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Our existing bank had a client who administered a trust that owned two commercial properties, one in Jacksonville, Florida, and one in Dripping Springs, Texas. Both were owned free and clear. The trust needed to refinance the properties with conventional financing and pull cash out for investment purposes.

A repeat client owned, free and clear, a gas station property in Imperial Beach, CA, and needed a conventional lender to refinance a cash-out loan for other investment opportunities.

A repeat client needed a conventional lender to refinance a bridge loan that Fidelis funded earlier in the year. The property type was a 2,300 sq.ft. office building in La Mesa, CA.

A long-time client received construction financing from Fidelis a year ago to build an ADU on a SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some cash-out at the lowest rate possible.

A long-time client received construction financing from Fidelis a year ago to build an ADU on an SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some cash-out at the lowest rate possible.

A repeat client needed to quickly buy out a partner last year on a single-family investment property in Escondido, CA, and utilized the services of  Fidelis Private Fund to do that. The exit strategy at the time was to refinance with permanent financing within a year.

A repeat client needed a refinance/construction loan to pay off a private money loan secured by single-family investment property on a large lot. The borrower plans to remodel and obtain permits to add five additional rental units for a total 6-unit multi-family project.

A client referral recently built a residential duplex in the community of Hillcrest in San Diego, CA, and owned the property free and clear. The borrower needed a quick cash-out loan to buy out his partner.

An excellent client, a general contractor, was in escrow to purchase a residential investment property with the potential to add additional rental units to the property. The borrower also wanted to utilize excess equity capacity in a few other investment properties as cash down for the investment.  

A repeat client needed to close fast on purchasing a single-family investment property in San Diego. The property has the potential for increased density with the construction of multiple ADUs in the rear of the property.