Dreaming of high-end vacations without the hassle of second-home ownership or the expense of a luxury hotel or villa rental? Looking for an investment opportunity that pays lifestyle dividends from day one with the potential for long-term financial returns? Equity Estates offers all of that and more. While there are plenty of reasons to invest your time and money in Equity Estates, here are six top benefits to consider.
1: True Variety Meets Great Availability
An Equity Estates investment offers access to 60+ luxury vacation properties that are only available to investors. These homes, valued at $2 to $5 million each, are in some of the most desirable destinations around the world. With beach, mountain, city, and countryside properties in over 25 countries, you’ll never grow bored. There’s every type of vacation you can imagine both for seasonal and year-round travel.
But variety is meaningless without easy access. Equity Estates residences are intentionally underutilized with a target 40% average vacancy rate. This delivers the best availability in the industry. So, investors enjoy unrivaled access to the homes, whether booked months in advance or for last-minute getaways.
2: Potential Returns
The blend of lifestyle with investment sets Equity Estates apart from other luxury travel and vacation ownership options. Investors buy equity shares in a real estate fund, giving them ownership stakes in high-end vacation homes worldwide. Each fund is scheduled to liquidate the residence portfolio ten years after it closes, and divestiture proceeds are disbursed first to our investors, until 100% of their initial investment is returned, and then 80% of the appreciation thereafter.
This sets the stage for potential returns from asset appreciation. As detailed in the Investment Model Summary, for all residences we have owned for at least two years, the Compound Aggregate Growth Rate is 10.22%. This puts investors in a position to enjoy a 7.02% Internal Rate of Return. We hope Fund VI will perform just as well.
3: Personalized Experiences Made Easy
The Equity Estates service team is made up of hospitality industry experts who make sure every investor has the best, most unforgettable vacation experiences possible. From pre-trip planning with Destinations Managers to in-residence support from Local Hosts and housekeeping, the team works together to provide personalized, seamless vacation experience every time.
Our investors arrive on their trips to find a pre-arranged itinerary on the counter and requested groceries in the fridge. Dinner reservations are booked. Activities are scheduled. Everything is taken care of, so they can focus on having fun and making memories.
4: Hassle-Free with Cost Savings
Equity Estates investors enjoy luxury travel without the hassle and costs of maintaining their own individual vacation properties. We handle everything from maintenance, taxes, and insurance for the homes to on-site services before, during, and after your vacations. Plus, our investors save 50-75% annually compared to similar quality vacation rentals.
Equity Estates has a transparent cost structure. This means there are no hidden fees — your annual dues cover operational costs — with no markups on services like you might find in typical resort-based programs. And, unlike timeshares or vacation clubs, our investors own a piece of the entire property portfolio rather than a merely specific unit or week.
5: Invitation to Exclusive Travel Adventures
In addition to the destinations available within our portfolio, investors can explore the world and enjoy once-in-a-lifetime, bucket-list adventures in the exclusive company of fellow Equity Estates travelers. These one-of-a-kind, all-inclusive travel experiences with custom-crafted itineraries include unforgettable trips to the Galapagos Islands, skiing the Dolomites, African Safaris, European river cruises, and more.
6: Instant 24/7 Access to Book 60+ Luxury Residences
No guess work about whether a residence is available over specific dates. No waiting for the owner’s response to confirm a booking. Voyager, our investor-only portal, is an innovative and ever-evolving platform crafted specifically to enhance the Equity Estates experience. With a simple, intuitive design, Voyager allows investors to search and book properties across multiple destinations with ease, connect and plan activities with their concierge team, and access their personalized trip itineraries and travel details. This facilitates smooth coordination for pre-trip planning and in-destination assistance.
You Are Invited to Learn More
With a stunning portfolio of vacation homes and a team of top-notch professionals excited to help you make the most of your investment, we think Equity Estates offers the best kind of returns – both on capital and life.
If you would like more information about investing with Equity Estates, please reach out to our Investor Relations team at 404.445.8501 or click to schedule a call.
