Ownership Has its Privileges.
Equity Estates is an investor-owned luxury vacation fund that offers you the smartest way to own and enjoy luxury vacation homes around the world. Property management and maintenance are included, along with personal concierge and travel-planning services to enhance your Equity Estates experience. Our investors enjoy all of the benefits of owning luxury vacation homes without the headaches.
No, it's actually quite different. The price per square foot of timeshare properties are typically a fraction of the value of an Equity Estates residence. It's a completely different ballpark—think Orlando hotel versus a private villa estate. With a timeshare, you are generally limited to one destination for one specific week each year. If you want to stay somewhere else, you have to trade or exchange your week, which is often time-consuming and difficult. In addition, timeshares rarely offer any real appreciation potential. They are typically one-to-two-bedroom units, priced two or even three times greater than the actual value of the underlying real estate, with little to no personal concierge support.
At Equity Estates, investors enjoy a diversified global portfolio of spectacular private homes that average around $2 to $3 million each. They can reserve any of these homes, with no fixed weeks or nightly minimums. And enjoy our personalized five-star concierge service, which makes every trip a truly memorable experience.
We expect Fund II to have eight to twelve residences in highly sought-after resort and metropolitan destinations. We are long-term, buy and hold managers. Beginning June 1, 2025, we expect to begin selling all of the residences that we own and distributing the proceeds. However, membership interests can be sold any time after a twelve-month hold. For information on Fund I, click here.
An Advantage membership interest comes with an allotment of 45 nights, a Full membership interest includes 30 nights of usage per year, and an Executive Membership (one-half interest) includes 15 nights of usage per year. There is no minimum for the number of nights used on a trip—stays can be reserved for a single night. The maximum stay at a single location is 18 consecutive nights. Nights can be reserved on short notice, or as far in advance as an investor wishes.
Each destination offers a variety of activities — golf, spas, beaches, skiing, hiking, fishing, sailing, equestrian activities, and more. Privileges vary by destination and may include access to private club facilities. Accommodations are luxurious with five-star concierge services provided by Equity Estates' Personal Travel Concierge and Local Hosts. These professionals are available to facilitate your trip as well as offer on-site support services. Support services include, but are not limited to: researching and procuring the best transportation options; pre-arrival grocery shopping; making dinner reservations, spa appointments and/or golf tee times; procuring ski passes, concert tickets, and access to other events; and arranging for babysitting service and/or activities for children. Each residence is equipped with rainy day activities and games for kids and adults. Whatever you want, whatever you need, all you have to do is ask.
Much like private golf clubs, Equity Estates deliberately underutilizes its assets to ensure accessibility. At any given time, our portfolio of properties will likely have open availability of 75% or more. Our member-to-property ratio is based on an average of no more than seven full membership interests per property (7:1).
To give fair access to all members, Equity Estates conducts lotteries twice a year for holidays. Due to our low member-to-property ratio and the fact that many families already have annual plans during times like Christmas or Spring Break, Members will typically get one of their top choices for holiday travel.
Absolutely. Ownership can be held in an individual's name, couple's name, or a legal entity such as an LLC or family trust, with a designated representative. Unaccompanied guests over the age of 25 may enjoy the homes and will be treated with the same exemplary concierge service that members enjoy.
Equity Estates’ maintenance standards are extremely stringent. We understand and have budgeted appropriately for the upkeep and maintenance required to maximize appreciation of our luxurious assets. There are periodic inspections by our experienced property managers and Local Hosts, as well as feedback from Members that guide necessary repairs and preventative maintenance.
New properties may undergo a design review by our design firm to assess needed alterations. Equal attention is given to interiors, exteriors and landscaping in order to keep the properties up to Equity Estates' standards.
Over the 20 years running up to 2007, the resort real estate market has grown at a compounded rate of over 10% per year. The recession has provided buying opportunities many feel will prove to be at the bottom of the market. Inflation can play a significant factor as well, and real estate investors have long thought there is no better hedge against inflation than real estate. Considering these factors and the liquidation timeline for Equity Estates funds, we believe there is a great opportunity to do well.
Fund I investors are looking forward to 2021, when the fund will begin to sell off all the homes and share in any profits. Prior to that, Fund I investors can sell their membership interests to any qualified buyer. Fund II investors can get liquidity after twelve months of ownership and their liquidation will commence in June 2025. Neither fund is designed for short term "flip" investing and each fund's private offering memorandum should be reviewed carefully to understand the secondary market limitations.
Around the world in 35 destinations and 60+ luxury homes.
This website is designed to offer owners and guests of owners certain information about our real estate investment fund and its portfolio of private homes. Investments in Equity Estates are only available to accredited investors. This is not an offer to sell securities or a solicitation of an offer to buy securities.