A referral from an existing Fidelis client needed some cash liquidity in anticipation of refinancing with a conventional lender on an existing 6 unit multi-family apartment that was recently remodeled with out-of-pocket funds from the owner.
A client referral was in escrow to purchase a commercial property with a ten-day close and is currently used as an autobody shop located south of downtown San Diego. The buyer intends to occupy the property with the same use as an owner-occupied property.
An experienced real estate investor needed a lender to purchase five detached residential cottages in poor condition and subsequently accommodate the borrower with additional funds to remodel the improvements and construct an additional ADU for a total of six units.
A repeat client was looking to refinance her primary residence to take advantage of lower interest rates. 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 offering one of the lowest interest...
An experienced real estate investor needed a lender to purchase five detached residential cottages in poor condition and subsequently accommodate the borrower with additional funds to remodel the improvements and construct an additional ADU for a total of six units.
A repeat client needed to close fast on purchasing a single-family investment property in the community of South Park just east of downtown San Diego. The property has the potential for increased density with the construction of some ADU’s in the rear of the property with alley access.
Not all private (hard) money lenders are created equal, and they vary in the level of value they provide borrowers. Here are four questions to ask before choosing a private (hard) money lender:
Finding the right private (hard) moneylender for a borrower’s specific transaction can be challenging considering the various choices for lenders in the market.
A repeat Fidelis client, real estate investor, and developer had an opportunity to purchase a vacant lot in an established residential neighborhood in Santa Cruz County, in Northern California. Our client has approved plans to build a 3,000+ sq. ft. spec home in the desirable Portola Valley...
We are told we need to exercise, eat healthy and get enough sleep to live longer and enjoy life. But there is one thing that is often understated about the importance of our health and living longer, and that is how happy we are in life.
A client was in escrow to purchase a residential investment property in the area of Mammoth Lakes, CA, for $192,000 and needed to bridge loan to close fast.
A repeat client needed to refinance his primary residence in La Jolla, CA, simply wanting to lower the interest rate on his existing mortgage.
After paying all cash for a luxury residential condo in La Jolla as a second home earlier in the year, the borrower wanted to refinance to pull cash-out for other investment opportunities.
We all need a vision to give us purpose in all areas of life, such as our career, business, relationships, and health.
A long-time client needed construction financing to add an ADU to two single-family investment properties in Fallbrook, CA, and needed a bridge lender to make it a smooth and seamless process. This is one of the two properties.
A long-time client needed construction financing to add an ADU to two single-family investment properties in Fallbrook, CA, and needed a bridge lender to make it a smooth and seamless process. This is one of the two properties.
The questions prospective investors typically ask are what is the initial cost, what is the return, how secure is the investment, and what is the timing? Those are great questions. However, equally important questions to ask ourselves are, what is the worst-case scenario, what is the...
An experienced real estate investor and repeat client needed a quick bridge loan to purchase a single-family residential investment property in Pacific Beach and had to close in 10 days.
A repeat client purchased a residential investment property all cash and subsequently needed to refinance cash-out loan to purchase another investment property. The borrower wanted a creative and flexible bridge lender to utilize the equity in his existing property to purchase another investment...
A repeat client, real estate investor, and entrepreneur wanted a purchase loan to acquire an office/warehouse industrial property as an owner-user. However, the borrower needed a creative and flexible lender to utilize equity in his other real estate to obtain a higher leveraged loan on the...
