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.
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.
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.
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...
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.
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.
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.
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.
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.
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...
