$1,312,500 1st DOT Purchase/Bridge Loan
A repeat client with a proven ADU design/build and fix-and-flip track record needed to move quickly on a time-sensitive acquisition ahead of a long-term redevelopment play.
$794,000 1st DOT Purchase/Bridge Loan
An experienced real estate investor needed to close within days of finalizing an offer on a vacant single-family investment property. Referred by a reputable mortgage broker with a strong Fidelis relationship, the borrower needed a lender capable of moving quickly while also financing the...
$2,400,000 1st DOT Purchase/Bridge Loan
Repeat clients, experienced real estate investors, needed fast acquisition and rehab financing for a distressed 12-unit apartment building in San Diego, roughly half vacant and the remainder leased at below-market rents.
$2,900,000 1st DOT Purchase/Const. Loan
An experienced developer needed financing to acquire a fully entitled infill site and fund the ground-up addition of 12 ADUs to an existing duplex, creating 14 rental units in the community of Normal Heights in San Diego.
$1,150,000 1st DOT Refinance/Const. Loan
A high-net-worth entrepreneur with complex business holdings needed a straightforward construction loan to build a single-family investment property without the burden of extensive entity documentation that conventional lenders require. The borrower needed a lender willing to focus on the...
$3,500,000 1st DOT Refinance/Bridge Loan
An active multi-project developer needed to move quickly to refinance existing debt on a 96-lot residential subdivision and to fund the completion of horizontal construction and the placement of modular homes.
$300,000 1st DOT Purchase/Bridge Loan
A business owner needed fast financing to acquire a light industrial property for owner occupancy. Conventional financing could not meet the required closing timeline, putting the purchase at risk.
$900,000 1st DOT Refinance/Cash-Out Loan
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.
$2,300,000 1st DOT Refinance/Const. Loan
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.
$1,530,000 1st DOT Refinance/Rehab Bridge Loan
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...
$2,680,000 1st DOT Refinance/Const. Loan
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.
$2,190,000 1st DOT Refinance/Const.
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...
$670,000 1st DOT Purchase/Bridge Loan
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.
$700,000 1st DOT Refinance/Bridge Loan
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...
$550,000 1st DOT Refinance/Bridge Loan
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...
$675 1st DOT Purchase/Bridge Loan
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.
$835,000 1st DOT Purchase/Remodel Added Value
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...
$4,000,000 1st DOT Refinance/Construction
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...
$610,000 1st DOT Refinance/Const-Rehab
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...
$550,000 2nd DOT Refinance/Const.
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...