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Risk Management: The Backbone of Successful Mortgage Funds

TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Risk management expertise is vital when investing in real estate, particularly in a mortgage fund where real estate is the security. Choosing the right mortgage fund that effectively balances risk and reward is crucial for investors. What strategies do leading funds like Fidelis […]

The Crucial Role of Experience in Managing a Real Estate Mortgage Fund

TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW In the ever-evolving landscape of real estate financing, particularly in specialized areas like mortgage funds, the expertise of a seasoned fund manager is invaluable. The Fidelis Private Fund, for instance, stands as a testament to how profound industry experience shapes successful investment outcomes. […]

$875,000 1st DOT Purchase/Bridge Loan

A new client approached us seeking to purchase a single-family investment property in Escondido, California, for $1,250,000. However, they desired a larger loan than we were willing to fund. Fortunately, the client owned another free and clear single-family investment property. By being flexible, Fidelis was able to meet the borrower’s loan request by cross-collateralizing both properties with a 1st trust deed.

$1,000,000 1st DOT Refinance/Bridge Loan

A repeat client acquired a single-family investment property in Oceanside, California, through a probate sale for $1,550,000. The purchase was financed with a seller carryback loan of $1,000,000 that now needs to be paid off. Since acquiring the property, the client has made significant improvements, increasing the value. Currently, the property is under contract to be sold for $2,300,000.

Real Estate vs. Stock Market: A Comparative Analysis when it come to Mortgage Funds

TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Should You Bet on Real Estate or the Stock Market? This comparative analysis highlights the advantages of investing in real estate through a mortgage fund like Fidelis over the stock market, mainly focusing on the relative stability and potential for consistent returns when […]

The Resilience of Real Estate in Economic Cycles

TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Real estate investments have long been hailed for resilience, especially when navigating through the unpredictable waters of economic cycles. This blog post will explore the historical trends highlighting real estate investments’ enduring value and long-term safety, even amidst economic fluctuations. Real Estate’s Steadfastness […]

$350,000 2nd DOT Refinance/Bridge Loan

A repeat client needed funds to finish rehabbing an investment property. Instead of selling a property with substantial equity, the borrower requested a cash-out loan secured by a multi-family property just north of downtown San Diego, CA.  

$1,175,000 1st DOT Purchase/Bridge Loan

A long-time client and repeat borrower needed funds to purchase a single-family residence in Los Angeles, where the client resides. The borrower also wanted a line of credit secured by two investment properties. Based on the strong client relationship, Fidelis was able to help the client.

$800,000 1st DOT Refinance/Bridge Loan

A repeat client needed to access the equity in a free and clear commercial land parcel entitled for a C-store, gas station, and car wash. Rather than selling the property, the borrower wanted immediate access to the equity via a cash-out refinance loan for other investment opportunities.

$375,000 1st DOT Refinance/Bridge Loan

A long-time client needed funds to take out a seller carry-back note and remodel an entry-level residential condo in El Cajon, CA.

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