
11 - 50 employees
Founded 2008
🏠 Real Estate
💸 Finance
Real Estate • Finance
Patriot Holdings is a founder-led private real estate investment firm that acquires, manages, and operates cycle-resilient commercial assets—primarily self-storage, manufactured (mobile) home communities, and small-bay industrial—through private real estate funds. With $400M+ in assets under management and a 15+ year track record, the firm uses a vertically integrated acquisitions-to-operations platform to source off-market, below-replacement-cost deals, drive NOI through in-house property management and revenue management, and deliver inflation-hedged, tax-advantaged returns to accredited investors. Patriot emphasizes capital preservation, GP-LP alignment, and disciplined acquisition, optimization, expansion, and exit strategies across economic cycles.
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11 - 50 employees
Founded 2008
🏠 Real Estate
💸 Finance
Real Estate • Finance
Patriot Holdings is a founder-led private real estate investment firm that acquires, manages, and operates cycle-resilient commercial assets—primarily self-storage, manufactured (mobile) home communities, and small-bay industrial—through private real estate funds. With $400M+ in assets under management and a 15+ year track record, the firm uses a vertically integrated acquisitions-to-operations platform to source off-market, below-replacement-cost deals, drive NOI through in-house property management and revenue management, and deliver inflation-hedged, tax-advantaged returns to accredited investors. Patriot emphasizes capital preservation, GP-LP alignment, and disciplined acquisition, optimization, expansion, and exit strategies across economic cycles.
• Manage acquisitions and dispositions from executed LOI and PSA through closing and post-closing • Build and maintain the master deal calendar, tracking deposits, due diligence expiration, financing contingencies, and closing • Own closing checklists and coordinate deliverables across internal teams, attorneys, lenders, title, escrow, and counterparties • Run weekly deal status calls and circulate action items and updated trackers • Escalate risks, open issues, and timeline slippage to the deal team • Prepare seller due diligence request lists and manage virtual data rooms • Track diligence items and follow up on outstanding requests • Order and manage third-party reports, including Phase I ESAs, property condition reports, ALTA surveys, zoning reports, appraisals, and seismic reports • Coordinate lease audits, abstracts, estoppel certificates, and SNDAs • Review title commitments, survey exceptions, and UCC, lien, and litigation searches; flag issues for counsel • Support review of rent rolls, operating statements, service contracts, and CAM reconciliations • Summarize diligence findings in memos for the deal team and investment committee • Coordinate document execution, signatures, closing deliverables, funding, and wire instructions • Coordinate lender requirements, insurance certificates, and entity documents • Support entity formation and maintain organizational charts and authority documents • Manage handoff to asset management, property management, and accounting • Compile and archive final closing binders and executed documents • Assemble sell-side data rooms, respond to buyer diligence requests, and coordinate site visits and inspections • Track buyer deliverables, deposits, and contingency dates • Maintain deal pipeline and transaction trackers in Dealpath, Salesforce, or Excel • Support investor reporting, lender reporting, and audit requests
• Bachelor's degree in real estate, finance, business, or a related field • 3+ years in commercial real estate transactions, as a transaction coordinator, closing coordinator, paralegal, or analyst at a PE firm, REIT, developer, law firm, or title company • Hands-on experience managing due diligence and closings for income-producing commercial properties • Working knowledge of PSAs, title commitments, surveys, leases, estoppels, and third-party reports • Advanced Excel and strong command of Microsoft Office • Experience with virtual data rooms such as Datasite, Intralinks, or Box • Preferred: Experience across multiple asset classes: multifamily, industrial, office, retail • Preferred: Exposure to acquisition financing and loan closings • Preferred: Paralegal certificate or real estate license • Preferred: Familiarity with Dealpath, Yardi, or similar platforms
• Base salary plus annual discretionary bonus • Health, dental, and vision insurance • 401(k) with match • Paid time off
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