About Us - Alternative Investments (2024)

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Our Story
Our Team
Fiduciary Responsibilities
Experience

About Us - Alternative Investments (1)

About Equity Estates

Equity Estates is a Luxury Residence Investment Fund™ that offers the best kind of returns—both on capital and life. Equity Estates lets you invest in multimillion dollar vacation homes with great potential to appreciate—and be appreciated.

Investors enjoy a portfolio of residences spanning over 25 countries, providing the best way to vacation while building long-term value in a diversified portfolio of real estate assets.

We take great pride and care in our homes & investors: we don’t rent our properties to the public, we meticulously maintain and stock all of our properties, and we attend to every need of our investors’ vacations through our multi-touch concierge program.

Through our investment model, divestiture proceeds are disbursed first to our investors, until 100% of their initial investment is returned, and then 80% of the appreciation thereafter.

About Us - Alternative Investments (2)

Our Story

The concept for Equity Estates came together in 2004, after a conversation at a wedding sparked the idea of a “friendshare”— Beautiful vacation homes, purchased and enjoyed by friends, backed with rigorous fiscal management, a clear path to liquidity and a formalized way to share nights.

After two years of research and feedback, Equity Estates was launched. Nearly two decades later, we’ve raised more than $250 million in Capital Contributions and deployed it across multiple Funds while facilitating over 20,000 dream vacations in the process.

What Makes Us Different?

+

years of proven experience

$M

in deployed capital

luxury residences & growing

K

vacations & counting

Our Team of Experts

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About Us - Alternative Investments (3)

Philip Mekelburg

CEO & Fund Manager

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About Us - Alternative Investments (4)

Sarah Cochran

EVP Investor Relations & Fund Manager

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About Us - Alternative Investments (5)

Rick Covert

Board Member, Equity Estates Fund II Manager, LLC

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About Us - Alternative Investments (6)

Jeff Ross

Independent Auditor Partner, RSM US LLP

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About Us - Alternative Investments (7)

Steve Driver

Tax & Accounting Advisor, Crowe LLP

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About Us - Alternative Investments (8)

Chris Statham

Board Member, Equity Estates Fund II Manager, LLC

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About Us - Alternative Investments (9)

Kelly Dunn Waters

Partner, Nelson Mullins Riley & Scarborough

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About Us - Alternative Investments (10)

Philip Mekelburg

CEO & Fund Manager

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About Us - Alternative Investments (11)

Sarah Cochran

EVP Investor Relations & Fund Manager

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About Us - Alternative Investments (12)

Rick Covert

Board Member, Equity Estates Fund II Manager, LLC

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About Us - Alternative Investments (13)

Jeff Ross

Independent Auditor Partner, RSM US LLP

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About Us - Alternative Investments (14)

Steve Driver

Tax & Accounting Advisor, Crowe LLP

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About Us - Alternative Investments (15)

Chris Statham

Board Member, Equity Estates Fund II Manager, LLC

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About Us - Alternative Investments (16)

Kelly Dunn Waters

Partner, Nelson Mullins Riley & Scarborough

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Fiduciary Responsibilities

Since 2006, our proven model has been designed to focus on two primary areas of accountability: The long-term financial health of our portfolio of luxury residences and the ease of use and assured quality of our investor’s vacation experiences. Each Fund has dedicated resources–from Managing Members and Investor Councils to operational teams as well as regular 3rd party audits, all designed to assure fiduciary responsibility.

Full Comprehensive Audit

We are voluntarily audited by top-rated accounting firm, RSM, to ensure the Managing Member has used proceeds as promised, and annually appraise each property in the Equity Estates portfolio. This information is regularly shared with our investors.

Guaranteed Liquidity

Each Fund is scheduled to liquidate the residence portfolio approximately 10 years after it closes, which leaves you with no chance of getting “stuck.” You’ll benefit from a liquidation waterfall that may return 100% of your capital contribution and the lion’s share of any appreciation.

Aligned Interests

We don’t succeed until you do. Our investors share in the appreciation, which could result in them traveling for free or even getting paid to travel for an entire decade. We do not mark up shared costs, nor do we seek profit from annual expenses.

Established Track Record

Equity Estates originated the equity destination club model and was the first Private Equity Luxury Residence Investment Fund. We have been successfully delivering excellence in both investment and vacations since 2006.

15+ years of experience

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2006

About Us - Alternative Investments (17)

Fund I launches

2011

About Us - Alternative Investments (18)

15th home purchased

2012

About Us - Alternative Investments (19)

Fund I sells out with $60M raised

2013

About Us - Alternative Investments (20)

Fund II launches

About Us - Alternative Investments (21)

5,000 trips delivered

2015

About Us - Alternative Investments (22)

Equity Estates Expeditions launches

About Us - Alternative Investments (23)

25th home purchased

2016

About Us - Alternative Investments (24)

Fund II sells out with $40M raised

2017

About Us - Alternative Investments (25)

Fund III launches

About Us - Alternative Investments (26)

10,000 trips delivered

2018

About Us - Alternative Investments (27)

35th home purchased

2019

About Us - Alternative Investments (28)

Fund III sells out with $40M raised

About Us - Alternative Investments (29)

15,000 trips delivered

2020

About Us - Alternative Investments (30)

Fund IV launches

2021

About Us - Alternative Investments (31)

Fund IV sells out with $40M raised

About Us - Alternative Investments (32)

Fund V launches

About Us - Alternative Investments (33)

20,000 trips delivered

About Us - Alternative Investments (34)

45th home purchased

2022

About Us - Alternative Investments (35)

Fund V sells out with $50M raised

About Us - Alternative Investments (36)

Fund VI launches

About Us - Alternative Investments (37)

55th home purchased

2023

About Us - Alternative Investments (38)

25,000 trips delivered

2024

About Us - Alternative Investments (39)

65th home purchased

Testimonial

“I had done a thorough review of the accounting, finances and valuation analysis of the properties in Fund II before joining in December 2015. After my review, I concluded that this is the best investment/lifestyle club out there.”

~ Devansh P., New York, NY

“We were looking for something different…and we made the BEST decision. Equity Estates is the perfect combination of properties, personal attention to investors from all Equity Estates employees, and the value is incomparable to any other vacation home model. We are so happy to be part of the Equity Estates family.”

~ April Z., Bryn Mawr, PA

“I looked at Equity Estates for seven years before investing. We evaluated purchasing a beach property but that would have limited us to one location. It is the best of vacation home ownership without the hassles of individual ownership. The planned exit strategy allows us to divest at a defined point in time… and an opportunity to reinvest in the next Equity Estates Fund being offered.”

~ Jeffrey L., Memphis, TN

Current Offering:

Equity Estates Fund VI, LLC

Funding Goal:

~$60 Million

Status:

Open to Accredited Investors

Investment Goal:

Up to twelve vacation residences at an average value of $4 million each. Typical residences are located in a sought-after beach, mountain, leisure, or city destination, convenient to area amenities, attractions, and airports.

Benefit From Any Fund:

Regardless of which Fund you invest in, you gain access to residences in all affiliated Equity Estates portfolios and any reciprocal portfolio partnerships.

Want to learn more?

Download Executive Summary

The Investment

Get a smart, diversified real estate investment with the potential to deliver strong returns.

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The Experience

Enjoy a better, more fulfilling way to vacation with family and friends with unmatched luxury.

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750 Hammond Drive, Building 6,
Suite 300 Atlanta, GA 30328

Contact Us

Corporate Office
(404) 220-7554

Investor Relations
(404) 445-8501

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About Us - Alternative Investments (2024)

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