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John Lloyd
Приєднався 23 сер 2012
The Fidelis Private Fund, LP (FPF), a California Limited Partnership, is a direct portfolio lender specializing in commercial and residential investment real estate loans in California. FPF offers accredited investors the opportunity to invest in a pool of real estate-secured loans generating a competitive rate of return with moderate risk and reasonable liquidity.
What is the process for an existing investor to withdraw funds from their investment in Fidelis?
Withdrawing capital from your investment in Fidelis Private Fund is designed to be straightforward and investor-friendly. No exit fees are associated with withdrawals, provided you have met the one-year commitment. If you request a withdrawal before the end of the first year, a fee applies only to the amount being withdrawn, not your entire capital account. Withdrawals are subject to the availability of cash in the fund, as determined by the general partner, to ensure the integrity and liquidity of the fund are maintained.
To initiate a withdrawal, investors must provide a 45-day written notice to the general partner, and distributions are typically made quarterly, at the same time income distributions are issued. In certain cases, large withdrawals that could affect the fund's operations may be paid out over a reasonable period to protect the fund's stability. Additionally, if an investor wishes to sell part or all of their account, the fund has the right of first refusal with a 10-day notice. The general partner reserves the right to adjust withdrawal policies as necessary, ensuring the ongoing strength of the fund for all investors.
By maintaining this careful balance of liquidity and flexibility, Fidelis Private Fund continues to offer a secure and attractive investment opportunity, allowing investors the freedom to manage their capital effectively while also protecting the fund's overall performance.
To initiate a withdrawal, investors must provide a 45-day written notice to the general partner, and distributions are typically made quarterly, at the same time income distributions are issued. In certain cases, large withdrawals that could affect the fund's operations may be paid out over a reasonable period to protect the fund's stability. Additionally, if an investor wishes to sell part or all of their account, the fund has the right of first refusal with a 10-day notice. The general partner reserves the right to adjust withdrawal policies as necessary, ensuring the ongoing strength of the fund for all investors.
By maintaining this careful balance of liquidity and flexibility, Fidelis Private Fund continues to offer a secure and attractive investment opportunity, allowing investors the freedom to manage their capital effectively while also protecting the fund's overall performance.
Переглядів: 23
Відео
Make Before You Manage
Переглядів 2519 годин тому
Have you ever started your day by diving straight into emails, to-do lists, or all the little things you "have" to do? It's easy to fall into the trap of managing your day before you've had a chance to make anything of it. Instead of getting lost in managing tasks, take a moment to create first. Write that paragraph, brainstorm that idea, or build something that excites you. When you create bef...
Can an investor allow their investment to compound or do they have to take mandatory distribution?
Переглядів 1319 годин тому
Can an investor allow their investment to compound or do they have to take mandatory distributions? Fidelis Private Fund investors can either take quarterly income distributions or allow their interest income to remain in their capital account to compound monthly. This choice gives investors flexibility based on their financial goals, whether they want immediate income or prefer to grow their i...
Fidelis Success Story In Progress - Adding 2 ADUs to make an 8-unit multi-family property
Переглядів 29День тому
At Fidelis Private Fund, we’re excited to partner with our borrower on a great project in the community of South Park just northeast of downtown San Diego, providing a loan commitment of $1,840,000 that included money to add two additional units to an existing 6 unit multi-family property. This project involved remodeling the six existing units and constructing two new ADUs, transforming the pr...
Motivational Minute - Four Pillars For Unshakable Leadership
Переглядів 12День тому
We are all leaders in some form or another. Great leadership stands on four essential pillars: character, awareness, courage, and communication. Each pillar strengthens our ability to lead with integrity, wisdom, resilience, and influence. Character is the backbone-it's what makes us trustworthy and respected. Awareness, or emotional intelligence, helps us understand ourselves and connect with ...
How does the process work for existing investors to add to their account?
Переглядів 3614 днів тому
At Fidelis Private Fund, we make it simple and flexible for existing investors to add to their accounts. You can increase your capital anytime, with no minimum investment required, making it convenient to grow your portfolio on your own terms. While there is a maximum investment limit of $3 million per investor, this maximum still allows ample opportunity for substantial capital growth. Once yo...
When it comes to personal or professional growth, should we be asking for feedback or advice?
Переглядів 2121 день тому
Research suggests that asking for advice is far more effective. Here's why: Feedback tends to focus on the past, often highlighting mistakes or celebrating successes. It usually attracts cheerleaders who only applaud our best self, or critics who tear down our worst self. Neither is particularly helpful for growth. On the other hand, advice is forward-looking and constructive. It tells us what ...
Why Fast Funding Can Make or Break a Deal
Переглядів 2Місяць тому
Why Fast Funding Can Make or Break a Deal
Fidelis Investor Appreciation Event Fall 2024
Переглядів 141Місяць тому
Fidelis Investor Appreciation Event Fall 2024
How does an accredited investor become a limited partner in Fidelis?
Переглядів 28Місяць тому
How does an accredited investor become a limited partner in Fidelis?
Celebrating Success and Connections: Highlights from Fidelis Fall Borrower/Broker Event 2024
Переглядів 54Місяць тому
Celebrating Success and Connections: Highlights from Fidelis Fall Borrower/Broker Event 2024
Can you invest your IRA or 401K money in Fidelis and why is this a benefit to the investor?
Переглядів 52Місяць тому
Can you invest your IRA or 401K money in Fidelis and why is this a benefit to the investor?
What is an accredited investor, and why does Fidelis only allow accredited investors in the fund?
Переглядів 64Місяць тому
What is an accredited investor, and why does Fidelis only allow accredited investors in the fund?
Recap on California mortgage funds and how does Fidelis compare?
Переглядів 31Місяць тому
Recap on California mortgage funds and how does Fidelis compare?
What are some security advantages to investing in Fidelis?
Переглядів 352 місяці тому
What are some security advantages to investing in Fidelis?
How is Fidelis Private Fund a hedge Against Inflation?
Переглядів 382 місяці тому
How is Fidelis Private Fund a hedge Against Inflation?
What are the Benefits for a Fidelis investor?
Переглядів 422 місяці тому
What are the Benefits for a Fidelis investor?
Fidelis Private Fund - John Lloyd at a CMA conference as a panelist, for private money financing
Переглядів 573 місяці тому
Fidelis Private Fund - John Lloyd at a CMA conference as a panelist, for private money financing
The challenge on this deal is the property type: Office space
Переглядів 303 місяці тому
The challenge on this deal is the property type: Office space
How does Fidelis generate such exceptional returns for our investors?
Переглядів 653 місяці тому
How does Fidelis generate such exceptional returns for our investors?
Does Fidelis Private Fund have a loan loss reserve and Why is it Important?
Переглядів 423 місяці тому
Does Fidelis Private Fund have a loan loss reserve and Why is it Important?
What are some key motivating factors for investing in Fidelis?
Переглядів 543 місяці тому
What are some key motivating factors for investing in Fidelis?
Does Fidelis Private Fund use Leverage, and Why?
Переглядів 314 місяці тому
Does Fidelis Private Fund use Leverage, and Why?
Fidelis Private Fund Short Introduction
Переглядів 544 місяці тому
Fidelis Private Fund Short Introduction
Welcome to Fidelis Private Fund - A Summary for Prospective Fidelis Investors
Переглядів 864 місяці тому
Welcome to Fidelis Private Fund - A Summary for Prospective Fidelis Investors
Tony Pizelo endorses John Lloyd and Fidelis Private Fund
Переглядів 274 місяці тому
Tony Pizelo endorses John Lloyd and Fidelis Private Fund
What is the Structure and Licensing of Fidelis Private Fund?
Переглядів 324 місяці тому
What is the Structure and Licensing of Fidelis Private Fund?
What type of investors are best suited for an investment like Fidelis?
Переглядів 254 місяці тому
What type of investors are best suited for an investment like Fidelis?
Fidelis FAQ - What is Fidelis Private Fund? What Does it Do, and Why Do We Exist?
Переглядів 315 місяців тому
Fidelis FAQ - What is Fidelis Private Fund? What Does it Do, and Why Do We Exist?
Fidelis Limited Partner Spring Social Event 2024 at the Fidelis Office in San Diego
Переглядів 196 місяців тому
Fidelis Limited Partner Spring Social Event 2024 at the Fidelis Office in San Diego
Hi John, Hubert here from Queens, NY. I was in Ocean Beach San Diego for the weekend and saw a banner of yours on a house. (I think it's the single family with additional dwelling in the rear). I like to learn about money, how it intertwines into the fabric of society, and how money can literally shape neighborhoods. As an accredited investor, why would I invest with a fund like yours vs a traditional bond or the stock market? I'm looking forward to watching your videos and learning about this world. Best, Hubert
Hi Hubert, Thanks so much for reaching out, and I apologize for the delayed response-I missed your comment earlier! I’m glad to hear you spotted one of our projects while in Ocean Beach, and it sounds like you share a deep curiosity about how capital impacts communities and shapes neighborhoods. That’s exactly the kind of insight and long-term vision we value at Fidelis. As an investor, you’re likely familiar with the volatility of the stock market and even the traditional bond market, which can fluctuate based on broader economic conditions. In contrast, a mortgage fund like ours provides a more consistent and stable approach to growth by focusing on real estate-backed investments. Here’s how: 1. Asset-Backed Security: Each investment is secured by real estate, which serves as collateral and mitigates risk. This approach provides tangible security, particularly in a fluctuating market. We are secured with mostly San Diego County real estate. 2. Consistent Returns: Mortgage funds, like Fidelis, offer steady, predictable returns, as they are structured around regular interest payments from borrowers rather than being subject to the rapid ups and downs of the stock market. 3. Impact on Local Communities: Investing in a mortgage fund like Fidelis goes beyond returns; it contributes to meaningful projects, such as housing development, ADUs, and revitalization efforts in local neighborhoods. This creates a lasting impact while supporting housing solutions in areas like Southern California, particularly in San Diego County. You can find more about our approach on our website, www.fidelispf.com. I look forward to hearing what you think and answering any further questions as you explore this alternative investment opportunity of real estate-backed investments. Sincerely, John Lloyd
erm that hike is actually actually over near mammoth mountain and that lake look like shadow lake meaning you are near main lodge and reds meadow road
This is a good philosophy. Remember these are goals to work towards and perfection shouldn't be the expectation. Thanks for this Fidel!
😠 Promo-SM
The only way to transition to this type of society is thru basic income. Because current corporations believe that extortion is the only way they can get workers to help them build their empires
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Brilliant, thank you!
True happiness comes ultimately from Jesus Christ.
Cool property!
So true! Time is more valuable than money could ever be.
Great advice 👍😁
🎉wow! Congrats!🎉
That takes money.
For once a normal and sane take from the motivational speaker crowd. Congrats, really valid points you made.
Really a perfect speech!!!!!
Good way to lose your butt.
This guy looks like he could be Jon Bernthal's father or older blother
Solid advice!
Terrific suggestion and how serendipitous as I was just thinking of this kk last week watching some friends in line ahead of me, checking in for something. How often (and women are more guilty than men of apologizing) this happens.
Hello John , you speak on here to pinpoint objectives , typically what are core areas of a listing that should generally be analyzed upfront in order to determine high potential or not ?
Be like water...
I saw this on the new and ofc you did the loan!
Thank you for your feedback. If I can help you in any way, let me know.
𝐩яⓞ𝓂𝓞Ş𝐦 😻
Awesome John. This spanish home is a goal!
Thank you. It turned out great a win/win for everyone.
this was an amazing video
𝔭𝔯𝔬𝔪𝔬𝔰𝔪
Wonderful project John.
I really appreciate the information! What do you think most hard money lenders would think about only being used for acquisition cost, but I fund my own renovations and sell the home myself and ( exit strategy #1) since I'm an agent I Pay no real estate agent fees as a seller, then pay back hard money loan or (exit strategy #2) refinance to payback hard money lender and home become long term rental. I would be using business credit to fund the renovations cost.
Gerrett, Thank you for your feedback. As a direct private lender I often only assist in funding the acquisition cost and the borrower handles the remodel out of there own funds. So, this is common practice with more experienced borrowers with the resources to do so. Thanks again for your question and if I can help you in any way let me know.
Great information, thanks John!
Always good John. Thanks for the courage to step into your non-comfort zone. Inspiring.
Great wisdom and good encouragement to make the commitment to take a step towards our intentions.
So true John. Have a great week!
Great wisdom. Thanks John for taking action and getting this out to us!
Great reminder. I believe in the power of visualization, which was first formally introduced to me in college.
God bless you John
Love this! What set's you apart from the competition? This is gold.
What do you think 2021 has in store for real estate?
Great video John! It is indeed an ultra marathon, not a sprint. Run gently out there.
Thanks for your feedback and support.
👑🙏