JF 3984: From Engineering to Investing, Litigation Finance, and Diversification ft. Patrick Grimes

The Best Ever CRE Show

Best Ever CRE

Entrepreneurship, Investing, Business

4.8 • 983 Ratings

🗓️ 1 August 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of Next Level CRE, Matt Faircloth interviews Patrick Grimes, founder of Passive Investing Mastery. Patrick shares his journey from a robotics engineer to a seasoned investor, detailing early missteps in pre-development deals during the 2008 crash and how he rebuilt by focusing on recession-resilient markets. He explains why he pivoted from single-family rentals to large-scale multifamily and ultimately to alternative, non-correlated investments like litigation finance. Patrick dives deep into how his firm funds late-stage mass tort legal cases—such as Camp Lejeune and LA Juvenile Detention settlements—for outsized, socially impactful returns. Patrick Grimes Current role: Founder & CEO, Passive Investing Mastery Based in: Honolulu, Hawaii Say hi to them at: investwithpatrick.com | passiveinvestingmastery.com Visit investwithsunrise.com to learn more about investment opportunities. Post your job for free at https://www.linkedin.com/BRE. Terms and conditions apply. Join the Best Ever Community The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It’s free to join, but you must apply and meet the criteria. Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at ⁠www.bestevercommunity.com⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, best ever listeners, I want to tell you about something that's caught my attention,
0:03.6	Sunrise Capital Investors, and they're soon to close, growth and income fund four.
0:09.1	Here's what impressed me. They've got a track record that speaks volumes. Over $1 billion in
0:15.1	transactions completed, $300 million in assets under management, and get this, zero investor losses across their first four funds.
0:26.1	Their strategy, they focus on mobile home parks and parking facilities,
0:30.6	two recession-resistant asset classes that most institutional players haven't fully tapped into yet smart positioning.
0:39.1	Now, with Fund 4, they're projecting 14 to 18% total annual returns with 7% to 8% annual
0:46.7	cash distributions. They've already acquired nine properties all cash flowing with over $21 million
0:53.2	in portfolio level equity. Plus, for every
0:56.8	dollar invested, Sunrise funds have historically delivered over 90 cents on the dollar back
1:01.9	in K-1 passive losses. Last year, Fund 4 investors got 70% of their invested capital back via
1:09.2	depreciation.
1:15.8	If you're an accredited investor looking for consistent performance and alternative assets,
1:18.8	Sunrise Capital might be worth a conversation.
1:22.3	But don't wait, they're closing fund for in September.
1:26.6	Learn more at investwithsunrise.com.
1:30.0	That's invest with sunrise.com. That's invest with sunrise.com.
1:38.1	Welcome to the best ever CRE show, the world longest running daily commercial real estate podcast. If you want real stories behind the good, the bad, and the worst ever deals,
1:42.3	plus insights into what really goes on in the commercial real estate investing, you're in the right place.
1:47.0	Our host interview commercial real estate experts every day to uncover secrets and strategies
1:50.9	you can use to become a better, more informed investor.
1:54.4	This is the best ever CRE show.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Best Ever CRE, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Best Ever CRE and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.