A real estate investor faced the challenge of converting a duplex in the Pacific Beach Community of San Diego into a five-unit apartment building while simultaneously paying off some debt. The investor required flexible financing to cover construction costs, consolidate existing debt, and...
Embarking on your first construction project is an exciting opportunity to bring your real estate vision to life. While securing a construction loan may seem complex, it can be straightforward and rewarding with the right preparation and support. This guide outlines the key steps to help...
An experienced real estate broker and past client needed to close quickly on a purchase of a single-family residential investment property in probate at a below-market price. With limited time to close, conventional lending was not an option.
In the competitive and ever-evolving world of real estate investing, one principle consistently stands out as a cornerstone for success: transparency. Investors aren’t just looking for a place to grow their capital—they’re searching for partners they can trust who provide clear, consistent...
The fine print often holds the key to success in real estate financing. Loan terms aren’t just details—they are the foundation of trust, clarity, and confidence for borrowers and lenders alike. When clearly communicated, these terms empower you to make informed decisions and confidently pursue...
A borrower with a proven track record of developing successful real estate projects in San Diego needed a construction loan to develop a multi-family project.
Investors seeking stable, predictable returns often find trust deeds attractive. Real estate assets back trust deeds, which offer a unique combination of security, competitive returns, and portfolio diversification. However, like all investments, trust deeds require careful consideration and a...
In the fast-paced world of real estate, timing can make or break opportunities. Whether you’re acquiring a new property or undertaking a renovation project, unforeseen delays in financing can leave you scrambling. That’s where bridge loans come in—a valuable tool that offers the speed and...
In today’s unpredictable financial climate, many investors seek reliable strategies to preserve their wealth while achieving consistent growth. With stock market fluctuations and economic uncertainty becoming the norm, mortgage funds have emerged as a compelling option for those looking to...
Private lending is often the superior choice for real estate projects, particularly in competitive markets. What Sets Private Lending Apart from Traditional Financing? In the dynamic world of real estate, financing is often the keystone to success. Yet, when navigating funding options...
As we look ahead to 2025, we need to temper our expectations. An economic boom is unlikely; the real estate market will continue to face headwinds like in 2024. Inflation has kept long-term interest rates elevated despite the Federal Reserve lowering short-term rates, and escalating property...
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...
Fidelis Private Fund provided financing to a real estate investor, enabling the replenishment of reserves while leveraging a high-quality medical office condominium. The unit, located in an established commercial area, is part of a portfolio managed by a seasoned operator with extensive...
Fidelis Private Fund provided financing for an experienced real estate investor to renovate and enhance an 18-room boutique hotel in Mission Beach, San Diego. The property underwent extensive upgrades, including modernized bathrooms, kitchenettes, flooring, landscaping, and new furnishings...
Fidelis Private Fund facilitated financing for the acquisition of a commercial property supported by cross-collateralized property. The primary property, a brand-new 6,264-square-foot facility with a shop and office space, represents the primary collateral. To further secure the loan, a...
Fidelis Private Fund provided financing to a financially stable real estate investor to remodel a rental property and prepare it for sale. The borrower, a Santa Cruz resident with significant real estate holdings and strong monthly rental income, sought funding to maximize the property’s value...
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property with strong value-added potential. The site is 0.44-acre lot, purchased for the potential for future development.
Investing in a mortgage fund can be an excellent way to diversify your portfolio, generate steady returns, and reduce exposure to market volatility. However, not all funds are created equal, and asking the right questions is essential to make an informed decision. Before committing your capital...
Our Fund is currently open to new investors or existing limited partners can easily add to their accounts. Fidelis, a real estate mortgage fund, prioritizes capital preservation and provides a consistent and competitive yield. Investors have the option to choose between fixed income returns or...
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property, presenting an excellent opportunity for value creation in Spring Valley, CA just east of San Diego. The property features 4 bedrooms, 3 bathrooms, and over 3,300 square feet of living...
