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$750,000 Loan (Participation) $1,500,000 Acquisition / Bridge Loan

$750,000 Loan (Participation) $1,500,000 Acquisition / Bridge Loan

Success Story

An experienced real estate developer/repeat client was in escrow to purchase an entitled and improved commercial land parcel for $3,150,000 in Cota de Caza, CA, a community east of Mission Viejo in Orange County. The borrower plans to construct approximately 18,000 sq.ft. of commercial space in three buildings. The three buildings are essentially 100% preleased and scheduled to start construction early 2020. Fidelis Private Fund, as lead lender, participated $750,000 of the $1,500,000 1st Trust Deed loan commitment at a 48% LTV. The exit strategy is a construction loan that Fidelis Private Fund will arrange with a conventional construction lender.

Fidelis Action

Fidelis Private Fund, as lead lender, participated $750,000 of the $1,500,000 1st Trust Deed loan commitment at a 48% LTV.

Value Added

The Fidelis Private Fund loan helped the borrower acquire an essentially 100% preleased proposed commercial project with an experienced developer and repeat client.

Another transaction where Fidelis Private Fund is helping our client achieve their financial goal.

$590,000 Acquisition / Bridge Loan $3,440,000 Refinance / Permanent Loan