Executive Summary
EQUITY ESTATES FUND VIII, LLC
CONFIDENTIAL
Getting together sounds simple.
But in real life, it’s anything but. Life is busy. Calendars are full. And the penciled-in vacation gets lost in the sea of group texts.
Equity Estates exists to change that. We believe time together matters—and it’s worth securing. Not as a once-in-a-while indulgence, but as a repeatable part of life.
Equity Estates offers a real estate investment designed around shared vacations and long-term value. Through private funds with defined exits, investors share ownership and use of a curated global portfolio of homes. Chosen for destinations people want to return to, and value that endures over time.
And every moment—from the first inkling of where you want to go to the last glass of wine while you’re there—is made possible by a team that understands what’s at stake. That it’s not just another trip, but a new chapter.
Invest in Together
WHY EQUITY ESTATES
One diversified investment,
a world of places to call home.
A second home sounds smart—until you’re limited to one location and year-round costs, whether you’re there or not.
Equity Estates gives you 25+ countries across a globally diversified portfolio of 65+ homes, each chosen for how it feels and how it performs.
More places to gather. More seasons to enjoy. Less risk from betting on one property.
A diversified portfolio
Invest in a single private fund that owns a curated portfolio of luxury vacation homes—typically 12 residences valued between $3M and $7M each in sought-after destinations.
thoughtful service
From pre-trip planning to on-the-ground support, every stay is fully managed—with personal travel coordination, local hosts, and attentive daily housekeeping—so your time away feels easy from the start.
clear path to liquidity
Each fund follows a defined lifecycle. When homes are sold, investors receive 100% of their invested capital first, followed by the majority of any appreciation.
homes around the world
Enjoy 15–45 nights per year in thoughtfully appointed, multi-million-dollar homes across more than 25 destinations worldwide.
ALIGNED INTERESTS
Annual expenses are shared equally, with services delivered at cost—without markups. The model operates more like a cooperative than a traditional hospitality business.
TRANSPARENCY
Independent appraisals and annual audits by a top-five accounting firm ensure clarity, accountability, and confidence—year after year.
HOW EQUITY ESTATES WORKS
How each Fund lifecycle works:
HOW WE COMPARE
What makes Equity Estates different
Where most models leave gaps—between ownership and experience—Equity Estates was built to close them. From pre-travel planning to path to liquidity, we handle the details end-to-end, so you don’t have to. It’s a thoughtful, fully managed model that delivers.
THE EXPERIENCE
A dedicated team looking after your experience and your investment.
Any hospitality company can offer a concierge. What sets Equity Estates apart is what surrounds it — a full service model built around three distinct teams, each focused on a different dimension of your investment. The vacation you’re planning. The year-round support between every stay. And the homes that make it all possible.
THE HOMES
Equity Estates residences are thoughtfully selected luxury vacation homes, targeted at purchase prices between $3 and $7 million — chosen for lifestyle appeal and long-term value.
Located in sought-after beach, mountain, and city destinations, each home is chosen for livability, setting, and long-term appeal.
THE SERVICE
Every stay is handled end-to-end. From the basics — groceries stocked before you arrive, daily housekeeping throughout, local hosts on the ground. To the details that make it exactly yours — tastings with a private sommelier, snorkel trips secured, a private guide to take you off the beaten path.
AVAILABILITY
Because our homes aren’t rented to the public, reserving them is straightforward.
With a target vacancy rate of approximately 40%, you can plan travel on your own schedule with confidence.
WHERE OUR HOMES ARE
Wherever you go next, home is ready.
Whether it’s a Tuscan hillside, a relaxing beach getaway, a walkable European city, or a ski-in mountain retreat, every Equity Estates home is designed with space for the people who matter most. These aren’t rentals. They’re investor-only luxury vacation homes, thoughtfully maintained and ready when you are.
Current Destinations
BEACH
Virgin Gorda I, British Virgin Islands
Virgin Gorda II, British Virgin Islands
Grand Cayman (Coming Soon)
San Diego II, California II (Coming Soon)
Punta Cana, Dominican Republic
Miami, Florida
St. Martin, French West Indies
Big Island, Kohala Coast, Hawaii
Coastal Charleston, South Carolina
Grace Bay Beach, Turks & Caicos
St. Croix I, US Virgin Islands
MOUNTAIN
Beaver Creek, Colorado
Moonlight Basin I, Big Sky, Montana
Moonlight Basin II, Big Sky, Montana
Jackson Hole, Wyoming (Coming Soon)
CITY
New York, Central Park West III
LEISURE
Napa Valley, California
Wine Country III, California (Coming Soon)
FUND VIII OVERVIEW
A $70 million luxury residence fund
designed for a decade of vacations with a defined exit.
CAPITAL RAISE
- ~$70 million targeted raise
- Structured to acquire up to 12 luxury residences
EXPECTED TIMELINE
Acquisition phase: 2027-2029
Travel phase: 2027–2037
Planned liquidation phase: Beginning in 2037
PORTFOLIO STRATEGY
- Homes averaging approximately $5 million
- Selected across beach, mountain, city, and leisure destinations
OWNERSHIP PERIOD
- Ten years of investor access and use
- Designed for consistent access and long-term stewardship
EXIT & DISTRIBUTIONS
Upon wind-down, residences are sold and proceeds distributed according to fund terms
- First returning invested capital
- Then 80% of remaining net proceeds thereafter
INVESTMENT OPTIONS
EXECUTIVE
Annually Allotted Nights:
15
Capital Contribution:
$410,000
Quarterly Shared Costs:
$5,625
EXECUTIVE+
Annually Allotted Nights:
22
Capital Contribution:
$594,500
Quarterly Shared Costs:
$8,438
ELITE
Annually Allotted Nights:
30
Capital Contribution:
$779,000
Quarterly Shared Costs:
$11,250
ELITE+
Annually Allotted Nights:
37
Capital Contribution:
$954,275
Quarterly Shared Costs:
$14,063
ADVANTAGE
Annually Allotted Nights:
45
Capital Contribution:
$1,137,750
Quarterly Shared Costs:
$16,875
QUARTERLY DUES
Quarterly dues cover the full cost of operating the residences— including ongoing maintenance (current and future), concierge services, local hosts, housekeeping, utilities, insurance, property taxes, and fully stocked consumables.
Because homes are intentionally underutilized and never rented to the public, costs are shared exclusively among investors—ensuring consistent quality, availability, and care.
ASSET MANAGEMENT
Equity Estates charges a 1% annual asset management fee, covering fund administration, acquisition oversight, governance, reporting, and long-term portfolio stewardship.
Pricing reflects Phase I levels as of September 2026 and is subject to increase in future phases.
Frequently Asked Questions
Browse the FAQs below and if you have additional questions, please reach out to your Account Manager directly or call us at 404.445.8501.
Since 2006, Equity Estates has been raising capital for its Luxury Vacation Funds. Each Fund is investor-owned, offering you the smartest way to own and enjoy luxury vacation homes around the world. Professional property management and maintenance are included in the dues, along with personal concierge and travel-planning services to enhance your Equity Estates experience. Our investors enjoy all of the benefits of owning luxury vacation homes without the headaches.
We expect Fund VIII to own twelve residences in highly sought-after vacation destinations. We are long-term, buy and hold managers. Beginning in 2037, we expect to begin selling all the residences in Fund VIII and distributing the proceeds.
Each Fund has a defined exit, where the portfolio will be sold and distributions made. Let us know if you want specifics on each Funds’ timeframe–they average about a ten year hold. While none of the funds are designed for short term “flip” investing, and each fund’s private offering memorandum should be reviewed carefully to understand the secondary market limitations, we have helped investors get out before their Fund liquidates.
Absolutely. Ownership can be held in an individual’s name, couple’s name, or a legal entity such as an LLC or family trust, with a designated representative. Unaccompanied guests over the age of 25 may enjoy the homes and will be treated with the same exemplary concierge service that investors enjoy.
Homes are chosen and prepared to meet The Equity Estates Signature — the fund’s standard for selection, design, and preparation. The portfolio targets homes averaging approximately $5 million, selected across beach, mountain, city, and leisure destinations. A dedicated Home Asset Management team protects each property’s condition and long-term value — keeping it in top shape for stays, and positioned to perform when it’s time to sell.
Equity Estates is structured as a real estate fund, not a vacation product. With a timeshare or vacation club, you’re purchasing the right to use a property — an expense that typically depreciates over time. With Equity Estates, you’re an investor in a portfolio of real assets: homes selected, professionally managed, and eventually sold, with proceeds distributed back to investors according to the fund’s terms.
The distinction shows up in a few ways:
- What you own. A timeshare gives you usage rights. Equity Estates gives you a stake in the underlying real estate itself.
- How the assets are managed. Timeshare properties are typically managed for volume and occupancy. Equity Estates homes are held to a defined standard — The Equity Estates Signature — and maintained by a dedicated Home Asset Management team with long-term value, not just short-term use, in mind.
- The exit. Timeshares are notoriously difficult to resell and rarely return value to the buyer. Equity Estates is built around a defined liquidation phase, where properties are sold and proceeds are distributed back to investors — capital returned first, then a share of remaining net proceeds.
In short: a timeshare is a purchase. Equity Estates is an investment.
Privileges vary by destination and may include access to resorts and private club facilities. Five-star concierge services are provided by Equity Estates’ Vacation Concierge and Local Hosts. These professionals are available for pre-arrival planning and offer on-site support services. The team comes with ideas to showcase each destinations’ best experiences. Support services include, but are not limited to: researching and booking the best activities for all ages, private chef options, transportation; pre-arrival grocery shopping; making dinner reservations, spa appointments and/or golf tee times; procuring ski passes, concert tickets, and access to other events; and arranging for babysitting service and much more. Each residence is equipped with rainy day activities and games for kids and adults. Whatever you want, whatever you need, we’ll do the planning.
Much like private golf clubs, Equity Estates deliberately underutilizes its assets to ensure accessibility. If all of our investors use all of their allocated nights, the residences are only occupied for 57% of the year. Our investor-to-property ratio is based on an average of no more than seven full investment interests per property (7:1). We will walk you through the calendars so you may see it live.
Yes, you may use residences in other Equity Estates Funds, as well as the homes of our reciprocity partners.
There are two ways to book your nights. Our investors portal and application allows you to instantly access the entire portfolio for bookings 24/7. You may also call your Personal Account Manager you may book on your behalf.
For those who want to experience the world together in new ways, Expeditions extend the Equity Estates journey beyond the portfolio. These investor-only journeys are designed for shared discovery and meaningful time together – whether that means exploring ancient Egypt, savoring Tuscany with all five senses, or skiing fresh powder in Japan.
Equity Estates Investors Speak About Their Experiences.
Curious to learn more?
- Schedule a call — a brief, 10-minute conversation with our Investor Relations team
- Compare your options — see how we stack up in our Travel Guide
- Talk it through — reach us directly at 404.445.8501
Risk of inaccuracy of projections and other forward-looking statements:
This summary contains projections and forward looking information and statements. It can be anticipated that some or all of the assumptions underlying the projections and forward looking statements included herein will not materialize or will vary significantly from actual results.
Speak with our team to explore Fund VIII and determine if it’s the right fit for your portfolio and your lifestyle.
Required disclosures: (i) The securities may be sold only to “accredited investors,” which for natural persons are investors who meet certain minimum annual income or net worth thresholds; (ii) The securities are being offered in reliance on an exemption from the registration requirements of the Securities Act and are not required to comply with specific disclosure requirements that apply to registration under the Securities Act; (iii) The Commission has not passed upon the merits of or given its approval to the securities, the terms of the offering, or the accuracy or completeness of any offering materials; (iv) The securities are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell their securities; and (v) Investing in securities involves risk, and investors should be able to bear the loss of their investment. The securities offered are not subject to the protections of the Investment Company Act.
