The real estate strategy
behind every fund.

Every acquisition is evaluated on two criteria: how well it performs as a vacation home, and how well it performs as an asset.

Our real estate strategy balances two objectives: long-term capital appreciation alongside our investors’ ongoing use and enjoyment of the properties. During the early years of each fund, we source and acquire a diversified portfolio of approximately 12 homes across the world’s most desirable vacation destinations. Our approach is disciplined, patient and built on a clear understanding of what makes a home worth owning for a decade.

Wine Country I, California

The right price points, 
for the right reasons.

We target homes in the $3M–$7M purchase range because this segment has historically shown greater stability during market volatility. Sellers in this price range are patient and unemotional which makes finding the right opportunity an art. Buyers here are predominantly cash buyers, eliminating financing contingencies that create exit risk. Go higher, and the buyer pool narrows in ways that can limit resale options.

How we choose where

Location is everything. Every destination must meet a rigorous set of criteria before we commit capital.

DIRECT FLIGHTS

We primarily target destinations with direct flights from major US cities — ensuring a large, diversified buyer pool at exit.

 

EXTENDED SEASONAL DEMAND

We prioritize destinations offering 9–10 months of desirable usage per year. More months of appeal means increased investor enjoyment, better availability, and a wider buyer universe at exit.

Market Stability

For non-US destinations, we evaluate property transfer laws, chain of title protections, and local tax regimes carefully. We select destinations where real property serves as a viable long-term hedge against inflation – Markets with material currency volatility aren’t a fit. We also weigh good governance factors, including, socioeconomic stability and political risk.

QUALITY INFASTRUCTURE

Strong road networks, modernized power grids, and the anchoring of established luxury hospitality brands. These are the details that signal a market is well-managed and positioned for long-term value growth.

how the investment works

How We Manage Risk

Insurance, Built Into Every Deal

The cost and availability of insurance is a critical acquisition consideration. We work closely with top brokers to stay ahead of insurance trends and catastrophe risks in every market — and factor this into every acquisition analysis before we commit capital.

Operational Costs Modeled Upfront

Before any acquisition closes, we model the ongoing operational costs — property management, housekeeping, landscaping, and more — to ensure the expense profile aligns with our Fund targets.

We Walk Away When Needed

We analyze every home’s appliances, critical equipment, infrastructure, and furnishings to model expected capital expenditures over a 10-year hold. Deals that look good in the short term but carry disproportionate financial risk over time don’t make the cut.

Improvements Built for Appreciation

For non-turnkey acquisitions, every dollar spent on renovations and outfitting is evaluated through the lens of the Equity Estates Signature — ensuring improvements elevate both the experience in the home and its long-term appreciation prospects.

Lido Key, Sarasota, Florida

Maui, Hawaii

How We Acquire

We are disciplined and patient. Our team watches markets of interest closely, building local relationships that often surface opportunities before they reach the open market. Every acquisition target is evaluated on a data-led basis — unemotionally, against clear criteria — leading to high-conviction pricing strategies and robust negotiation processes.

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A Different Kind of Return

Equity Estates Funds’ differ from traditional investment assets. We prioritize our investors’ use and enjoyment for the life of the fund, and do not generate cash flows through rents that can be distributed. This unique asset class, luxury vacation homes, typically has a moderate-to high return profile – measured in annual appreciation of 5-10%.

Returns on capital where the homes perform
as assets.

Returns on life, where every stay becomes a reason to come back.

Scottsdale, Arizona

Now Open for Investment

Equity Estates Fund VII, LLC

funding goal

~$70 Million

status

Open

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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.