A repeat client and experienced real estate developer requested a construction loan to refinance an existing acquisition loan of a single-family residence in San Diego that is being converted into two units with plans to build another 10 ADU’s for 12 multi-family units.
A returning client and experienced real estate investor required a fast closing to acquire and obtain funds to remodel a 3BR/2BA residential single-family investment property in San Diego. This property holds the potential for increased value with an extensive remodel.
Our Fund is currently open to new investors or existing limited partners can easily add to their accounts. Fidelis, a real estate mortgage fund, prioritizes capital preservation and provides a consistent and competitive yield. Investors have the option to choose between fixed income returns or...
Success Story A client needed to close in less than seven days on the acquisition of a single-family residence just east of the North Park neighborhood in San Diego. The borrower needed a quick close on a purchase loan of a below-market property to remodel the house and add an ADU at the rear of...
Success Story A client owned a residential lot in Vista, CA, which was unusable due to its size and topography unless combined with the adjacent property. When the adjacent property, a single-family residence, went up for sale, the borrower needed a purchase loan within days to acquire it, along...
Success Story A returning client and experienced real estate investor required a fast closing to acquire and obtain funds to remodel a 5BR/3BA residential single-family investment property in the community of Clairemont in San Diego. This property holds the potential for increased value with an...
Success Story A client referral needed a fast-closing loan to pull out cash for remodeling four multi-family units in preparation for selling a property in Anaheim, CA. The property had a conservative first trust deed mortgage of $263,000. Fidelis Private Fund provided a $250,000 2nd trust deed...
Success Story A repeat client requested a loan to purchase an owner-occupied office building. The borrower secured the property at a significantly below-market price of $1,685,000, which equates to $144 per square foot. The actual market value exceeds $2,000,000, and after the borrower invests...
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...
