who we are

Patriot Holdings

We help investors build tax beneficial wealth through exclusive private investments.  Our main focus is the and preservation of our investors’ capital. Access our upcoming opportunities and determine if Patriot Holdings is a good fit for your portfolio.

Investment Management

Our Process

We start our process by sourcing and vetting specific opportunities that our fund managers believe will meet the goals and investment objectives of our investors. Our investors typically are looking to diversify away from the volatility of Wall Street and into alternative assets. We look to help build our investors and partners multiple streams of income.

main focus

Company Strategy

For more than 20 years, we’ve been vetting investment options to maximize investor returns.

Patriot Holdings currently holds assets in the following states.

  • Connecticut
  • Idaho
  • Maine
  • Minnesota
  • Nebraska
  • Nevada
  • New Hampshire
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Virginia

Frequently Asked Questions

FAQ

We have been getting some great questions from our investors as well as potential investors. See below for answers to commonly asked questions.

  1. Once you’ve been given access to our portal, you will be required to verify qualification status by filling out the Investor Questionnaire. 
  2. Once your qualification status has been confirmed, you will be given access to the Offering Package that will include the Private Placement Memorandum (PPM) and supporting documents which may include, but not be limited to an Operating Agreement (OA) and Executive Summary. 
  3. Sign the Subscription Agreement. 
  4. Receive funding instructions and fund your investment through wire, ACH, or check. 
  5. Once Patriot Holdings receives your funds, you will be given an Ownership Certificate evidencing your ownership of the securities subscribed to. 
  6. Patriot will allocate the funds to the applicable commercial real estate project. 
  7. If a Preferred Return is offered in offered in the investments, your Preferred Return will begin accruing and payment will be distributed pursuant to the terms of the PPM and the OA. 
  8. You will receive investment updates for your investment periodically (depending on the fund). 
  9. You will receive any major announcements via email or text as they arise.  

Each Patriot Holding’s investments is typically structured through an LLC, but we may consider other structures including debt structures in the future. As an investor, you will own a membership interest in the LLC. Through this structure investors have direct ownership in the individual investments or assets in the Fund, giving you access to tax benefits. 

An investment in Patriot Holding's should be considered long-term. Investors should expect to commit their investment for a minimum of five (5) years and up to ten (10) + years depending on the Fund. 

Patriot currently seeks income-producing investments to meet the goals and objectives of our investors. We follow key indicators with established history and long-term viability.  We may consider other segments and markets we consider viable based on our analysis and due diligence.   

You can invest with cash or funds held through trusts, LLCs, LPs or corporations. In addition, you can invest through self-directed IRAs, self-directed eQRPs (Enhanced Qualified Retirement Plan aka Self-Directed Solo 401k Plan). 

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ACCREDITED INVESTORS
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YEARS OF EXPERIENCE
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ASSETS UNDER MANAGEMENT
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RETENTION RATE

it's easy to get started

How It Works

Invest with Patriot, to grow passive income and generation wealth.

Step 1
Discover
We locate key investments that meets our investor’s goals and objectives.
Step 1
Step 2
Verification
We vet those opportunities to verify financial data and future performance.
Step 2
Step 3
Package
We package and present the investment package to our private investor group.
Step 3
Step 4
Invest
When a new deal goes live, review and sign the investment package.
Step 4
Step 5
Profit
Sit back and watch your equity grow through cash flow distributions and capital growth appreciation.
Step 5

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