Fund I FULLY SUBSCRIBED
To acquire mobile home communities, existing self-storage or industrial facilities with room for expansion and develop state-of-the-art self-storage, small bay industrial or industrial facilities in high demand location with great demographics, and reasonable competition.
Fund V - Now Open
8%
Investment Preferred Return
2.1x - 2.4x
Investor Equity Multiple
16 - 19%
Projected Investor IRR
5 Years (With Extensions).
Our goal is to sell the assets by end of 2030
Hold Period
Self Storage Value Add & Expansion | Mobile Home Parks | Industrial Assets
Target Assets
Investment Strategy
Fund V will buy 15 to 20 properties. The assets are expected to cost $80M to $100M & investors would have a share of the assets. This provides a diversified income stream for investors.
The Fund features an anticipated IRR of 16-19%, an 8% preferred return for investors, accrued from the date of investment, and High Depreciation Tax Benefits* (*Depending on timing of investment and assets in service) For more details, please review our pitch deck and summary.
We are excited about our assets in New England that are currently under contract. These assets not only meet our rigorous “MASM” (Market, Asset, Seller, Marketing) criteria but also provide diversification across the asset classes we specialize in: Self-Storage, Mobile Home Communities, and Small Bay Industrial.
To maximize our potential for achieving the target returns, we are adopting a tranche-based approach to fundraising. The first tranche is now available for subscription and funding.
Prev Offering
Next Offering
Investment Highlights
Competitive Advantages
Assets Under Management & Track Record
25%+
Average Investor IRR
$ 350M
Assets Under Management
3M+
Self Storage SQFT
FAQs
Find answers to common questions about commercial property investment and our approach.
- Please start by completing the Investor Enquiry Form (Click here). You can also schedule a call with Patriot's Investor Relations Manager, Jeanie here.
- Once you’ve been given access to our portal, you will be required to verify your Accredited Investor status. 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.
- Sign the Subscription Agreement.
- Receive funding instructions and fund your investment through wire, ACH, or check.
- Once Patriot Holdings receives your funds, you will be given an Ownership Certificate evidencing your ownership of the securities subscribed to.
- Patriot will allocate the funds to the applicable commercial real estate project.
- 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.
- You will receive investment updates for your investment periodically (depending on the fund this is usually quarterly), and paid distributions pursuant to the terms of the PPM and the OA.
- You will receive any major announcements via email as they arise.
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 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).
Our investments are typically structured through an LLC created specifically for the Fund. 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.
You are investing in the commercial real estate assets offered in the fund. 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).
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