Looked after from the first luxury vacation to the final return.

A dedicated team looking after your experience and your investment.

talk with our team

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.

HOME ASSET MANAGEMENT Team

The team that sources, acquires, and watches over every home — maintaining, improving, and protecting each property so it stays in top condition for every stay and improves its value through exit.
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Vacation Concierge Team

The team that handles every detail of your trip — from the first planning call to departure, so all you have to do is show up and enjoy it.
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ACCOUNT Management Team

The team that looks after you — helping you maximize your nights, navigate the portfolio, and feel supported for the life of your investment.
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Home Asset Management Team

Behind every home in the portfolio is a dedicated Luxury Home Asset Management team responsible for protecting its condition and long-term value. This is the team working in the background — so the homes stay exceptional for every stay, and perform as assets when it’s time to sell. Every home is held to the Equity Estates Signature — our standard for how every home is chosen, designed, and prepared. Learn more about the Signature.

Annual appraisals & market monitoring

Every home receives an independent third-party appraisal each year. Our team actively monitors real estate activity in each market — new listings, sales, and local developments — to stay ahead of anything that could impact value.

Planned care

Each home operates on an annual care plan and a long-term capital expenditure projection spanning 12 years. We plan, inspect, and maintain the homes proactively so they stay in top condition for as long as we hold them.

Improvements

Every renovation and improvement is evaluated against the Equity Estates Signature — ensuring every dollar spent elevates both the experience in the home and its long-term appreciation.

Housekeeping that protects the asset

From the products used to the method deployed, housekeeping is treated as an extension of asset care. A well-maintained home builds trust the moment you walk in — and preserves value over time.

big sky, montana

Vacation Concierge Team

Every trip has a dedicated Vacation Concierge responsible for managing the full lifecycle of your stay — from the first planning call to the moment you return home. They know the destinations, the local vendors, and the kind of details that turn a good trip into the one everyone talks about for years. Not a template. A plan built around you, every time.

Proactive Planning

Your Concierge reaches out with ideas and what you can’t miss before every trip — reviewing your preferences, understanding who’s traveling and why, and building an itinerary tailored to your group.

DEDICATED ON THE GROUND SUPPORT

Every destination has a dedicated Local Team available seven days a week — meeting you at the residence, walking you through the home, keeping the home clean and caring for you and your guests during your stay.

EVERY BOOKING CONFIRMED

Restaurant reservations, private chefs, excursions, golf tee times, cooking classes — booked through local partnerships and insider knowledge, managed and reconfirmed before you arrive.

SUPPORT FROM ARRIVAL TO DEPARTURE

Your Concierge checks in the day after you arrive, stays engaged throughout, and ensures your final invoice is in your hands after checkout.

investors since 2023

Jim and Cindy Sobeck

“With Equity, everything is set up just right – the stocked groceries, personalized activities, and the Local Host’s recommendations. Plus, the size and quality of the homes are also unmatched. It’s truly an elevated experience.”

15

Trips Taken

75

Nights Stayed

Big Island, Kohala Coast 8, Hawaii

favorite home

investors since 2021

Calvaresi Family

“Not only was there a clear exit strategy and potential financial return, but we’d also get to visit a lot of different destinations instead of going to the same place each year, stay in beautiful, spacious homes while there, and enjoy hassle-free travel with a company that’s clearly geared towards vacations and family.”

21

Trips Taken

106

Nights Stayed

Big Sky Montana and Florence, Italy

favorite home

investors since 2023

Aaron and Anna Kinworthy

“We looked at everything from timeshares to fractional ownerships, to buying with the intent to Airbnb, and they all had significant risks, downsides, or just didn’t feel right. While doing that research, we actually stumbled across Equity Estates through Google searching. It was almost too good to be true … all the benefits of home ownership, but with variety and upside on the investment.”

20

Trips Taken

82

Nights Stayed

Seabrook Island and London

favorite home

investors since 2021

Mark and Jodi Esfeld

“We were spending nearly $15,000 a year on vacation rentals. With Equity Estates, we have a chance to recoup our investment rather than put it in other homeowners’ pockets. Instead, we are the homeowner, and we are assured every home is in the best location in each destination.”

14

Trips Taken

66

Nights Stayed

Florence, Italy and Wine Country 1, California

favorite home

investors since 2021

Bill and Lisa Conquergood

Bill: “We get to try new places that we may not have considered visiting and stay in beautiful, spacious homes that are always perfectly located. The homes give comfort. They’re luxurious, safe, and in nice communities with great amenities. It’s the foundation that allows us to really relax and have a good time.”

Lisa: “It’s not a cookie-cutter experience; each home feels unique and matches the destination. In St. John, for example, there were shells in the walls, which our local host said is a traditional architectural technique on the island. It’s fun to discover what’s cool about each of the homes. Plus, because you’re in a neighborhood, in a real home, you feel more like you’re a part of the community while you’re there.”

30

Trips Taken

155

Nights Stayed

Florence, Italy and Paris, France

favorite home

investors since 2020

Mark and Lisa Raskin

“Our personal concierge adding unique experiences is such a joy. Having someone there locally to guide us through vacation is so extraordinary. Each location goes out of its way to make it special for whatever the group is.”

“The consistency and quality of the homes is amazing. The properties are top of the line for each location, meticulously maintained and well stocked with everything we need.”

29

Trips Taken

121

Nights Stayed

Puerto Los Cabos, Villa Alta Vista, Mexico

favorite home

investors since 2021

The Azim Family

“The white-glove service, expansive and high-quality homes, and the seamless process from start to finish are the things that set Equity Estates apart.

14

Trips Taken

45

Nights Stayed

Park City and Big Sky Montana Homes

favorite home

investors since 2020

Loren and Mindelle Ziff

Loren: “Equity Estates just made the most sense, both the financial and the travel components. We were great believers in the program from the start, and the EE team continues to deliver on and exceed our expectations on all levels.”

Mindelle:  “We like that it’s not a timeshare as much as a shared investment, with a variety of homes in a wide range of destinations, providing opportunities for international as well as domestic travel. It was exactly what we were looking for as a family.”

31

Trips Taken

151

Nights Stayed

Grace Bay, Turks And Caicos; Big Sky, Moonlight Basin

favorite home

investors since 2021

Jerome and Amy Hill

“All of the trips have been special, spending time with family and friends. And we love the fact that we know the level of house and experience we will get before booking, regardless of where we’re going.”

26

Trips Taken

105

Nights Stayed

Playa Palmilla, Mexico

favorite home

investors since 2017

Dave and Barb Singer

“I consider this an investment in time together. It’s a great deal and it forces you to stop and take the time to plan meaningful time together in beautiful places.” 

47

Trips Taken

245

Nights Stayed

Punta Cana, Arrecife 48, Dominican Republic

favorite home

investors since 2019

Jeff and Courtney Neely

“We liked that we’d be able to travel to different places, stay in beautiful homes, and have an off-ramp at the end with a potential return on the investment. The model just worked for us. As soon as we walked into the home, we knew we’d made the right decision.”

28

Trips Taken

136

Nights Stayed

Vail, Big Sky Montana, Midtown East, NYC

favorite home

investors since 2020

Mark and Rhonda Greenway

“The Equity Estates homes were a step up from what we were seeing elsewhere, and the destinations were great. We also appreciated that only investors would be using the homes; they wouldn’t be rented out. And that there’s a relatively date-certain exit plan since homes are sold around the 10-year mark, with the possibility of investment appreciation.”

21

Trips Taken

112

Nights Stayed

Playa Palmilla, Mexico

favorite home

investors since 2014

John and Lisa O’Toole

“All of the arrangements are handled in advance, so there’s no wait time. There’s no stress. No work to be done while you’re there because it’s all been taken care of. It’s nice to have all these things at your fingertips and not have to worry about anything.”

32

Trips Taken

179

Nights Stayed

Dropsey Bay, Aguilla And Midtown East New York

favorite home

investors since 2022

Danny and Laura Palmer

“We were blessed to be able to travel to Equity Estates properties before investing, so we were aware of the beautiful properties, the amenities, and the special service provided by the Equity Estates team early on. That definitely helped us make the choice to become members ourselves.”

14

Trips Taken

70

Nights Stayed

Napa Valley, California

favorite home

investors since 2016

John and Sarah Finn

“We loved the personality and feel of Equity Estates from our first conversations, and we continue to be impressed with the homes, the level of service and how easy everyone is to work with,”

30

Trips Taken

155

Nights Stayed

Big Island, Kohala Coast 2, Hawaii

favorite home

Account Management Team

Your Account Manager is your dedicated point of contact for the life of your investment — not just when you’re planning a trip, but year-round. They know your travel history, understand your preferences, and proactively help you maximize every year of your Fund — from strategically planning nights across peak and off-peak seasons to helping you access homes across the Equity Estates portfolio and reciprocal partner properties worldwide. When questions or issues arise they follow through until every matter is resolved, and actively solicit investor feedback to make sure your experience keep getting better. From your first day as an investor to your last, they’re in your corner.

napa valley, california

Care you can count on, every step of the way

This is what it means to invest with Equity Estates – concierges that makes every stay memorable, a team working in the background to manage and care for every home, all while your dedicated account manager is focused on your total experience.

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