$210,000 2nd DOT Refinance Bridge Loan
A trusted repeat client needed additional capital to complete a nearly finished single-family residence in San Diego County, while keeping a low-interest first trust deed in place.
$1,745,000 1st DOT Refinance Bridge Loan
When a family inherits real estate, navigating the estate settlement process can be complex, especially when liquidity is needed quickly to distribute funds among heirs while minimizing tax consequences. Traditional financing options often involve lengthy documentation, delays, and inflexible...
$490,000 1st DOT Refinance Bridge Loan
A borrower had owned a valuable commercial parcel since 2013 and faced a recent financial setback and needed short-term liquidity to pursue a new property opportunity. The borrower needed a flexible, fast-moving lender that could underwrite based on asset value and a clear exit...
$400,000 2nd DOT Refi/Remodel Bridge Loan
A real estate investor and business owner needed financing to complete a value-add project in the Little Italy section of downtown San Diego. The reconfiguration of three existing residential units into five rental units within a mixed-use property. The borrower sought a lender that could offer...
$1,160,000 1st DOT Purchase/Bridge Loan
A close family member of a long-time Fidelis client needed short-term financing to purchase and renovate a single-family home in Carlsbad, CA. Though structurally sound, the property required significant updates to maximize its market potential and achieve a profitable resale within a tight...
$2,325,000 1st DOT Refinance/Bridge Loan
An experienced developer with a strong design-build track record sought financing to renovate and activate a large-scale hospitality property in Julian, CA. Although the property was acquired for $1.95M in cash, the borrower required capital to complete significant improvements that would...
$1,950,000 1st DOT Purchase/Bridge Loan
An experienced investor needed fast and flexible financing to acquire a prime commercial/industrial property in Temecula. The borrower pledged additional owned assets to provide extra leverage, requiring a short-term solution to complete the acquisition quickly.
$818,000 1st DOT Purchase/Bridge Loan
A Fidelis investor needed to close quickly on a new residential property purchase in Arizona but had most of their liquidity tied up in another single family residence that had not yet sold. Due to timing, conventional financing was not feasible, so the investor needed a short-term solution...
600,000 1st DOT Refinance Bridge Loan
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.
$750,000 2nd DOT Refi/Remodel Bridge Loan
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.
$2,500,000 1st DOT Refi/Bridge Loan
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...
$2,100,000 1st DOT Purchase/Bridge Loan
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...
$550,000 1st DOT Refinance/Const. Loan
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...
$900,000 1st DOT Purchase/Bridge Loan
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...
$525,000 2nd DOT Refinance/Const. Loan
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...
$535,000 1st DOT Purchase/Bridge Loan
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.
$1,980,000 1st DOT Refinance/Const. Loan
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.
$1,000,000 2nd DOT Refinance/Bridge Loan
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...
$250,000 1st DOT Refinance/Bridge Loan
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...
$1,300,000 2nd DOT Refinance/Bridge Loan
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...