$2,600,000 Refinance/Const. Loan
A repeat client needed a construction loan to build a single-tenant retail building preleased with a long-term lease to the credit tenant Starbucks in Chula Vista, CA.
$315,000 2nd DOT Refinance/Const. Loan
A repeat client needed a construction loan to build two rental units (one ADU and a Jr. ADU) in one detached building on the back parcel with a fully remodeled single-family residence in the front for three rental units. The property is in the community of City Heights in San Diego, CA.
$150,000 2nd DOT Refinance/Bridge Loan
A repeat client needed a short-term loan to transform a 1BR/1BA rental unit into a 2BR/2BA unit on the same parcel as an existing single-family residential investment property that includes a total of two rental units in the community of Rancho Bernardo in San Diego, CA.
$2,200,000 Purchase/Bridge Loan
A repeat client needed a loan to acquire a mixed-use investment property located in San Diego County with significant added-value potential. The subject property consisted of 5 parcels totaling 11+ acres with 80 horse stalls and 13 rental homes. The purchase price was $2,610,000. The borrower...
$475,000 Refinance/Bridge Loan
A referral from an excellent client needed a loan to buy out a partner on residential condominium investment property in La Jolla, CA, and needed to close fast. As an abundance of caution, the loan was also cross-collateralized with the owner’s single-family residence.
$500,000 Refinance/Line of Credit
A long-time client needed a lender to provide a line of credit to access cash for an investment opportunity in less than a week. The borrower owned a free and clear residential duplex investment property in San Diego, which was used as collateral to fund the loan.
$925,000 Refinance/Const. Loan
A repeat client owned three existing rental units in Logan Heights, a community near downtown San Diego, and needed a construction loan to add two additional units to transform the property into a commercial multi-family 5 unit property.
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$625,000 Purchase/Bridge Loan
A repeat client was in escrow to purchase a 5,242 sq.ft. industrial building (warehouse/office) in San Diego, CA for $1,250,000, a below-market price, with a short escrow, and needed a lender to provide financing in less than two weeks. The property was 100% leased.
$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...