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Reduce your 2025 tax bill: Turn Income Into Tax-Advantaged Wealth
Discover how an investment in Fund V can potentially offset your taxable income, while aiming to preserve and grow principal through a real estate private placement managed and operated by Patriot Holdings.
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
How It Works for
Real Estate Professionals
Gain access to recession-resilient assets like self-storage, mobile home parks, and small-bay industrial—all without the time commitment of direct ownership.
Benefit from accelerated depreciation with 2025 pro rata K-1 losses that can reduce or eliminate taxable income. Passive, active, or capital gains.
Capture losses, accrue an 8% pref from the moment you fund, access potential quarterly cash flow, and participate in an LP-centric waterfall.
Why Patriot Wins?
Relationships Create Returns
We believe in the people business—playing long-term games with long-term people, and doing business with great partners again and again. Whether investors, sellers, tenants, residents, or anyone in between, we take care of those who take care of us, because in our experience doing so has created real relationships, durable value, and replicable returns.
Off-market, Not On-Shelf
Kitchen table negotiations with mom-and-pop sellers are our specialty. We nurture relationships with owner-operators for years, so when they are ready to sell, we're the first sponsor they call. Our team levers creative structures with sellers to offer win-win outcomes for them, us, and our partners.
Boring Building, Historically Beautiful Outcomes
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We do one thing really well—essential-needs real estate. Specifically, value-add investing in asset classes, like self-storage and manufactured housing, that have historically shown resilient demand and enduring return profiles. When demand is sticky regardless of rates, inflation, recessions, recoveries, booms, or busts, we double-click on that potential—targeting sub-$10M assets in secondary and tertiary markets that are often overlooked.
Patriot Invests in Resilience
We buy essential-needs real estate. Why? These asset classes have demonstrated historical resilience. These sectors meet everyday necessities, feature inflation-hedging lease structures, and operate at high margins with modest capital expenditures. They are built to endure uncertainty and capitalize on recovery. These assets classes also deliver notable bonus depreciation opportunities and associated passive losses.
Case and point: self-storage was the only REIT sector to post a positive total return during the 2008 financial crisis, and from 2009–2018 delivered an average annual ROI of ~16.9%, far above the broader equity REIT index and the S&P 500.
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Stability That Pays
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Alignment That Matters
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Operators You Can Trust
The Benefits of Investing with Patriot Holdings
Projected Passive Income
We aim to supercharge free cash flows with exceptional operations and execution. Targeted quarterly distributions backed by essential real estate are based on available net operating cash flows from optimized property performance.
REP Tax Efficiency
Significant bonus depreciation advantages supercharged by REP status are available for new LPs securing an allocation in Fund V before year-end. 1:1 or greater losses per equity dollar invested are targeted.
Real Basket Diversification
15 - 20 assets under one fund in different geographies, targeting three historically resilient asset classes. Look beyond equities and fixed income. Real appreciating assets are our platform foundation.
No Landlord Headaches
Access a fully managed, vertically integrated platform. We offer you quality deal flow without any active management requirement. Remain truly passive with our real estate private equity funds.
True Sponsor Alignment
Patriot invests millions alongside you. You get paid your preferred return and return of capital before we ever participate in the waterfall. We also personally guarantee the debt.
Our Proven Track Record
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Fund I Win: $15M Invested—$34M Returned
Off-Market Assets
Gross Fund I IRR
Gross Fund I MOIC
Total Gross Distributions
Talk with us
Ready to take the next step? Let’s chat and explore how we can help you achieve your goals.
Book a time that suits you...
The call typically lasts 15–30 minutes.
We’ll discuss your needs, gauge fit, answer any questions, and outline possible next steps.
