fund iv Tag

If you haven’t visited the glorious City by the Bay in a while, fall is a perfect time! Ironically, autumn typically offers some of the Bay Area’s best weather, with daytime temps averaging in the mid-60s and nighttime lows in the mid-50s. Afternoons are usually clear, perfect for exploring one of the world’s most beautiful cities. California municipalities have enacted protective measures against COVID-19, but many businesses and parks are open — and are welcoming visitors with open arms.

Rely on Our Expertise to Plan Your Stay

Our Equity Estates residence has one of the best locations in the city, conveniently located within walking distance of North Beach restaurants, Fisherman’s Wharf and numerous landmarks. Our Local Host lives in the area and is an expert on where to go and what to do. Business hours, re-openings and transportation schedules are changing daily during the pandemic, so our Local Host can help you plan your stay — meaning you won’t need to worry about what is open and how to get around! We’ve created a sample three-day itinerary to give you some ideas on how to enjoy this fabulous destination during these uncertain times.

Day One: Bike Tour

One of the best ways to explore San Francisco is via bicycle, either under your own pedal power — or if you want to cover more distance without too much exertion, try an electric bike. You have several options for where to go. If you’ve never walked or biked across the iconic Golden Gate Bridge, this is a must-do. Book a bike tour with Bay City Bike and choose their “Golden Gate Bridge to Sausalito Tour,” which begins in Fisherman’s Wharf. From there, you’ll ride along the attractive waterfront and enjoy stunning views of Alcatraz Island, cross over the city’s famous landmark bridge, and then roll into picturesque Sausalito. After exploring for a bit, you’ll hop on a ferry for a leisurely trip back to the Wharf.

Another fun option is to tour the city’s fascinating neighborhoods and sights on Bay City Bike’s “Streets of San Francisco Electric Bike Tour.” This four-hour tour takes you through North Beach’s “Little Italy,” around the Giant’s Oracle Ballpark, through the Mission District, past the famous “Painted Ladies” of Alamo Square, the Civic Center and more. Most of the ride is relatively flat, but you’ll appreciate the electric pedal assist that will make getting up steep Bay Area hills a breeze.

These are just a few of the guided tour options Bay City Bikes offers, so you’re sure to find a tour that fits your time allotment and interests. If you’re feeling adventurous, you can rent bikes and head out on a self-guided tour (the shop can provide you with maps and route suggestions). From your residence, you can walk to the bike shop in just 15 minutes.

Where to Refuel

Whichever tour you choose, you will work up an appetite! Since all the bike tours begin and end in Fisherman’s Wharf, you won’t need to walk far to find somewhere to tuck into a delicious meal. Open restaurants are offering outdoor dining (with limited indoor dining, depending on current health orders). Many restaurants on Pier 39, known for its playful, frolicking sea lions, are open with marvelous views of the Golden Gate Bridge, Alcatraz and the Bay. The legendary sourdough baker, Boudin Bakery Cafe, is open (multiple locations), as well as Fog Harbor Fish House, Wipeout Bar & Grill and Pier Market Seafood Restaurant.

Tip: Check websites and call ahead to confirm hours since things change often. Many Bay Area restaurants have recently reopened for limited indoor dining, so it’s best to make a reservation.

Day Two: Explore Muir Woods National Monument

There’s no better way to spend a crisp fall day than exploring the 558-acre Muir Woods National Monument, one of the Bay Area’s last remaining ancient redwood forests. Walk among towering redwoods on boardwalks and paths that meander through the park as Steller’s jays chatter back and forth overhead. The main trail is an easy two-mile walk with minimal elevation change. Since 2018, the Monument requires online reservations to park a vehicle, so plan ahead — or let our Local Host do it for you!

A stress-free way to reach the park is via a shuttle. Operators such as San Francisco Shuttle Tours offers two options: a “Muir Woods with Ferry Cruise” tour that takes you to Muir Woods and then stops in Sausalito for an hour before returning to the city via ferry. The second tour is a full day of sightseeing, with guided walks in Chinatown and Golden Gate Park, plus multiple stops at almost every city landmark for photo ops. (Note: passengers are required to wear facemasks).

If you prefer a more customized, personal adventure, check out Bespoke Experiences, which offers private four to eight-hour tours in luxury vehicles. You tell them what you’d like to see, and they will plan a custom itinerary.

Where to Refuel

In addition to the multiple options we noted earlier around Fisherman’s Wharf, several notable Bay Area restaurants are also welcoming diners. Sotto Mare, a family-run, old-school Italian eatery just a six-minute walk from Equity Estate’s residence, has been wowing hungry patrons with its “Best Damn Crab Cioppino in San Francisco” for decades! For a more upscale night out, spend an evening overlooking the Bay and enjoying some of the area’s best seafood at the Waterbar. Another wonderful patio dining experience is Boulevard, which is housed in a historic building on the Embarcadero with sweeping Bay views.

Day Three: Golden Gate Park and Land’s End

No trip to San Francisco is complete without spending some time in these spectacular parks. To create more shared public space where residents and visitors can spend time safely outside, San Francisco has recently implemented a Slow Streets Program — and Golden Gate State Park is included. The program blocks off several streets throughout the city to vehicle traffic, making it easier and more enjoyable for pedestrians and bicyclists to move about.

If you’re not worn-out from your bike tour on Day One, renting a bike is a fabulous way to explore the 1,017-acre park’s lakes and meadows. A fun alternative is to glide around on a Segway tour (check first to see if tours are operating). Or simply pick up a picnic lunch at the Whole Foods near the park’s eastern end and spend the day strolling around, relishing the fresh sea air and appealing surroundings.

For an unparalleled experience, spend some time exploring Land’s End, which is usually less busy than the area’s more well-known parks. Part of the Golden Gate National Recreation Area, Land’s End is on San Francisco’s northwest corner, overlooking the channel that flows under the Golden Gate Bridge. Follow the trails that wind their way around rocky cliffs dotted with wildflowers and under cypress and eucalyptus trees. Prepare to be dazzled as you come around each turn when breathtaking views of the ocean, headlands, bridge and coastline greet you!

Be sure to save time to visit the Sutro Historic District, where six lavish saltwater swimming pools, restaurants, 517 private dressing rooms and arcades enclosed by 100,000 square feet of glass once existed. Now in ruins, the facility was a popular attraction dating back to 1894 and could accommodate thousands of swimmers at a time. You can still see the grand baths’ concrete remains just north of the Cliff House, an iconic restaurant dating back to the 1800s (temporarily closed).

Tip: Many parks are open, but some visitor centers and other indoor spaces are currently closed. For example, outdoor tours are open on Alcatraz Island, but no indoor tours are running. Check the park websites for the most current information.

Where to Refuel

Head back to your elegant Equity Estates residence to relax and order savory takeout from any number of restaurants such as Chong Qing Xiao Mian (just minutes away). If pizza sounds better, order from an award-winning North Beach institution, Tony’s Pizza Napoletana. Enjoy a glass of wine in the apartment’s lovely shared common garden area with a table firepit as you reflect on your wonderful three-day vacation in one of the world’s most beautiful cities!

Your visit to San Francisco with Equity Estates can be anything and everything you’ve dreamed about. If you are an investor with Equity Estates, contact your Personal Travel Concierge to learn more about your Napa Valley vacation.

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.

Why Buy One Vacation Home When You Can Own Dozens?

What motivates a buyer to purchase a second or third home for their vacations? The National Association of Realtors (NAR) Investment and Vacation Home Buyers’ Survey determined that 42% of buyers are looking for a home base for personal vacations and a family retreat, 18% want to make the house their primary residence upon retirement, and 12% bought when a home was priced so competitively that it was “too good to pass up.”

If you’re considering a second home as a vacation residence, are you prepared for all the research, work, and costs (planned and unplanned) that can accompany such a long-term decision? Do you want to visit the same destination, year after year? Do you want to spend the first day of your vacation grocery shopping and getting the home up and running? 

Costs Associated with Second Home Ownership

  • Down payment
  • Ongoing mortgage expenses
  • Property and liability insurance
  • Utilities
  • Landscaping
  • Storm preparations (often at a moment’s notice)
  • Remodeling and refreshes to keep the value of your investment up
  • Cleaning services when the home is occupied and vacant
  • Maintenance and repairs
  • Property taxes
  • Property management
  • Décor and furnishings
  • HOA fees, if applicable
  • Time management of all helpers and vendors

Real Estate as an Investment

Luxury real estate is a strong hedge against inflation and a haven from volatility in the stock market, especially during times of great economic uncertainty. Luxury real estate has shown strong year-over-year growth, and is considered a lower risk, higher reward investment regardless of where we are in the economic cycle. Inflation plays a significant factor as well.

Considering these details and the liquidation timeline for Equity Estates Funds, we believe Equity Estates provides a better alternative to purchasing a second home of your own.

Equity Estates home on Hilton Head Island, South Carolina

Pros of Investment with Equity Estates

  • A diversified real estate investment – we take care of finding, buying, and selling the vacation homes
  • Multi-touch concierge service that will take care of your every need like dinner reservations, private chefs, and pre-arrival grocery shopping
  • Daily housekeeping so everyone can truly relax
  • Best availability in the industry given we underutilize the homes so you can travel when the inspiration strikes
  • A collection of 60+ luxury residences in more than 25 countries so you’re not stuck with just one destination year after year
  • Achieve long-term financial goals
  • A hands-off investment that you can actively enjoy before divestment

Equity Estates Fund shares the actual expenses of owning and maintaining the homes with all the investors evenly. Annual Dues cover these expenses and are typically a quarter of what you’d spend on a vacation home of your own. Plus, there is no surge pricing on using your Equity Estates residences during the holidays. Each investor’s Annual Allotted Nights are usable anywhere in the collection, anytime of the year. These savings are yet another factor in your return on investment. 

Other vacation alternatives rarely include true equity ownership as our fund does, nor do they typically offer one-on-one personalized travel planning and concierge services. Our level of service and attention to detail truly makes traveling to your portfolio of homes both convenient and memorable.

Because we won’t make money on the sale of real estate until you do, you can rest assured that your investment is in skilled hands. We align with our investors and focus on their lifestyle needs and long-term financial goals. When we divest, proceeds are dispersed first to you, until 100% of your initial investment is returned, and then 80% of any appreciation thereafter.

We are real estate buying, property management, and customer service experts, highly experienced in caring for both our investors and the properties in their portfolios.

If you would like to review additional comparisons of Equity Estates to other vacation investment options, see our Comparison page.

Seeking Investors for Fund IV

In these times of stock market volatility, it’s a comfort to know that the luxury real estate market remains rock solid. When the markets rise and fall, we find buying opportunities that provide a return on your investment dollars.

Equity Estates handles every aspect of owning a luxury vacation home for you. Simply enjoy the perfect getaway and figure out where to go next. With close to 15,000 investor vacations under our belt and continued portfolio growth year after year, no other alternative comes close.

Fund IV is currently open to investors and slated to raise ~$50 million. The fund will acquire up to 12 vacation residences. A typical residence is located in a beach, mountain, leisure or city destination convenient to area amenities, attractions, and airports. Residences vary in cost from $2 million to $5 million and range in size from two to six bedrooms and 1,500 to 7,000 square feet.

If you’d like to learn more, please call our Investor Relations team at 404.445.8501 or schedule a time to speak (all times listed are Mountain Time).