Author: Equity Estates

For those who’ve never been, the Dominican Republic may not be the first place that comes to mind when planning a Caribbean vacation. One stay at the stunning Equity Estates home nestled in the heart of the lush and luxurious Arrecife Estates within the Punta Cana Resort & Club may change your thinking. 

Located on the easternmost point of the island, affectionately nicknamed the Coconut Coast, this upscale, gated community is a tropical haven best known for its beautiful beaches, swaying palms, and clear, turquoise water. It’s also home to amazing golf courses, including the award-winning La Cana and Corales clubs, and a wide variety of year-round sports, recreation, dining, and eco-adventure options.  Almost anything you might need for an unforgettable Caribbean vacation – from horseback riding and kite surfing to spa days and nature trails or an elegant dinner out – is just a short golf cart ride away from the home 

With so many amazing things to do, it might seem impossible to fit it all in. Fortunately, our Destination Manager, Chelsea, has put together her top recommendations for three perfect days in Punta Cana and is available to create the best itinerary for your vacation.  

 

Day One: Sun, Sport, and Relaxation 

Kick off your stay in Punta Cana with a morning visit to the Oscar de la Renta Tennis Center for match playing, drills, or a private lesson. Just minutes from the residence, the center offers clay, Har-Tru, and natural grass courts along with a pro shop, snack bar, and world-class instructors. Let us know your preferences and we’ll take care of the reservations for you. 

If you’d rather hit the links than the tennis courts, let us book a morning tee time for you at the renowned La Cana Golf Course instead. Named the “number one course in the Caribbean” by GOLF magazine, this 27-hole course, designed by P.D. Dye, features three nines, including 14 holes with amazing ocean views. Our residence is located right on the sixth hole, and this is a convenient and must-visit course for any golfer visiting Punta Cana.  

After a morning out, head back to the house for a little lunch and leisure. Your Local Host will make sure the kitchen is stocked with your favorite foods so whipping something up is a breeze. Take your lunch on the private outdoor patio or by the pool, where you can rest, relax, and swim surrounded by lush, tropical greenery and a view of La Cana’s golf course.   

“One of my favorite things about this home is the lushness of the outdoor space,” says Chelsea. “You feel like you’re in the jungle with all of the great outdoor areas to hang out and relax with family and friends.” 

When you’ve had enough pool time, take the golf cart to the gorgeous La Cana Beach Club for a beachside afternoon. Explore the beautifully designed clubhouse and outdoor areas, enjoy a refreshing beverage (or two) at the bar, or let us book a facial for you at the popular onsite Six Senses Spa, which features open air treatment rooms. Cap it off with a walk along the beach or time spent lounging by the water. 

In the evening, Chelsea suggests having a private chef come in to prepare a lovely, personalized dinner for you in the home’s large kitchen. Enjoy a refreshing passionfruit and mango daiquiri and an appetizer of local empanadas while the chef prepares Punta Cana ceviche, roasted Dominican spice rubbed chicken, cassava gratin, and a baked coconut dessert for your dinner. 

 

Day Two: Explore and Enjoy 

For day two, grab the golf cart and spend the day exploring some of the resort’s amazing amenities. How about learning to kitesurf in the morning with lessons at Kite Club Punta Cana, located next to the Playa Blanca restaurant? Or horseback riding on the beach?  

For lunch, step inside Playa Blanca to enjoy a menu of fresh, local seafood, grilled meats, and refreshing drinks. Or head over to the lovely Mare restaurant at the La Cana Golf & Beach Club for internationally inspired, wood-fired pizzas, salads, seafood, and more.  

“You can’t go wrong with either of those options,” says Chelsea. “They both have excellent food and offer open air and outdoor dining with gorgeous views of the water.” 

In the afternoon, head over to the 1,500-acre Ojos Indigenas (Indigenous Eyes) Ecological Park and Nature Reserve, located at the westernmost side of the resort community. Here you can follow a series of trails through a tropical forest that showcases the natural beauty and cultural history of the island, visit an onsite petting zoo or sugarcane exhibit, and even take a dip in one of the reserve’s private, freshwater swimming holes. 

After a day out, some quiet time back at the residence may be needed. Enjoy more time by the pool or relax with a good book before getting ready for dinner.  

For the evening meal, let us make reservations for you at Bamboo, the AAA Four Diamond Award-winning restaurant located at Tortuga Bay. They offer a unique menu of fusion dishes blending locally sourced ingredients with a Mediterranean influence. The décor is elegant but comfortable, with a dining room designed by Oscar de la Renta.  

Alternatively, you can stay in and let the food come to you. Punta Cana now offers delivery service from all of the best restaurants within the resort. Let your Personal Travel Concierge take care of the arrangements for you. 

 

Day Three: Party Boat, Shopping, and Fine Dining 

For the final perfect day, Chelsea recommends getting up early and heading out of the resort and onto the water for a family-friendly boat excursion.  

“A half-day trip on the Margaritas boat is a must-do when visiting Punta Cana,” says Chelsea. “They’ll pick you up in the morning for your trip and you’ll spend about three hours boating along the Bavaro coast, reef snorkeling, and swimming in a natural pool before heading back. Drinks, music, and snacks are provided, and the boat even has a slide at the back for guaranteed fun.”  

If shopping sounds like a good way to follow up a fun-filled boat trip, check out the Galerias at Puntacana Village or BlueMall Puntacana. Both are near the airport, just minutes from the residence, and feature retail shops, a variety of dining options perfect for a quick lunch with warm, welcoming service. 

With a few hours left before dinner, you may choose to play another round of golf – this time at Corales – visit the spa or Golf & Beach Club again if you prefer.  Whatever you choose, your Personal Travel Concierge is happy to make it happen for you. 

For dinner, Chelsea recommends La Yola. This elegant, AAA Three Diamond Award-winning restaurant is modeled after a fishing boat and rests above the sea at the Punta Cana Resort Marina. They are known for their fresh Mediterranean and Caribbean dishes and seafood, as well as their magnificent water views.  

“It’s the best restaurant inside the resort,” says Chelsea. “And a great way to wrap up three perfect days here.” 

 

At Home in Punta Cana with Equity Estates 

Nestled within the lush, tropical landscapes, explore one of Equity Estates’ two luxurious villas in Punta Cana. Our 4,000+ square foot Equity Estates villa boasts a light-filled layout featuring open-air and thatched-roof stone walkways lined with greenery and water features.  Equity Estates’ second villa has five bedrooms, 7,000+ square feet, a private pool, and a Jacuzzi.

Both of these homes are perfect for a relaxing stay in the Dominican Republic.

Your visit to Punta Cana with Equity Estates can be the Caribbean vacation you’ve been dreaming of – whether you’re looking for a relaxing trip or one that’s filled with activity; whether you’re traveling with friends and family or in need of a quiet, couple’s getaway. We can help you make it happen. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to  schedule a call. 

 

Relax and recharge in the beautiful, secluded village resort of Las Catalinas on the Guanacaste Coast in northwest Costa Rica. The private beach town brings a new style of living to residents and visitors, where fun, health, nature, and fulfilling experiences rule the day. The architecture and village layout were inspired by colonial towns in Latin America and coastal villages in the Mediterranean.

We interviewed Brittany, Destination Manager for Las Catalinas, to create the perfect itinerary. Wonderful adventures await you in Las Catalinas! 

 

Day One: Settle In & Explore 

Your private concierge team will meet you at the residence. After settling into your elegant home, wander the pedestrian streets of Las Catalinas. Houses, shops, restaurants, boutique hotels, plazas and parks create charming walkable public spaces that blend with the neighboring nature reserve of 1,000 acres of tropical dry forest, walking and bike trails, and stunning beach and mountain views. For a snack or late lunch, head over to Cuatro Calle La Ronda, a popular all-day bakery and café at the Santarena Hotel. Since Costa Rica is known around the world for its premium coffee, try the chorreador coffee, a national specialty. The bakery also sells homemade local items to take with you such as preserves and pickles.  

For sunset drinks and coastal Costa Rican cuisine tonight, enjoy the local favorite Sentido Norte, just a ten-minute walk from your front door. The open-air restaurant is perched on a hill overlooking the bay and offers the best sunset view in town.  Sip a Guipipia (Costa Rican rum, lime juice, brown sugar) or Passion Fruit Mojito as the sun sets. For dinner, try the Pacific Stew or Catch of the Day.  

Day Two: Hike the Tropical Forest & Picnic on the Beach 

Wake up to freshly brewed traditional Costa Rican coffee and settle into your morning with breakfast by Dayling, your Las Catalinas House Mom. She can prepare a typical breakfast (known locally as “Desayuno Tipico”) of scrambled eggs with onion and tomato, rice and beans, fried plantains, and fresh fruit and juices.   

This morning let us reserve a private tour with Alberto, one of the best local guides, to explore the neighboring tropical forest reserve which has 42 kilometers of multi-use trails. He will plan a tropical forest walk or hike depending on your interests and craft a memorable outing. He entertains and informs with his knowledge of local history, flora, and fauna. Investors give high reviews of hiking with Alberto as an active way to learn about the area. If biking is more your style, we’ll arrange a mountain biking tour through the hills and valleys of the forest, which is also very popular.  

After working up a healthy appetite, take your gourmet box lunches ordered by your concierge to the beach for a relaxing picnic and enjoy the beautiful views of the Catalina Islands and the Pacific Ocean 

Spend the afternoon on the black sand beaches of Playa Danta or Playa Dantita, two of the finest beaches in Costa Rica, both within walking distance of your home, where you can swim or try a watersport in the sheltered bay. Your concierge will help you plan your day by arranging reservations for mountain biking, surf lessons, and snorkeling through Pura Vida Ride or the rental of a paddleboard, single kayak, or double kayak, all of which are available at the residence.

For dinner tonight, relax at home and allow us to arrange for a private chef who will create a masterful feast in your kitchen. Your concierge will work with you to select a tasting menu or “family style” meal of regional ingredients for your party, and while your chef prepares a five-star meal of caramelized pear salad, grilled lobster tail and tres leches cake, you’ll be enjoying his signature drink on the rooftop patio.  According to our investors, the private chef experience is one of the top features of traveling with Equity Estates. 

 

Day Three: Tour Potrero Bay by Catamaran 

On your final day, relax by the pool at the Las Catalinas Beach Club and enjoy the offerings from their delicious restaurant with poolside service. Or if you’re still feeling adventurous, your concierge can reserve a forest canopy ziplining tour or a sailing excursion across the peaceful Bay of Potrero. The ConnectOcean “Intertidal and Coral Reef Explorer Sailing Trip” is an investor favorite which explores coves, beaches, and tide pools on the Guanacaste Coast. Learn about the unique aquatic life through multiple snorkeling sites and an optional dive. Enjoy refreshments, local fruit, and an open cocktail bar while aboard a catamaran sailboat. We’ll make all the arrangements for a memorable day on land or at sea!  

If you’d like a keepsake or special gift to take home, we recommend D-Aqui Design Studio for authentic Costa Rican design, furnishings, kitchenware and linens, Las Catalinas Collection for unique accessories and clothing, and don’t forget the amazing local food market, Copper & Stone, for a special food item as another idea.  

Cap off your relaxing stay with dinner at Patagonia Del Mar, a popular Asian fusion restaurant in neighboring Santa Cruz. Your concierge will hire a taxi for the 20-minute drive. With delicious fresh seafood, sushi, pasta, and meat dishes enjoy live music for a night to remember. The Patagonia ceviche appetizer marinated in rum and coconut will delight! Beautiful ocean and sunset views. 

At Home in Las Catalinas

Your Equity Estates tropical villa boasts more than 4,000 square feet of living space with panoramic views of the Pacific Ocean, the Catalinas Islands, and the mountains. Every angle, window, and view has been thoughtfully designed to respond to the topography and the home’s location in town, as well as provide for privacy and the best views of nature. The custom tiles and woodwork in your home are made by local artisans in Las Catalinas. This beautiful home features large gathering spaces on each level for family and friends, a rooftop patio, multiple decks with gorgeous views, and your own courtyard with a plunge pool. Your private concierge will work with you to plan your itinerary before you arrive and make your stay effortless by arranging reservations for activities and outings, meals out or meals in. They will even pick up your groceries to ensure your gourmet chef’s kitchen is stocked with all your favorites from the local market.  With Equity Estates, comfort and luxury are yours.  

An Equity Estates Investor shared the following after his Las Catalinas stay: “This house is really special. There are three living areas, a top-floor terrace, and a private plunge pool. Equity Estates set us up with a fabulous private chef for two nights and we wished we had opted to have him every night! We squeezed in many activities suggested by our concierge, including hiking around Las Catalinas, drinks at sunset, a private catamaran, horseback riding and ziplining. We would’ve never been able to put together this itinerary on our own. It was an incredible trip and I hope to go back soon!” 

In Las Catalinas, you’ll find the pace and quality of life to be perfect. Travel with Equity Estates for a unique and memorable experience. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call. Your Costa Rica adventure awaits! 

Equity Estates has initiated a waitlist for new investors in Fund IV. If you’ve been following our growth this year, it should come as no surprise. A waitlist program is evidence of how carefully we acquire residences and target the best availability for shared ownership of luxury vacation homes. Our fifteen-year history of continuous improvement separates us from the competition, regardless of how well backed they are by venture capital whose primary concern is a return on their capital, not yours.

Most people I speak with have a lot of questions about the waitlist. Why are you rolling this out now? How does it work? What does it mean for new investors? Allow me to lay it all out for you.

 

Why Is This Happening?

Equity Estates cares about making smart buys and ensuring our average occupancy ratio. We target 60% occupancy and 40% vacancy. This has proven to be a successful balance of shared cost and shared use.

We’re finding the best buys – for long term use and appreciation potential – to be homes that require new furnishings and other improvements. Some large, some small. This approach requires an effective strategy, including an awareness of timing of when we release a property to host our investors. Hence the waitlist.

How Does The Waitlist Work?

We’ve chosen to waitlist new investors to help manage residence availability. It’s very straightforward.

  • To join the waitlist, new investors make a deposit of 30% of the capital contribution.
  • No interest is due on the outstanding balance and a minimum 60-day notice will be provided when the money is needed to close on a home.
  • Waitlist investors are assigned a Personal Travel Concierge, given a welcome orientation, and receive access to Voyager, our Investor Reservation Portal.
  • Waitlist investors immediately enjoy unlimited last-minute travel to portfolio residences reserved within 21 days of arrival for only $600 per night.
  • With each new residence purchased, we’ll release a group of waitlisted investors.
  • Once activated, investors may begin reserving their Allotted Nights (typically 15, 30, or 45 nights) as far into the future as they prefer.

 

 

Ensuring The Best Flexibility And Availability In The Industry

If you’ve done your homework, you already know there are several business models offering travel to private luxury residences. Companies manage availability in different ways…and it’s a real point of differentiation. Here are the three main ways it’s done:

  1. Variable pricing
  2. Fixed dates or rotating schedule format
  3. The Equity Estates Method

 

Variable pricing, aka, yield management, is a strategy that allows a company to maximize revenue for limited inventory. Think about your own experience with airline seats or hotel room reservations. Prices are significantly higher for high demand times when you likely want to travel. If done properly, variable pricing can help an operator manage supply and demand to maximize its profits to whatever the market can tolerate. Here’s the rub. Every potential customer (i.e., fellow club member) is an added competitor. Bigger is not always better. These clubs have no need for a waitlist, as the more members competing for nights, the higher the profitability for the operator.

Fixed dates or rotating schedule is synonymous with timeshare or fractional use. This type of calendar program is the definition of timeshare. Customers own or have rights to specific dates, and they may float or rotate over time. This process allows for full utilization for the highest number of owners. The operator’s goal is maximum occupancy for the entire year, leading to maximum profitability on the sale of the fraction or timeshare. Great if you want the same thing every year. Not so great if you are looking for a little variety or flexibility.

The Equity Estates Method focuses on a target occupancy ratio of 60%. We consider an individual home’s calendar being “full” if we have 210 nights of reservations. This means 40% is intentionally left vacant, allowing more flexibility for both those who like to plan ahead and those who don’t. It’s the most generous accessibility we’ve come across. Most importantly, there is no financial incentive to target a higher occupancy ratio. We are more like a cooperative, sharing resources fairly with intentional down time to support reservation flexibility and effective maintenance plans.

 

Now Is A Still Great Time To Join

The waitlist helps investors plan for a smooth transition from what they may have already on their travel calendar before entering the Equity Estates life.

If you are ready to learn more now, please let us know. And if you are not ready, that’s perfectly fine. We will still be here when it is the right time for you.

Call us at 404.445.8501 or click here to schedule an appointment with one of our Investor Relations Team members.

Until next time, safe travels!

Philip Mekelburg
CEO, Equity Estates

 

The heart of the state, the island of Hawaii is the largest and most geographically varied, from stunning snow-capped volcanoes to lush tropical rainforests. Soft breezes scented with salt and frangipani waft across black sand beaches along seas teeming with turtles, dolphins and (in season) whales. The Big Island’s size and diversity make it an ideal vacation choice for both relaxation and adventure.

“It’s truly paradise,” says Destination Manager Sean, “and our home is the perfect base for enjoying the best of the island.” Here are his suggestions for the perfect three days— but many investors opt to stay a few more to discover more island magic.

Day One: Pick A Beach

The Equity Estates residence is on the famed Kohala Coast, facing the dazzling Pacific. Decompress from your journey and connect with paradise with a relaxing morning on the beach. 49 Black Sand Beach is unique and rustic. Your Local host will pack a picnic so you can enjoy snorkeling and exploring around the tide pools. Just a short drive from the residence, Mauna Kea Beach boasts some of the most beautiful white sands on the island. If you don’t mind a two-hour drive and a 45-minute hike, Papakolea Green Sand Beach is one of only four green sand beaches in the world. It’s remote and rugged but a spectacular place to swim and take photos.

After a day of enjoying nature, continue the spirit of aloha by connecting with the beautiful culture of the island’s people. The Legends of Hawaii Luau show offers a glimpse into old Hawaii, beginning with a hula lesson, live music, and a torch run that’s especially delightful for children. The succulent menu includes a roast pig and assortment of fresh-from-the-ocean seafood, along with tropical cocktails.

Day Two: Choose Your Own Adventure

A catamaran charter is “an absolute must” according to Destination Manager Sean. Paradise Sailing offers a private four-hour morning excursion on the 36’ Kōlea to explore colorful reefs and, with luck, a frolic with dolphins or even spot a humpback whale. This luxurious craft has plenty of shade for an enjoyable lunch plus sunny lounging areas to soak in the sights.

Golfers will definitely want to enjoy a round on one of the Troon managed golf courses at Mauna Lani Resort. Mauna Lani’s South Course is home to Hole #15, one of the most photographed over-the-water golf course holes in the world. Renowned as the former home to the annual Senior Skins Game from 1990 to 2000, the course snakes through the stark, rugged a’a lava of the prehistoric Kaniku lava flow. The challenging South Course offers golfers panoramic views of both rugged mountains as well as calming, beautiful ocean.

If golfing is not your thing, we’ll arrange for an aerial adventure through the lush tree canopy with Kohala Zipline. Nine ziplines, five sky bridges, and a rappel make this the only full canopy zipline tour on Hawaii Island.

After all that activity, you’ve earned a relaxing evening. Let our favorite chef, Lisa Porter, prepare a private feast in the comfort of the residence. Fig jam and blue cheese bruschetta. Poke nachos. Local beet salad with goat cheese and lilikoi vinaigrette. Miso encrusted catch of the day. Macadamia nut tart. Yum. After dessert, relax outside on the lanai and look up into the sky for some of the world’s best stargazing — the perfect ending to a perfect day.

Day Three: Volcanos, Wildlife, Sunsets

There’s a big day ahead, so start off with a hearty breakfast of banana brown butter pancakes at Mai Grill. Then it’s off across the island to Volcano National Park, to wander the lava fields and pay homage to Pele, the volcano goddess who, legend has it, shaped these very islands. Lava is beginning to flow again, which some locals believe is the gods bringing back their blessings.

After completing an exploration of the park, take the southern route for a leisurely drive, stopping at anything that strikes your fancy, be it a shaved ice cart (you simply have to treat yourself to at least one on any trip), a fresh bowl of poke, or some local handicrafts from a roadside stand. The Seahorse Farm near Kona is fascinating for kids and adults, and let us book a reservation for you to see some of the wildlife at Three Ring Ranch, the state’s only fully licensed and accredited exotic animal sanctuary.

Return to Mauna Lani Resort in time to enjoy the sunset at Brown’s Beach House, which Destination Manager Sean considers the best place on the island to watch the sun sink below the waves.

At Home On The Big Island Key with Equity Estates

Ocean-facing and perched on the edge of the first fairway of the stunning Mauna Lani South Course, the Equity Estates residence on the Big Island is reminiscent of a private tropical resort. It’s four bedrooms, five bathrooms and more than 5,000 square feet of total living space. With features that include a detached guest ohana, a private front courtyard, an infinity-edge pool with waterfall spa, and an optional outdoor privacy garden and shower, this place will allow you to get lost in your own private oasis.

Your visit to the Big Island can be the beach vacation you’re dreaming of – whether you want a more laid-back trip or one that’s filled with activity; whether you’re traveling with friends and family or in need of a quiet, couple’s getaway. We can help you make it happen. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call.

If the arrival of spring has you dreaming of white sand beaches, outdoor adventures, or a relaxing family vacation, it may be time to book a trip to gorgeous Lido Key, Florida, where you can find all of these things and more. This small barrier island, just a short drive from downtown Sarasota, is the perfect blend of family-friendly getaway and upscale beach vibe. And our Destination Manager, Chelsea, is more than happy to create the perfect itinerary.

Day One: Hit the Beach

Ease into your first day of vacation by enjoying your morning coffee on the house’s rooftop deck. “This is one of my favorite features of the house,” says Chelsea. “From the rooftop deck, you can look in one direction and see downtown Sarasota, and in the other direction have an amazing view of the ocean. You may even get lucky and spot manatees in the canal down below.” After taking in the views, grab your towels and the picnic lunch waiting for you in the fridge from Morton’s Gourmet Market – arranged by your Local Host, of course – and head to the beach, just a short stroll away.

Lido Key Beach is known for its powder-soft sand and turquoise water. The waves here are calm and the beach relatively uncrowded, so it’s a great place to spend time hunting for shells and shark’s teeth, swimming, relaxing, or taking a walk along the shore. Beach chairs and umbrellas are available to make your day on the beach even more comfortable.

When you’ve had enough of sand and sun, head back to the house for a dip in the pool or an afternoon siesta on one of the covered patios, before getting cleaned up and heading out for dinner. “For great seafood and cocktails, you can’t go wrong with Crab and Fin or Shore,” recommends Chelsea. Both restaurants offer inside and outside dining, and your personal travel concierge will be happy to make reservations for you.

Day Two: Time for Adventure

While Day One was all about relaxing and settling in, Day Two’s focus is on outdoor adventure.

There are many year-round outdoor activities to choose from here, but our top eco-adventure recommendation – and a great way to start the day – is to take a two-hour morning kayak tour among Lido Key’s famed mangrove trees with Kayaking SRQ. “This is a must-do activity when you come to Lido Key,” says Chelsea. “The mangrove tunnels are absolutely beautiful and are home to a wide variety of birds and marine life. Kayakers often catch sight of dolphins, manatees, jellyfish, and other wildlife, so be sure to bring your camera.”

If the outdoors is calling, but kayaking isn’t for you, Chelsea also recommends the deep-sea fishing, golfing, boating, tennis, and snorkeling on Lido Key – all of which she can book for you in advance.

Whatever adventure you choose, after a morning of outdoor fun, you’ll want to head over to the Lido Key Tiki Bar at the Ritz-Carlton for a laid-back lunch. This rustic, open-air tropical beach bar is a Sarasota landmark and offers casual lunch fare and beachy cocktails right at the water’s edge.

To round out your day of outdoor adventure, let us arrange a second fresh-air activity for you in the afternoon or head over to the Marie Selby Botanical Gardens to stroll through their 15 acres of desert, rainforest, native Florida, and display gardens, located along the Sarasota Bay. 

In the evening, a second dinner out at one of Lido Key’s many excellent restaurants can easily be arranged. Investors love the rooftop desk at Tommy Bahama which overlooks St. Armands Circle…plus they serve some of the best fish tacos around. If you feel like venturing 20 minutes up the coast to Longboat Key, you will be rewarded with an extraordinary meal and world-famous desserts at Euphemia Haye.

Day Three: Shop till You Drop

Wrap up your stay with a day of shopping at the renowned St. Armands Circle, just a short eight-minute walk from the house.

Here you’ll find high end shops offering everything from clothes, home goods, jewelry, specialty items and more, alongside cozy courtyards and shaded patios, perfect for people-watching. When you need a break from the retail therapy, you can grab an elegant lunch at Café L’Europe or more casual fare at the Blue Dolphin Café. Just be sure to save room for homemade ice cream from Big Olaf Creamery or French pastries and gelato from Le Macaron for dessert.

“There’s such a great mix of upscale shops, casual boutiques, sweet shops, daquiri bars, spas, and art galleries at St. Armands, it’s easy to spend an entire day here,” says Chelsea.

In addition to the amazing shopping and dining options, visitors can also enjoy community events and a lovely central greenspace featuring Italian statues and a “Circus Ring of Fame” memorial. As always, your personal travel concierge can let you know about any special events being hosted here during your stay.

In the afternoon, head back to the house for more time in the pool or jacuzzi, and let us arrange for a private chef to come in and prepare dinner for you.

“I always recommend Chef Richard Knowles,” says Chelsea. “He’s fantastic and our investors love him. Having him come in and cook for you is a great way to wrap up your Lido Key vacation.”

At Home In Lido Key with Equity Estates

Situated on the canal side of Lido Key, your Equity Estates home is an easy stroll from the esteemed St. Armands Circle and Lido Key Beach. This spacious and thoughtfully laid-out residence features five bedrooms, six bathrooms, and boasts more than 6,900 square feet of indoor/outdoor living space. With soaring tray ceilings, sustainable bamboo floors and gourmet kitchen, this home nestles you in the lap of luxury. The airy first floor includes a waterfront master suite and spa-style bath. The rooftop observation deck features views of downtown Sarasota and miles of Florida coastline.

Your visit to Lido Key with Equity Estates can be the beach vacation you’re dreaming of – whether you want a more laid-back trip or one that’s filled with activity; whether you’re traveling with friends and family or in need of a quiet, couple’s getaway. We can help you make it happen. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call.

It has been an incredibly busy year on the real estate acquisition front. Our strong recent investor growth was followed by commensurate levels of new real estate acquisitions. That means I travel. A lot. Even though we are in a pandemic. It’s given me an opportunity to send snapshots to my mother of me wearing a mask while flying. She worries. Plus, she always wanted me, her only son, to become a doctor. Mask wearing is about as close as it’s going to get.

Over the past ten months, we’ve acquired nine new residences. Big Sky, Napa Valley, the Florida Keys and Miami were the most recent additions to our residence portfolio. And stay tuned for some new announcements soon.

Wait a minute, Philip. Isn’t this a terrible time to be buying right now? If you’ve been looking for a second home (or third), you might have noticed luxury real estate markets are very competitive. So how do we continue to find gems at the right price? In short, we’ve had nearly fifteen years to perfect our residence buying best practices. Keep reading and I’ll let you in on some of our secrets.

The Perfect Storm Creating This Tight Real Estate Market

Homes aren’t just selling. They are selling at a record-setting pace in some markets. While that’s good news for sellers, it can give buyers heartburn…especially in affluent neighborhoods and the most desirable vacation home markets. I recently had a phone conversation with our realtor in Lake Tahoe to review newly listed homes. Within three days, they were all under contract. Many realtors look and sound exhausted, and they have right to feel that way—it is that busy in many markets. Here are a few articles that I found in a quick Google search:


With unprecedented low levels of inventory and equally low mortgage rates, the market has become competitive to start the year. Coupled with COVID-fueled demand for residences outside traditionally hot metro areas, prices are reflective of handsome appreciation over prior year, and most home listings priced right are getting contracts within 30 days.

In many cases, potential buyers are outpriced in competitive markets or forced to make rush decisions. Not a good formula for new or infrequent buyers. Regardless of how many years down the line you might want to exit, you need a proven way to ferret out good buys if you wish to make money.


The Equity Estates Difference

So how do we do it? How do we continue to find smart buys which will deliver the right travel experience with the right return? Over the years, we’ve learned (sometimes the hard way) these three keys to successful acquisitions in any macroeconomic environment.

  1. Understanding investor preferences
  2. Building long-term relationships with realtors
  3. Extreme patience + robust due diligence + stomach for renovations


First, keeping our fingers on the pulse of investors’ destination preferences is an ongoing, purpose-driven exercise. It helps us identify meaningful targets while excluding trendy fads which won’t stand the test of time. We receive regular feedback from our investors. Last month, we asked hundreds of prospective investors where we should buy next. The results, as always, were extremely informative. They validated that we’re currently looking in the right areas plus added a few new opportunities to our shopping list. We have even doubled down with more than one property in certain high demand markets like Turks & Caicos, Costa Rica, and Los Cabos.

Second, when we circle in on a new market, we find the right local real estate expert. Sometimes we buy right away. Other times it may not happen for a decade. But we maintain our relationships and keep tabs on the markets we care about. We find partners that get to know us, understand the expectations of our investors, and who are willing to work hard to uncover motivated sellers, i.e., those that want (or need) to liquidate.

We are also very data-driven purchasers who analyze market trends over time on key metrics like price per square foot. Access to this information is critical for us, but not all realtors can (or like to) work on that part of the transaction.

Finally, there’s no substitute to patience and hard work. Short cuts and time pressures often lead to poor decisions. It never ceases to amaze me what doesn’t get caught with a typical home inspection or what fails to get disclosed by a seller (knowingly or not). Don’t be afraid to get into the attic and explore the crawl space like I do. Where we find problems, it gives us an ability to negotiate from a position of strength due to first-hand knowledge. We feel empowered to walk away when we uncover undisclosed impairments which may impact our objectives and goals for a property.

Especially when renovations are planned, going in eyes wide open is important. In certain markets when you can’t check in personally on daily progress, managing renovations can be very challenging. It’s a great way to lose your shirt. This is where Equity Estates leverages our expertise to find long term value—with years of lessons learned now that we are on Fund IV.


Now Is A Great Time To Join

The Phase II Investment round of Fund IV is expected to sell out this month. Wouldn’t you love to diversify your overall holdings with an investment that is both a known hedge against inflation and an enjoyable way to create hassle-free, lasting memories for your family and friends?

We would welcome an opportunity to discuss why now is a great time to invest in Equity Estates.

If you are ready to learn more now, there are incentives for any new investor who acts before the end of the quarter. And if you are not ready, that’s perfectly fine. We will still be here when it’s the right time for you.

Call us at 404.445.8501 or click here to schedule an appointment with one of our Investor Relations Team members.

Until next time, safe travels!

Philip Mekelburg
CEO, Equity Estates