Alternative Investing Mastery Series
Access Replay for Session 29:
Mortgage Note Investing: How It Works & How to be Successful!
Don’t Miss This Replay
Learn from some of the biggest names in investing about how you can win with this downturn.
What You’ll Learn In This Replay
Understanding mortgage note investing and its benefits
How to identify and assess the best mortgage notes for passive income
Impact of interest rates on mortgage notes and inflation hedging strategies
How to assess risk and avoid common pitfalls in mortgage note investments
What passive investors need to know about Reg A+ and Reg D mortgage note offerings
Key due diligence steps when evaluating mortgage note sponsors and their track record
Live Q&A to Give You the Answers You Need
Upcoming Sessions
February 5th - Tax Lien & Deed Investing Made Simple: Top Strategies for Passive Investors
February 12th - Forex Trading
February 26th - Venture Capital Syndication
March 5th - Affordable Housing
March 12th - Bourbon (and Wine and Tequila or more Spirits) investing
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Panelist: Lauren Wells
Co-founder, 7einvestments
Lauren Wells, Co-founder of 7e Investments, is a leading authority in the real estate investment space with over a decade of experience. She specializes in educating investors on how to evaluate funds and sponsors and navigate the complexities of selecting passive investment opportunities. Her deep expertise in this area has guided many to make informed investment decisions. Under Lauren’s leadership, 7e’s fund has raised over $26 million and built a network of more than 600 investors, including both accredited and non-accredited individuals. As a real estate investor since 2010, Lauren has grown and managed a diverse portfolio of over 100 assets. This impressive portfolio includes both residential real estate and mortgage notes.
With a wealth of experience spanning over a decade in business development, sales, and project management, Lauren’s contributions to the company are marked by her exceptional expertise. Prior to 7e Investments, she served as a senior consultant with leading SAAS startups, including Procore and LinkedIn, where her responsibilities included evaluating target markets, recognizing acquisition opportunities, and establishing new revenue streams.
Lauren takes pride in providing educational resources on financial literacy topics, with a passion for democratizing alternative investments. Seeking inspiration from diverse cultures and experiences, Lauren loves to travel. She is grateful to call Santa Barbara home and enjoys giving back to the community. She is a mother of 2 boys and loves to spend her free time with her family.
Panelist: Lance Pederson
Chief Investment Officer, PIM Rapid Lending
Lance started 2008 managing a small balance commercial real estate debt fund. In 2013, he founded a real estate fund administration firm that scaled to more than $3B in assets under administration with nearly half being real estate debt funds. During that same time, he also served as a Principal and COO at a private equity real estate investment firm that grew from $0 to $300M+ in equity under management with a portfolio that represented over $1B of real estate.
Panelist: Paige Panzarello
Founder and Managing Trustee of The Tryllion Group, Cashflow Chick
Paige Panzarello, the “Cashflow Chick”, is the founder of The Tryllion Group, and a real estate Investor/Entrepreneur for over 28 years, having done over $180 Million in real estate related transactions; Currently Paige specializes in Non-Performing Notes and Self-Storage. Surviving the crash of 2008, Paige knows how “life happens” to people every day. Paige has the privilege of building wealth while helping people to stay in their homes. She is also fortunate to help other investors build their wealth by investing side-by-side with Paige. Want to learn more about Notes? Paige teaches a Workshop on how to profit from Note Investing. Paige’s passion is to help people – whether keeping them in their homes, or helping other investors to build wealth and secure their financial future; in other words, to be ready when life happens-not broken.