A repeat client had purchased several residential adult care facilities with private financing and wanted to refinance the higher-cost debt with conventional long-term debt at a low fixed rate. Through our extended network of real estate lenders, we found for the borrower the best lender to...
A repeat client needed a construction loan to build 17 apartment units in National City, CA. The borrower wanted a conventional lender with competitive pricing that would accommodate financing for an owner/builder. As it is with many of our clients, private money is not always needed. Fidelis...
Fidelis was the existing lender where the client initially needed a quick refinance cash-out bridge loan on a residential condo investment property with oceanfront views in La Jolla, CA. Once Fidelis funded the acquisition and bridge loan, Fidelis immediately started the process to help the...
A client referred to Fidelis wanted to take advantage of the low-interest rates available to refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist in getting it done.
A new client needed to refinance her previously free & clear primary residence with a new mortgage for investment purposes while taking advantage of today’s low-interest rates. She was frustrated with her previous attempts to obtain financing through other loan brokers and banks and almost...
A referred client was looking to refinance his existing mortgage and take some cash out while locking in the lowest interest rate possible. The borrower wanted a hassle-free loan and turned to Fidelis to lead the way. Fidelis quickly connected the borrower with a conventional lender that could...
A client referred to Fidelis wanted to take advantage of the low-interest rates and refinance his owner-occupied single-family residence. The borrower wanted a hassle-free loan and looked to Fidelis to assist.
A long time client wanted to refinance his first trust deed mortgage on a commercial property. The borrower also required some cash out for working capital.
A new client looking to refinance his existing first trust deed mortgage on his owner-occupied single-family residence, while taking advantage of today’s low-interest rates. The borrower wanted a hassle-free process and turned to Fidelis for help.
A repeat client needed a conventional long-term loan to refinance out of a $918,250 private money bridge loan funded by Fidelis as the direct lender on a single-family residence in La Jolla, CA. In the era of Covid-19, self-employed borrowers such as this client may find it challenging to find a...
Although a new client to Fidelis, the borrower is a long-time acquaintance who was looking to refinance his owner-occupied single-family residence, simply wanting to take advantage of today’s low-interest rates. The borrower wanted a hassle-free loan process and turned to Fidelis to guide him...
A new client was referred to Fidelis from a long time borrower and an excellent referral source to refinance an owner-occupied single-family residence. The borrower needed additional cash-out for repairs and maintenance. Frustrated with other lenders, the borrower turned to Fidelis for the...
We received a referral from a client looking to purchase an owner-occupied industrial building in Henderson, Nevada. The client had a timing problem and needed to close before the conventional lender could fund the loan request.
A repeat client and experienced real estate investor called me with a loan request to purchase a single-family residence as an investment property. The loan needed to close in 9 days. There was not enough time to close the loan with a conventional lender.
An investor/owner-operator was purchasing a mixed-use commercial/residential property in Spring Valley, CA. The purchase price was $600,000. The borrower was going to move his business into the commercial space and rent out the attached residential unit.
A local private lender needed to sell the note on a single-family residential investment property in San Diego, CA, which is nestled into the slope of Mount Soledad with ocean views. The note was sold for $1,200,000 and needed to close within a week.
An investor/owner-operator was purchasing a single-family residential investment property in Carlsbad, CA, to be used as a sober-living facility. The purchase price was $1,259,900, with the seller willing to execute a subordinated seller carry-back note allowing the purchaser to be put no cash...
A real estate broker/investor-owned a single-family residential investment property that was initially intended to be a fix & flip property. But instead, the owner decided to keep it as a rental and needed to pay off the higher cost short-term private money financing.
An experienced real estate developer and repeat client finished the construction of a 13 unit luxury apartment in the community of Mission Hills of San Diego, CA. The construction loan of approximately $3,000,000 had matured. The borrower’s objective was to refinance and leverage as large a...
Fidelis Private Fund arranged the $7,200,000 permanent loan with a Life Insurance Company at a competitive 4.25% interest rate fixed for 20 years and fully amortized.
