NEW INVESTOR WAITLIST
Overview and Frequently Asked Questions
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WAITLIST OVERVIEW

Equity Estates has initiated a waitlist for new investors in Fund IV. We view the waitlist as a positive development. It’s a sign of strong demand for a healthy fund. It also is evidence of how carefully we acquire residences and ensure good availability for investors.

Here’s how the waitlist works:

  • To join the waitlist, new investors make a deposit of 30% of the capital contribution.
  • No interest is due on the outstanding balance and a minimum 60-day notice will be provided when the money is needed to close on a home.
  • Waitlist investors are assigned a Personal Travel Concierge, given a welcome orientation, and receive access to Voyager, our Investor Reservation Portal.
  • Waitlist investors immediately enjoy unlimited last-minute travel to portfolio residences reserved within 21 days of arrival for only $600 per night.
  • With each new residence purchased, we’ll release a group of waitlisted investors.

Once activated, investors may begin reserving their Allotted Nights (typically 15, 30, or 45 nights) as far into the future as they prefer.

WHY THE WAITLIST?

By Philip Mekelburg, CEO

Most people that I speak with have a lot of questions about the waitlist. Why are you rolling this out now? How does it work? What does it mean for new investors? (read more)

WAITLIST FREQUENTLY ASKED QUESTIONS

Browse the FAQs below and if you have additional questions, please reach out to our Investor Relations team at invest@equityestatesfund.com or call us at 404.445.8501.

1. WHAT IS THE NEW INVESTOR WAITLIST?

It is a program that allows Fund IV to bring on new investors while safeguarding our portfolio’s availability and delay most of the capital contribution payment until the time the money is needed by the Fund.

2. WHAT DOES IT MEAN TO BE ON THE WAITLIST?

Investors get to secure their spot in Fund IV before sellout with a 30% down payment, and then hold on to the rest until we find the right home to buy. Many prospective investors we speak with already have other vacations planned or want to wait for more restrictions to lift before traveling too far from home. The waitlist ends up being a perfect vehicle allowing them to maximize the timing of their investment.

3. CAN WAITLIST INVESTORS STILL TRAVEL BEFORE FULL PAYMENT AND DUES ARE PAID ON THE MEMBERSHIP INTEREST?

Yes. Waitlisted investors still enjoy unlimited last-minute travel to portfolio residences booked within 21 days of arrival for $600 per night.

4. HOW CAN YOU LEARN MORE AND CONSIDER GETTING ON THE WAITLIST?

Call Our Investor Relations team at 404.445.8501 or click here to schedule an appointment with us.

RETURN ON INVESTMENT, RETURN ON LIFE

Fund IV is now open. Ask about our special offer for new investors.