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Open Investment Opportunities
Assets Under Management & track record
$350 Million +
Assets Under Management
101
Commercial Real Estate Assets
3,000,000
SQFT of Commercial Real Estate
$200MM+
of Transactions
25%+
Average Investor IRR
2.21x
Average Equity Multiple
Capital Appreciation & Large Tax Benefits
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Cash Flow, Capital Appreciation & Tax Benefits
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INVESTMENT HIGHLIGHTS
Own a tangible, cash-flow generating asset in an inflationary, monetary environment. Best-in-class operators with decades of experience and an investor-first approach to real estate. Distribution pay outs are expected to begin 24 to 36 months after initial investment.
Investors Paid First
Investors receive a Preferred Return and capital is paid back to investors first, additional profits are split (LPs) / (Sponsor) up to an IRR hurdle, over the IRR hurdle cash flows are split 50-50 between A-class (LPs) and B-class (Sponsors).
High Margin Business
Development or expansion costs from $65-$68+ / sqft, with stabilized asset values at $135 to $200+ / sqft.
High margin and very low maintenance costs post development.
Strong Projected Returns
The project has strong projected IRR and Equity Multiple.
With ongoing cash flows & profits after return of investor capital.
Partner With The Experts
Patriot Holdings is a Top 10 Self Storage Owner in New England, with 1,500,000 square feet of storage space. We have the in-house expertise to deliver on this project.
Large Tax Savings
Investors receive 100% of the asset’s accelerated depreciation in year 1.
Inflation & Recession Resistant Assets
Own a recession-resistant commercial real estate asset.
VERTICALLY INTEGRATED TEAM
Patriot has a vertically integrated in-house team to manage every aspect of the asset lifecycle. Our team includes acquisitions, underwriters & zoning specialists to select the best potential sites for purchase. Our in-house engineering, construction, development, and project management teams accurately estimate costs and deliver great quality properties under budget and on time.
Patriot also operates a specialist management office to handle customer service, leasing, unit turnaround, and every aspect of operating our properties. Managing end-to-end operations in house let's us drive operating margins and higher returns for investors.
Marketing
Market Research
Management
Engineering
Fund Administration
Legal
Construction
Underwriting
Accounting
Leadership
COMPETITIVE ADVANTAGES
Patriot is hands on with every aspect of the asset, with dedicated in-house teams for management, engineering and construction, generating higher returns for investors by leveraging our deep expertise of self storage.
Centralized Management Office
Marketing & Customer Service Hub
Deep Local Knowledge & Relationships
Priority Deal Sourcing & Access
Exceptional Marketing, Trusted Brand
Strong Consumer Trust, Superior ROI
In-House Management Team
Cost Control & Operational Efficiencies
Own Construction & Engineering Teams
Economies of Scale & Lower Build Costs
Asset Value Maximization
Markets Selected for Optimal Lease Up
Frequently Asked Questions
- Please start by completing the Investor Enquiry Form (Click here). You can also schedule a call with Patriot's Head of Fundraising, CJ Hildreth here.
- Once you’ve been given access to our portal, you will be required to verify your Accredited Investor status. 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 this is usually quarterly), and paid distributions pursuant to the terms of the PPM and the OA.
- You will receive any major announcements via email as they arise.
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.
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).
Our investments are typically structured through an LLC created specifically for the Fund. 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.
You are investing in the commercial real estate assets offered in the fund. 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).
Talk To Us About Investing In Commercial Real Estate
