Equity & Estate sits at the intersection of institutional real estate structuring and a five-star residential ownership experience. Here is how each estate is curated, structured, and made ownable — and how owners benefit through the platform.
We partner with Estate Partners (brokers) to source pre-vetted trophy estates worldwide. Each property is independently appraised, then acquired into its own dedicated, bankruptcy-remote LLC with title insurance and full legal structuring of membership shares.
Each LLC issues a fixed number of membership interests (e.g. 150 shares of a $15M estate at $100K each). Accredited investors browse the estate catalogue, review the offering memorandum, and submit subscription requests through the Investor Portal.
Investors complete accredited investor verification, KYC/AML review, and e-sign the Subscription Agreement and LLC Operating Agreement. Funds are wired to a regulated escrow account and held until all closing conditions are satisfied.
Once fully subscribed, legal, title, insurance, and funds are confirmed. The LLC takes title, escrow is released, and member shares are issued onto the cap table. Haven Registry records the digital ownership certificate.
A dedicated professional property manager handles maintenance, insurance, rentals, and cleaning. Members book owner stays through the Investor Portal calendar with equitable peak-season allocation. Net rental income is distributed quarterly.
Major LLC decisions — refinancing, capital improvements, rental strategy, sale — are put to member vote through the Governance module. One share equals one vote. Outcomes are recorded on the LLC ledger and in Haven Registry.
Haven Registry is the digital record layer powered by Haven Protocol. It mirrors LLC membership interests, ownership certificates, distribution history, and transfer activity. Digital records are informational — legal rights are governed by the LLC Operating Agreement.
Eligible owners may request a transfer of LLC membership interests to qualified buyers through Estate Exchange. Transfers require investor qualification, KYC/AML, platform review, legal documents, and LLC approval. Estate Exchange is not a public exchange or DEX.