Success Story
An experienced real estate investor needed to secure financing for the acquisition of two adjacent properties, SFR and a duplex in an excellent location in San Diego, with significant development potential. With a tight closing deadline of just a few weeks, traditional lending options were not viable. The investor required a lender that could move quickly while recognizing the long-term value of the properties.
Fidelis Private Fund stepped in to provide a $2,100,000 1st Trust Deed loan despite the accelerated timeline, funding 70% of the purchase price while positioning the borrower to execute a value-add strategy with a projected after-repair value (ARV) of $4.2M.
Exit Strategy
The borrower plans to build additional ADUs to increase rental income and refinance upon stabilization or sell to capitalize on the enhanced value.
Value Added
Fidelis delivered a fast, tailored financing solution, allowing the borrower to secure the properties within the short closing window. By providing a structured loan that supports both immediate acquisition and long-term development goals, Fidelis continues to empower investors with the speed and flexibility needed to succeed in competitive markets.
Another transaction where Fidelis Private Fund is helping our clients achieve their financial goals.