Our Investment Strategy

To acquire land, permitted land, 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 the “seed” 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

Own a tangible, cash-flow generating asset in an inflationary, monetary environment. Best-in-class operators with decades of experience and an investor-first approach to real estate. Distribution pay outs are expected to begin 24 to 36 months after initial investment.
Investors Paid First
Investors receive a Preferred Return and capital is paid back to investors first, additional profits are split (LPs) / (Sponsor) up to an IRR hurdle, over the IRR hurdle cash flows are split 50-50 between A-class (LPs) and B-class (Sponsors).
High Margin Business
Development or expansion costs from $65-$68+ / sqft, with stabilized asset values at $135 to $200+ / sqft.

High margin and very low maintenance costs post development.
Strong Projected Returns
The project has strong projected IRR and Equity Multiple.

With ongoing cash flows & profits after return of investor capital.
Partner With The Experts
Patriot Holdings is a Top 10 Self Storage Owner in New England, with 1,500,000 square feet of storage space. We have the in-house expertise to deliver on this project.
Large Tax Savings
Investors receive 100% of the asset’s accelerated depreciation in year 1.
Inflation & Recession Resistant Assets
Own a recession-resistant commercial real estate asset.

Competitive Advantages

Patriot is hands on with every aspect of the asset, with dedicated in-house teams for management, engineering and construction, generating higher returns for investors by leveraging our deep expertise of self storage.
Centralized Management Office
Marketing & Customer Service Hub
Deep Local Knowledge & Relationships
Priority Deal Sourcing & Access
In-House Management Team
Cost Control & Operational Efficiencies
Exceptional Marketing, Trusted Brand
Strong Consumer Trust, Superior ROI
Asset Value Maximization
Markets Selected for Optimal Lease Up
Own Construction & Engineering Teams
Economies of Scale & Lower Build Costs

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.

What is the process to invest with Patriot?
  • 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.
What is the fund's duration

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.

What type of funds can I use to invest?

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).

How are Patriot Holding’s investments structured?

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.

What am I investing in?

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).

FAQs

Find answers to common questions about commercial property investment and our approach.

When do I begin to see a return?

Investors typically start accruing returns from the date of their confirmed investment, with distributions generally beginning after the stabilization of acquired assets and aligned with fund-specific timelines.

Can I invest with my self-directed IRA or other retirement account?

Yes, we welcome investments through a variety of self-directed retirement accounts, allowing investors to potentially benefit from tax-deferred or tax-free growth.

What is the duration of the fund?

We typically aim for a horizon of 5 years, focusing on long-term capital appreciation and cash flow from stable assets.

How do I invest with Patriot Holdings?

New investors can sign up through the investor portal on our website, www.patriotholdings.com. Accreditation is required to ensure compliance and the integrity of our investment community.

What am I investing in?

Investors become limited partners in a fund that acquires and manages a diverse portfolio of alternative commercial real estate assets. These assets offer resilience in fluctuating markets and the potential for substantial growth.

How can I learn more about Patriot’s Funds or speak with someone at Patriot?

You can book a call with our investor relations team by completing the short form here. There will be an option to book a call once you submit the form. Here

Why invest with Patriot Holdings?

Patriot has over $350 Million Assets Under Management (101 Commercial Real Estate Properties spanning over 3 million sqft). Hundreds of investors trust Patriot to deliver capital growth and cash flow distributions. You can see our full track record here

What is the minimum I can invest?

$50,000

What type of accounts can I invest through?

Individual, Entity, Trust or IRA accounts

What opportunities do you have open right now?

You can see our open funds in our investor portal here or under the Investment Funds on the menu for this website.

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