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Fidelis Funded Loans

Fidelis Private Fund provides bridge financing for a number of different property types and situations. We aim to provide value through rapid decisions, creative solutions, and timely execution. Below are some examples of funded transactions along with the corresponding stories. If one of these stories piques your interest and you’d like to learn more or explore how we may help you, please contact us.

$310,000 Refinance/Const. Loan

A repeat Fidelis client, an owner-builder/contractor, built out of pocket a newly constructed single-family residence he owned free and clear that was partially finished.  The borrower wanted a short-term loan to finish the construction.

$550,000 Purchase/Bridge Loan

A repeat client negotiated an excellent price to purchase a single-family investment property that needed cosmetic improvements.

The buyer needed a lender that would perform fast and make it an easy process.

$995,000 Refinance/Bridge Loan

A repeat client, an experienced real estate investor, and a general contractor needed cash liquidity for another investment opportunity. Instead of selling his property to access the cash, he wanted a refinance a cash-out loan from a lender that was quick and hassle-free.

$1,390,000 Refinance/Construction/Bridge Loan

An experienced real estate investor and client referral purchased several residential properties all cash, and over the past year, entitled the properties for additional rental units.

He now wanted to pull some cash out to purchase other investment property and have funds to remodel and build additional units on the subject property.

$1,265,000 Refinance/Construction/Bridge Loan

An experienced real estate investor and client referral purchased several residential properties all cash, and over the past year, entitled the properties for additional rental units.

He now wanted to pull some cash out to purchase other investment property and have funds to remodel and build additional units on the subject property.

$450,000 Purchase/ Bridge Loan

A repeat client and successful real estate broker was in contract to purchase a residential duplex with two detached residential units and needed to close in less than a week. The borrower is an experienced real estate investor and plans to remodel the improvements and increase the rents.

$560,000 Purchase/ Bridge Loan

A client referral was in contract to purchase a former neighborhood fire station in Fallbrook, CA, below-market. The borrower plans to remodel the improvements into a residential care facility or group home, which is believed to be the highest and best use.

$390,000 Purchase/ Bridge Loan

A repeat client negotiated below-market price to purchase a single-family investment property that needed some cosmetic improvements

$1,155,000 Purchase/ Bridge Loan

A repeat client needed to close on the purchase of a residential duplex investment property in less than a week. It was a historical residence in the community of Golden Hill, San Diego. The borrower had some cash from a 1031 exchange and a lot of equity tied up in another residential investment property owned in La Jolla.

$407,000 Purchase/ Rehab Bridge Loan

A repeat borrower who is an experienced general contractor needed a quick bridge loan to purchase a single-family investment property with a San Diego bay view. It needed to close in less than a week.

$1,425,000 Refinance / Bridge Loan

The owners own and operate an adult residential care facility. They needed to refinance to pay off a partner before they could refinance with an approved SBA loan. They needed to close fast.

$200,000 Refinance / Rehab / Bridge Loan

A client purchased two investment mixed-use properties for $650,000 with a seller carry-back note of $475,000. The properties were rented at below-market rents. The borrower needed a bridge lender to fund $200,000 in rehab costs to generate market rent.

$210,000 Refinance / Bridge Loan

A repeat client needed to pay off a 2nd Trust Deed loan that had matured secured by a single-family property. As a way to expedite the process, the borrower offered to provide a 1st Trust Deed on a single-family investment property owned free and clear

$550,000 Purchase / Bridge Loan

A repeat borrower needed a quick bridge loan to purchase a single-family investment property in Oceanside, CA, that needed to close in less than two weeks. The borrower wanted to use the equity in his properties in lieu of cash down in structuring the financing for the purchase.

The purchase price was $600,000. The borrower already had a buyer in contract to purchase the property for $675,000 once the loan was closed.  

$420,000 Refinance / Bridge Loan

A client needed a bridge loan to refinance an existing private loan and fund the remaining costs to complete two manufactured homes on two separate parcels.
The two manufactured homes were built and ready to be moved onto the site. The appraised value of the two houses was $700,000 or $350,000 each.

$1,550,000 Purchase / Bridge Loan

The borrower needed a quick bridge loan to purchase an industrial warehouse/office building that would be owner-occupied. Their SBA loan with the Bank was approved but could not fund in time to meet the seller’s deadline to purchase the property.

$270,000 Purchase / Bridge Loan

The timing was right for our borrower when they found an off-market opportunity to purchase an affordable single-family fixer-upper investment property below market value. The seller needed to sell quickly.

$245,000 Purchase / Bridge Loan

A repeat client negotiated a below-market price to purchase a single-family investment property that needed to close within a week. The borrower planned to remodel the house for resale.

$400,000 Purchase / Bridge Loan

An existing Fidelis borrower and Fidelis investor, experienced business owner, and real estate investor purchased an owner-occupied commercial property in Riverside, CA. He needed a quick bridge loan to buy a property that will be refinanced with conventional financing. 

$150,000 Refinance Cash-Out / Bridge Loan

A previous client owned a single-family residential investment home free and clear, recently remodeled and ready for sale, and needed $150,000 cash out to pay off another investment debt. 

The conservative market value of the property was $890,000 or a 17% LTV ratio. The property was in an excellent San Diego residential neighborhood with great views.