personal travel concierge Tag

The heart of the state, the island of Hawaii is the largest and most geographically varied, from stunning snow-capped volcanoes to lush tropical rainforests. Soft breezes scented with salt and frangipani waft across black sand beaches along seas teeming with turtles, dolphins and (in season) whales. The Big Island’s size and diversity make it an ideal vacation choice for both relaxation and adventure.

“It’s truly paradise,” says Destination Manager Sean, “and our home is the perfect base for enjoying the best of the island.” Here are his suggestions for the perfect three days— but many investors opt to stay a few more to discover more island magic.

Day One: Pick A Beach

The Equity Estates residence is on the famed Kohala Coast, facing the dazzling Pacific. Decompress from your journey and connect with paradise with a relaxing morning on the beach. 49 Black Sand Beach is unique and rustic. Your Local host will pack a picnic so you can enjoy snorkeling and exploring around the tide pools. Just a short drive from the residence, Mauna Kea Beach boasts some of the most beautiful white sands on the island. If you don’t mind a two-hour drive and a 45-minute hike, Papakolea Green Sand Beach is one of only four green sand beaches in the world. It’s remote and rugged but a spectacular place to swim and take photos.

After a day of enjoying nature, continue the spirit of aloha by connecting with the beautiful culture of the island’s people. The Legends of Hawaii Luau show offers a glimpse into old Hawaii, beginning with a hula lesson, live music, and a torch run that’s especially delightful for children. The succulent menu includes a roast pig and assortment of fresh-from-the-ocean seafood, along with tropical cocktails.

Day Two: Choose Your Own Adventure

A catamaran charter is “an absolute must” according to Destination Manager Sean. Paradise Sailing offers a private four-hour morning excursion on the 36’ Kōlea to explore colorful reefs and, with luck, a frolic with dolphins or even spot a humpback whale. This luxurious craft has plenty of shade for an enjoyable lunch plus sunny lounging areas to soak in the sights.

Golfers will definitely want to enjoy a round on one of the Troon managed golf courses at Mauna Lani Resort. Mauna Lani’s South Course is home to Hole #15, one of the most photographed over-the-water golf course holes in the world. Renowned as the former home to the annual Senior Skins Game from 1990 to 2000, the course snakes through the stark, rugged a’a lava of the prehistoric Kaniku lava flow. The challenging South Course offers golfers panoramic views of both rugged mountains as well as calming, beautiful ocean.

If golfing is not your thing, we’ll arrange for an aerial adventure through the lush tree canopy with Kohala Zipline. Nine ziplines, five sky bridges, and a rappel make this the only full canopy zipline tour on Hawaii Island.

After all that activity, you’ve earned a relaxing evening. Let our favorite chef, Lisa Porter, prepare a private feast in the comfort of the residence. Fig jam and blue cheese bruschetta. Poke nachos. Local beet salad with goat cheese and lilikoi vinaigrette. Miso encrusted catch of the day. Macadamia nut tart. Yum. After dessert, relax outside on the lanai and look up into the sky for some of the world’s best stargazing — the perfect ending to a perfect day.

Day Three: Volcanos, Wildlife, Sunsets

There’s a big day ahead, so start off with a hearty breakfast of banana brown butter pancakes at Mai Grill. Then it’s off across the island to Volcano National Park, to wander the lava fields and pay homage to Pele, the volcano goddess who, legend has it, shaped these very islands. Lava is beginning to flow again, which some locals believe is the gods bringing back their blessings.

After completing an exploration of the park, take the southern route for a leisurely drive, stopping at anything that strikes your fancy, be it a shaved ice cart (you simply have to treat yourself to at least one on any trip), a fresh bowl of poke, or some local handicrafts from a roadside stand. The Seahorse Farm near Kona is fascinating for kids and adults, and let us book a reservation for you to see some of the wildlife at Three Ring Ranch, the state’s only fully licensed and accredited exotic animal sanctuary.

Return to Mauna Lani Resort in time to enjoy the sunset at Brown’s Beach House, which Destination Manager Sean considers the best place on the island to watch the sun sink below the waves.

At Home On The Big Island Key with Equity Estates

Ocean-facing and perched on the edge of the first fairway of the stunning Mauna Lani South Course, the Equity Estates residence on the Big Island is reminiscent of a private tropical resort. It’s four bedrooms, five bathrooms and more than 5,000 square feet of total living space. With features that include a detached guest ohana, a private front courtyard, an infinity-edge pool with waterfall spa, and an optional outdoor privacy garden and shower, this place will allow you to get lost in your own private oasis.

Your visit to the Big Island 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.

If the arrival of spring has you dreaming of white sand beaches, outdoor adventures, or a relaxing family vacation, it may be time to book a trip to gorgeous Lido Key, Florida, where you can find all of 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: Hit the Beach

Ease into your first day of vacation by enjoying your morning coffee on the house’s 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 down below.” After taking in the views, grab your towels and the 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 or Shore,” recommends Chelsea. Both restaurants offer inside and outside dining, and your personal travel concierge will be happy to make reservations for you.

Day Two: Time for Adventure

While Day One was all about relaxing and settling in, Day Two’s focus is on outdoor 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 are 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, Chelsea also recommends the deep-sea fishing, golfing, boating, tennis, and snorkeling on Lido Key – all of which she can book for you in advance.

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.

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

In the evening, a second dinner out at one of Lido Key’s many excellent restaurants can easily be arranged. Investors love the rooftop desk at Tommy Bahama which overlooks St. Armands Circle…plus they serve some of the best fish tacos around. If you feel like venturing 20 minutes up the coast to Longboat Key, you will be rewarded with an extraordinary meal and world-famous desserts at Euphemia Haye.

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, specialty items and more, alongside cozy courtyards and shaded patios, perfect for people-watching. When you need a break from the retail therapy, you can grab an elegant lunch at Café L’Europe or more casual fare at the Blue Dolphin Café. Just be sure to save room for homemade ice cream from Big Olaf Creamery or French pastries and gelato from Le Macaron for dessert.

“There’s such a great mix of upscale shops, casual boutiques, sweet 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 personal travel concierge can 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.”

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.

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 Sean M, 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!

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.

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).

A photo diary of the perfect weekend in Napa Valley

An idyllic getaway for wine connoisseurs and foodies alike, Napa Valley is the perfect place for a weekend escape. Our travel concierges have curated the ideal itinerary to give you a peek inside some hidden gems in this picturesque region.

“We spent an incredible long weekend in Napa at Equity Estates’ property within the phenomenal Calistoga Ranch. The property is truly unique and exceptional.  It is extremely well located for both major attractions in Napa Valley– wine tasting and restauranting. The resort is architecturally impressive and the unit combines outdoor and indoor living harmoniously, giving the feel of  luxury and space. The service was first rate.Thanks to a fantastic effort by Stephanie, our EE Personal Travel Concierge, and Nora, the EE Local Host, we experienced the most unbelievable few days of wine tasting on record. They arranged visits to several wineries that have limited access and even arranged a driver for us to get around safely and comfortably. All in all, a fantastic property and the perfect place for a long weekend getaway!”  –Equity Estates Investor Steven B.

Day 1: Indulge in a spa treatment at Calistoga Ranch

This Auberge Spa is designed to leave you feeling relaxed and revitalized whether you opt for treatments alone, with your significant other or closest friends. You can’t go wrong choosing from the long list of massages, body restoration treatments and facials.

Dinner—Farmstead at Long Meadow Ranch

With an authentic farm-to-table menu, dinner at the Ranch will surely be one to remember. Long Meadow Ranch owns multiple vineyards which produce the wine served at the restaurant, as well as their own olive oil used in the kitchen.

Day 2: Morning Wine Tasting and Lunch

Stop 1: Turnbull Wine Cellars

Tastings include a look at some of their most special wines and current releases. From the winery you also get some of the most impressive views of Napa Valley.

Stop 2: Mumm

Their tasting includes a flight which offers an assortment of their sparkling wines or by the glass selections. Whether sitting inside or outside you’ll have stunning views over their winery.

Stop 3: Clif Family Winery

Indulge in a delicious lunch that perfectly pairs with Clif Family wines. With a large variety of wines for every taste, there is sure to be one that pairs with your meal and palate.

Dinner—Ad Hoc

An exceptional dining experience, the four-course menu changes daily resulting in creative, unique dishes from its five-star chefs.

Day 3: Brunch—Archetype

Offers a contemporary, out-of-the-box approach to classic Americana dishes. Their creative cocktails and wine list are chosen to perfectly pair with your dish at brunch.

Ready to start your weekend away in Napa Valley?

*Equity Estates is an equity destination club in its 13th year. This vacation home alternative is for accredited investors, offered via private placement.  A globetrotter’s dream with 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, 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 over 13,000 outstanding vacation experiences.