Trial

A Blueprint for Maximizing Yield The efficiency of a fund’s operations is directly correlated to its ability to maximize yields. An efficiently managed fund ensures that operational costs are kept at bay, directing a larger portion of investment returns to the investors. But efficiency isn’t solely about cutting costs—it’s about enhancing the performance of each […]

When it comes to investment opportunities, high net worth investors often gravitate towards those investments that promise both return, stability, and quality. Regarding mortgage funds, one critical factor deserves attention for its potential to maximize yield: the quality of loan underwriting. This necessary process is far more than a mere procedural step; it is the cornerstone […]

In the complex world of real estate investing, achieving a balance between risk and return is crucial. One strategy that has proven invaluable in this pursuit is strategic​ portfolio diversification with alternative investments. While traditional assets like stocks and bonds have their merits, alternative investments offer untapped potential, particularly real estate mortgage funds.​ Why Diversification Matters […]

Fidelis Limited Partners and Prospective Limited Partners: An introduction to how the yield is calculated specifically for real estate mortgage funds and factors affecting yield in this particular investment arena.​ For generations, real estate has been a go-to investment avenue, offering both tangible assets and the potential for steady returns. While purchasing property directly is […]

Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value.

The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the borrower requested our assistance in obtaining a conventional permanent loan with the best possible terms.

Fidelis Private Fund arranged a $1,410,000 1st Trust Deed permanent loan with a local San Diego credit union.

Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value.

The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the borrower requested our assistance in obtaining a conventional permanent loan with the best possible terms.

Fidelis Private Fund arranged a $1,420,000 1st Trust Deed permanent loan with a local San Diego credit union.

A client was seeking to purchase a multi-tenant retail strip center in Temecula, California, where they occupied a portion of the space as a tenant. The borrower wanted to limit the cash down payment and utilize additional equity in other properties owned as a way to maximize leverage.

A repeat client was seeking a quick close to purchase a single-family investment property in the beach community of Encinitas, CA. This property offers the potential for added value in its existing dilapidated state.

A client referral was searching for a construction lender to fund the construction of nine apartment units that already included two newly remodeled single-family residences in front of the property in National City, California. Once complete, it will be an 11-unit multi-family property.

An existing client needed a reliable lender to provide a bridge loan for the borrower, entitling the property for 30 apartment units on a prime property in the heart of Golden Hill, a community just east of Downtown San Diego.