Success Story
Fidelis Private Fund provided a cash-out refinance loan for an experienced real estate investor and seasoned technology executive. The loan was structured to enhance the borrower’s liquidity, enabling them to secure financing for an upcoming project. The borrower, a respected professional in the tech industry, leveraged their expertise and a strong recommendation from a trusted mortgage broker.
Fidelis financed a $1,000,000 loan 2nd Trust Deed secured by a multi-family building consisting of 12 apartment units; represents a stable investment with significant upside potential with a conservative combined LTV ratio, including all debt of 60%.
Exit Strategy
The borrower plans to repay the loan within six months upon securing financing for their next project.
Value Added
Fidelis delivered a customized and timely solution, empowering the borrower to unlock liquidity while maintaining low risk with a conservative loan-to-value ratio. This transaction highlights Fidelis’ ability to support investors with strategic financing options tailored to their needs.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.