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The fee structure is a critical component in real estate mortgage funds that can significantly impact investor returns. At Fidelis Private Fund, we’ve adopted a fee structure that aligns our aspirations with our investors, ensuring our mutual growth is linked. AdobeStock_527169980.jpeg A Unique Approach to Management Fees Diverging from the common practice among mortgage funds […]

A well-established brokerage client who has worked with Fidelis before represented a customer seeking a bridge loan. The purpose of the loan was to renovate and secure new tenants for a multi-tenant industrial office/warehouse complex in San Diego. This property includes three parcels and multiple buildings, with more than 26,000 square feet, and was owned free and clear with no debt.

Investing with Fidelis Private Fund offers a strategic balance between achieving higher yields and maintaining access to your funds. It’s a vehicle for long-term growth where reasonable liquidity can be achieved with some foresight and planning without sacrificing the higher yield potential of real estate mortgage investments.​ The Ideal Fidelis Investor The ideal investor for […]

Investing in real estate mortgage funds often challenges striking the right balance between liquidity and maximizing yield. At Fidelis Private Fund, we understand that our investors have diverse needs and goals. We are committed to offering a strategy that achieves acceptable liquidity and long-term wealth accumulation. A key component of this strategy is using a […]

A reputable repeat brokerage client approached Fidelis because their client was facing a timing challenge. The client needed to close on the purchase of a property before the sale of another property had sold, which was intended to provide the down payment on the purchase. Fidelis stepped in to bridge the gap by providing a cash-out refinance loan on a free and clear investment property in El Cajon, CA. This allowed the client to secure the necessary cash to close the purchase.

A client referral wanted to expedite the construction loan process and needed a lender to accommodate them in providing a loan to build a single-family residence in Murrieta, CA.  

A repeat client needed to refinance an existing residential duplex investment property in San Diego as a bridge loan in preparation for adding additional units to the property.

A client approached us seeking to refinance a single-family investment property in downtown San Diego. The borrower’s loan was maturing, and he needed to refinance it to allow time to sell the property.

In the complex investment world, clarity is not just a courtesy; it’s a cornerstone. At Fidelis Private Fund, we understand that the trust of our investors, both existing and prospective, is paramount. That’s why we stand firmly committed to transparency in every situation, ensuring you’re a well-informed partner in the journey towards mutual success.​ The […]

Adopting a long-term investment perspective is crucial for prospective investors exploring opportunities in mortgage funds, such as those offered by Fidelis Private Fund. Understanding the value and impact of a long-term view in this specific investment arena can significantly influence the success and satisfaction of your investment journey. Why a Long-Term Perspective Matters in Mortgage […]