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Author page: John P. Lloyd

$1,700,000 Refi./Perm. Loan – Brokered
$1,700,000 Refi./Perm. Loan – Brokered

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.

$795,000 Purchase/Perm. Loan – Brokered
$795,000 Purchase/Perm. Loan – Brokered

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...