Building Durable Wealth in Essential Real Estate

Patriot Holdings specializes in cycle-resilient private real estate—self-storage, manufactured housing, and small-bay industrial—designed to deliver inflation-hedged income, tax-advantaged returns, and long-term capital growth. With $400M+ in AUM and a 15+ year track record, we help accredited investors preserve and compound wealth through private real estate funds built for all economic climates.

Real Estate Private
Equity Leaders

100
+

Commercial Properties

$
400
M+

Assets Under Management

3
M+

SF Managed

25
%

Avg Realized Partner Net IRR

15
+

Years Operating

50
+

Member Team

An acquisitions-to-operations engine with expert asset management, disciplined execution, and transparent reporting targets resilient investment performance across cycles. Together, we can pursue tax-efficient, long-term wealth creation backed by assets that people need in every economic climate.

Why Alternative CRE Wins

When the crowd chases core, your capital owns the essentials. We invest in asset classes that
meet essential needs and have historically thrived in up and down markets.
All Purpose Storage
10+ States
70+ Facilities
10+ Communities
1,000+ Pads
National Deal Flow
Light Industrial
Mixed-Use
Local Trades
Methuen, MA
147,480 SF
High-Bay Warehouse

Self-Storage Facilities

1 in 10 Americans rent a storage unit, while month-to-month leases reset with CPI—keeping real yield intact. Life events, not tariffs or the S&P, have historically kept demand and occupancy healthy across cycles.
 

70+ Facilities
3M+ SF

Mobile-Home Communities

A chronic affordable-housing shortage and near-zero new supply drive real occupancy, in-fill sell-through, and steady pad-related rent growth—even in recessions.

1,000+ Pads
Owned

Small-Bay Industrial Assets

Class A
Small-Bay

“Last-mile”, adaptive spaces power meaningful trades, supporting local, regional, and national operators—offering sticky, diverse tenant mixes, minimal cap-ex, and annual rent resets designed to hedge inflation.

Patriot Invests in Resilience

We buy essential-needs real estate. These sectors meet everyday necessities, feature short-term or CPI-linked leases, and operate at high margins with modest capital expenditures. They are built to endure uncertainty and capitalize on recovery.

19,000+
Units

01

Stability That Pays

Cost-segregation and accelerated depreciation can shield current income and boost after-tax returns.

02

Alignment That Matters

GPs commit a minimum seven figures alongside LPs—our balance sheet sits beside yours.

03

Operators You Can Trust

As a vertically integrated sponsor, we manage sourcing, operations, and strategy in-house—bringing greater efficiency and alignment to every investment.

Buy Right · Operate Better · Exit Smart

Capital Safety First

For nearly two decades, Patriot Holdings has followed one simple mandate: protect capital first, then grow it responsibly. That discipline—refined through the 2008 recession, the COVID shock, and today’s inflation-driven rate cycle—has allowed us to deliver a blended net IRR in the mid-20% range with no capital calls and no loss of principal.

Acquire Right

Off-market or under-market assets 10–25% below stabilized replacement cost in growth or tertiary corridors. Fixed-rate debt and moderate leverage keep downside risk contained before upside is pursued.

01 / 04

Optimize Fast

In-house All Purpose Storage®, mobile home community & industrial ops teams lift NOI or sell-through with dynamic pricing, proficient staffing, and tech-driven revenue management.

02 / 04

Expand Smart

Phase-II expansions, parcel assemblage, and CapEx only where untrended yields exceed 15 %.

03 / 04

Exit Disciplined

Realize gains when cap-rate compression delivers a 200–300 bps spread over yield-on-cost—or refinance and distribute.

04 / 04

The Power of Patriot

Our playbook works across 10+ states, 100+ properties, and 3M+ SF to drive real value for our partners, tenants, residents, and communities. We've refined our approach over the course of 20+ years of strategic investing and meticulous asset management. We obsess over operational alpha and financial stewardship.

No Substitute For Battle-Tested Strategy

Operational Excellence

Operations, asset, and property management are our core competency. While we buy assets for the right basis, we pride ourselves on unlocking NOI growth through cross-portfolio capabilities that aim to drive real alpha.

One Team, Full Coverage

All In-House

Every lever—from tech stack, marketing, and tenant relations to construction and property management—is run in-house. Remote management, dynamic pricing, lean staffing, solar retrofits, expansions, and conversions combine to accelerate NOI and create true operational alpha.

Win Before The Ink Is Dry

Below-Replacement-Cost Only

Off-market pipeline forged over 20 years of owner-and-broker relationships lets us lock in secondary-and-tertiary assets where supply is capped and demand is sticky—buying at a basis spreadsheets alone will never find.

Rinse, Repeat

Harvest, Recycle, Scale

Strategic refinances or opportunistic sales return tax-advantaged cash and equity earlier, while transparent reporting and investor relations keep partners fully informed—fueling a rinse-and-repeat platform that compounds wealth across cycles.

Skin In Every Game

Direct GP-LP Alignment

Seven-figure GP capital rides alongside our LPs, backed by stress-tested underwriting and right-sized leverage that protect downside while preserving dry powder for the next opportunity.

*Past performance is not a guarantee of future results. Investing involves risk, including complete loss of principal.

A Trusted Platform for Alternative Real Estate Investing

Our latest real estate investment fund is now open. Fund V marries downside protection with durable upside potential—pursuing a conservative, cycle-tested acquisition box. We target properties that may experience high demand, low turnover, and strong operating margins—potentially ideal for long-term real-estate investing.

Five Funds · Hundreds Of Satisfied Partners

“I've been investing with Patriot Holdings for six years and have done very, very well with my investments.”

Dr. Mark Y.
Repeat Investor

Real Purpose Under One Roof

Founder-Led & EOS-Driven

Our in-house self-storage platform—All Purpose Storage—compresses costs, creates portfolio-wide economies of scale, and represents the Northeast’s fastest-growing self-storage platform—ranking among the nation’s Top-50 self-storage owners and commanding a Top-10 position in New England.

Ready to Put Idle
Cash to Work?

If you share our belief in durable, cash-flowing real assets—and value a sponsor that invests its own balance sheet beside yours—we invite you to schedule a conversation with our team. We’ll walk through your wealth strategy and determine if alternative CRE fits your goals. Bonus: we'll discuss our six-point jockey test for how to vet any sponsor.