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Fidelis Brokered Loans

$1,700,000 Refi./Perm. Loan – Brokered
$1,700,000 Refi./Perm. Loan – Brokered

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.

$795,000 Purchase/Perm. Loan – Brokered
$795,000 Purchase/Perm. Loan – Brokered

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...

$1,410,000 Refinance/Perm. Loan
$1,410,000 Refinance/Perm. Loan

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...

$1,420,000 Refinance/Perm. Loan
$1,420,000 Refinance/Perm. Loan

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...

$600,000 Refi. Cash-Out/Perm. Loan
$600,000 Refi. Cash-Out/Perm. Loan

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...

$425,000 Refi. Cash-Out/Perm. Loan
$425,000 Refi. Cash-Out/Perm. Loan

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...

$1,600,000 Refi. Cash-Out/Perm. Loan
$1,600,000 Refi. Cash-Out/Perm. Loan

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...

$2,750,000 Refi. Cash-Out/Perm. Loan
$2,750,000 Refi. Cash-Out/Perm. Loan

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...

$1,575,000 Refi. Cash-Out/Perm. Loan
$1,575,000 Refi. Cash-Out/Perm. Loan

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...

$516,350 Refi. Cash-Out/Perm. Loan
$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...

$4,800,000 Refi. Cash-Out/Perm. Loan
$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...

$581,250 Refi./Permanent Loan
$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
$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
$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.

$2,440,000 Refi./Permanent Loan
$2,440,000 Refi./Permanent Loan

A long-time client needed to refinance an existing conventional loan secured by two retail properties on two separate parcels in the area of Mission Gorge in San Diego. The borrower’s objective was to refinance the loan with no cash-out and secure it with only one of the properties releasing the...