What We Do

The Patriot Opportunity Fund takes careful aim at real estate investment opportunities where the underlying real estate is good, but where the target property has large unrealized profit potential. The Fund solves a problem that is readily correctable using the skills and other resources that it has at its disposal. In this way, the Patriot Opportunity Fund can generate above average profits with a manageable level of risk. Our mission is to optimize cash flow and ultimately drive portfolio performance and value for unit holders.

Our Investment Philosophy

Adding Value

Our “value add” strategy is all about purchasing non or under-performing commercial real estate properties, Renovating them, Repositioning them with new or higher rents and lower operating costs, and then Re-establishing their value in the market.

Niche Real Estate Segment

Patriot Opportunity Fund acquires primarily Manufactured Home Communities and Self Storage facilities, often overlooked by institutional investors. These are stable recession-proof commercial real estate assets near large growth cities throughout the U.S.

Management Driven Returns

We focus on the acquisition and management of income producing commercial real estate. Our core business model is under performing properties which can be purchased at a discount and have the potential to be worth significantly more within a 1-5 year holding period. This is done by increasing income and decreasing operating expenses thereby increasing the net operating income which translates into a higher cash flow to our investors and a higher property value.

What Separates Us From the Rest

Our Competitive Advantage

Through an aggressive proprietary deal flow marketing program; our investment fund program specifically targets off market Mobile Home Communities and Self Storage assets. We strategically target opportunities that are below the “Institutional Threshold” to avoid “deep-pocket” competition. These are properties in the $2 million-$10 million price range. Since we frequently approach sellers before the property is listed, we are often the only team aware of the deal.

Our Three Primary Skill Sets

Three primary skill sets provide the means to capitalize on these opportunities:

Our ability to analyze the property effectively to buy right.
Our ability to manage the rehabilitation of the property cost effectively.
Managing the property to keep costs down and revenues up once it is rehabilitated.

Adding Value

Additional value created after purchase:

Significant rent increases due to below market rents.
Operational efficiencies due to poor or neglected management systems.
Expansion potential - extra land to construct more units, increasing revenue.

Investment Returns Over Time

Hold Period - cultivating one or multiple hold period & exit strategies on each asset at the beginning of an investment.
Developing Unique Strategies - on each deal the team & on-site Manager will craft a plan for that property.
Hedging - as a way to maximize short-term profits, the Investment Fund purchases some properties with the intent of re-selling within 1 year or less.

Welcome to Patriot Opportunity Fund

Welcome to Patriot Opportunity Fund

What We Do