Rewriting the Rules of Real Estate Investment with Fidelis

The traditional playbook for real estate investment is shifting, and Fidelis Investors is one of the firms leading that change. In this episode of PlotLines, Heather and Britni are joined by Founding Partners Brian Tortorella and Michael Tessitore, along with Special Advisor Jerry Howard, to explore how the capital stack is being reimagined in response to today’s market pressures.

With interest rates still elevated, deal flow tightening, and housing supply falling short of demand, investors are looking for smarter ways to put capital to work. The Fidelis team explains why middle-market strategies are gaining traction, especially those built on direct partnerships with operators that support stronger, long-term outcomes.

Together, the guests bring decades of experience spanning finance, housing policy, and development. Jerry shares insights from his time leading the National Association of Home Builders while Brian and Michael walk through Fidelis’s recent RTL securitization and the growing role of private credit in today’s environment. The conversation dives into how public policy, construction risk, and borrower behavior are shaping investment decisions and how the firm’s approach is grounded in both opportunity and accountability.

Rather than wait for conditions to shift, Fidelis is choosing to adapt with purpose. This episode offers a look at how that mindset is being put into practice and why the future of real estate investment is being written now, not later.

Don’t miss the team’s rewritten headline for the market they’re helping reshape.