fund iii Tag

17 Mar

Posted at 20:35h in Equity Estates by

If you’re dreaming of white sand beaches, outdoor fun in the sun, or a relaxing family vacation, it may be time to book a trip to gorgeous Lido Key, Florida, where you can find all these things and more. This small barrier island, just a short drive from downtown Sarasota, is the perfect blend of family-friendly getaway and upscale beach vibe. And our Destination Manager, Chelsea, is more than happy to create the perfect itinerary.

Day One: Life’s a Day at the Beach

Ease into your first day of vacation by enjoying your morning coffee on the rooftop deck. “This is one of my favorite features of the house,” says Chelsea. “From the rooftop deck, you can look in one direction and see downtown Sarasota, and in the other direction have an amazing view of the ocean. You may even get lucky and spot manatees in the canal below.” After taking in the views, grab your towels and the decadent picnic lunch waiting for you in the fridge from Morton’s Gourmet Market – arranged by your Local Host, of course – and head to the beach, just a short stroll away.

Lido Key Beach is known for its powder-soft sand and turquoise water. The waves here are calm and the beach relatively uncrowded, so it’s a great place to spend time hunting for shells and shark’s teeth, swimming, relaxing, or taking a walk along the shore. Beach chairs and umbrellas are available to make your day on the beach even more comfortable.

When you’ve had enough of sand and sun, head back to the house for a dip in the pool or an afternoon siesta on one of the covered patios before getting cleaned up and heading out for dinner. “For great seafood and cocktails, you can’t go wrong with Crab and Fin,” recommends Chelsea. They’re known for their fresh, unique seafood dishes, and the calamari appetizer is a must. For those seeking an entrée other than fish (all of which is fresh off the boat and delicious), the coconut crusted chicken is superb. For an extra treat, let us book your table outside where you can people watch while listening to the live pianist.

Day Two: Time for Adventure

While day one was all about relaxing and settling in, day two’s focus is a local adventure.

There are many year-round outdoor activities to choose from here, but our top eco-adventure recommendation – and a great way to start the day – is to take a two-hour morning kayak tour among Lido Key’s famed mangrove trees with Kayaking SRQ. “This is a must-do activity when you come to Lido Key,” says Chelsea. “The mangrove tunnels are absolutely beautiful and home to a wide variety of birds and marine life. Kayakers often catch sight of dolphins, manatees, jellyfish, and other wildlife, so be sure to bring your camera.”

If the outdoors is calling, but kayaking isn’t for you, let us book deep-sea fishing, golfing, boating, tennis, or snorkeling nearby.

Whatever adventure you choose, after a morning of outdoor fun, you’ll want to head over to the Lido Key Tiki Bar at the Ritz-Carlton for a laid-back lunch. This rustic, open-air tropical beach bar is a Sarasota landmark and offers casual lunch fare and beachy cocktails right at the water’s edge. The kanaloa cocktail is a must try.

To round out your day of outdoor adventure, let us arrange a second fresh-air activity for you in the afternoon – fishing, snorkeling, golfing, tennis – or head over to the Marie Selby Botanical Gardens to stroll through their 15 acres of desert, rainforest, and display gardens, located along the Sarasota Bay.

For dinner, investors love the rooftop deck at Tommy Bahama which overlooks St. Armands Circle. In addition to their tasty fish tacos, you can’t go wrong with their world-famous coconut shrimp and papaya mango chutney. The mouthwatering macadamia nut crusted Snapper pairs perfectly with the Pinot. The restaurant often has live music for your enjoyment.

Day Three: Shop till You Drop

Wrap up your stay with a day of shopping at the renowned St. Armands Circle, just a short eight-minute walk from the house.

Here you’ll find high end shops offering everything from clothes, home goods, jewelry, art, and more. Alongside cozy courtyards and shaded patios, St. Armands Circle is the perfect perch for people-watching.

When you need a break from retail therapy, grab an elegant lunch at Café L’Europe where the old-world charm and warm brick décor generate a sophisticated but comfortable atmosphere. If you’re craving soup, the lobster bisque and French onion (served in a whole onion) are always worthy of five stars. Be sure to try the grouper sandwich or croque monsieur (Sarasota’s best ham and cheese). Save room for homemade ice cream from Big Olaf Creamery.

“There’s such a great mix of upscale and casual boutiques, artisan’s shops, daquiri bars, spas, and art galleries at St. Armands, It’s easy to spend an entire day here,” says Chelsea.

In addition to the amazing shopping and dining options, visitors can also enjoy community events and a lovely central greenspace featuring Italian statues and a “Circus Ring of Fame” memorial. As always, your Destination Manager will let you know about any special events being hosted here during your stay.

In the afternoon, head back to the house for more time in the pool or jacuzzi, and let us arrange for a private chef to come in and prepare dinner for you.

“I always recommend Chef Richard Knowles,” says Chelsea. “He’s fantastic and our investors love him. Having him come in and cook for you is a great way to wrap up your Lido Key vacation.” Some of chef’s signature dishes include Oaxacan chicken mole skewers with queso fresco, pan seared Anna Maria red snapper, and jalapeno lime Beurre Blanc with a medley of saffron rice, peppers, onions, and plantains. It’s the perfectly relaxing grand finale to a fabulous three days in Lido Key.

At Home In Lido Key with Equity Estates

Situated on the canal side of Lido Key, your Equity Estates home is an easy stroll from the esteemed St. Armands Circle and Lido Key Beach. This spacious and thoughtfully laid-out residence features five bedrooms, six bathrooms, and boasts more than 6,900 square feet of indoor/outdoor living space. With soaring tray ceilings, sustainable bamboo floors and gourmet kitchen, this home nestles you in the lap of luxury. The airy first floor includes a waterfront master suite and spa-style bath. The rooftop observation deck features views of downtown Sarasota and miles of Florida coastline.

Your visit to Lido Key with Equity Estates can be the beach vacation you’re dreaming of – whether you want a more laid-back trip or one that’s filled with activity; whether you’re traveling with friends and family or in need of a quiet, couple’s getaway. We can help you make it happen. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call.

15 Feb

Posted at 23:50h in Equity Estates by

Nestled high in the Rocky Mountains, Aspen is a year-round destination for outdoor enthusiasts. Aspen in the winter is a dream for skiing and other outdoor sports, boutique shopping, eating, or simply sipping a hot toddy by the fireplace and relaxing.

With Equity Estates, the possibilities are endless. We interviewed our knowledgeable Destination Manager for Aspen to create a perfect three-day itinerary. There is so much to do in this fabulous destination!

Day One: Explore a Winter Wonderland

For downhill skiing or snowboarding, there is nothing better than starting with Aspen Mountain, known locally as “Ajax.” Catch the Gondola in the village, a short walk from your Equity Estates home. Lunch on the mountain or at the base. Aspen’s Roaring Fork Valley boasts four ski mountains, each offering something for skiers of all levels: bowls, steeps, groomers, or gentle slopes—you don’t have to decide ahead of time as all resorts use the same lift ticket.

Another option for today, allow us to hire a snowshoe guide or rent cross country skis for a different perspective of the area. There are 90 kilometers of free trails in the Aspen Snowmass Nordic Trail System. Take a lesson or guided tour through the beautiful rolling hills and aspen groves of the Owl Creek Trail, the North Star Nature Preserve, or take in stunning vistas of the majestic Elk Mountains. Your private concierge will arrange equipment rental and reserve your guide at the Aspen Cross Country Center (ACCC). Afterwards, relax in the ACCC lounge with a hot drink or head into Aspen Village for the perfect snack or lunch.

If you prefer to explore on your own, sans guide or teacher, trail system maps are available at the Center or online and your concierge will plan a picnic lunch for you from Meat & Cheese Market, a local favorite. Located in the heart of Aspen, the market offers take away or dine in. Soups, salads, sandwiches, charcuterie boards, and desserts, OH MY! Cocktails, wine, and beer may also be ordered to go if the restaurant is not currently seating.

Afterwards, walk around Aspen Village and warm up with a coffee, tea, or hot chocolate at Victoria+co. This Australian style cafe is part coffee shop, part bakery, part wine bar. This local gem also serves hot breakfast and hot lunch. For a family style take out dinner, your concierge can pre-order the house specialty, Thai Green Curry.

Your concierge will arrange dinner reservations for Cache Cache, which is viewed by many as the best restaurant in Aspen. The food is unpretentious and delicious—try the Alaskan King Crab appetizer and choose from the restaurant’s over 6000 bottles of wine. Or for the Italian lovers, try Acquolina Trattoria and Pizzeria. A local favorite, savor the minestrone on a cold night. They have a full menu of salads, pastas, and entrees, too. Your concierge can arrange reservations or for dinner delivery if you prefer a night at home for a cozy movie night by the fireplace.

Day Two: Dogsled through Snowmass Backcountry

Ski at Snowmass in the morning and let us plan an afternoon or twilight dogsledding adventure with Krabloonik for a unique Aspen experience. Eight husky sled dogs guided by an experienced musher will pull you through the backcountry for an exciting and peaceful journey. Afterwards have a late lunch in their dining room or head back to Aspen for a bite or happy hour.

A modern Aspen Landmark since 1889 at the height of the town’s silver boom with its Old West vibe, J-Bar at the Hotel Jerome remains the town’s social hub, where local skiers rub elbows with socialites over craft beers, vintage-inspired cocktails, and Aspen’s best burger.

Tonight, dinner reservations at Steakhouse No. 316. Red velvet curtains and leather booths create a warm atmosphere on a snowy night, and they offer a full steak menu with many seafood and fowl options. Or rather, enjoy a five-star dinner in the comfort of your home and allow us to arrange for a private chef. Your concierge will work with you to select the perfect menu including wine pairings. Investors rave about this feature of traveling with Equity Estates.

Day Three: Shop ‘til You Drop and Go for a Sleigh Ride

Aspen offers unique, world class shopping. Spend the day wandering through town in search of treasure, that special statement piece, home decor item or gift.

Shop high end fashion consignment, many pieces are brand new with the original tags at The Little Bird. Discover top of the line Western wear and accessories at Kemo Sabe. Design your own statement piece—custom boots, hats, or buckles— or buy off the shelf and have them brand your initials on the item. The store has something for everyone and is a must-see destination in Aspen. You will not be disappointed. The Daniels Antiques collection is eclectic and to wander the store is an adventure through time and taste. Admire museum-quality antiques and rarities that are 50 years or even a century old. The owners specialize in Swiss Black Wood forest carvings. Inventory also includes French industrial clocks, contemporary art, custom aviation furniture, luxury barware, Louis Vuitton, and 20th century curiosities.

Hit the slopes or town in the timeless style of Gorsuch Ltd. Shop fur boots, luxurious cashmere, wool favorites, and performance wear. Shop Pitkin County Dry Goods for contemporary clothing, one of Aspen’s top retail destinations. This 50-year locally owned business has a loyal customer base from all over the world and when you stop in you will see why. The selection of men’s and women’s fashion is unique and stylish.

Come for the people watching and truffle fries, there is no better seat in town for lunch or cocktails than Ajax Tavern. Warm up with spiced cider or mulled wine at this hot spot, loved by locals and out of town visitors. Located at the base of Aspen Mountain and next to Silver Queen Gondola, this is the spot. Sit outside year-round thanks to their sunny tented, heated patio and during the winter season, they offer dinner and a movie. The cauliflower au gratin will not disappoint. Or if you’re interested in the St. Regis Aspen Resort, then drop in at the Mountain Social Bar & Lounge for handcrafted cocktails and light fare with views of Aspen Mountain.

Let us plan dinner and a sleigh ride for you at Pine Creek Cookhouse for the experience of a lifetime. Beautiful Percheron horses pull classic wooden sleighs to dinner in the nearby Ashcroft Valley. Guided by cowboys, your 20-minute sleigh ride takes you through the aspen trees with breathtaking views of the Elk Mountains on your way to an elegant cabin. Feast on rack of lamb, pistachio crusted caribou, and barbequed flat iron steak. The menu changes daily.

At Home In Aspen with Equity Estates

Equity Estates recently invested $275,000 to upgrade the interior and exterior of our four-bedroom Aspen residence. This has immediately added to the residence’s value and the feedback from our investors is they love it. The spacious living room and open floor plan allow for the entire family to comfortably gather around the fireplace for a cozy night in after a day of skiing or other winter adventures. Have a movie night or choose from a selection of games and prepare dinner in your expansive chef’s kitchen. Your private concierge will arrange reservations for activities and outings, meals out or meals in. She will even pick up your groceries to ensure your kitchen is stocked with all of your favorites from the local market. If preferred, she will hire a local private chef to experience the famous Aspen cuisine in your home.

Travel with Equity Estates for a unique and memorable Aspen experience. If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call.

Your Aspen adventure awaits!

04 Jan

Posted at 20:16h in Equity Estates by

If the allure of stunning white sand beaches, warm cerulean water and laidback friendly islands is beckoning you, put the Turks and Caicos Islands (TCI) on your next destination list. Now more than ever, many of us are yearning to travel somewhere beautiful where we can recharge, enjoy time with our family and leave the daily stressors behind. Many destinations are off-limits to visitors due to the pandemic, but the TCI is welcoming U.S. visitors.

As of January 4, 2021, there are no quarantine requirements, lockdowns, or curfews. Visitors aged 10 and older only need to show proof of a negative COVID-19 PCR test within five days of arrival, have medical insurance and answer an online health questionnaire. Restaurants, shops and attractions are open (some with reduced capacity and mask requirements). And unlike many tropical destinations that require several hours in the air and multiple airports, the TCI is a short two to three-hour flight from many airports along the U.S. Eastern Seaboard.

Turks and Caicos

Day One

The TCI beaches are the #1 attraction here, so from either residence, our DMs suggest easing into your stay by simply walking out your door, and you’ll be on a spectacular beach in moments. At either residence, you can settle into a comfortable deck chair next to an infinity pool and admire the beach sand-free— or dig your toes in the sand and take a dip in the warm, crystal-clear tropical ocean. When lunchtime rolls around, choose from several friendly, tasty beachfront restaurants such as Da Conch Shack or Omar’s Beach Hut. Both establishments have tables right on the beach, so no need to change out of your swimsuit!

Since the world’s third-largest barrier reef borders the island chain, our DMs say the TCI’s second-best attraction is its fantastic snorkeling and diving. Spend the afternoon cruising with Caicos Dream Tours and let its friendly, capable crew take you to remote beaches and snorkeling spots — or if fishing is on your agenda, you’ve come to the right spot! The TCI is a renowned bonefish and deep-sea fishing destination. If you happen to visit a few days after the full moon, another option is to book a Glow Worm Sunset Cruise with Sun Charters. Each month this spectacular phenomenon happens when bioluminescent sea worms carry out a mating ritual by swimming in circular patterns about an hour after sunset.

For dinner, our DMs suggests Seven Restaurant’s private dining experience where you can dine on or near the beach — or indulge in their private Tasting Room five-course, paired wine experience. If French/Italian cuisine sounds appealing, head to the Michelin-starred Provence by Eric.

Sea Turtle

Day Two

If you’re interested in learning to scuba dive or you’re already certified, the TCI offers exceptional diving, and our DMs recommend a private charter with Dive Provo. Another option they like is a trip with SNUBA Turks and Caicos, a shallow water diving hybrid between scuba diving and snorkeling. You don’t need a certification or wear cumbersome gear — you can swim among the spectacular sea life as you breathe through a specialized mouthpiece attached to air tanks that float on the surface.

Once your morning adventure ends, it’s time to refuel. For a tasty lunch, look no further than Cocovan’s food truck (run by the fabulous team at Coco Bistro). Sit at one of their outdoor picnic tables as you enjoy their fantastic fish, steak or falafel tacos and “Big Mac” egg rolls. After lunch, explore Provo’s remote wetlands via private kayak tours with Big Blue Collective. They also offer standup paddleboarding trips, kitesurfing and other adventures. For a more relaxed afternoon, lounge by your pool or the beach until it’s time for “sundowners” (sunset cocktails)! For dinner, let The Kissing Fish Catering Co. prepare and serve you a fabulous feast in the comfort of your residence. If you prefer to dine out, this talented group also runs Bay Bistro, a wonderful oceanfront eatery where you can dine at a private table directly on Grace Bay Beach. For late night fun, head to Casablanca Casino and try your luck at blackjack, roulette, poker or slots.

Day Three

Horseback riding is a fun adventure anywhere, and doing a private ride with Provo Ponies offers an extra perk — in addition to a scenic beach ride, their horses love to wade into the ocean! The well-trained, friendly horses carry you safely into the shallow water, allowing you both to cool your legs off a bit. You’ll have worked up an appetite on this unique adventure, so for lunch, our DMs say head to Bugaloos Conch Crawl, a lively beachfront restaurant with daily live entertainment and outdoor games. They even have tables sitting in the shallow, calm water so you can cool your feet as you eat.

After lunch, grab one more chance to admire the TCI’s underwater paradise on your own or take a guided snorkel trip at Coral Gardens, a well-marked snorkel trail just offshore from the Coral Gardens Resort. You’ll likely see gliding sea turtles, scores of tropical fish and maybe even a barracuda. Keep an eye out for Jammin’ Gelato’s ice cream cart that cruises up and down the beach serving delicious, unique flavors. If you’ve had your fill of water adventures, end your third day with a relaxing spa treatment from one of the TCI’s many luxurious spas.

No beach vacation is complete without a sunset cruise, so let Island Vibes Tours take you on a private luxury cruise and sip rum punch, champagne, beer or wine as you watch the glorious sun sink under the horizon. For dinner, our Destination Managers say Coco Bistro is a must. Dine under swaying palms and cozy lighting as you sample some of the TCI’s best local cuisine.

Thompson Cove

Not One, But Two Fantastic Homes

Best of all, you have two fantastic Equity Estates’ residences to choose from — a luxurious four-bedroom penthouse condo and a fabulous six-bedroom private villa. The expansive 4,500-square-foot penthouse overlooks Grace Bay Beach, which frequently lands on “Word’s Best Beaches” lists. Fifteen minutes away sits Thompson Cove, a divine 7,500-square-foot beachfront home boasting six equivalent master suites with private terraces, a splendid infinity pool and vast amounts of living space. We interviewed our Destination Managers, who, along with our Local Hosts, are ready to help you plan a much-needed, fantastic getaway to the TCI’s primary island, Providenciales (aka Provo). To help you get started, here are their suggestions on how to spend three perfect days in this idyllic island paradise.

Equity Estates can help make your visit to the TCI a delightfully unparalleled experience. If you’re already an investor, your Personal Travel Concierge is ready to assist you with arranging a memorable vacation here.

If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or tap this link to schedule a call.

23 Apr

Posted at 20:15h in Equity Estates by

We are the best 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. You get the best of all worlds.

We invest only in luxury real estate, a great hedge against inflation, and, historically, a safe haven from fluctuations in the stock market. When the markets rise and fall, we look for buying opportunities.

We provide privileged access to a global portfolio of luxury vacation homes with pre-trip planning, concierge services, and daily housekeeping during your stay. Vacationing with us is hassle-free.

Top Five Reasons to Consider Equity Estates

  1. Return on investment– We don’t succeed until you do
  • Guaranteed liquidity. All Funds are scheduled to begin divesting their homes ten years after the Fund closes.
  • After ten years, when we begin to divest the real estate assets for each Fund, we won’t make any profit until our investors do first.
  • You benefit from a liquidation waterfall that returns 100% of your capital contribution first, and then 80% of the appreciation thereafter.
  • It’s conceivable that when all is said and done, the profits from this investment may cover all your travel expenses for the last ten years, and then some!
  1. An investor-friendly usage model
  • 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.
  • This model allows our investors to make last-minute travel plans or reserve a year in advance and always have a good chance of getting their choice of Equity Estates’ portfolio homes.
  1. Predictable and reasonable annual expenses
  • We do not markup shared costs, nor do we seek to profit from annual expenses.
  • With Equity Estates, your 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.
  1. Financial transparency
  • Our clear and defined use of proceeds is reviewed annually in a full audit report by Top Five firm, RSM US.
  • Annual, third-party appraisals are provided to Fund investors every year.
  1. Fair management fees
  • We charge only 1%, Just like your other assets under management.
  • 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 with great success since 2006.

About Equity Estates

Equity Estates is a Luxury Residence Fund now in its 14th successful year. This vacation home alternative is for accredited investors via private placement and offers the ability to own and enjoy luxury real estate.

A globetrotter’s dream with dozens of residences spanning more than 25 countries, Equity Estates’ mission is to deliver measurable returns on investment and memorable returns on life. Equity Estates Fund I sold out in 2012, Fund II sold out in 2016, and Fund III sold out in October of 2019. Equity Estates has collectively raised and effectively deployed more than $125 million and delivered more than 14,000 outstanding vacation experiences.

How can I learn more details about the investment?
Review the Equity Estates Fund IV Executive Summary by contacting our Investor Relations Team at 404.445.8501 or email us at invest@equityestatesfund.com.

18 Jul

Posted at 11:02h in Equity Estates by

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.

30 Apr

Posted at 09:55h in Equity Estates by

Stop paying premiums for hotels and rentals, only to never see that money again. Invest where you play– in a portfolio of luxury vacation homes around the globe.

Still paying full price for vacation homes on the rental market? 

Equity Estates’ costs are 50-75% below market value– and you own the homes.

Still arriving at your vacation home only to be disappointed with how it looks in person?

The residences in our portfolio are valued between $2-$4 million, located in the most desirable destinations and meet Equity Estates’ extremely high standards. Never roll the dice on quality again.

Still throwing money away on hotels or rentals?

Have an equity stake in an impressive portfolio of vacation homes. Enjoy your portfolio of homes for 10 years, then get 80% of the profits after 100% of your initial contribution is returned.

Still investing in boring stocks and bonds?

Invest in something you’re passionate about. Invest in travel, new experiences and time with loved ones. Invest where you play! 

We will be acquiring five additional residences this year– participate in our short real estate survey to help us decide what destinations to add to our portfolio.

Ready to start investing where you play?

Download our Executive Summary and learn more about our model.

*Equity Estates is an equity destination club heading into its tenth year. This vacation home alternative is for accredited investors, offered via private placement.  A globetrotter’s dream with more than 60 private luxury residences spanning more than 25 countries, Equity Estates’ mission is to deliver measurable and memorable returns. Equity Estates Fund I sold out in 2012, and Fund II will sell out by the end of 2016. Equity Estates has collectively raised and effectively deployed over $75 million and delivered over 10,000 outstanding vacation experiences. Equity Estate’s unique model could allow investors to travel for free for 10 years or get paid to travel.