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Author page: John P. Lloyd

Strategic Loan Underwriting in Mortgage Funds:  A Guide to Maximizing Yield for Investors
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...

$1,410,000 Refinance/Perm. Loan
$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
$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...

$600,000 Refi. Cash-Out/Perm. Loan
$600,000 Refi. Cash-Out/Perm. Loan

A repeat client was looking to refinance his rental investment property in Pasadena, California, and take out additional funds to be utilized on his other rentals. Fidelis Private Fund does not offer permanent, long-term financing. However, we negotiated with a lender who could fund the loan for...

$425,000 Refi. Cash-Out/Perm. Loan
$425,000 Refi. Cash-Out/Perm. Loan

A repeat client wanted to refinance his primary residence and take out additional funds to expand his business. Fidelis Private Fund does not fund owner-occupied residential loans. However, we negotiated with a lender who could fund the loan for the borrower while providing the best terms...