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2.1–2.4× projected equity multiple
Fund V: Essential CRE—Target 16-19 % Net IRR*
Fifth vintage of Patriot’s private real-estate fund—15–20 self-storage, mobile-home park, and small-bay industrial flex-space assets across high-growth corridors.
Targeted IRR
Targeted Multiple
Targeted Preferred Return
Targeted Hold Period
Minimum Investment
Targeted IRR
Targeted Multiple
Targeted Preferred Return
Targeted Hold Period
Minimum Investment
Targeted IRR
Targeted Multiple
Targeted Preferred Return
Targeted Hold Period
Minimum Investment
Targeted IRR
Targeted Multiple
Targeted Preferred Return
Targeted Hold Period
Minimum Investment
What are we really offering?
Why Fund V Now?
(Market Edge)
Dislocation Creates Opportunity
Balloon loans reset → motivated sellers, basis delta widest in a decade.
Entry spreads 150–200 bps over 2021 peaks.
Monthly leases reset with CPI—an inflation-hedged alternative yield strategy.
Blueprint to 2.1–2.4× Equity Multiple
meet essential needs and have historically thrived in up and down markets.
01
Acquire Right
02
Operate Better
03
Expand Smart
04
Exit / Refi
The Case for Self Storage
Performance That Compounds
Since 1994 the national self-storage REIT index has produced a 17 % average annual total return, outpacing apartments, retail, office— and even the S&P 500 (Nareit 2024). Momentum you can actually measure.
Downside Defense
In the 2007-09 recession facility values slipped only -3.9 %, while broad equities fell more than -20 %. Moves, divorces, and downsizing may change addresses, but possessions still need a cheap, safe home. Demand sticks.
Consolidation Upside
Roughly 70 % of U.S. facilities remain mom-and-pop owned (2024 Self-Storage Almanac). Patriot acquires these under-managed stores and layers on dynamic pricing, tech-driven marketing, and All Purpose Storage® operations—turning occupancy into accelerated NOI growth.
Patriot Holdings Track Record
Waterfall & Alignment
Pref accrues Day 1.
Pref accrues Day 1.
Split to a 15 % fund IRR, then 50/50.
GP co-invest—CEO signs the debt.
How to Invest
01
Schedule a Clarity Call
02
Access Deal Room
03
Complete Portal Onboarding
04
Confirm Commitment Amoun
05
Sign & Fund
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.
