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Fidelis Brokered Loans

$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...

$2,437,500 Refi./Permanent Loan
$2,437,500 Refi./Permanent Loan

An experienced real estate investor and repeat client of Fidelis Private Fund needed a long-term/conventional loan with cash out to refinance an existing bridge loan on an existing 7-unit apartment, cottage-style, in North Park. The borrower wanted a conventional lender at the lowest interest...

$904,000 Refinance/Permanent Loan
$904,000 Refinance/Permanent Loan

A new borrower referred to Fidelis Private Fund needed to refinance two maturing private notes with high-interest rates on his owner-occupied single-family residence in Rancho Mirage and wanted a long-term loan. Fidelis does not fund owner-occupied residential loans. However, we were able to...

$5,522,000 Refinance/Construction Loan
$5,522,000 Refinance/Construction Loan

A client needed a construction loan to build 17 apartment units in Lemon Grove, CA. The borrower needed a lender to provide a higher leveraged loan than the typical institutional lender would provide or approximately 80% loan to cost. This loan was not a fit for Fidelis Private Fund. However...

$340,000 Purchase/Permanent Loan
$340,000 Purchase/Permanent Loan

A repeat borrower of Fidelis Private Fund needed to close within 3 weeks on a purchase of an owner-occupied single-family residence and needed a long-term loan. Fidelis does not fund owner-occupied residential loans. However, through our extensive network of lenders were able to negotiate with a...

$350,400 Refinance/Permanent Loan
$350,400 Refinance/Permanent Loan

A repeat client was looking to refinance her primary residence to take advantage of lower interest rates. 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 offering one of the lowest interest...

$10,300,000 Purchase / Bridge Loan
$10,300,000 Purchase / Bridge Loan

A repeat client of Fidelis was in contract to purchase two retail multi-tenant buildings totaling approximately 47,500 sq.ft. in a mixed-use project located in the Barrio Logan neighborhood southeast of downtown San Diego. The borrower needed a bridge lender to close fast and allow time to...

$1,540,000 Purchase/Perm Loan
$1,540,000 Purchase/Perm Loan

A self-employed borrower needed to close on purchasing an owner-occupied single-family residence with as much leverage as possible with a long-term loan. Fidelis does not fund owner-occupied residential loans. However, we were able to negotiate with a conventional lender who could fund the loan...

$3,450,000 Purchase/Bridge Loan
$3,450,000 Purchase/Bridge Loan

A repeat client of Fidelis was in contract to purchase two commercial multi-tenant office buildings, 100% leased, totaling approximately 23,400 rentable sq.ft. located in Bonita, CA. To limit the cash down payment, the borrower needed a creative broker to arrange bridge financing with a...

$1,985,000 Refinance/ Permanent Loan
$1,985,000 Refinance/ Permanent Loan

Fidelis funded a small $150,000 mezzanine bridge loan directly on a mixed-use commercial/residential property in Laguna Beach, CA to help the client make some property improvements. However, the borrower ultimately needed to refinance and consolidate the senior debt and the mezzanine debt into...

$2,000,000 Purchase / Bridge Loan
$2,000,000 Purchase / Bridge Loan

We received a purchase loan request through a broker relationship for a four acre improved land parcel in Otay Mesa, San Diego, along the border. It was an owner-user acquisition. The loan request was too large for Fidelis to fund as a direct lender, so we arranged the loan with another...