A valued repeat client approached Fidelis with a need to refinance a maturing loan on two leased industrial buildings. Traditional lenders were unable to move quickly or provide terms flexible enough to meet the borrower’s timing and investment strategy.
A repeat borrower needed financing to unlock value in a residential property located in Point Loma overlooking the bay and the City of San Diego. With a first mortgage already in place, the borrower requested funds in 2nd position to do a complete remodel and add more usable square feet.
An experienced real estate investor with a strong local track record needed financing to complete a nearly finished multi-unit residential project. The borrower funded out of pocket 100% of the construction costs and owns the property free and clear, but requested remaining funds to complete the...
An experienced real estate investor needed to secure financing for the acquisition of two adjacent properties, SFR and a duplex in an excellent location in San Diego, with significant development potential. With a tight closing deadline of just a few weeks, traditional lending options were not...
Securing financing as an owner/builder can be a hurdle for many lenders, as they require third-party contractors. In this case, an experienced general contractor and real estate investor sought funding to build a single-family residence but needed a lender that understood and supported...
A well-qualified borrower sought financing to purchase a new single-family residence while awaiting the sale of an existing property. With strong credit, a high net worth, and significant home equity, the borrower needed a short-term solution to bridge the timing gap between transactions...
A real estate investor faced the challenge of converting a duplex in the Pacific Beach Community of San Diego into a five-unit apartment building while simultaneously paying off some debt. The investor required flexible financing to cover construction costs, consolidate existing debt, and...
An experienced real estate broker and past client needed to close quickly on a purchase of a single-family residential investment property in probate at a below-market price. With limited time to close, conventional lending was not an option.
A borrower with a proven track record of developing successful real estate projects in San Diego needed a construction loan to develop a multi-family project.
Fidelis Private Fund provided a cash-out refinance loan for an experienced real estate investor and seasoned technology executive. The loan was structured to enhance the borrower’s liquidity, enabling them to secure financing for an upcoming project. The borrower, a respected professional in the...
Fidelis Private Fund provided financing to a real estate investor, enabling the replenishment of reserves while leveraging a high-quality medical office condominium. The unit, located in an established commercial area, is part of a portfolio managed by a seasoned operator with extensive...
Fidelis Private Fund provided financing for an experienced real estate investor to renovate and enhance an 18-room boutique hotel in Mission Beach, San Diego. The property underwent extensive upgrades, including modernized bathrooms, kitchenettes, flooring, landscaping, and new furnishings...
Fidelis Private Fund facilitated financing for the acquisition of a commercial property supported by cross-collateralized property. The primary property, a brand-new 6,264-square-foot facility with a shop and office space, represents the primary collateral. To further secure the loan, a...
Fidelis Private Fund provided financing to a financially stable real estate investor to remodel a rental property and prepare it for sale. The borrower, a Santa Cruz resident with significant real estate holdings and strong monthly rental income, sought funding to maximize the property’s value...
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property with strong value-added potential. The site is 0.44-acre lot, purchased for the potential for future development.
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property, presenting an excellent opportunity for value creation in Spring Valley, CA just east of San Diego. The property features 4 bedrooms, 3 bathrooms, and over 3,300 square feet of living...
A seasoned real estate investor and repeat client needed construction financing to transform a single-family residence into a six-unit multi-family residential complex. This innovative development project will add significant value to the property and provide much-needed housing units in the San...
Experienced real estate investors and repeat Fidelis clients needed financing to acquire a single-family residence in the city of San Diego. The borrowers intend to convert it into a multi-unit ADU development, maximizing the property’s potential value.
An experienced real estate investor and business owner approached Fidelis to refinance an existing loan on a single-tenant retail property. The borrower plans to operate the property as an owner-occupied commercial property, leveraging its prime location and established business potential.
A repeat borrower, experienced general contractor, and real estate investor, requested financing for the acquisition of a vacant residential lot. With a proven track record of building and selling residential properties, the borrower plans to build a single-family home on the site to maximize...
