A repeat client was in escrow to purchase a single-family investment property and needed a lender that would perform fast and accommodate a loan modification later in the loan term when permits were obtained to add 10 rental units in the form of Additional Dwelling Units (ADU’s) to make it a 12...
A client referral needed to close fast on purchasing a single-family investment property in the community of Golden Hill, east of downtown San Diego. The property has the potential for increased density in the rear of the property with alley access.
A new client, referred to Fidelis Private Fund by a reputable broker, was looking for long-term, permanent financing with maximum leverage available to purchase a storage yard in Fullerton, California. This loan was not fit for Fidelis Private Fund. However, from our extensive network of lender...
A client referral wanted to expedite the construction loan process and needed a lender to accommodate an owner/builder in providing a loan to build a single-family residence in El Cajon, CA.
A client referral needed to refinance an existing loan and take out additional funds to repair, remodel and add additional units by reconfiguring the 7,419 sf. industrial warehouse building located on a 10,555 sf. corner lot in San Diego.
A repeat client and general contractor needed a construction loan to build two, 2BR/2BA single-family residences with two car garages and a rooftop deck, both on the same block in the Ocean Beach community of San Diego.
A repeat client needed a construction loan to replace a detached garage next to a fully remodeled single-family residence on a corner parcel with two rental units (1BR/1BA and 3BR/2BA ADUs) for a total of three rental units. The property is in the community of Point Loma, just east of downtown...
A repeat client needed a construction loan to build a single-tenant retail building preleased with a long-term lease to the credit tenant Starbucks in Chula Vista, CA.
A repeat client needed a construction loan to build two rental units (one ADU and a Jr. ADU) in one detached building on the back parcel with a fully remodeled single-family residence in the front for three rental units. The property is in the community of City Heights in San Diego, CA.
A repeat client needed a short-term loan to transform a 1BR/1BA rental unit into a 2BR/2BA unit on the same parcel as an existing single-family residential investment property that includes a total of two rental units in the community of Rancho Bernardo in San Diego, CA.
A repeat client needed a loan to acquire a mixed-use investment property located in San Diego County with significant added-value potential. The subject property consisted of 5 parcels totaling 11+ acres with 80 horse stalls and 13 rental homes. The purchase price was $2,610,000. The borrower...
A referral from an excellent client needed a loan to buy out a partner on residential condominium investment property in La Jolla, CA, and needed to close fast. As an abundance of caution, the loan was also cross-collateralized with the owner’s single-family residence.
A long-time client needed a lender to provide a line of credit to access cash for an investment opportunity in less than a week. The borrower owned a free and clear residential duplex investment property in San Diego, which was used as collateral to fund the loan.
A repeat client owned three existing rental units in Logan Heights, a community near downtown San Diego, and needed a construction loan to add two additional units to transform the property into a commercial multi-family 5 unit property.
When you build a team finding the right people is more important than the mission itself. If we make a mistake in adding the wrong person, it can be costly and sometimes detrimental to the organization.
A repeat client was in escrow to purchase a 5,242 sq.ft. industrial building (warehouse/office) in San Diego, CA for $1,250,000, a below-market price, with a short escrow, and needed a lender to provide financing in less than two weeks. The property was 100% leased.
An excellent repeat client and experienced real estate investor was in escrow to purchase a residential investment property at a below-market price in Reno, Nevada and needed a lender that could close fast.
A client referral needed a quick cash-out loan for other investment purposes secured by a free and clear single-family residential investment property in Long Beach, CA.
A client referral and real estate investor needed a loan to acquire a dilapidated single-family residential investment property in San Diego with added-value potential. The borrower also wanted to utilize the equity capacity in another free and clear investment property as cash down for the...
A repeat Fidelis client, an owner-builder/contractor, built a single-family residence he owned free and clear. The borrower wanted a short-term cash-out loan.
