A client referred to Fidelis wanted to take advantage of the low-interest rates available to refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist in getting it done.
A new client needed to refinance her previously free & clear primary residence with a new mortgage for investment purposes while taking advantage of today’s low-interest rates. She was frustrated with her previous attempts to obtain financing through other loan brokers and banks and almost...
A referred client was looking to refinance his existing mortgage and take some cash out while locking in the lowest interest rate possible. The borrower wanted a hassle-free loan and turned to Fidelis to lead the way. Fidelis quickly connected the borrower with a conventional lender that could...
A client referred to Fidelis wanted to take advantage of the low-interest rates and refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist.
A long time client wanted to refinance his first trust deed mortgage on a commercial property. The borrower also required some cash out for working capital.
A new client looking to refinance his existing first trust deed mortgage on his owner-occupied single-family residence, while taking advantage of today’s low-interest rates. The borrower wanted a hassle-free process and turned to Fidelis for help.
A repeat client needed a conventional long-term loan to refinance out of a $918,250 private money bridge loan funded by Fidelis as the direct lender on a single-family residence in La Jolla, CA. In the era of Covid-19, self-employed borrowers such as this client may find it challenging to find a...
Although a new client to Fidelis, the borrower is a long-time acquaintance who was looking to refinance his owner-occupied single-family residence, simply wanting to take advantage of today’s low-interest rates. The borrower wanted a hassle-free loan process and turned to Fidelis to guide him...
A new client was referred to Fidelis from a long time borrower and an excellent referral source to refinance an owner-occupied single-family residence. The borrower needed additional cash-out for repairs and maintenance. Frustrated with other lenders, the borrower turned to Fidelis for the...
We received a referral from a client looking to purchase an owner-occupied industrial building in Henderson, Nevada. The client had a timing problem and needed to close before the conventional lender could fund the loan request.
A repeat client and experienced real estate investor called me with a loan request to purchase a single-family residence as an investment property. The loan needed to close in 9 days. There was not enough time to close the loan with a conventional lender.
An investor/owner-operator was purchasing a mixed-use commercial/residential property in Spring Valley, CA. The purchase price was $600,000. The borrower was going to move his business into the commercial space and rent out the attached residential unit.
A local private lender needed to sell the note on a single-family residential investment property in San Diego, CA, which is nestled into the slope of Mount Soledad with ocean views. The note was sold for $1,200,000 and needed to close within a week.
An investor/owner-operator was purchasing a single-family residential investment property in Carlsbad, CA, to be used as a sober-living facility. The purchase price was $1,259,900, with the seller willing to execute a subordinated seller carry-back note allowing the purchaser to be put no cash...
A real estate broker/investor-owned a single-family residential investment property that was initially intended to be a fix & flip property. But instead, the owner decided to keep it as a rental and needed to pay off the higher cost short-term private money financing.
An experienced real estate developer and repeat client finished the construction of a 13 unit luxury apartment in the community of Mission Hills of San Diego, CA. The construction loan of approximately $3,000,000 had matured. The borrower’s objective was to refinance and leverage as large a...
Fidelis Private Fund arranged the $7,200,000 permanent loan with a Life Insurance Company at a competitive 4.25% interest rate fixed for 20 years and fully amortized.
The challenge was the 17 units were master leased by one tenant providing housing for their clients. The borrower needed to buy out a partner and at the same time, capitalize on today’s low-interest rates to improve the property’s net cash flow.
Fidelis Private Fund arranged the $1,153,000 permanent loan with a lender in the low 4% interest rate range and 52% loan to value ratio.
A client needed to refinance existing higher-cost debt with a lower interest rate on a six-unit apartment in Ocean Beach. Fidelis Private Fund arranged the $1,690,000 permanent loan with a commercial bank at a competitive interest rate and 65% loan to value.
