The Recessionary Acquisitions Fund — Take Advantage of The Upside From This Downturn
Discover a demonstrated cash-buy & refi strategy that targets distressed operators—not distressed properties—and can compound returns quickly.
38.2%
Total Return To Date, Annualized**
$9.02M
Total
Invested
$12.55M
Fund Equity (NAV)**
$3.04M
Manager Co-Invest (30%)*
A Message from Patrick Grimes, Founder & CEO of Passive Investing Mastery
Thank you for stopping by. You’re likely exploring how real estate can still deliver outsized returns, even when market conditions look shaky. We launched our Recessionary Acquisitions Fund in 2023 specifically to seize opportunities that appear when others retreat. By finding distressed operator deals—not distressed properties—we’re able to capture equity and roll our profits forward in a tax-advantaged way to create true compounded growth.
Projected Returns
Years Invested
Equity Multiple
Annual Average Return
%
How the Recessionary Acquisitions Fund Works
Identify
Distressed Operators, Not Distressed Properties
We buy assets from owners who are distressed, like those who are underwater on their finances, facing balloon payments, or have other reasons to need to exit quickly.
Cash Buy
All-Cash, Quick-Close Strategy
Paying cash could secure an immediate discount and potentially lead to a swift close—often beating out higher but slower bids.
Refi & Redeploy
Refi & 1031 Exchange
We aim to refinance tax-free, redeploy proceeds into new deals, and roll gains forward through 1031 exchanges—deferring taxes.
Grow
Shorter Holds, Rapid Velocity
We typically target 10–18-month windows to flip or reposition these properties for optimized returns.
This is a once-in-a-lifetime environment—like 2009–2010—except this time, we’ve come prepared with a demonstrated buy-refi strategy that’s already delivering results.
High Interest Rates & Eviction Slowdowns
Many operators used adjustable-rate loans or counted on rent growth that never materialized.
Balloon Payments & Financial Duress
Owners forced to refinance at today’s higher rates risk negative cash flow or foreclosure.
Our Advantage
We solve their urgent liquidity needs, acquiring quality assets.
A 38.2% Annualized Return—Since Launch in 2023
It sounds too good to be true—until you see it in action. Since launching in 2023, our Recessionary Acquisitions Fund has achieved a 38.2% Actual results as measured by Fund accounting includes the total return, realized and unrealized gains. The running average of the monthly returns since inception annualized. While past performance can’t guarantee future results, we believe this momentum reflects a fundamental market opportunity: distressed operators selling high-quality assets.
Disclaimer: *Actual results as measured by Fund accounting includes the total return, realized and unrealized gains. The running average of the monthly returns since inception annualized
Combined Sponsor Experience
Sponsors specialize in multifamily, retail, self-storage, triple net (NNN), warehouses, diversified energy, and more.
Acquired Asset Value
Acquired Units
Years Experience
Ready to Learn More? Schedule a Call or Access Our Investor Kit
If the idea of capitalizing on distressed operator deals resonates with you, let’s have a conversation. Or, if you’d prefer to dive into our detailed investor kit, download it below. We welcome curious minds and thorough diligence.
Frequently Asked Questions
What are the main tax benefits of this investment strategy?
Our strategy offers significant tax advantages, including the potential for bonus depreciation, 1031 exchanges, and capital gains deferral. These benefits can substantially enhance your after-tax returns.
How does the buy-refi strategy work?
We acquire properties at a discount, improve them to increase their value, and then refinance to extract equity. This process allows us to reinvest proceeds into new opportunities, compounding growth.
What makes this moment similar to 2009–2010?
Current market conditions mirror the 2009–2010 downturn, with high interest rates and distressed operators. However, this time, we are equipped with a proven strategy to capitalize on these opportunities.
How do you mitigate risk in your investments?
We focus on acquiring fundamentally stable, cash-flowing properties at a discount due to seller distress. This approach reduces risk while providing a diverse and scalable portfolio.
What is the expected timeline for investment returns?
We typically target a 10–18-month window for repositioning properties, aiming for optimized returns within a relatively short period.
How can I learn more about your investment opportunities?
To learn more, you can schedule a call with our team or download our investor kit. We are here to answer any questions and provide detailed information about our strategies.