At Last, a Luxury Residence Fund That Pays Dividends.
Fund III, our current offering, launched summer of 2017. This fund will raise up to $40 million and will purchase up to twelve stunning properties around the globe. Each home will range in value between $2 and $5 million. These two- to seven- bedroom residences will be located in desirable beach, city, mountain and leisure destinations. Destinations are chosen to appeal to savvy investors looking for outstanding vacation experiences and long-term appreciation. We will initiate Fund III’s portfolio liquidation beginning in 2029. This fund is currently open to investors.
Fund II sold out on December 31, 2016. This fund raised over $30 million of capital contributions and purchased high-end vacation properties around the globe. Each residence owned by this portfolio and others available for use through reciprocity agreements range in value between $1.5 and $4 million each. These two to six bedroom homes are located in desirable beach, city, mountain and leisure destinations. Destinations were chosen to appeal to savvy investors looking for outstanding vacation experiences and long-term appreciation. We will initiate our Fund II portfolio liquidation plans beginning June 1, 2025.
Fund I sold out on June 30, 2012. This fund raised over $60 million of capital contributions and purchased high-end luxury vacation properties around the globe. The governing board of Fund I will initiate liquidation plans of the residences beginning November 2021. Our model calls for proceeds to be distributed first to investors at 100% of their capital contribution and then 80% of profits thereafter.
The only way to become an investor of Fund I is to wait for a current investor to sell their interest.
Accredited investors can request a Private Offering Memorandum from investor relations.
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.