Patriot Fund Performance Updates

2023, Q2 Performance Updates

We are pleased to offer a recording of this special presentation and an interactive Q&A session on Patriot Fund Performance and the Market Outlook for Quarter 2, 2023.

Should you have any specific questions or topics on the presentation, please feel free to contact our investor relations team.

2023, Q1 Performance Updates

We are pleased to offer a recording of this special presentation and an interactive Q&A session on Patriot Fund Performance and the Market Outlook for Quarter 1, 2023.

Should you have any specific questions or topics on the presentation, please feel free to contact our investor relations team.

Previous Updates

To learn more about the historic performance of our funds, our track record or about our open Funds please contact our investor relations team.

Cade Hildreth

Head of Fundraising

Jeanie Bizar

Investor Relations Manager

Shayne Stokes

Chief Investment Officer

Capital Appreciation & Large Tax Benefits

Schedule a call for more info
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Launch Date

May 1, 2022

Equity Raise

$25 Million

Hold

5 Years (With Extensions)

Target Returns

Preferred Return 6-9% *

IRR 23-26% +

Tax Benefits 1.5-1.7 : 1

Equity Multiple 2.5-2.8x +

* The preferred return & split are dependent upon the investment amount.

Target Assets

Self Storage Development & Expansion | Mobile Home Parks | Industrial Assets

Location

New England | Select Markets in Other States

Cash Flow, Capital Appreciation & Tax Benefits

Schedule a call for more info
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Launch Date

December 15, 2022

Equity Raise

$25 Million

Hold

5 Years (With Extensions).

Target Returns

Preferred Return 6%-9% *

IRR 18-22%+

Tax Benefits 1 : 1

Equity Multiple 2.0-2.5x +

* The preferred return & split are dependent upon the investment amount.

Target Assets

Self Storage Development & Expansion | Mobile Home Parks | Industrial Assets

Location

New England | Select Markets in Other States

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