$200,000 Purchase/Bridge Loan
An excellent repeat client and experienced real estate investor was in escrow to purchase a residential investment property at a below-market price in Reno, Nevada and needed a lender that could close fast.
$400,000 Refinance/Bridge Loan
A client referral needed a quick cash-out loan for other investment purposes secured by a free and clear single-family residential investment property in Long Beach, CA.
$800,000 Purchase/Bridge Loan
A client referral and real estate investor needed a loan to acquire a dilapidated single-family residential investment property in San Diego with added-value potential. The borrower also wanted to utilize the equity capacity in another free and clear investment property as cash down for the...
$315,000 Refinance/Bridge Loan
A repeat Fidelis client, an owner-builder/contractor, built a single-family residence he owned free and clear. The borrower wanted a short-term cash-out loan.
$2,070,000 Refinance/Const. Loan
A repeat client purchased a single-family investment property on a large lot and obtained the entitlements to remodel the SFR and add six additional units creating substantial value. The borrower needed a construction loan to refinance the acquisition loan and provide funds for the construction...
$406,000 Refinance/Bridge Loan
A repeat client, businessman, and real estate investor needed an acquisition loan to purchase a large ranch property in San Diego County, including two single-family residences and outbuildings on one parcel. The borrower needed to close fast and needed a lender who could perform and meet the...
$516,350 Refi. Cash-Out/Perm. Loan
A returning client sought to refinance their single-tenant industrial property in Spring Valley, California, to lock in long-term conventional financing and extract additional funds for other investment opportunities. Although Fidelis Private Fund does not specialize in providing permanent...
$500,000 Refinance/Bridge Loan
A repeat client who owned a mixed-use commercial property free and clear located in Spring Valley, CA, needed a loan to purchase the liquor store business that had leased the property for over 15 years. The improvements include a liquor store and a residential rental unit.
$200,000 Purchase/Bridge Loan
A client referral and real estate investor needed a loan to acquire a single-family residential investment property in San Diego with added-value potential. The purchase price was $840,000.
$1,210,000 Refi. Cash-Out/Perm. Loan
A repeat client needed a refinance/cash-out conventional loan secured by a single-family investment property owned free and clear. The proceeds were to be used for other investment purposes.
$4,800,000 Refi. Cash-Out/Perm. Loan
Our existing bank had a client who administered a trust that owned two commercial properties, one in Jacksonville, Florida, and one in Dripping Springs, Texas. Both were owned free and clear. The trust needed to refinance the properties with conventional financing and pull cash out for...
$1,770,000 Refi. Cash-Out/Perm. Loan
A repeat client owned, free and clear, a gas station property in Imperial Beach, CA, and needed a conventional lender to refinance a cash-out loan for other investment opportunities.
$448,000 Refi./Permanent Loan
A repeat client needed a conventional lender to refinance a bridge loan that Fidelis funded earlier in the year. The property type was a 2,300 sq.ft. office building in La Mesa, CA.
$581,250 Refi./Permanent Loan
A long-time client received construction financing from Fidelis a year ago to build an ADU on a SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...
$492,000 Refi./Permanent Loan
A long-time client received construction financing from Fidelis a year ago to build an ADU on an SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...
$390,000 Refi./Permanent Loan
A repeat client needed to quickly buy out a partner last year on a single-family investment property in Escondido, CA, and utilized the services of Fidelis Private Fund to do that. The exit strategy at the time was to refinance with permanent financing within a year.
$1,860,000 Refi./Construction Loan
A repeat client needed a refinance/construction loan to pay off a private money loan secured by single-family investment property on a large lot. The borrower plans to remodel and obtain permits to add five additional rental units for a total 6-unit multi-family project.
$760,000 Refinance/Cash-Out/Bridge Loan
A client referral recently built a residential duplex in the community of Hillcrest in San Diego, CA, and owned the property free and clear. The borrower needed a quick cash-out loan to buy out his partner.
$750,000 Purchase/Construction Loan
An excellent client, a general contractor, was in escrow to purchase a residential investment property with the potential to add additional rental units to the property. The borrower also wanted to utilize excess equity capacity in a few other investment properties as cash down for the...
$566,250 Purchase/Bridge Loan
A repeat client needed to close fast on purchasing a single-family investment property in San Diego. The property has the potential for increased density with the construction of multiple ADUs in the rear of the property.