$1,980,000 1st DOT Refinance/Const. Loan
A borrower with a proven track record of developing successful real estate projects in San Diego needed a construction loan to develop a multi-family project.
$1,000,000 2nd DOT Refinance/Bridge Loan
Fidelis Private Fund provided a cash-out refinance loan for an experienced real estate investor and seasoned technology executive. The loan was structured to enhance the borrower’s liquidity, enabling them to secure financing for an upcoming project. The borrower, a respected professional in the...
$250,000 1st DOT Refinance/Bridge Loan
Fidelis Private Fund provided financing to a real estate investor, enabling the replenishment of reserves while leveraging a high-quality medical office condominium. The unit, located in an established commercial area, is part of a portfolio managed by a seasoned operator with extensive...
$1,300,000 2nd DOT Refinance/Bridge Loan
Fidelis Private Fund provided financing for an experienced real estate investor to renovate and enhance an 18-room boutique hotel in Mission Beach, San Diego. The property underwent extensive upgrades, including modernized bathrooms, kitchenettes, flooring, landscaping, and new furnishings...
$910,000 1st DOT Purchase/Bridge Loan
Fidelis Private Fund facilitated financing for the acquisition of a commercial property supported by cross-collateralized property. The primary property, a brand-new 6,264-square-foot facility with a shop and office space, represents the primary collateral. To further secure the loan, a...
$500,000 1st DOT Refinance/Bridge Loan
Fidelis Private Fund provided financing to a financially stable real estate investor to remodel a rental property and prepare it for sale. The borrower, a Santa Cruz resident with significant real estate holdings and strong monthly rental income, sought funding to maximize the property’s value...
$630,000 1st DOT Purchase/Bridge Loan
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property with strong value-added potential. The site is 0.44-acre lot, purchased for the potential for future development.
$727,000 1st DOT Purchase/Bridge Loan
Fidelis Private Fund provided financing for the purchase of a single-family residential investment property, presenting an excellent opportunity for value creation in Spring Valley, CA just east of San Diego. The property features 4 bedrooms, 3 bathrooms, and over 3,300 square feet of living...
$1,840,000 1st DOT Refinance/Const. Loan
A seasoned real estate investor and repeat client needed construction financing to transform a single-family residence into a six-unit multi-family residential complex. This innovative development project will add significant value to the property and provide much-needed housing units in the San...
$345,000 1st DOT Purchase/Bridge Loan
Experienced real estate investors and repeat Fidelis clients needed financing to acquire a single-family residence in the city of San Diego. The borrowers intend to convert it into a multi-unit ADU development, maximizing the property’s potential value.
$730,000 1st DOT Refinance/Bridge Loan
An experienced real estate investor and business owner approached Fidelis to refinance an existing loan on a single-tenant retail property. The borrower plans to operate the property as an owner-occupied commercial property, leveraging its prime location and established business potential.
$217,500 1st DOT Purchase/Bridge Loan
A repeat borrower, experienced general contractor, and real estate investor, requested financing for the acquisition of a vacant residential lot. With a proven track record of building and selling residential properties, the borrower plans to build a single-family home on the site to maximize...
$2,487,000 1st DOT Refinance/Const. Loan
A repeat client and experienced real estate investor requested a construction loan to transform a single family property into a multi-unit investment. The project involves converting an existing single-family residence into a duplex and constructing six additional ADUs, resulting in eight...
$3,160,000 1st DOT Purchase/Bridge Loan
An existing repeat client, real estate investor, and business owner needed financing to purchase an income-generating investment property located in San Diego, CA. The property features a gas station (Circle K) and a fast food restaurant, both operating under long-term leases, with excellent...
$1,300,000 2nd DOT Refinance/Const. Loan
A seasoned client requested a construction loan to transform a single-family property into a dynamic multi-family investment. The subject property, acquired earlier this year, features a 3-bedroom, 2-bathroom residence on a 9,380 sq. ft. lot. The proposed project involves constructing eight...
$318,750 1st DOT Purchase/Bridge Loan
Experienced real estate investors and repeat Fidelis clients needed financing to acquire a single-family residence in the city of San Diego. The borrowers intend to convert it into a multi-unit ADU development, maximizing the property’s potential value.
$210,000 1st DOT Purchase/Bridge Loan
A repeat client and seasoned general contractor needed financing to purchase two residential lots, leveraging an existing single-family residence as additional collateral. The borrower plans to build on the lots for future residential development, enhancing value in the growing Spring Valley...
$590,000 1st DOT Purchase/Bridge Loan
Repeat clients and seasoned real estate investors partnered requested financing to purchase and renovate a single-family investment property in South Park a community of San Diego. They intend to capitalize on their expertise in property rehabilitation to enhance the home’s value for resale.
$875,000 1st DOT Refinance/Bridge Loan
An experienced investor requested financing to refinance an existing loan and facilitate the purchase of a mixed-use income property. The transaction includes paying off an existing loan, providing a cash-out component, and securing a new loan structure under a newly formed entity.
$350,000 1st DOT Refinance/Const. Loan
An existing client referred an owner/builder to Fidelis who was in the process of constructing a single-family investment property in San Diego County. With the project nearly 65% complete, the borrower needed additional funds to finish the construction.