investment Tag

We are the best aligned 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. When you invest with us, you get the best of both worlds.

You’ve heard of destination clubs designed for the masses, but our original equity model– now nine years running– functions vastly different than those.

We are the best aligned model to own and enjoy a luxury portfolio of homes. Here are a few reasons why:

Return on investment– We don’t succeed until you do

  • Guaranteed liquidity. This Fund is scheduled to sell its homes in ten years.
  • You benefit from a liquidation waterfall that returns 100% of your capital contribution and the lion’s share of the appreciation.
  • This means you may travel for free or get paid to travel for ten years.

 

We do not rent out down time in our homes

  • 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!
  • Other companies receive commissions from rentals, so they choose that over you.

 

Predictable and reasonable annual expenses

  • We do not markup shared costs, nor do we seek profit from annual expenses.
  • At Equity Estates, our 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.

 

Financial transparency

  • Our clear and defined use of proceeds is reviewed annually in a full audit report by Top 5 firm RSM McGladrey.
  • Annual third party appraisal results are provided every year.

 

Fair management fees

  • Just like your other assets under management, we charge only 1%.
  • 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 successfully since 2006.

What kind of Investment is Equity Estates?
Equity Estates is a private equity Luxury Residence Fund™ for accredited investors. Equity Estates Fund I sold out in 2012, and Fund II launched in late 2013. Equity Estates has collectively raised and effectively deployed over $75 million and delivered over 10,000 outstanding vacation experiences.

How can I learn more details about the investment?
Review our Executive Summary, contact our Investor Relations Team at 1-800-413-3340 or email us at invest@equityestatesfund.com to request more information or to set up an appointment to learn more.

“When compared with renting comparable vacation homes or purchasing nights in luxury hotels with no investment component, Equity Estates is a no-brainer.”

Equity Estates investors enjoy incredible vacations in high-end residences around the world, all while making a diversified investment in luxury real estate which has great potential to provide a healthy return on investment. We sat down with Tyler, an investor in Fund I, to discuss the vacation value he’s enjoyed from his investment thus far.

Tyler has been an Equity Estates investor for seven years, and during that time he’s enjoyed concierge supported vacations all around the globe—often during peak travel times. After analyzing his travel history against comparable accommodation rates—using alternatives within the same buildings or neighborhoods during the same times—we estimate he’s taken $840,000 worth of vacations and will soon hit the $1 million mark.

Tyler started out with an Executive Membership Interest (15 nights of annual usage) in Fund I and dabbled with other destination clubs as well. After traveling once with each club, he says, “We decided we would be better off having more time in the Equity Estates portfolios. The overall travel experience, as well as the equity position in EE, was the much more attractive option.”

Shortly after, Tyler upgraded to two Elite Membership Interests (60 nights of annual usage) and has taken more than 50 trips during his time as an investor. “We determined the travel experience provided by Equity Estates was the best we had ever experienced,” Tyler said. His family averages about 50 nights per year, and he typically gifts 10 nights per year to friends and employees.

Compared with renting like-vacation homes or purchasing nights in luxury hotels with no investment component, Tyler says Equity Estates is a no-brainer. He considers the value of his Equity Estates membership to be “outstanding” and says he could not have taken vacations of similar quality elsewhere for even close to the same cost.

Fund I will begin its divestment plan in 2021, after which investors will receive back first 100% of their initial investment and then 80% of the appreciation thereafter. Tyler calls this an added bonus. “When the portfolio is liquidated, we could receive a handsome profit on our investment. The only negative is determining what to do to replicate the experience once the portfolio is liquidated. I certainly hope that EE has another fund available when that time comes. Equity Estates has become an integral part of our lifestyle.”

Browse some of Tyler’s highest value trips over the years below.

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.