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In our opinion, capital preservation doesn’t get enough attention in this space. At Patriot, it leads our decision-making — not out of conservatism, but because history has shown that protecting the downside creates room for durable, compounding growth. That’s why we focus on alternative commercial real estate: self-storage, manufactured housing, and small-bay industrial. These aren’t headline assets. They’re functional, essential properties people rely on across market cycles. The objective isn’t chasing outliers. It’s disciplined execution, incremental value creation, and returns that don’t depend on everything going right. Fund V is targeting a 16–19% projected IRR with an 8% targeted preferred return, with investors anticipated to receive 70% of profits on the split. For those with passive income to offset, the potential tax efficiency may be meaningful (up to 1:1 losses per dollar invested in 2025). This strategy isn’t for everyone. But for investors who value alignment, durability, and focus — it may be worth a conversation. No pressure. Just perspective. 🔗 Learn more: https://lnkd.in/eyzD6ZyF

99% earmarked. December 31st matters. Fund V is nearing its current 2025 equity cap. Once it’s full, allocations for 2025 are closed. And with that, this year's depreciation multiplier comes off the table. 👉https://lnkd.in/e4egVmf6

Fund I was never just about returns. It was about responsibility. In Fund I, nearly $2 million of the $15 million raised went directly into infrastructure—roads, lighting, safety upgrades, and essential improvements that materially changed how people lived and worked in our communities. That investment spanned 8 states, supported nearly 1,400 home sites, and improved over 173,000 square feet of storage—assets serving real families, real businesses, and real local economies. At Patriot, we’ve always believed profit, people, and purpose aren’t trade-offs. They’re interconnected. Fund V isn’t a pivot. It’s a continuation. The same approach that carried Fund I through one of the most challenging CRE environments in decades is the same approach at work today: -The same data-driven, off-market sourcing engine -The same long-standing seller relationships -The same focus on resilient asset classes that have historically weathered cycles—manufactured housing, self-storage, and essential industrial These are assets people tend to rely on regardless of the macro backdrop. We’re not underwriting to hope. We’re underwriting to current cash flow and disciplined execution. And when we raise capital, we deploy it. Capital doesn’t sit idle. Fund V is already well into deployment, and as we approach year-end, the combination of execution momentum, portfolio position, and depreciation dynamics may present a compelling entry point for partners evaluating both alignment and timing. If now isn’t the right time, stay close. We’re building for the long term. And if you’re evaluating your year-end strategy and want a thoughtful, pressure-free conversation about whether Fund V fits, we’re always open to it. 👉 patriotholdings.com

Track record gets talked about a lot in this space. Less often is it demonstrated. Fund I wasn’t built on projections. It was built through execution — asset by asset, improvement by improvement, distribution by distribution. Capital was put to work quickly. Distributions began early — not years later — reflecting an execution pace that accelerated value creation. By year three, more than half the portfolio had already exited. That distinction matters, especially in an environment where timelines stretch and business plans drift. The approach was deliberate: resilient alternative assets, off-market sourcing, hands-on value creation, and exits that didn’t rely on cap rate compression or inexpensive debt. We built value through execution — we didn’t rely on market tailwinds. Fund V carries that same discipline forward — the same asset focus, the same sourcing engine, and the same alignment. As we approach year-end, Fund V is actively deploying capital and nearing its 2025 equity capacity. The ability to participate in 2025 depreciation is tied directly to that remaining allocation window. Once the cap is reached, new 2025 commitments pause, and the opportunity to participate in depreciation for the 2025 tax year closes with it. If the timing isn’t right, stay connected. We’re building with a long-term view. Ready to explore whether Fund V fits? https://lnkd.in/enwVRTUf

This may be the most compelling entry point of the entire Fund V fundraise. Here's why... Targeting 1:1 Losses Per Dollar Invested in 2025. 13+ Assets In-Service. Value-Add Activities Well Underway. Potentially shorter effective hold period. First: Fund V is targeting 1:1 losses per dollar invested for 2025, driven by assets being placed in service after January 19th that qualify for 100% bonus depreciation. That means… $1 million in… potentially $1 million in K-1 losses out — in 2025. For many investors, this level of bonus depreciation is hard to ignore. Second: Fund V is projected to wind down between August and December of 2029. Investors joining now may experience a meaningfully reduced effective hold period, which can positively influence IRR potential. We saw this dynamic clearly in our first full-cycle vehicle — Patriot Opportunity Fund I. Early investors captured larger tax benefits and longer preferred return accruals. But late-stage investors? They saw materially higher IRRs because they entered further into the value-creation phase. Allocating before year-end may allow you to capture the best of both worlds — the tax benefits of a first check, and the timing advantages of a last check. On top of that, the fund is no longer theoretical — it’s operating. This week, we’ll acquire our 14th asset inside the portfolio. Value-add activities are underway across the platform. Performance is visible. We’re long past underwriting and deep into execution — and that’s often where the most compelling entry points exist. If you’re considering an allocation, now is the moment to discuss an earmark while capacity remains. Schedule a call with our Investor Relations team to discuss remaining capacity today.

Time is running out to reduce your 2025 tax bill. Real Estate Professionals (REP) can unlock significant tax savings through bonus depreciation. Find out how an investment in Fund V can potentially offset your taxable income. Use our calculator to determine your potential savings. https://lnkd.in/eRpN-PBD