How it works

From offering to ownership.

Equity & Estate sits between institutional real estate structuring and a five-star residential club. Here is how each estate becomes ownable, and how each owner becomes part of the LLC that holds it.

01

Sourcing & structuring

We partner with elite brokers to source pre-vetted trophy estates. Each property is acquired into its own dedicated, bankruptcy-remote LLC, with independent appraisal, title insurance, and our legal counsel structuring the membership shares.

02

Offering & subscription

Each LLC issues a fixed number of membership shares (e.g., 150 shares of a $15M estate at $100K each). Accredited investors browse, model their entitlements with the share calculator, and submit subscription requests through the platform.

03

Compliance & escrow

Investors complete identity verification, accreditation review, and execute the Subscription and LLC Operating Agreements via e-signature. Funds are wired to a regulated escrow account and held until closing conditions are satisfied.

04

Closing & share issuance

Once the offering is fully subscribed, our closing checklist coordinates final legal, title, insurance, and funds confirmation. The LLC formally takes title, escrow is released, and member shares are issued onto the cap table.

05

Operation & owner experience

A dedicated property manager handles maintenance, insurance, cleaning, and rental operations. Owners book stays via the in-app calendar with equitable peak-season allocation. Rental income, net of expenses and reserves, is distributed quarterly.

06

Governance

Major decisions — refinancing, capital improvements, rental strategy, sale — are put to member vote. One share equals one vote. Outcomes are recorded on-chain-ready and on the LLC's ledger.

07

Exit

On sale, sale proceeds (less platform upside share) are distributed pro-rata to members. A controlled secondary transfer process is in development for early liquidity.