Author: Equity Estates

We are the best aligned model to own and enjoy a luxury portfolio of homes.

Equity Estates allows you to combine dream vacations with a smartly structured, diversified investment in real estate. When you invest with us, you get the best of both worlds.

You’ve heard of destination clubs designed for the masses, but our original equity model– now nine years running– functions vastly different than those.

We are the best aligned model to own and enjoy a luxury portfolio of homes. Here are a few reasons why:

Return on investment– We don’t succeed until you do

  • Guaranteed liquidity. This Fund is scheduled to sell its homes in ten years.
  • You benefit from a liquidation waterfall that returns 100% of your capital contribution and the lion’s share of the appreciation.
  • This means you may travel for free or get paid to travel for ten years.

 

We do not rent out down time in our homes

  • Our member to property ratio offers the best availability in the industry.
  • If every member used every allotted night available to them, we’d still have 153 nights vacant in each home every year!
  • Other companies receive commissions from rentals, so they choose that over you.

 

Predictable and reasonable annual expenses

  • We do not markup shared costs, nor do we seek profit from annual expenses.
  • At Equity Estates, our cost per night is 50% to 75% below market rental rates.
  • No surge pricing. Unlike other luxury travel clubs, resorts and villa rental schemes, there are no premiums to travel during holidays or peak times.

 

Financial transparency

  • Our clear and defined use of proceeds is reviewed annually in a full audit report by Top 5 firm RSM McGladrey.
  • Annual third party appraisal results are provided every year.

 

Fair management fees

  • Just like your other assets under management, we charge only 1%.
  • Other companies take a percent of annual expenses or rental fees, meaning they are financially rewarded for increasing expenses.
  • Equity Estates has no incentive to select higher cost landscapers and housekeepers. Quality is our number one driver.

 

At Equity Estates, we have a fiduciary responsibility to serve investors and have been doing so successfully since 2006.

What kind of Investment is Equity Estates?
Equity Estates is a private equity Luxury Residence Fund™ for accredited investors. Equity Estates Fund I sold out in 2012, and Fund II launched in late 2013. Equity Estates has collectively raised and effectively deployed over $75 million and delivered over 10,000 outstanding vacation experiences.

How can I learn more details about the investment?
Review our Executive Summary, contact our Investor Relations Team at 1-800-413-3340 or email us at invest@equityestatesfund.com to request more information or to set up an appointment to learn more.

“When compared with renting comparable vacation homes or purchasing nights in luxury hotels with no investment component, Equity Estates is a no-brainer.”

Equity Estates investors enjoy incredible vacations in high-end residences around the world, all while making a diversified investment in luxury real estate which has great potential to provide a healthy return on investment. We sat down with Tyler, an investor in Fund I, to discuss the vacation value he’s enjoyed from his investment thus far.

Tyler has been an Equity Estates investor for seven years, and during that time he’s enjoyed concierge supported vacations all around the globe—often during peak travel times. After analyzing his travel history against comparable accommodation rates—using alternatives within the same buildings or neighborhoods during the same times—we estimate he’s taken $840,000 worth of vacations and will soon hit the $1 million mark.

Tyler started out with an Executive Membership Interest (15 nights of annual usage) in Fund I and dabbled with other destination clubs as well. After traveling once with each club, he says, “We decided we would be better off having more time in the Equity Estates portfolios. The overall travel experience, as well as the equity position in EE, was the much more attractive option.”

Shortly after, Tyler upgraded to two Elite Membership Interests (60 nights of annual usage) and has taken more than 50 trips during his time as an investor. “We determined the travel experience provided by Equity Estates was the best we had ever experienced,” Tyler said. His family averages about 50 nights per year, and he typically gifts 10 nights per year to friends and employees.

Compared with renting like-vacation homes or purchasing nights in luxury hotels with no investment component, Tyler says Equity Estates is a no-brainer. He considers the value of his Equity Estates membership to be “outstanding” and says he could not have taken vacations of similar quality elsewhere for even close to the same cost.

Fund I will begin its divestment plan in 2021, after which investors will receive back first 100% of their initial investment and then 80% of the appreciation thereafter. Tyler calls this an added bonus. “When the portfolio is liquidated, we could receive a handsome profit on our investment. The only negative is determining what to do to replicate the experience once the portfolio is liquidated. I certainly hope that EE has another fund available when that time comes. Equity Estates has become an integral part of our lifestyle.”

Browse some of Tyler’s highest value trips over the years below.

In 2016, we introduced a new way for investors to enjoy Equity Estates in the exclusive company of fellow members. In addition to the many special travel experiences within our luxury portfolio, investors can travel the world and enjoy once-in-a-lifetime, custom-crafted itineraries. We released two expeditions in 2016, both of which sold out in a matter of weeks. Our first expedition, a private yacht tour of the untouched Galapagos Islands, took place in March 2016 and an African Safari followed that December. Most recently our group explored Florence, the world’s top rated city, and the stunning Tuscan countryside like never before. The experience from start to finish was expertly crafted and everyone was dazzled. No detail was missed, and extraordinary surprises were drizzled throughout the week. “The Five Senses Tuscany Expedition was a magical way to explore and enjoy the sights and sounds of the region. We were surprised and delighted each day with unique and highly curated experiences. No detail was overlooked- from the transportation to the way each meal was carefully executed and presented. Each day was filled with surprises that exceeded our expectations. We all enjoyed the camaraderie and had great fun sharing stories of our favorite EE properties and experiences. I can’t wait for the next expedition!”

There are some things money can’t buy. Powerful family bonds, wonderfully enriching experiences and lifelong memories are a few.

Though these things can’t be bought, Equity Estates can help facilitate them by bringing your family together through inspired, custom-crafted vacation experiences in a portfolio of private homes that you also own.

Imagine planning a trip for 12, including four kids under five, to a destination with which you are not familiar. How do you find the safest areas, the best restaurants, the must-do activities? We are experts in each and every one of our destinations and will take the stress out of trip planning, allowing you to relax and truly take a vacation.

Vacation homes built for families

Spacious living rooms, fully-equipped kitchens and dining areas with ample seating, so your entire family may gather for meals or game night.

Area expert concierges handle all the pre-trip planning

Your Personal Travel Concierges are experts on each destination and your Local Hosts are truly local residents, providing you with insider knowledge which allows you to experience hidden gems and off-the-beaten-path places.

Bringing along children is a breeze

Homes come fully equipped with Pack ‘N Plays, booster seats, high chairs, pool alarm systems and more. In addition, your Local Host can arrange for the home to be pre-stocked with diapers, formula, snacks, strollers and car seats. Setting up experienced babysitters for an adult-night out is just another reason to bring the kids along on your next vacation.

Vacations made extraordinary

What makes a vacation truly extraordinary? According to our investor members, it’s the unique experiences in the space of a private luxury home that create lifelong memories and deepen family bonds. From our surf instructor in San Diego who has a 100% success rate, to our Local Host in Watersound Beach who arranges private beach bonfires complete with s’mores and games in the sand, we are experts in crafting memorable vacations.

Don’t just take our word for it.

“Our family has enjoyed many treasured events with Equity Estates—an engagement, a honeymoon, anniversaries, birthdays and cherished memories with lifelong friends. Equity Estates residences have furnished snap shots of some of the most joyous times of our lives.” –Investor Member Marsha L.

“The “next” vacation is a common topic of conversation in our household. The experiences we have had with Equity Estates are second to none. From the planning with our concierge to the actual vacations themselves, EE has provided our family with the most memorable times. I would not trade those memories for anything else.” –Investor Member Dave P.

With an impressive 10+ year track record, Equity Estates is now well into our third Fund. We are targeting 10-12 additional multi-million dollar vacation homes in destinations like London, Vail, Aspen, Belize, Charleston, Maui, Palm Springs, and many more. Download the Fund III Executive Summary to discover the full list of targeted destinations.

Though you’ll be investing in Fund III’s properties, you’ll gain instant access to the destinations in Fund I and II so you can enjoy dozens of investor favorites like Hilton Head, Costa Rica, Telluride, and Hawaii.

On top of that, you can also travel to our reciprocal partners’ residences throughout Europe, Asia, and Africa. In total, your investment will allow you to access private vacation residences throughout more than 25 countries.

Travel the world with loved ones and friends over the next decade, then capitalize on a divestment plan which will return first 100% of your initial contribution and then 80% of the appreciation thereafter.

While our mountain destinations are certainly well equipped to host your winter adventures, they’re also ideal for action-packed vacations during the summer and fall months. Browse our summer and fall mountain destination spotlights below and consider taking advantage of upcoming availability.

Park City & Deer Valley

Outdoor Activities

Hiking: Enjoy a challenging 1.5 mile hike up to the entrance of Timpanogos Caves. It’ll be worth it to see the rugged beauty of the caves, including underground pools and limestone rock formations. Or, head 30-minutes from downtown Park City and begin to feel like you’re in another world at Uinta National Forest. The rolling mountains of Park City turn into a massive forest land complete with evergreens, crystal blue lakes and rivers packed full of trout.

Watersports on Jordanelle Reservoir: What says summer like water sports? Just 5 minutes outside of Park City, Jordanelle Reservoir features wonderful camping, fishing, wake boarding, water skiing, canoeing, jet skiing and boating.

Alpine Slide at Park City Mountain Resort: Park City boasts one of the longest alpine slides in the world. With more than 3,000 feet of winding and gliding tracks, this luge-like slide that runs down the face of the mountain is sure to provide thrills for the whole family. Open mid-May through mid-October.

Events

Hiking: Join celebrity chefs, renowned winemakers, and epicurean insiders for one of the culinary world’s most spectacular events. June 16-18.

Fourth of July: Snowmass shows its patriotic colors with a free holiday extravaganza to entertain the whole family. Weekend events include live music on Fanny Hill, food, games, movies and more. Nearby Aspen hosts their own celebration as well.

JAS (Jazz Aspen Snowmass) Labor Day Experience: Acts this year in Snowmass Town Park include Keith Urban, The Revivalists, The Roots, Maroon 5, Lake Street Drive, Daryl Hall & John Oates, St. Paul & The Broken Bones, Nathaniel Rateli & The Night Sweats, and more. Sept. 1-3 Snowmass Village Summer Concert Series: Free concerts happening weekly from June
through August.

Snowmass

Outdoor Activities

Fly Fishing: For the avid angler, few things can beat fishing in Colorado. With dozens of scenic trout-filled rivers, streams and lakes in the area, Aspen and Snowmass lie at the epicenter of some of Colorado’s best fishing spots. Rent gear and try your hand or opt for a charter with an expert guide.

River Rafting: This region’s scenic and plentiful rivers are some of its best-kept secrets. Whether you’re seeking a day trip with class IV rapids on the or a gentle float on the Roaring Fork, local outfitters can help plan your adventure. The scenery along these pristine waterways promises to be breathtakingly beautiful.

Hiking and Biking: Surrounded by the 2.3 million acres of the White River National Forest, the hiking and biking options in and around Snowmass are truly endless. From Snowmass Village itself, hikers can head out to explore over 77 miles of hiking trails ranging from short morning jaunts to multi-day backpack trips.

Note: Trails around Snowmass Village are closed until June 21 to protect critical elk calving habitat.

Events

Food and Wine Classic in Aspen: Join celebrity chefs, renowned winemakers, and epicurean insiders for one of the culinary world’s most spectacular events. June 16-18.

Fourth of July: Snowmass shows its patriotic colors with a free holiday extravaganza to entertain the whole family. Weekend events include live music on Fanny Hill, food, games, movies and more. Nearby Aspen hosts their own celebration as well.

JAS (Jazz Aspen Snowmass) Labor Day Experience: Acts this year in Snowmass Town Park include Keith Urban, The Revivalists, The Roots, Maroon 5, Lake Street Drive, Daryl Hall & John Oates, St. Paul & The Broken Bones, Nathaniel Rateli & The Night Sweats, and more. Sept. 1-3 Snowmass Village Summer Concert Series: Free concerts happening weekly from June through August.

Telluride

Outdoor Activities

Hiking: Hiking is by far the most popular activity in Telluride’s summer season, and there’s enough to terrain to explore a new trail every weekend. Surrounded by an abundance of scenic nature trails as well as plenty of less-traveled paths, you can choose from a quick afternoon jaunt, to summitting a 14,000-foot peak, to a multi-day cross-country excursion.

Climbing: Year-round mountaineering, trekking, and climbing schools provide backcountry and technical skills for outdoor enthusiasts of all skill levels. Try the Ajak Peak climb for panoramic views of Telluride.

Fly Fishing: With some of the finest trout streams in the Rocky Mountains, Telluride is an angler’s paradise. To make the most of your outing, we recommend learning the waterways and surrounding terrain with the help of a local guide.

River Rafting: Several rivers provide incredible rafting opportunities in Telluride during the summer months. One of the most popular trips launches just thirty minutes downstream from Telluride at Specie Creek and runs 9 miles to the Beaver Creek River Access. This section features class II-III whitewater, ideal for beginning and intermediate rafters, families and groups of mixed abilities.

Events

Mountain Film Festival: Held every Memorial Day weekend, the Telluride Mountain Film Festival is a documentary festival that showcases nonfiction stories about environmental, cultural, climbing, political and social justice issues that matter. May 26-29.

Telluride Wine Fest: Featuring everything from street parties and intimate tastings, this event-packed weekend oers something for everyone. June 22-26.

Telluride Jazz Festival: This year’s lineup includes Mavis Staples, Macy Gray, Bootsy Collins & World-Wide Funk Drive, Lee Fields and the Expressions, Miles Mosley and the West Coast Get Down, and many more. August 4-6.

Telluride Blue & Brews Festival: This year’s lineup includes Bonnie Raitt, Steve Winwood, TajMo, Anders Osborne, Benjamin Booker, The Blind Boys of Alabama, The Magpie Salute and many more. September 15-17.

Safe Travels!