In today’s unpredictable financial climate, many investors seek reliable strategies to preserve their wealth while achieving consistent growth. With stock market fluctuations and economic uncertainty becoming the norm, mortgage funds have emerged as a compelling option for those looking to...
Private lending is often the superior choice for real estate projects, particularly in competitive markets. What Sets Private Lending Apart from Traditional Financing? In the dynamic world of real estate, financing is often the keystone to success. Yet, when navigating funding options...
As we look ahead to 2025, we need to temper our expectations. An economic boom is unlikely; the real estate market will continue to face headwinds like in 2024. Inflation has kept long-term interest rates elevated despite the Federal Reserve lowering short-term rates, and escalating property...
In the complex investment world, clarity is not just a courtesy; it’s a cornerstone. At Fidelis Private Fund, we understand that the trust of our investors, both existing and prospective, is paramount. That’s why we stand firmly committed to transparency in every situation, ensuring...
Adopting a long-term investment perspective is crucial for prospective investors exploring opportunities in mortgage funds, such as those offered by Fidelis Private Fund. Understanding the value and impact of a long-term view in this specific investment arena can significantly influence the...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Risk management expertise is vital when investing in real estate, particularly in a mortgage fund where real estate is the security. Choosing the right mortgage fund that effectively balances risk and reward is crucial for...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW In the ever-evolving landscape of real estate financing, particularly in specialized areas like mortgage funds, the expertise of a seasoned fund manager is invaluable. The Fidelis Private Fund, for instance, stands as a testament to...
In the domain of mortgage fund management, capital preservation is pivotal. This blog delves into the strategies enabling fund managers to center their efforts on safeguarding investor capital. The Core of Capital Preservation Capital preservation is my guiding principle as a mortgage fund...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW A Blueprint for Maximizing Yield The efficiency of a fund’s operations is directly correlated to its ability to maximize yields. An efficiently managed fund ensures that operational costs are kept at bay, directing a larger portion...
A new client, referred to Fidelis Private Fund by a reputable broker, was looking for long-term, permanent financing with maximum leverage available to purchase a storage yard in Fullerton, California. This loan was not fit for Fidelis Private Fund. However, from our extensive network of lender...
When we see rising interest rates, some people think of it as a negative, which can be true regarding the financing cost of real estate. This line of thinking concludes that the value of the real estate compared to other investments in the market will decrease as the cost of investing in real...
The San Diego multi-family real estate market remains strong for the 1st quarter of 2022. See below a summary of the highlights from the CoStar Multi-Family Market Report prepared by Voit Real Estate Services for the first quarter of 2022 and a forecast of what is ahead.
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.
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.
We all need a vision to give us purpose in all areas of life, such as our career, business, relationships, and health.
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...
Is there real value in a Brokerage Fee Agreement? In an ideal world, you should have clients with such loyalty that you don’t need a contract to collect a fee. However, in the real world, you need a fee agreement to perfect your interest in the brokerage relationship and get paid for the...
Have you ever worked hard, spending hours arranging financing for a potential client, and come to find out it was all for naught because you did not execute a fee agreement, and the client went to another lender? I understand this is the nature of the business; however, there are ways to improve...
In today’s market, with deals not making sense with valuations so high, real estate investors need to stay focused on the one thing that will get us through the next downturn, and that is cash flow.
