Success Story A returning client and experienced real estate investor required a fast closing to acquire and obtain funds to remodel a 5BR/3BA residential single-family investment property in the community of Clairemont in San Diego. This property holds the potential for increased value with an...
A client of Fidelis needed to refinance a 15-unit multi-family property in San Diego to pull cash-out and secure a long-term fixed interest rate. As the broker, Fidelis facilitated the loan arrangement through a commercial bank, obtaining favorable terms for the client.
A client required a conventional loan to buy a single-tenant, owner-occupied office/warehouse condominium in Chula Vista, CA. Fidelis Private Brokerage co-brokered the loan with Secure Funding Group to secure the loan, and successfully arranged financing with a local bank, obtaining favorable...
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
Fidelis provided the construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property in San Diego, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
A repeat client was looking to refinance his rental investment property in Pasadena, California, and take out additional funds to be utilized on his other rentals. Fidelis Private Fund does not offer permanent, long-term financing. However, we negotiated with a lender who could fund the loan for...
A repeat client wanted to refinance his primary residence and take out additional funds to expand his business. 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 providing the best terms...
A returning client of Fidelis Private Fund sought to replace an expiring commercial line of credit with more advantageous terms. This financing was to be secured by a 2-unit commercial retail property in the heart of North Park, a vibrant San Diego, California community. The borrower’s aim...
A loyal client of Fidelis Private Fund was seeking to refinance his multi-tenant retail investment property and access additional funds for diversifying his investment portfolio. The 1st Trust Deed loan was secured against a 3-unit commercial retail property situated in Barrio Logan, a San...
Fidelis provided a $1,265,000 construction loan to a repeat client to transform a single-family residence into a six-unit multi-family property, which added substantial value. The borrower wanted to keep the property as a long-term rental. When the project was complete and stabilized, the...
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...
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 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 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...
