Fidelity Showcase Fundings August 2025

​From a swift bridge loan for a multifamily acquisition in North Carolina to a complex DSCR loan in Tennessee and strategic permanent financing for a retail redevelopment in California, these deals highlight the range of financing solutions we’re helping clients achieve in today’s market.

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$3.4M Bridge Loan for a Multifamily property in Albemarle, NC

Tara Sauerbrey successfully secured a $3.4 million bridge loan for the acquisition of a 112‑unit multifamily property in Albemarle, NC. This swift and strategic execution provided the borrower with the necessary capital to close quickly in a highly competitive market.

JUST CLOSED—$2.1M DSCR Loan in Nashville, TN

$2.1 million purchase loan completed for the acquisition of seven SFR and condo units in Nashville, Tennessee. The sponsor acquired the properties through a 1031 exchange involving five different sellers and multiple trusts—resulting in a highly complex structure. Dillon Freeman, CFA arranged a DSCR loan that consolidated the acquisitions into a single loan, expertly streamlining the process and delivering more favorable terms than conventional lenders.

Vacant to Viable - $2M Strategic Exit for this Retail Redevelopment 

$2 million in permanent financing secured for a retail space in Vista, California. The borrowers had acquired a vacant former bank in a high-traffic shopping center and successfully converted it into a two-tenant commercial retail space. Pat Capocciama arranged permanent financing timed with tenant lease-up, enabling the borrower to exit to a rehab construction loan and continue executing their investment strategy.

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July Insights Newsletter