$620,000 1st DOT Refinance/Bridge Loan
A repeat client from San Diego was refinancing a fully leased commercial investment property in Winchester, CA, using a bridge loan while evaluating options for expanding the property to increase its value.
It’s all about relationships!
John Lloyd is featured on a podcast discussing the benefits and practice of relationship driven business practices. This is the hallmark and guiding value of Fidelis Private Fund. Our Fund is currently open to new investors or existing limited partners can easily add to their accounts. Fidelis...
What are the Benefits for a Fidelis investor?
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...
John Lloyd at a CMA conference in Newport Beach, where John participated as a panelist, representing private money lenders
Our Fidelis team attended the California Mortgage Association’s Fall 2024 conference in Newport Beach, where John Lloyd participated as a panelist, representing private money lenders in a discussion on ADU financing. Check out the video highlights below: Fidelis Private Fund...
How is Fidelis Private Fund a hedge Against Inflation?
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...
$527,000 1st DOT Purchase/Bridge Loan
A repeat client needed to quickly close on a single-family residential investment property in El Cajon, CA, for a fix-and-flip project. The borrower will cover the cost of property improvements out of pocket.
How does Fidelis generate such exceptional returns for our investors?
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...
Does Fidelis Private Fund Have a Loan Loss Reserve and Why is it Important?
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...
$500,000 1st DOT Purchase/Bridge Loan
A referred client needed to quickly close on a single-family residential investment property in San Diego, CA, for a fix-and-flip project. The borrower will cover the cost of property improvements out of pocket.
$2,980,000 1st DOT Refinance/Const. Loan
A repeat client and experienced real estate developer requested a construction loan to refinance an existing acquisition loan of a single-family residence in San Diego that is being converted into two units with plans to build another 10 ADU’s for 12 multi-family units.
$561,500 1st DOT Purchase/Bridge Loan
A returning client and experienced real estate investor required a fast closing to acquire and obtain funds to remodel a 3BR/2BA residential single-family investment property in San Diego. This property holds the potential for increased value with an extensive remodel.
What are some key motivating factors for investing in Fidelis?
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...
$424,000 1st DOT Purchase/Bridge Loan
Success Story A client needed to close in less than seven days on the acquisition of a single-family residence just east of the North Park neighborhood in San Diego. The borrower needed a quick close on a purchase loan of a below-market property to remodel the house and add an ADU at the rear of...
$762,000 1st DOT Purchase/Bridge Loan
Success Story A client owned a residential lot in Vista, CA, which was unusable due to its size and topography unless combined with the adjacent property. When the adjacent property, a single-family residence, went up for sale, the borrower needed a purchase loan within days to acquire it, along...
$970,000 1st DOT Purchase/Bridge Loan
Success Story A returning client and experienced real estate investor required a fast closing to acquire and obtain funds to remodel a 5BR/3BA residential single-family investment property in the community of Clairemont in San Diego. This property holds the potential for increased value with an...
$250,000 2nd DOT Refinance/Bridge Loan
Success Story A client referral needed a fast-closing loan to pull out cash for remodeling four multi-family units in preparation for selling a property in Anaheim, CA. The property had a conservative first trust deed mortgage of $263,000. Fidelis Private Fund provided a $250,000 2nd trust deed...
$1,700,000 Purchase/Bridge Loan
Success Story A repeat client requested a loan to purchase an owner-occupied office building. The borrower secured the property at a significantly below-market price of $1,685,000, which equates to $144 per square foot. The actual market value exceeds $2,000,000, and after the borrower invests...
Fidelis Flexibility: Investing Made Accessible for Any Accredited Investor
At Fidelis Private Fund, we pride ourselves on offering a wide range of investment vehicles to accommodate the diverse needs of accredited investors. Our fund performance speaks to our commitment to excellence, generating over a 9% annualized return for our investors. This impressive yield...
$250,000 2nd DOT Refinance-Cashout/Bridge Loan
A Fidelis investor was facing a timing challenge. He needed to close on purchasing another investment property and needed some additional cash to close. The request was to tap the equity in his house for the business-purpose loan.
$3,000,000 1st DOT Purchase/Bridge Loan
A repeat client required financing for constructing 13 ADUs (Accessory Dwelling Units) as a multi-family project in San Diego. Fidelis Private Fund already had an existing loan in place, which we seamlessly modified to support the construction of this project.