test_sk

An owner-builder needed to refinance existing debt and complete a residential renovation, including construction of a junior ADU and a planned detached ADU. Conventional lenders were not positioned to refinance the property while construction remained underway.

A repeat, experienced borrower needed to close on a single-family acquisition and fund a garage-to-ADU conversion in under a week, a timeline conventional lenders could not meet.

This content is password-protected. To view it, please enter the password below. Password:

By John P. Lloyd, CEO, President & Co-founder When I talk with new investors, this question often comes up. They understand what a return is. What they want to see is the difference between spending it and leaving it alone. Here is the direct answer. On $100,000, over ten years, the gap is roughly $55,135. […]

By John P. Lloyd, CEO, President & Co-founder There is a specific feeling that every investor knows, though few discuss it openly. It isn’t just the fear of losing money; it is the anxiety of losing control. When you transfer capital into a private fund, there can be a concern that you have just locked […]

A repeat client with a proven ADU design/build and fix-and-flip track record needed to move quickly on a time-sensitive acquisition ahead of a long-term redevelopment play.

An experienced real estate investor needed to close within days of finalizing an offer on a vacant single-family investment property. Referred by a reputable mortgage broker with a strong Fidelis relationship, the borrower needed a lender capable of moving quickly while also financing the planned renovation.

By John P. Lloyd, CEO, President & Co-founder As an accredited investor in a mortgage fund, questions naturally come up from time to time — moments where something isn’t quite clear. You shouldn’t feel like you’re peering into a “black box” of finance jargon designed to obscure risk rather than clarify it. We’re here to […]

Repeat clients, experienced real estate investors, needed fast acquisition and rehab financing for a distressed 12-unit apartment building in San Diego, roughly half vacant and the remainder leased at below-market rents.

By John P. Lloyd, CEO, President & Co-founder When I talk with new investors, this question always comes up: “John, should I take the income now, or let it ride?” It sounds like a preference question, but it is actually a math question regarding the cost of interruption. Most people understand simple interest, but very […]