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...
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...
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 referred client was seeking a reliable construction lender to fund the construction of five accessory dwelling units (ADU) in three detached buildings on a property in San Diego, CA. The project also incorporates a newly remodeled single-family residence, bringing the total to six multi-family...
A repeat client who owned a single-family investment property valued at over $700,000 initiated plans to develop a six-unit multifamily building on the site in San Marcos, CA. In order to finance the early development costs, the client needed a bridge loan. The property was already encumbered by...
A repeat client requested a modification and additional advance on a $670,250 acquisition loan Fidelis Private Fund previously provided for a single-family residence in San Diego, CA. Now that the client has received building permits to construct six additional dwelling units (ADUs) and convert...
A referral from a Fidelis limited partner required additional funds to complete the construction of a single-family residence in Rancho Santa Fe, CA. The project was about 85% complete when Fidelis stepped in to provide the necessary funds to finish construction.
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.
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...
A well-established brokerage client who has worked with Fidelis before represented a customer seeking a bridge loan. The purpose of the loan was to renovate and secure new tenants for a multi-tenant industrial office/warehouse complex in San Diego. This property includes three parcels and...
A reputable repeat brokerage client approached Fidelis because their client was facing a timing challenge. The client needed to close on the purchase of a property before the sale of another property had sold, which was intended to provide the down payment on the purchase. Fidelis stepped in to...
A client referral wanted to expedite the construction loan process and needed a lender to accommodate them in providing a loan to build a single-family residence in Murrieta, CA.
A repeat client needed to refinance an existing residential duplex investment property in San Diego as a bridge loan in preparation for adding additional units to the property.
A client approached us seeking to refinance a single-family investment property in downtown San Diego. The borrower’s loan was maturing, and he needed to refinance it to allow time to sell the property.
A new client approached us seeking to purchase a single-family investment property in Escondido, California, for $1,250,000. However, they desired a larger loan than we were willing to fund. Fortunately, the client owned another free and clear single-family investment property. By being...
A repeat client acquired a single-family investment property in Oceanside, California, through a probate sale for $1,550,000. The purchase was financed with a seller carryback loan of $1,000,000 that now needs to be paid off. Since acquiring the property, the client has made significant...
A repeat client needed funds to finish rehabbing an investment property. Instead of selling a property with substantial equity, the borrower requested a cash-out loan secured by a multi-family property just north of downtown San Diego, CA.
A long-time client and repeat borrower needed funds to purchase a single-family residence in Los Angeles, where the client resides. The borrower also wanted a line of credit secured by two investment properties. Based on the strong client relationship, Fidelis was able to help the client.
A repeat client needed to access the equity in a free and clear commercial land parcel entitled for a C-store, gas station, and car wash. Rather than selling the property, the borrower wanted immediate access to the equity via a cash-out refinance loan for other investment opportunities.
A long-time client needed funds to take out a seller carry-back note and remodel an entry-level residential condo in El Cajon, CA.
