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Commercial Real Estate

Are we Goal-Oriented or Growth-Oriented?
Are we Goal-Oriented or Growth-Oriented?

There is no such thing as a “risk-free” real estate investment. With any return, there is risk. Successful real estate investors typically know and understand two essential things: The financial objective or why they are investing in real estate, .i.e., is it for future cash flow, preserve...

How to Mitigate the Risks When Investing in Real Estate
How to Mitigate the Risks When Investing in Real Estate

There is no such thing as a “risk-free” real estate investment. With any return, there is risk. Successful real estate investors typically know and understand two essential things: The financial objective or why they are investing in real estate, .i.e., is it for future cash flow, preserve...

How Does Fidelis Generate Such Excellent Returns for our Investors?
How Does Fidelis Generate Such Excellent Returns for our Investors?

In today’s economic environment, there are plenty of investment options, and they all come with some level of risk.  Fidelis Private Fund is a direct portfolio lender specializing in commercial and residential investment real estate loans and offers accredited investors the opportunity to invest...

How do we Perform at an Elite Level?
How do we Perform at an Elite Level?

In real life, we don’t get trophies for merely participating. There are winners and losers, and we all desire to be the winners. However, there are several things we need to do to get there. Going from being average to good to great is impressive, but performing at an elite level is where most...

How are we Wasting Time?
How are we Wasting Time?

Jim Rohn said, “Time is more valuable than money. You can get more money, but you cannot get more time.” Making better use of our time also generates freedom and less stress in our lives. There are many ways through better time management we can improve our efficiency and be more...

What is a Fund Control and How does it Mitigate Risk for the Borrower, the Contractor and the Lender?
What is a Fund Control and How does it Mitigate Risk for the Borrower, the Contractor and the Lender?

Fund control plays a vital role in mitigating risk for all parties involved in the construction project. A construction fund control is a process where a third party manages the proper funding of the project. They verify the construction budget, draw documentation, and work progress, to help...

Traits I see in Successful Real Estate Brokers
Traits I see in Successful Real Estate Brokers

I have been in real estate financing business for over 30 years. I consistently work with real estate brokers to finance the investment property transactions that come my way. It’s incredibly important how a broker conducts business and treats people. The right real estate broker can make...

What Makes a Mortgage Fund Like Fidelis a Hedge Against Inflation?
What Makes a Mortgage Fund Like Fidelis a Hedge Against Inflation?

There are numerous benefits to investing in a mortgage fund. Click here for a list of benefits. However, one benefit not often talked about is a hedge against inflation. In the last year, to fight the COVID-19 pandemic, the government injected over 2.5 trillion dollars into the US economy. These...

A Simple Formula to Determine When is the Best Time to Refinance
A Simple Formula to Determine When is the Best Time to Refinance

At what point do you decide to refinance a loan based on the interest rate? A question most of us have been asking, given the low-interest-rate environment we have been in for a while. Making the right decision to refinance can save you money, but if not done at the appreciate time and for the...

How to Choose the Right Employee or Business Partner?
How to Choose the Right Employee or Business Partner?

Choosing the right employee or business partner can make an enormous impact on whether you prosper or flounder as a business owner. Often when employers look to hire someone, or when entrepreneurs want to find a business partner, in their search, they often miss certain character traits in a...

What are Key Factors & Questions to Ask in Structuring the Right Real Estate Loan Terms?
What are Key Factors & Questions to Ask in Structuring the Right Real Estate Loan Terms?

A great deal of money can be saved by structuring the right loan terms on your real estate transaction. It is the opportunity cost of making the right decision where the money is saved. When choosing the right real estate loan terms, it’s not all about the lowest interest rate. It’s wise not to...

What do I see on the Horizon for San Diego Real Estate?
What do I see on the Horizon for San Diego Real Estate?

What I currently see on the horizon for San Diego real estate is based on information I receive from conversations with real estate owners, lenders, borrowers, buyers, and sellers in the San Diego market. This provides valuable information as to what changes are developing.

Six Investment Strategies of Successful Real Estate Investors
Six Investment Strategies of Successful Real Estate Investors

​​​Over my career of 30 years in the real estate financing business, I have helped hundreds of investors ​achieve their financial goals through investing in real estate. I’ve learned some valuable lessons throughout the years and would like to share them with you.​​ 1. Three Things Make...

Questions to ask a Lender When Getting a Commercial Real Estate Loan
Questions to ask a Lender When Getting a Commercial Real Estate Loan

The right real estate financing can make the difference between a good project and a great one. In today’s economic environment obtaining the right loan with the best lender can be a challenge. You can speed up the loan process by asking the right questions upfront when searching for the...

Six Success Secrets I have Learned as a Mortgage Broker That Generate Lasting Results
Six Success Secrets I have Learned as a Mortgage Broker That Generate Lasting Results

I have been in the commercial real estate financing business as a lender and mortgage broker for over 30 years. I have arranged over a billion dollars in loans and worked with hundreds of different borrowers, so I know what it takes to get lenders to approve a loan request.  Know Your Client and...