Success Story
An existing repeat client, real estate investor, and business owner needed financing to purchase an income-generating investment property located in San Diego, CA. The property features a gas station (Circle K) and a fast food restaurant, both operating under long-term leases, with excellent rental income for the borrower.
Fidelis Private Fund provided a $3,160,000 1st Trust Deed loan, enabling the purchase of the property at a loan-to-value ratio of 64%. The strong borrower and the property’s tenant base and future value growth made this an excellent investment opportunity.
Exit Strategy
The borrower plans to refinance with pre-approved bank financing within 6 months.
Value Added
Fidelis provided the borrower with a seamless and timely financing solution, allowing them to secure a valuable property with significant income potential. Our efficient process made the loan transaction hassle-free and positioned the borrower for future success.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.