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...
The Fidelis 2028 Vivid Vision document provides a comprehensive blueprint of the company’s strategic direction, core values, and operational principles, highlighting its commitment to capital preservation, growth, innovation, and client-centric services. Importance of a Company Vision: A...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW Balancing risk mitigation and wealth enhancement in the sophisticated investing landscape is particularly pertinent when considering real estate mortgage funds. This balance is akin to a scale carefully poised between safety and...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW San Diego’s residential real estate market is expected to remain strong, primarily due to a significant shortage in housing supply. This insight comes from a recent San Diego Union-Tribune article by David Garrick, titled...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW In the investment realm, the temptation of high immediate returns often masks the significance of consistent, long-term gains. The legendary fund manager Howard Marks, co-founder of Oaktree Capital Management and a pivotal figure in...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW I received a question from a Fidelis limited partner who asked “Does the difficulty in refinancing short-term debt due to high-interest rates and strict lending conditions pose a risk to Fidelis and its investors” This question was...
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...
TO LISTEN INSTEAD OF READING THIS BLOG, CLICK ON THE ICON BELOW When it comes to investment opportunities, high net worth investors often gravitate towards those investments that promise both return, stability, and quality. Regarding mortgage funds, one critical factor deserves attention for its...
In the complex world of real estate investing, achieving a balance between risk and return is crucial. One strategy that has proven invaluable in this pursuit is strategic portfolio diversification with alternative investments. While traditional assets like stocks and bonds have their merits...
Fidelis Limited Partners and Prospective Limited Partners: An introduction to how the yield is calculated specifically for real estate mortgage funds and factors affecting yield in this particular investment arena. For generations, real estate has been a go-to investment avenue, offering both...
