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Author page: John P. Lloyd

$1,880,000 Purchase/Bridge Loan
$1,880,000 Purchase/Bridge Loan

A repeat Fidelis client who is a general contractor and a real estate investor needed a lender to provide acquisition financing to purchase a six-unit multi-family property within two weeks. Improvements included four detached bungalow units, one two-story duplex above five single car garages...

$350,400 Refinance/Permanent Loan
$350,400 Refinance/Permanent Loan

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...

$560,000 Purchase/Bridge Loan
$560,000 Purchase/Bridge Loan

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.  

What Should We ask Ourselves Before Making any Investment?
What Should We ask Ourselves Before Making any Investment?

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...