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The real estate investment
portfolio that brings you together.

Luxury vacations with
built-in return potential.

talk with our team

Most luxury vacations are pure expense — a beautiful memory, but not an investment.

Equity Estates offers a more thoughtful model. Instead of treating vacations as an endless expense, you invest that capital into a professionally managed real estate fund, giving you co-ownership of luxury vacation homes and the time to enjoy them with those who matter most.

When the fund comes to a close, our firm sells the homes, returning invested capital first, plus the majority of any profits.

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How each fund lifecycle works:

invest
enjoy
exit

Own an interest in a diversified luxury real estate fund

Co-own a curated portfolio of 12 luxury vacation homes, with targeted purchase prices between $3M–$7M each.

Expenses are shared equally and billed at cost—ensuring each home is professionally maintained to protect both your experience and your investment.

Appreciate your vacation homes while your portfolio grows

Exclusive access not only to your fund’s vacation homes, but the firm’s entire private portfolio of 65+ luxury homes worldwide.

Each home is thoughtfully designed for gathering, so friends and family of every generation feel welcome from the moment they arrive.

Benefit from a defined liquidity
path

Equity Estates Funds are finite by design.

When your fund comes to a close, the homes are listed for sale, and any proceeds are distributed in order to return 100% of your initial investment first.

Then 80% of any profits are distributed to investors before performance compensation is paid to the Managing Member.

invest

Own an interest in a diversified luxury real estate fund

Co-own a curated portfolio of 12 luxury vacation homes, with targeted purchase prices between $3M–$7M each.

Expenses are shared equally and billed at cost—ensuring each home is professionally maintained to protect both your experience and your investment.

enjoy

Appreciate your vacation homes while your portfolio grows

Exclusive access not only to your fund’s vacation homes, but the firm’s entire private portfolio of 65+ luxury homes worldwide.

Each home is thoughtfully designed for gathering, so friends and family of every generation feel welcome from the moment they arrive.

exit

Benefit from a defined liquidity
path

Equity Estates Funds are finite by design.

When your fund comes to a close, the homes are listed for sale, and any proceeds are distributed in order to return 100% of your initial investment first.

Then 80% of any profits are distributed to investors before performance compensation is paid to the Managing Member.

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St. Martin, French West Indies

What most investors want to know.

Dig into the parts of the model that matter most to you. Click a topic below to learn more.

BUILT IN VACATIONS

Your commitment to time together.

Planning one great vacation is hard. Doing it year after year—with consistency and value—is even harder.

Equity Estates turns travel into something you can plan around. Your investment secures ownership in luxury homes and guarantees time to use them each year—backed by professional management.

talk with our team

download executive summary

What you INVEST IN

12

Luxury residences, 
co-owned within your fund

What you get to enjoy

65+

Luxury vacation residences across the Equity Estates global portfolio

HOW MUCH ACCESS YOU GET

Annual allotted access of 15, 30, or 45 nights depending on investment level.

Unlimited additional nights may be available within 21 days of travel, based on availability.

cost
analysis

Property Management priced at cost, not at market rates.

Instead of paying rental fees or nightly rates every time you travel, through quarterly dues Equity Estates owners share actual expenses to care for and maintain the homes.

You only cover real operating costs, resulting in stays that cost less than luxury hotels or rentals, while your invested capital remains working for you.

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download executive summary

Cost Per Night Analysis

Equity Estates
$1,463
Comparable Luxury Hotel
$1,500-$3,500*
Comparable Luxury Rental Homes
$2000-$8,500*

*Comparisons are based on aggregated, in-season rates for comparable luxury accommodations. Equity Estates pricing reflects annual dues for an Executive Membership distributed across 15 nights of allotted access to 2-6 bedroom homes in the portfolio. Hotel rates reflect five-star properties with a single king room, and rental home rates reflect 3–4 bedroom luxury vacation rentals. External rates are sourced from publicly available listings and include typical taxes and fees.

exclusive availability

Lower occupancy, by design.

Equity Estates homes are not rented to the public.

By intentionally targeting occupancy at 57%, Equity Estates makes it easier for investors to reserve homes in the portfolio, while also limiting wear and tear – preserving quality today and the long-term value of each home through exit.

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download executive summary

ongoing
value

Avoid accommodation costs over the lifetime of your investment.

In addition to participating in the long term performance of their fund, Equity Estates investors benefit from ongoing travel savings of 50–75% versus comparable accommodations.

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download executive summary

real-estate appreciation

What happens to the homes in your portfolio over time?

While we don’t have a crystal ball, our investment philosophy is to buy exceptional properties ideally at below market rates, invest wisely in improvements, and take care of them over time to maximize investor enjoyment and realize the ultimate sales price.

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download executive summary

return structure

We seek to return capital contributions first.

Equity Estates funds are structured so proceeds are distributed first to investors until 100% of invested capital is returned. Then investors receive 80% of any remaining net profit, with the Managing Member receiving the remaining 20%.

talk with our team

download executive summary

How Returns Are Distributed

100%

Original Invested Capital

Returned to investors first

80%

Investor Share of Net Profit

After capital is fully returned

20%

Managing Member Share of Net Profit as a Performance Fee

Only after investors are made whole and receive the lion’s share of the upside

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 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

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 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 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 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 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 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

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 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 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 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 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

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 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

Learn what sets Equity Estates apart

Equity Estates isn’t a second home, a rental program, or a typical real estate fund. It’s a purpose-built model designed to deliver access, flexibility, and long-term value—without unnecessary complexity. Dive deeper into the thinking behind the structure.

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Wine Country II, Sonoma, California

Now Open for Investment

Equity Estates Fund VII, LLC

funding goal

~$70 Million

status

Open

What You’re Investing In

A portfolio of up to 12 luxury vacation homes, with a target purchase price between $3–7M, selected for long-term value, enjoyment and use in highly desirable destinations.

Instant Access That Goes Beyond Your Fund

Regardless of which Equity Estates fund you invest in, you enjoy access across the broader Equity Estates portfolio and partner residences worldwide.

The Equity Estates Guide

From destination picks to model comparisons,
 explore how Equity Estates helps you invest confidently and vacation meaningfully.

Shared Ownership Benefits: How a Vacation Home Portfolio Cuts Chores and Costs

Imagine owning part of a world-class vacation home portfolio — luxury estates across dozens of global destinations with no maintenance headaches, no property management stress, and free of the financial burden of sole ownership. That’s the benefit of shared ownership, a modern approach to real estate ownership that’s changing how high-net-worth families experience luxury vacations.  Unlike traditional timeshares or single-property fractional ownership, Equity Estates […]

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3 Myths About Luxury Vacation Real Estate – And the Truth About Shared Portfolio Ownership

For high-net-worth families seeking alternatives to traditional vacation home ownership, the options can seem confusing. Timeshares, fractional ownership, vacation clubs, and shared portfolio models all promise luxury travel experiences — but they operate in fundamentally different ways. Misconceptions often cause sophisticated investors to dismiss innovative approaches before understanding how they work.  Many of these real […]

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Shared Ownership vs. Fractional Ownership vs. Timeshare: Which One Truly Delivers Value?

Everyone wants more of the good stuff on vacation: quality time with friends and family in a great destination, zero stress, and memories that last. Enter the world of timeshares and vacation home ownership models – not all of which are created equal. Shared ownership, fractional ownership, and timeshare models may sound like versions of […]

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Make time together part of the plan.

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