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.
A repeat client purchased a single-family investment property on a large lot and obtained the entitlements to remodel the SFR and add six additional units creating substantial value. The borrower needed a construction loan to refinance the acquisition loan and provide funds for the construction...
A repeat client, businessman, and real estate investor needed an acquisition loan to purchase a large ranch property in San Diego County, including two single-family residences and outbuildings on one parcel. The borrower needed to close fast and needed a lender who could perform and meet the...
A returning client sought to refinance their single-tenant industrial property in Spring Valley, California, to lock in long-term conventional financing and extract additional funds for other investment opportunities. Although Fidelis Private Fund does not specialize in providing permanent...
A repeat client who owned a mixed-use commercial property free and clear located in Spring Valley, CA, needed a loan to purchase the liquor store business that had leased the property for over 15 years. The improvements include a liquor store and a residential rental unit.
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.
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.
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...
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.
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.
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...
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...
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.
