$1,430,000 1st DOT Refinance/Bridge Loan
A client referral wanted to expedite the construction loan process and needed a lender to accommodate them in providing a loan to build a single-family residence in Murrieta, CA.
$1,000,000 1st DOT Refinance/Bridge Loan
A repeat client needed to refinance an existing residential duplex investment property in San Diego as a bridge loan in preparation for adding additional units to the property.
$565,000 1st DOT Refinance/Bridge Loan
A client approached us seeking to refinance a single-family investment property in downtown San Diego. The borrower’s loan was maturing, and he needed to refinance it to allow time to sell the property.
Experience Transparent Investing with Fidelis: See the Clear Difference!
In the complex investment world, clarity is not just a courtesy; it’s a cornerstone. At Fidelis Private Fund, we understand that the trust of our investors, both existing and prospective, is paramount. That’s why we stand firmly committed to transparency in every situation, ensuring...
The Importance of a Long-Term Perspective When It Comes to Investing
Adopting a long-term investment perspective is crucial for prospective investors exploring opportunities in mortgage funds, such as those offered by Fidelis Private Fund. Understanding the value and impact of a long-term view in this specific investment arena can significantly influence the...
Why Transparency and Strategic Relationships Matter in Mortgage Fund Investments
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW In real estate investments, particularly for individuals exploring options like mortgage funds, transparency and strategic relationships are more than mere buzzwords; they are the bedrock of successful investment. Understanding the...
Risk Management: The Backbone of Successful Mortgage Funds
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Risk management expertise is vital when investing in real estate, particularly in a mortgage fund where real estate is the security. Choosing the right mortgage fund that effectively balances risk and reward is crucial for...
The Crucial Role of Experience in Managing a Real Estate Mortgage Fund
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW In the ever-evolving landscape of real estate financing, particularly in specialized areas like mortgage funds, the expertise of a seasoned fund manager is invaluable. The Fidelis Private Fund, for instance, stands as a testament to...
$875,000 1st DOT Purchase/Bridge Loan
A new client approached us seeking to purchase a single-family investment property in Escondido, California, for $1,250,000. However, they desired a larger loan than we were willing to fund. Fortunately, the client owned another free and clear single-family investment property. By being...
$1,000,000 1st DOT Refinance/Bridge Loan
A repeat client acquired a single-family investment property in Oceanside, California, through a probate sale for $1,550,000. The purchase was financed with a seller carryback loan of $1,000,000 that now needs to be paid off. Since acquiring the property, the client has made significant...
Real Estate vs. Stock Market: A Comparative Analysis when it come to Mortgage Funds
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Should You Bet on Real Estate or the Stock Market? This comparative analysis highlights the advantages of investing in real estate through a mortgage fund like Fidelis over the stock market, mainly focusing on the relative stability...
The Resilience of Real Estate in Economic Cycles
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Real estate investments have long been hailed for resilience, especially when navigating through the unpredictable waters of economic cycles. This blog post will explore the historical trends highlighting real estate...
$350,000 2nd DOT Refinance/Bridge Loan
A repeat client needed funds to finish rehabbing an investment property. Instead of selling a property with substantial equity, the borrower requested a cash-out loan secured by a multi-family property just north of downtown San Diego, CA.
$1,175,000 1st DOT Purchase/Bridge Loan
A long-time client and repeat borrower needed funds to purchase a single-family residence in Los Angeles, where the client resides. The borrower also wanted a line of credit secured by two investment properties. Based on the strong client relationship, Fidelis was able to help the client.
$800,000 1st DOT Refinance/Bridge Loan
A repeat client needed to access the equity in a free and clear commercial land parcel entitled for a C-store, gas station, and car wash. Rather than selling the property, the borrower wanted immediate access to the equity via a cash-out refinance loan for other investment opportunities.
$375,000 1st DOT Refinance/Bridge Loan
A long-time client needed funds to take out a seller carry-back note and remodel an entry-level residential condo in El Cajon, CA.
$380,000 1st DOT Purchase/Bridge Loan
A returning client needed funds to purchase a dilapidated single-family residence in San Diego that will be remodeled and additional rental units added later. The borrower wanted to use his equity in another property as collateral to eliminate any cash required to close the transaction.
$600,000 1st DOT Purchase/Bridge Loan
A returning client needed funds to purchase a residential lot in Bonita, CA, where he plans to build rental units. The borrower wanted to use his equity in another property as collateral to eliminate any cash required to close the transaction. Fidelis Private Fund provided the borrower a...
$1,000,000 1st DOT Refinance/Bridge Loan
A returning client needed funds to purchase his business partner’s share in a commercial office building in Vancouver, Canada. Based on a long-time relationship, Fidelis was able to facilitate the request quickly with a cash-out refinance secured by a free and clear single-family...
Strategies for Capital Preservation in a Mortgage Fund
In the domain of mortgage fund management, capital preservation is pivotal. This blog delves into the strategies enabling fund managers to center their efforts on safeguarding investor capital. The Core of Capital Preservation Capital preservation is my guiding principle as a mortgage fund...