Patriot Fund II

Our Fund II is now open for reservations. We will be investing in two asset classes, Mobile Home Communities and Self-Storage Facilities. Please read below to learn more about our strategy, philosophy, and process.

Reserve your spot

Asset Class — Mobile Home Communities

The core strategy for our Mobile Home Communities is to increase occupancy and raise rents, while reducing operating expenses, replacing on-site management (as needed), and executing disciplined capital expenditure programs.

This strategy of efficiently growing revenue while decreasing expenses expands net operating income (NOI), thereby maximizing asset value and improving free cash flow for distribution to investors.

As private equity companies and institutional buyers enter this sector and over-pay for these properties, the window of opportunity for these value-add assets to be bought and sold is shrinking. For over a decade, our internal acquisitions team has aggregated mom & pop owners of manufactured housing communities across the country into a proprietary database of high-value opportunities.

This exclusive off-market deal engine greatly reduces market competition, allowing Patriot to acquire value-add opportunities at below market prices (“hidden gems”). Thanks to our strict criteria for identifying, pursuing, and securing these assets from non-institutional owners in stable/growing economies, we are uniquely positioned to close deals with tremendous upside at competitive prices and terms.

Patriot Mobile Home Parks

Patriot typically pursues assets priced from $3 to $10 million, which falls under the radar of institutional investors but over the radar of small or local retail investors, with the target to raise rents at or near $400/month.

Patriot does not buy manufactured housing communities that own large numbers of mobile homes. Patriot’s focus is a land lease model where the roads, water, sewer, power systems are in working order and paired with solid infrastructure.

To maximize asset value, Patriot fills up vacancies, adds more units to existing or abutting vacant land, improves curb appeal, improves collections and management efficiencies, and  installs individual meters and or billing utilities back to residents.

Reserve a Spot

Asset Class — Self Storage Facilities

Patriot Holdings has been accumulating a portfolio of self storage facilities under All-Purpose Storage, a brand with over 30 locations in 7 different states.

Our self storage strategy is to secure off-market facilities that can command $10 or more per square foot in underserved markets with poor competition and lagging customer service which collectively, will command a substantially higher value than the assets could sell for individually.

Once acquired, we operate these facilities using efficient management techniques, regional managers, and trustworthy vendors with whom Patriot has well-established relationships. Assets values are maximized by adding units, raising rents, or collecting additional fees from clients, while the facilities are modernized through professional website design, centralized booking systems, lighting, security, and signage.

Management anticipates a hold time of up to 10 years, at which time the entire portfolio will be sold at premium to a single institutional buyer or nation-wide operator, such as Public Storage or Extra Space Storage.

All-Purpose Storage

Patriot typically pursues assets priced from $3 to $10 million, which falls under the radar of institutional investors but over the radar of small or local retail investors.

Patriot only acquires storage facilities that can be scaled by adding more units, raising rents, or collecting additional fees from tenants. Patriot does not operate in markets that are oversaturated with storage. Patriot does not buy outdated older buildings that need substantial capital expenditures or improvements.

All self storage assets are immediately rebranded under Patriot’s “All Purpose Storage” brand to leverage management efficiencies and maximize property value through asset aggregation.

Reserve a Spot

Patriot Holdings currently holds assets in the following states

  • Connecticut
  • Idaho
  • Illinois
  • Maine
  • Massachussetts
  • Minnesota
  • Nebraska
  • Nevada
  • New Hampshire
  • New York
  • Ohio
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Vermont
  • Virginia

How it works

Our transparent, value-driven process

Invest with Patriot to grow passive income, reduce your tax burden, and generate long-term wealth

1
1
Discovery

We locate key investments that meets our investor’s goals and objectives.

2
Package

We package and present the investment package to our private investor group.

3
Invest

When a new deal goes live, review and sign the investment package.

4
Profit

When a new deal goes live, review and sign the investment package.

Frequently Asked Questions

What is the process to invest with Patriot?

  • Once you’ve been given access to our portal, you will be required to verify qualification status by filling out the Investor Questionnaire.
  • 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).
  • You will receive any major announcements via email or text 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?

Currently, our investments are typically structured through an LLC, but we may consider other structures in the future. 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 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).

Interested in investing?

Reserve your Spot