$200,000 Purchase/Bridge Loan
A client referral and real estate investor needed a loan to acquire a single-family residential investment property in San Diego with added-value potential. The purchase price was $840,000.
$1,210,000 Refi. Cash-Out/Perm. Loan
A repeat client needed a refinance/cash-out conventional loan secured by a single-family investment property owned free and clear. The proceeds were to be used for other investment purposes.
$4,800,000 Refi. Cash-Out/Perm. Loan
Our existing bank had a client who administered a trust that owned two commercial properties, one in Jacksonville, Florida, and one in Dripping Springs, Texas. Both were owned free and clear. The trust needed to refinance the properties with conventional financing and pull cash out for...
$1,770,000 Refi. Cash-Out/Perm. Loan
A repeat client owned, free and clear, a gas station property in Imperial Beach, CA, and needed a conventional lender to refinance a cash-out loan for other investment opportunities.
$448,000 Refi./Permanent Loan
A repeat client needed a conventional lender to refinance a bridge loan that Fidelis funded earlier in the year. The property type was a 2,300 sq.ft. office building in La Mesa, CA.
$581,250 Refi./Permanent Loan
A long-time client received construction financing from Fidelis a year ago to build an ADU on a SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...
$492,000 Refi./Permanent Loan
A long-time client received construction financing from Fidelis a year ago to build an ADU on an SFR investment property in Fallbrook, CA. Now that the construction is complete and the unit is leased out, the borrower needed a conventional take-out lender to provide a long-term loan with some...
$390,000 Refi./Permanent Loan
A repeat client needed to quickly buy out a partner last year on a single-family investment property in Escondido, CA, and utilized the services of Fidelis Private Fund to do that. The exit strategy at the time was to refinance with permanent financing within a year.
$1,860,000 Refi./Construction Loan
A repeat client needed a refinance/construction loan to pay off a private money loan secured by single-family investment property on a large lot. The borrower plans to remodel and obtain permits to add five additional rental units for a total 6-unit multi-family project.
$760,000 Refinance/Cash-Out/Bridge Loan
A client referral recently built a residential duplex in the community of Hillcrest in San Diego, CA, and owned the property free and clear. The borrower needed a quick cash-out loan to buy out his partner.
$750,000 Purchase/Construction Loan
An excellent client, a general contractor, was in escrow to purchase a residential investment property with the potential to add additional rental units to the property. The borrower also wanted to utilize excess equity capacity in a few other investment properties as cash down for the...
$566,250 Purchase/Bridge Loan
A repeat client needed to close fast on purchasing a single-family investment property in San Diego. The property has the potential for increased density with the construction of multiple ADUs in the rear of the property.
$300,000 Refinance/Cash-Out Loan
An excellent existing client referral owned a 100% leased, free and clear commercial property in Spring Valley, CA, that’s conservatively worth over $1,500,000 and wanted to use it as collateral to pull some cash out immediately for other investment purposes.
$260,000 Refi./Bridge Loan
A client referral owned a residential single-family investment property in El Cajon, CA, with a lot of equity and wanted to tap the equity for a cash-out loan for business purposes.
$300,000 Refinance/Line of Credit Loan
A new borrower referred to Fidelis by a reputable broker needed a commercial line of credit for investment purposes. The borrower had an investment property, owned free & clear, which he used as collateral for the subject line of credit.
$775,000 Refi./Construction Loan
A repeat client needed a creative lender to do a construction loan to construct 3 apartment units built out of containers on a vacant lot in San Diego.
$2,440,000 Refi./Permanent Loan
A long-time client needed to refinance an existing conventional loan secured by two retail properties on two separate parcels in the area of Mission Gorge in San Diego. The borrower’s objective was to refinance the loan with no cash-out and secure it with only one of the properties releasing the...
$2,437,500 Refi./Permanent Loan
An experienced real estate investor and repeat client of Fidelis Private Fund needed a long-term/conventional loan with cash out to refinance an existing bridge loan on an existing 7-unit apartment, cottage-style, in North Park. The borrower wanted a conventional lender at the lowest interest...
$800,000 Refi./Rehab+ Loan
A repeat client who is a general contractor owns a single-family investment property in Oceanside, CA, and needed a loan to remodel the existing improvements and add two additional rental units (ADUs) turning it into a three-unit property, substantially increasing the value.
$100,000 Purchase/Bridge Loan
A client referral was in the process of purchasing a single-family residential four-acre improved lot for $485,000 in Poway, CA, just north of San Diego. The borrower was planning on purchasing all cash; however, due to unforeseen circumstances within 7 days of closing, the borrower was short...