FAQ

01

Can I book homes for more than one week at a time?

Outside of the reservations process, you can book homes for more than one week at a time as long as you have enough credits to do so.

During the reservations process, we treat every week as a “priority visit” to accommodate as many investors as we can.

For example, a 2 – unit investor is entitled to 2 priority visits per year. During the reservation process, you can request a week in Tahoe from January 1-8 as a “priority visit #1” and from January 8 -15 as a “priority visit #2”.

02

As an EPF2 investor, when will I start booking Equity Platinum Fund 2 and Equity Villa Fund homes?

We will give access to the homes in other funds as we add more homes in the EPF2.

03

How does the selection process work? Can you share examples?

In December, we send out reservation forms to book the next reservation year’s holidays in advance. This is the time to select New Year, Christmas, Fourth of July, and regional holidays such as President’s Day at ski homes and Palio in our Siena home. Our reservation year runs from October 1 to September 30 every year.

In June we send reservation forms to book weeks 4-12 months in advance. That includes busy times like Spring Break and normal weeks when you just want to travel.

Both times we send out reservation forms to investors, and investors have three weeks to get back to us with preferences. We ask you what your priority (preferred) visits are, preferred dates, and alternative dates and locations (if any). This way, we can put a schedule together like a puzzle and accommodate about 98% of all investors for their preferred visits. If there is a conflict, we reach back out to you and work to resolve it.

04

What are the rules for cancellations?

You can cancel credit-free 6 months out. Or you can buy reservation insurance for 15% of the total credits required for the reservation.

05

Are we able to book homes for our family/friends using our credits, and do we need to be present as well?

You can book homes for your friends and family with credits. Space available privileges are exempt from this rule.

Please watch this VIDEO to learn how your family and friends can use credits to book homes.

06

Can we discuss the space available visits?

“Space available” means you can book homes in your own fund with 0 credits. Space available visits within the fund vary. For the fly-to destinations like Hawaii, these windows are 30 days. For drive-to, like Tahoe, range from 3-14 days depending on the season. You will still pay a visit fee that starts from $295 per sta

07

Do owners have the same priority to the portfolios of both funds, or do the owners of each fund have priority over the owners of the other fund with respect to properties within their own funds?

Investors are owners of the respective funds they invested in. You will have priority access to the homes in your own fund. For example, if investors from different funds want the same week during the reservation process, the investor who co-owns the home takes the week.

08

How soon do members of the public have access to a rental calendar?

As soon as we complete a round of investor reservations. First, we open the calendars for the Holidays. After we confirm all the investors, we open the holiday calendars for the renters or investors who want to book the weeks later in the year.

Same with all other times: investors can book October 1- September 30 in May-June of the same year. Renters have access to the calendars after investors choose their weeks.

09

Do you have lotteries to book peak weeks?

We collect investor preferences in the course of 3-4 weeks. We put our schedule together like a puzzle. We ask for your destination preferences and also your timelines. If you are firmly set on a New Year in Hawaii, but don’t care about the specific location, and someone wants the New Year in the Mauna Lani home, we consider all the factors and can offer you the Kauai penthouse for the same dates. We always talk to our investors to make sure they get what they want. In some cases, we ask our affiliates to accommodate investors at their homes in the same markets. We also have priority numbers as the last resort.

10

How do you make sure you prioritize investors over rental income for home access?

We have two classes of users: Investors and renters. Investors get priority reservations. We do two rounds twice a year and investors cherry-pick the weeks they want. Then we open calendars to renters. All other times are first-come, first-served.

Please watch this VIDEO to learn how investors get priority reservations.

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An accredited investor is someone who earned income that exceeded $200,000 (or $300,000 if married) in each of the prior two years, and reasonably expects the same for the current year; OR has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

contact us

La Jolla, California, 51310 Padberg Valleys

Tel: 283-741-8326

Email: equityresidences@gmail.com