A returning client needed funds to purchase his business partner’s share in a commercial office building in Vancouver, Canada. Based on a long-time relationship, Fidelis was able to facilitate the request quickly with a cash-out refinance secured by a free and clear single-family...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW When it comes to investment opportunities, high net worth investors often gravitate towards those investments that promise both return, stability, and quality. Regarding mortgage funds, one critical factor deserves attention for its...
In the complex world of real estate investing, achieving a balance between risk and return is crucial. One strategy that has proven invaluable in this pursuit is strategic portfolio diversification with alternative investments. While traditional assets like stocks and bonds have their merits...
Fidelis Limited Partners and Prospective Limited Partners: An introduction to how the yield is calculated specifically for real estate mortgage funds and factors affecting yield in this particular investment arena. For generations, real estate has been a go-to investment avenue, offering both...
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
A client was seeking to purchase a multi-tenant retail strip center in Temecula, California, where they occupied a portion of the space as a tenant. The borrower wanted to limit the cash down payment and utilize additional equity in other properties owned as a way to maximize leverage.
A repeat client was seeking a quick close to purchase a single-family investment property in the beach community of Encinitas, CA. This property offers the potential for added value in its existing dilapidated state.
A client referral was searching for a construction lender to fund the construction of nine apartment units that already included two newly remodeled single-family residences in front of the property in National City, California. Once complete, it will be an 11-unit multi-family property.
An existing client needed a reliable lender to provide a bridge loan for the borrower, entitling the property for 30 apartment units on a prime property in the heart of Golden Hill, a community just east of Downtown San Diego.
A repeat client required a fast closing to pull cash out of an existing income property for another investment opportunity.
A returning client required a fast closing to acquire a single-family investment property in San Diego. This property holds the potential for increased density by constructing multiple Accessory Dwelling Units (ADUs) at the rear of the premises.
A repeat client was looking to refinance his rental investment property in Pasadena, California, and take out additional funds to be utilized on his other rentals. Fidelis Private Fund does not offer permanent, long-term financing. However, we negotiated with a lender who could fund the loan for...
A repeat client wanted to refinance his primary residence and take out additional funds to expand his business. Fidelis Private Fund does not fund owner-occupied residential loans. However, we negotiated with a lender who could fund the loan for the borrower while providing the best terms...
A returning client of Fidelis Private Fund sought to replace an expiring commercial line of credit with more advantageous terms. This financing was to be secured by a 2-unit commercial retail property in the heart of North Park, a vibrant San Diego, California community. The borrower’s aim...
A loyal client of Fidelis Private Fund was seeking to refinance his multi-tenant retail investment property and access additional funds for diversifying his investment portfolio. The 1st Trust Deed loan was secured against a 3-unit commercial retail property situated in Barrio Logan, a San...
Fidelis provided a $1,265,000 construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
A repeat client needed a construction loan to build one rental unit (ADU 3BR/2BA) on top of a two-car detached garage in the rear of the property fronting the alley in the Point Loma area of San Diego. There is an existing single-family residence in front of the existing two-car garage that will...
A returning client, a real estate investor, requested a loan to buy a single-family home in San Diego with the potential for added value.
A repeat client was in escrow to purchase a single-family investment property and needed a lender that would perform fast and accommodate a loan modification later in the loan term when permits were obtained for additional rental units in the form of Additional Dwelling Units (ADU’s) that will...
