Alternative Investing Mastery Series
Access Replay for Session 42:
Top Private Credit & Lending Strategies For Passive Investors
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
How private lending works and why it appeals to passive investors seeking steady monthly income
The key differences between private credit and equity-based investments in real estate and operating businesses
How private credit is used to fund and grow small businesses, including SBA-backed lending structures
How lenders evaluate “margin of safety” through borrower vetting, LTV ratios, and real asset collateral
What investors should know before allocating capital to private credit funds or lending platforms
Live Q&A to Give You the Answers You Need
July 9th - Expert Tax Reduction Strategies For Passive Investors Subtitle: How to Keep More of Your Alternative Income
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.
Beau Eckstein
Business Financing Specialist
Beau Eckstein brings over 20 years of experience in residential and commercial finance, as well as strategic business consulting. A licensed California real estate broker, Beau also leads a consulting firm that helps business owners grow through tailored commercial mortgage advisory services.
He has built a wide-reaching network of both bank and non-bank lenders, enabling him to structure flexible financing solutions for a range of business and real estate needs.
In addition to lending, Beau operates a division focused on business optimization-helping owners reduce operating expenses, improve efficiency, attract and retain talent, and streamline payment systems. His clients span industries including construction, property management, and hospitality.
Beau works with both new and established entrepreneurs, as well as experienced real estate investors, offering strategic guidance across financing and operations. Whether launching a new venture or scaling an existing business, Beau provides the tools and capital needed for sustainable growth.
Mike Zlotnik
CEO, TF Management Group LLC
Mike Zlotnik is the CEO of TF Management Group LLC and has been managing real estate investment funds since 2009. A retired software executive, Mike began investing in real estate in 2000 and now oversees a diverse portfolio of funds and syndications. Widely known in the industry as “Big Mike”—a nod to both his physical presence and his strong reputation—he is respected for his integrity and deep financial insight into real estate investing.
Originally a political refugee from the former USSR, Mike is now a proud American citizen living in Brooklyn, NY, with his wife and four children. He holds a Bachelor’s degree in Mathematics from Binghamton University and is a chess master, a testament to his strategic mindset.
Mike is active in several high-level investor mastermind groups, including Collective Genius. He is also the author of How to Choose a Smart Real Estate Investment Fund, available on Amazon, and hosts the Big Mike Fund podcast, where he shares valuable insights into real estate and fund management. Listen at BigMikeFund.com or on iTunes.
Elijah Randall
Investor Relations Specialist, Passive Investing Mastery
Prior to joining Passive Investing Mastery, Elijah owned a residential construction company, where he led the rehabilitation of more than 2,000 single-family homes and pioneered innovative estimating software, enhancing industry efficiency. Elijah has personally invested in over 60 single-family flips and rentals, demonstrating a deep understanding of market dynamics.
With a strong relationship with Patrick spanning over 25 years, he has brought his 15 years of experience in real estate and customer support into commercial real estate and alternative assets. Elijah has established himself as a seasoned professional with a keen eye for smart investments and a commitment to outstanding investor relations.