INVESTMENTS
Where We Put Our Capital
Fund V - Patriot Holdings
In partnership with Patriot Holdings
Small Bay / Self Storage / Manufactured Housing
16 - 19% Target IRR
104% bonus
depreciation
Patriot Holdings is a real estate private equity firm specializing in historically recession-resilient sectors - manufactured housing communities, small-bay industrial, and self-storage.
Since 2007, the company has assisted accredited investors in generating passive income and building long-term wealth through institutional-quality private real estate.
As a vertically integrated sponsor, sourcing, operations, and asset management are managed in-house to drive greater efficiency, consistency, and investor alignment.
FUND SUMMARY
Fund
Patriot Holdings - Fund V
Asset Type
Small-bay industrial / Self - storage / manufactured housing
Strategy
Value Add
Targeted IRR
16-20% (25-35% upside)
Equity Multiple
2.1-2.4x
Preferred Return
8%
Cash on Cash
7-8% quarterly
Hold Period
5 years
Tax Benefit (Yr 1)
~$104K / $100K invested
Operator
Health Wealth Capital
Status
Active Opportunity
Health Wealth Fund One LLC - Series 3
In partnership with Health Wealth Capital
Medical Real Estate
16-20% Target IRR
$50K Tax Deduction
The Health Wealth Fund invests in medical and dental real estate, an asset class built on long-term Triple-Net leases with recession-resistant healthcare tenants. The strategy targets stable, predictable distributions paired with meaningful tax advantages, designed for investors seeking durable income across market cycles.
This opportunity is offered through CGM Alternatives' partnership with Health Wealth Capital, a proven medical real estate operator led by A.J. Peak with a track record of $100M+ in equity and debt raised.
FUND SUMMARY
Fund
Health Wealth Fund
Asset Type
Medical Real Estate
Strategy
NNN Lease + Tax Advantaged
Targeted IRR
16-20% (25-35% upside)
Equity Multiple
2-3x
Preferred Return
8%
Cash on Cash
7-8% quarterly
Hold Period
5 years
Tax Benefit (Yr 1)
~$50K / $100K invested
Operator
Health Wealth Capital
Status
Active Opportunity
Track Record
Closed partnerships, in order of most recent.
April 2026
Rise Bluestone
In partnership with Rise 48
ASSET TYPE
Class B Multifamily
LOCATION
Raleigh, NC
Units
268
Strategy
Light value-add + tax abatement
APRIL 2026
Rise Bluestone
In partnership with Rise 48
ASSET TYPE
Class B Multifamily
LOCATION
Raleigh, NC
Units
268
Strategy
Light value-add + tax abatement
Institutional-grade real estate opportunities. Deals built by sophisticated operators. Strong opportunities simplified for any investor.
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