A San Diego-based real estate investor and ADU developer needed financing to refinance existing debt and fund the construction of a 10-unit multifamily project. The project involves developing nine new ADUs while preserving an existing renovated single-family rental home.
A San Diego-based real estate investor and ADU developer needed financing to refinance existing debt and fund the construction of a 10-unit multifamily project. The project involves developing nine new ADUs while preserving an existing renovated single-family rental home.
An existing Fidelis borrower sought financing to refinance a recently acquired multifamily property and fund a comprehensive rehabilitation program. The six-unit property is currently vacant and requires significant improvements before it can be returned to productive use. Traditional lenders...
A repeat Fidelis borrower needed financing to pay off existing acquisition debt and fund the full redevelopment of a two-parcel infill site in San Diego’s College Area into a ten-unit multifamily rental property.
A repeat Fidelis borrower and experienced San Diego residential developer needed construction financing to execute a value-add infill project in the North Park neighborhood. The project combined renovation of an existing single-family residence with ground-up construction of new loft-style...
A repeat Fidelis borrower sought acquisition financing for multiple structures across three addresses on a single parcel. The commercial zoning, mixed-use configuration, and value-add nature of the transaction fell outside conventional lending parameters.
A well-established family trust required bridge financing to unlock equity from the final two parcels of a legacy school campus, with proceeds needed to satisfy trust obligations prior to the close of sale. The unique ownership context and short-term nature of the need fell outside conventional...
A trust-owned beachfront multifamily property required a cash-out refinance to access liquidity from a free-and-clear asset. While the property was fully stabilized and income-producing, traditional lenders often move slowly on trust-held assets with succession structures and documentation...
A seasoned investor sought expedited acquisition financing for a rural single-family residence in Ramona, CA. The time-sensitive purchase and short-term bridge requirement fell outside conventional lending parameters.
A repeat Fidelis borrower and experienced investor group sought financing to acquire two contiguous parcels—one improved and one vacant—with a plan to renovate the existing residence and execute a lot split to maximize value. The combination of acquisition, renovation, and entitlement-driven...
An institutional ADU-focused investment group sought financing to refinance an existing property and execute a large-scale infill development, adding 12 new ADU units to an already improved site. The density, construction scope, and reliance on ADU Bonus Program incentives placed the project...
A borrower sought to unlock equity from a free-and-clear four-unit residential property in the Ocean Beach community of San Diego, within blocks of the beach, while completing renovations to improve unit condition and increase rental income. The need for both refinance proceeds and renovation...
Experienced real estate investors sought financing to add two modular ADUs to an existing four-unit property while preserving a favorable low-rate first mortgage. The need for subordinate construction financing and staged funding made this transaction outside the scope of most conventional...
A repeat Fidelis borrower and experienced San Diego residential developer needed construction financing to execute a value-add infill project in the North Park neighborhood. The project combined renovation of an existing single-family residence with ground-up construction of new loft-style...
A repeat Fidelis borrower and experienced real estate investor secured financing to reposition an aging residential property in East San Diego County. The project includes a full renovation of the existing home along with the addition of a new detached unit and garage structures to maximize...
An experienced small business owner and real estate investor sought short-term financing to refinance an existing private loan while renovating a vacant residential property in East San Diego County. The property, located on a large lot, includes a single-family home and a detached accessory...
A real estate investor with a long track record of owning and operating industrial properties needed to refinance existing debt on two stabilized industrial condominium units while also accessing equity for other investment opportunities. While the property was fully leased and generating strong...
A long-time family-owned property had fallen into significant disrepair over decades, including deferred maintenance and code violations. The borrower needed short-term financing to complete a major renovation and construct an ADU to reposition the property as a two-unit income-producing...
A reputable mortgage broker referred the borrowers. They needed a lender who could provide short-term acquisition financing for an SFR while allowing them to fund the renovation themselves and refinance once the property was stabilized.
An experienced Northern California real estate owner sought short-term bridge financing to refinance existing debt and access equity from a stabilized multi-tenant light industrial asset. The transaction required a lender comfortable with an industrial product type, structured...
