From Market Volatility to Steady Growth: The Case for Mortgage Funds
In today’s unpredictable financial climate, many investors seek reliable strategies to preserve their wealth while achieving consistent growth. With stock market fluctuations and economic uncertainty becoming the norm, mortgage funds have emerged as a compelling option for those looking to escape volatility without sacrificing returns. But what exactly makes mortgage funds a wise choice in […]
What Sets Private Lending Apart from Traditional Financing?
Private lending is often the superior choice for real estate projects, particularly in competitive markets. What Sets Private Lending Apart from Traditional Financing? In the dynamic world of real estate, financing is often the keystone to success. Yet, when navigating funding options, borrowers face a critical decision: Should you go the traditional route with […]
How can real estate investors thrive in 2025?
As we look ahead to 2025, we need to temper our expectations. An economic boom is unlikely; the real estate market will continue to face headwinds like in 2024. Inflation has kept long-term interest rates elevated despite the Federal Reserve lowering short-term rates, and escalating property insurance costs remain key challenges. These factors make it […]
$910,000 1st DOT Purchase/Bridge Loan
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 secondary property owned by the borrower, a 12,258-square-foot industrial office/warehouse in San Diego, CA, was cross-collateralized.
$500,000 1st DOT Refinance/Bridge Loan
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 through targeted renovations.
$630,000 1st DOT Purchase/Bridge Loan
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.
Questions to Ask Before Investing in a Mortgage Fund
Investing in a mortgage fund can be an excellent way to diversify your portfolio, generate steady returns, and reduce exposure to market volatility. However, not all funds are created equal, and asking the right questions is essential to make an informed decision. Before committing your capital, equip yourself with these critical questions to assess whether […]
Can an investor allow their investment to compound or do they have to take mandatory distributions?
Our Fund is currently open to new investors or existing limited partners can easily add to their accounts. Fidelis, a real estate mortgage fund, prioritizes capital preservation and provides a consistent and competitive yield. Investors have the option to choose between fixed income returns or reinvesting their earnings. For more information, review the video below. […]
$727,000 1st DOT Purchase/Bridge Loan
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 space on a large 0.44-acre lot, offering significant upside potential through strategic renovations.
$1,840,000 1st DOT Refinance/Const. Loan
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 Diego market.
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