Dive into the comparisons below to learn how Equity Estates differs from other vacation investment options.
VS. PURCHASING YOUR OWN VACATION HOME
Why buy one vacation home when you could own dozens?
Are you prepared for all the headaches and unforeseen costs that come with owning your own vacation home? Do you want to visit the same destination, year after year? Would you enjoy access to an attentive concierge service program and resort amenities? We are property management and customer service experts, highly experienced in caring for both our investors while on vacation and the properties in their portfolios.
VS. RENTALS AND HOTELS
Stop paying full price for rentals & hotels.
Are you still paying premiums on the open rental market, only to never see that money again? Imagine having a real equity stake in an impressive portfolio of vacation homes around the globe. Enjoy your portfolio through incredible vacations for 10 years, then capitalize on a divestment plan which could return first 100% of your initial contribution and then 80% of the appreciation thereafter.
VS. TIMESHARES
A strictly governed investment you can trust
We’ve often heard the question “Are you a timeshare?” The answer is simple—Equity Estates is the anti-timeshare. A private placement for accredited investors, our Luxury Residence FundTM has a clear and defined divestment plan and is a strictly governed investment you can trust. Our portfolio of private vacation homes is exclusively available to our investors only—we never rent downtime—resulting in the best availability in the industry and very happy investors who are free to travel on their own time.
VS. OTHER ALTERNATIVES
Choose the right vacation home alternative for you.
Our Luxury Residence FundTM originated the equity destination club model more than a decade ago as a way to combine a diversified real investment with five-star vacations and opportunities to create lifelong memories. For savvy investors who value quality, variety, service, freedom, flexibility and stability, we are confident our model is superior to alternatives. If you are considering other vacation home alternatives, which may seem similar on the surface, we strongly encourage you to ask a few key questions.
How many residences does
the company actually own?
Are the homes rented
on the open market?
Will you be required to pay surge
pricing for holiday access?
Will you have to compete with
renters for the homes?
Is flexibility in travel dates something
you’re willing to sacrifice?
How far in advance must
you make a reservation?
Is track record
important to you?
20,000 TRIPS AND AN AVERAGE ANNUAL GROWTH
RATE OF 62%. NO OTHER PORTFOLIO COMES CLOSE.
Philip Mekelburg
CEO and Founder
“What started as a desire to provide a smart alternative to the luxury second home market quickly transformed into something much more profound—a way to connect families and friends to build memories and reinforce relationships that last a lifetime. Now in our second decade, I try to remind myself that helping to make special memories for Equity Estates families and friends is one of the most important and rewarding things we do every day.”
CURRENT OFFERING
Equity Estates launched in 2006 and has raised over $200 million in Capital Contributions since inception. Regardless of which fund you invest in, you gain full access to the entire Equity Estates portfolio and any reciprocal partnerships. Our investors have exclusive access to residences in more than 25 countries around the world with full concierge support and housekeeping—and we’re still growing.
FUND VI , LLC — OPEN
Fund VI launched in June 2022 and plans to raise ~$60 million and acquire up to twelve vacation residences. A typical residence is located in a sought-after beach, mountain, leisure, or city destination convenient to area amenities, attractions, and airports. Residences will cost ~$3.7 million to $5 million. Fund VI’s liquidation plan is expected to commence beginning in 2034. Schedule a call with our Investor Relations Team to learn more about Equity Estates Fund VI, LLC or request more information here.
FUND V, LLC — SOLD OUT
Fund V sold out in May 2022. It raised ~$50 million and has already acquired four of twelve vacation residences. Destinations are chosen to appeal to savvy investors looking for outstanding vacation experiences and long-term appreciation. As with each Fund, the distribution waterfall is detailed in the private placement memorandum and provides for the lion’s share of any appreciation going to the investors. Fund V’s liquidation plan will commence beginning in 2033.
FUND IV, LLC — SOLD OUT
Fund IV sold out in September 2021. It raised ~$50 million and has already acquired ten of twelve vacation residences. Destinations are chosen to appeal to savvy investors looking for outstanding vacation experiences and long-term appreciation. As with each Fund, the distribution waterfall is detailed in the private placement memorandum and provides for the lion’s share of any appreciation going to the investors. Fund IV’s liquidation plan will commence beginning in 2031.
FUND III, LLC — SOLD OUT
Fund III sold out in 2019. This fund raised $40+ million and purchased stunning properties around the globe. We will initiate Fund III’s portfolio liquidation beginning in 2029.
FUND II, LLC — SOLD OUT
Fund II sold out on December 31, 2016. This fund raised over $30 million of capital contributions and purchased high-end vacation properties around the globe. We will initiate our Fund II portfolio liquidation plans beginning June 1, 2025.
FUND I, LLC — LIQUIDATING
Fund I sold out on June 30, 2012. This fund raised over $60 million of capital contributions and purchased high-end luxury vacation properties around the globe. The governing board of Fund I will initiate liquidation plans of the residences beginning November 2021.
We have a fiduciary responsibility to serve investors and have been doing so successfully since 2006.
FULL TRANSPARENCY
We are voluntarily audited by top-five accounting firm RSM and have each property in the Equity Estates portfolio independently appraised each year. This information is swiftly shared with investors after its completion.
GUARANTEED LIQUIDITY
Each Fund is scheduled to sell its homes approximately 10 years after it closes, which leaves you with no chance of getting “stuck.” You’ll benefit from a liquidation waterfall that may return 100% of your capital contribution and the lion’s share of any appreciation.
ALIGNED INTERESTS
We don’t succeed until you do. Our investors share in the appreciation, which could result in them traveling for free or even getting paid to travel for ten years. We do not mark up shared costs, nor do we seek profit from annual expenses.
ESTABLISHED TRACK RECORD
Equity Estates originated the equity destination club model and was the first Private Equity Luxury Residence Fund. We have been successfully delivering excellence in both investment and vacations since 2006.
WE CARE
WE ARE AGILE
WE HAVE INTEGRITY
WE LISTEN AND LEARN
WE CREATE WOW
THE BEST KIND OF RETURNS – BOTH ON CAPITAL AND LIFE.
Fund VI is now open. Inquire about special offers for new investors.