1:1 Losses Per Dollar Invested

Final Opportunity: Secure 2025 Fund V Bonus Depreciation While You Can

As we enter the final weeks of 2025, timing has never been more important — especially for investors focused on tax planning, loss harvesting, and optimizing year-end strategy. If you’re evaluating Patriot Fund V, this may be the most compelling moment to invest.

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16 - 19%

Targeted IRR

2.1 - 2.4x

Targeted Multiple

8%

Targeted Preferred Return

5 Years

Targeted Hold Period

$50k

Minimum Investment

16 - 19%

Targeted IRR

2.1 - 2.4x

Targeted Multiple

8%

Targeted Preferred Return

5 Years

Targeted Hold Period

$50k

Minimum Investment

16 - 19%

Targeted IRR

2.1 - 2.4x

Targeted Multiple

8%

Targeted Preferred Return

5 Years

Targeted Hold Period

$50k

Minimum Investment

16 - 19%

Targeted IRR

2.1 - 2.4x

Targeted Multiple

8%

Targeted Preferred Return

5 Years

Targeted Hold Period

$50k

Minimum Investment

Investors who fund in December enter at A unique moment

Fund V is targeting 1:1 losses per dollar invested in 2025. $1 million in, potentially $1 million in 2025 K-1 losses out. With a projected wind-down between August and December 2029, investors allocating now may experience a reduced effective hold, which can positively influence IRR potential. We saw this exact dynamic in our first full-cycle fund — late investors often realized higher IRRs because they joined further into the deployment and acquisitions cycle.
Value-add

Value-add initiatives already underway across all 2024 and 2025 acquisitions

Operational Data

Operational data in hand validating our underwriting assumptions

Reduced Illiquidity

Potentially reduced effective hold period (targeted 3.5–4 years)

Harvest Losses

Up to 1:1 losses per dollar invested for partners allocating before year-end

View Data Room
Acquire Right
Optimize Fast
Expand Smart
Exit Disciplined

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.

View Fund V
Discover Track Record
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.

View Fund VDiscover Track Record
02 / 04

Expand Smart

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

View Fund VDiscover Track Record
03 / 04

Exit Disciplined

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

View Fund VDiscover Track Record
04 / 04

Your biggest expense = taxes

See How Much You Could Save By investing in Fund V

Real estate professionals (REP) can unlock significant tax savings with depreciation write-offs. For non-REPs, passive losses can offset passive gains. For qualifying REPs, active W-2, 1099 income, or short- and long-term capital gains are in play. Enter your desired investment amount to calculate potential federal tax savings.
Investment Amount ($)
Limited space remains in Fund V. For those able to secure an investment, enter your desired commitment amount to begin estimating potential losses.
Bonus Depreciation (1.0x - 2.0x)
Your bonus depreciation multiplier determines paper loss potential. We anticipate >1:1 losses per equity dollar invested in Fund V. $1,000,000 commitment could = $1,000,000+ in losses. Enter a number between 1.0 and 2.0 i.e., 1.25 to continue with the calculation.
Federal Tax Bracket (37%)
$00
*Paper Losses
$00
*Federal Tax Savings
Get In Touch To Learn More

*Illustrative example only. An investor’s ability to use losses depends on individual circumstances; targeted losses are not guaranteed. Final depreciation schedules subject to completed cost-segregation studies. Bonus-eligible allocation will vary by property.
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Remaining 2025 allocation availability depends on The Number of Assets in Service.

We encourage prospective partners to inquire about remaining capacity immediately.

Request Allocation
Begin Diligence

Our Proven Track Record

Patriot Holdings was established in 2007. Despite the macro environment, we've generated durable outcomes for To date, we've never lost investor principal or made an unplanned capital call.
41.93%
Average Full-Cycle IRR
1
Full-Cycle Fund
$243M+
Total Transaction Volume
3.5M+
Total SF Managed
2.05x
Average Full-Cycle EM
4
Active Funds
2,156+
Total Sold MHP Pads
767K+
Total Sold Storage SF

Fund I Win: $15M Invested—$34M Returned

20

Off-Market Assets

38%+

Gross Fund I IRR

2.28x

Gross Fund I MOIC

34M+

Total Gross Distributions

View Fund I Case Study

Talk with us

Ready to take the next step? Let’s chat and explore how we can help you achieve your goals.

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The call typically lasts 15–30 minutes.

We’ll discuss your needs, gauge fit, answer any questions, and outline possible next steps.

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Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Patriot Holdings LLC nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees and expenses. Prospective investors should consult with a tax, legal and/or financial adviser before making any investment decision.For additional important risks, disclosures, and information, please visit www.patriotholdings.com/disclosures.