$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.
$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...
$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...
Strategic Loan Underwriting in Mortgage Funds: A Guide to Maximizing Yield for Investors
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW When it comes to investment opportunities, high net worth investors often gravitate towards those investments that promise both return, stability, and quality. Regarding mortgage funds, one critical factor deserves attention for its...
Elevating Returns with Strategic Diversification in Alternative Investments
In the complex world of real estate investing, achieving a balance between risk and return is crucial. One strategy that has proven invaluable in this pursuit is strategic portfolio diversification with alternative investments. While traditional assets like stocks and bonds have their merits...
Fundamentals of a Mortgage Fund Yield: A Guide for the Real Estate Investor
Fidelis Limited Partners and Prospective Limited Partners: An introduction to how the yield is calculated specifically for real estate mortgage funds and factors affecting yield in this particular investment arena. For generations, real estate has been a go-to investment avenue, offering both...
$1,410,000 Refinance/Perm. Loan
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
$1,420,000 Refinance/Perm. Loan
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
$2,250,000 1st DOT Purchase/Bridge Loan
A client was seeking to purchase a multi-tenant retail strip center in Temecula, California, where they occupied a portion of the space as a tenant. The borrower wanted to limit the cash down payment and utilize additional equity in other properties owned as a way to maximize leverage.
$960,000 1st DOT Purchase/Bridge Loan
A repeat client was seeking a quick close to purchase a single-family investment property in the beach community of Encinitas, CA. This property offers the potential for added value in its existing dilapidated state.
$2,650,000 1st DOT Refinance/Const. Loan
A client referral was searching for a construction lender to fund the construction of nine apartment units that already included two newly remodeled single-family residences in front of the property in National City, California. Once complete, it will be an 11-unit multi-family property.
$1,325,000 1st DOT Refinance/Bridge Loan
An existing client needed a reliable lender to provide a bridge loan for the borrower, entitling the property for 30 apartment units on a prime property in the heart of Golden Hill, a community just east of Downtown San Diego.
$400,000 2nd DOT Refinance/Bridge Loan
A repeat client required a fast closing to pull cash out of an existing income property for another investment opportunity.