Patriot Holdings

who we are

Our firm is designed around you, the investor. We work closely with our 150+ Limited Partners to identify investment opportunities that best meet their personal financial objectives. Through our exclusive web-based platform, our investors receive a variety of different opportunities that have passed through our diligence process and are ready to be funded.

Investment Management

Our Process

Our strategy has been carefully crafted through decades of experience in acquiring, improving, and operating alternative commercial real estate assets. We own the process end-to-end from identifying promising properties to managing the properties to selling the assets. By keeping the entire process in-house, we save our investors tens of thousands of dollars in unnecessary fees.

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


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.  
Currently, our investments are typically structured through an LLC, but we may consider other 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.
An investment in Patriot Holdings 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.
You can invest personally or with 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).

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). 


it's easy to get started

How It Works

Invest with Patriot to grow passive income, reduce your tax burden, and generate long-term wealth
Step 1
We locate key investments that meets our investor’s goals and objectives.
Step 1
Step 2
Sit back and enjoy. Receive your cash flow distributions monthly and realize the benefits of long-term appreciation in alternative commercial real estate.
Step 2
Step 3
We package and present the investment package to our private investor group.
Step 3
Step 4
When a new deal goes live, review and sign the investment package.
Step 4
Step 5
Sit back and watch your equity grow through cash flow distributions and capital growth appreciation.
Step 5


To grow your wealth and generate income in alternative investments, enter your information in the fields below!