tied up in another residential investment...
I have been in real estate financing business for over 30 years. I consistently work with real estate brokers to finance the investment property transactions that come my way. It’s incredibly important how a broker conducts business and treats people. The right real estate broker can make...
A repeat borrower who is an experienced general contractor needed a quick bridge loan to purchase a single-family investment property with a San Diego bay view. It needed to close in less than a week.
A repeat client needed a construction loan to build 17 apartment units in National City, CA. The borrower wanted a conventional lender with competitive pricing that would accommodate financing for an owner/builder. As it is with many of our clients, private money is not always needed. Fidelis...
There are numerous benefits to investing in a mortgage fund. Click here for a list of benefits. However, one benefit not often talked about is a hedge against inflation. In the last year, to fight the COVID-19 pandemic, the government injected over 2.5 trillion dollars into the US economy. These...
With access to the internet and the overwhelming amount of information that we have instant access to gives us the illusion that more options are good. It’s like drinking water from a firehose. We are told our options are limitless. We can do anything if we merely put our mind to it. This is not...
Fidelis was the existing lender where the client initially needed a quick refinance cash-out bridge loan on a residential condo investment property with oceanfront views in La Jolla, CA. Once Fidelis funded the acquisition and bridge loan, Fidelis immediately started the process to help the...
