Fund IV "Cash Flow & Growth"

Cash Flow, Capital Appreciation & Tax Benefits

Assets Under Management & track record

$250 Million

Assets Under Management

70

Commercial Real Estate Assets

1,500,000

SQFT of Commercial Real Estate

$200MM+

of Transactions

25%+

Average Investor IRR

2.21x

Average Equity Multiple

Fund IV "Cash Flow & Growth"

Fund Terms Of Offering

Fund  Type

506(C) Regulation D

Fund Target Launch Date

1st December 2022

Fund  Type

506(C) Regulation D

Fund Target Launch Date

1st December 2022

Total Raise Amount

$25,000,000

Minimum Investment

$50,000

Investor Requirements

Must be an “Accredited Investor”

Projected Term

5-year hold (with extensions)

Investor Returns

Investor Preferred Return

6% to 9% +

Projected Investor IRR

18% to 20%+

Projected Investor Equity Multiple

2.00x to 2.50x +

Investment Strategy

To existing self-storage or industrial facilities with room for expansion, or acquire land / permitted land, and develop state-of-the-art self-storage, small bay industrial or industrial facilities in high demand locations with great demographics, and reasonable competition.

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) 70% / 30% (Sponsor) up to 18% IRR, over 18% IRR 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. Expected 2.1x to 1 Tax Depreciation.

Inflation & Recession Resistant Assets

Own a recession-resistant commercial real estate asset.

Case Studies

Fund IV Self Storage Expansion

Adding 30,000 SQFT to an existing property

Patriot acquires assets with expansion land, that way the additional land is "free" and allows us to use the cash flow from the existing property to finance the expansion. Adding 30,000 sqft at $60 / sqft construction cost results in approx. $360,000 extra rental income annually and this results in a $4.2 MM increase in value (6% Cap Rate).

$0 (Included with Asset)

Land Cost

+

$1,800,000

Cost To Build

=

$1,800,000

Total Project Cost

vs

$4,200,000

Stabilization Value

Buy Existing Asset With Land

Lease New Units At Higher Rates

Ensure Correct Zoning

Maximize Project IRR

Use Existing Asset Cash Flow

Rents up

Absorption Record

Vacancies

E-Commerce

Higher Exit Cap Rates

Avg. Sale Price

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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

Jeremiah Boucher
Founder & CEO
Tim Wilkins
Founder & Managing Partner
Christopher Warfield
General Partner & CFO

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

What is the process to invest with Patriot?
  • Please start by completing the Investor Enquiry Form (Click Invest With Patriot above). You can also schedule a call with Patriot's Head of Fundraising, CJ Hildreth.
  • 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.
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?

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.

What am I investing in?

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).

6% to 9% +

Investor Preferred Return

18% to 20%+

Projected Investor IRR

2.00x to 2.50x +

Projected Investor Equity Multiple

Talk To Us About Investing In Commercial Real Estate