Fund V - Now Open

Download Fund Presentation Book A Call With Us

8%

Preferred Return

2.1x - 2.4x

Investor Equity Multiple

16 - 19%

Project Investment Returns

Fund V - Now Open

8%

Investment Preferred Return

2.1x - 2.4x

Investor Equity Multiple

16 - 19%

Projected Investor IRR

5 Years (With Extensions).

Our goal is to sell the assets by end of 2030

Hold Period

Self Storage Value Add & Expansion | Mobile Home Parks | Industrial Assets

Target Assets

Investment Strategy

Fund V will buy 15 to 20 properties. The assets are expected to cost $80M to $100M & investors would have a share of the assets. This provides a diversified income stream for investors.

‍

The Fund features an anticipated IRR of 16-19%, an 8% preferred return for investors, accrued from the date of investment, and High Depreciation Tax Benefits* (*Depending on timing of investment and assets in service) For more details, please review our pitch deck and summary.

We are excited about the “seed” assets in New England that are currently under contract. These assets not only meet our rigorous “MASM” (Market, Asset, Seller, Marketing) criteria but also provide diversification across the asset classes we specialize in: Self-Storage, Mobile Home Communities, and Small Bay Industrial.

To maximize our potential for achieving the target returns, we are adopting a tranche-based approach to fundraising. The first tranche is now available for subscription and funding.

‍

Learn More

Prev Offering

Next Offering

Business Plan & Fund Timeline

Our typical fund maximizes the value of the assets and investor returns in approximately 5 years

Capital Raising

Including Capital Improvements & Reserves

Deploy Capital & Value-Add

Acquisitions, Development / Expansions, Capital Improvements, Increase Rents & Occupancy, Streamline Operations

Pre-Sale & Sale

Drive Growth & NOI, Maximize Sale Value of the Assets.

Year 1

Year 2

Year 3

Year 4

Year 5

We buy right.

Our acquisitions team uses the data from our 18,000 units, detailed demographics, competition analysis and site evaluation acquire assets (ideally with expansion / conversion potential) via our deep network of seller & broker relationships.

We improve assets.

Our management team will conduct capital improvements, improve the curb appeal of the asset, and where feasible expand or develop the assets to maximize the sqft, revenue and IRR.

We streamline operations.

Our in-house managers upgrade systems, install top-of-the-line management software and remote leasing processes to reduce labor participation and operational efficiencies to control costs and boost the asset value.

We increase revenues.

Our in-house managers use aggressive marketing, promotions and advertising to lease up available units and maximize occupancy and revenue management to maximize the rental income from the asset.

We maximize investor IRR.

Our actions drive revenue, reduce operating costs and push the maximum profit to the bottom line resulting in higher asset NOI & Values. We sell the asset for full value to drive investor returns.

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.

Meet the Team

Get to know the talented individuals behind our company.

Jeremiah Boucher

Founder & CEO

Tim Wilkins

General Partner & COO

Christopher Warfield

General Partner & CFO

Shayne Stokes

General Partner & CIO

Diane Cyr

General Partner & Operations Director

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

In-House Management Team

Cost Control & Operational Efficiencies

Exceptional Marketing, Trusted Brand

Strong Consumer Trust, Superior ROI

Asset Value Maximization

Markets Selected for Optimal Lease Up

Own Construction & Engineering Teams

Economies of Scale & Lower Build Costs

Assets under management & track record

25%+

Average Investor IRR

$ 350M

Assets Under Management

3M+

SQFT of Commercial Real Estate

FAQs

Find answers to common questions about commercial property investment and our approach.

When do I begin to see a return?

Investors typically start accruing returns from the date of their confirmed investment, with distributions generally beginning after the stabilization of acquired assets and aligned with fund-specific timelines.

‍

Can I invest with my self-directed IRA or other retirement account?

Yes, we welcome investments through a variety of self-directed retirement accounts, allowing investors to potentially benefit from tax-deferred or tax-free growth.

‍

What is the duration of the fund?

We typically aim for a horizon of 5 years, focusing on long-term capital appreciation and cash flow from stable assets.

‍

How do I invest with Patriot Holdings?

New investors can sign up through the investor portal on our website, www.patriotholdings.com. Accreditation is required to ensure compliance and the integrity of our investment community.

‍

What am I investing in?

Investors become limited partners in a fund that acquires and manages a diverse portfolio of alternative commercial real estate assets. These assets offer resilience in fluctuating markets and the potential for substantial growth.

How can I learn more about Patriot’s Funds or speak with someone at Patriot?

You can book a call with our investor relations team by completing the short form here. There will be an option to book a call once you submit the form. Here

Why invest with Patriot Holdings?

Patriot has over $350 Million Assets Under Management (101 Commercial Real Estate Properties spanning over 3 million sqft). Hundreds of investors trust Patriot to deliver capital growth and cash flow distributions. You can see our full track record here

What is the minimum I can invest?

$50,000

What type of accounts can I invest through?

Individual, Entity, Trust or IRA accounts

What opportunities do you have open right now?

You can see our open funds in our investor portal here or under the Investment Funds on the menu for this website.

Invest in Your Future

Discover the benefits of commercial property investment and start growing your wealth today.

Invest with Patriot