DEMO ENVIRONMENT — ILLUSTRATIVE DATA ONLY
Malibu Coastal Estate
OpenInvestment + LifestyleIllustrative

Malibu Coastal Estate

27400 Pacific Coast Highway, Malibu, CA 90265

LLC
Malibu Coastal Estate Pilot LLC
5 bedrooms6 bathrooms6,200 sq ftBuilt 2021
Property overview

Illustrative pilot estate — a smaller, easier-to-validate Investment + Lifestyle structure on the Malibu coast.

A 6,200 sq ft glass-and-cedar residence set directly above a private cove, designed as the platform's illustrative pilot offering. The pilot uses a deliberately small structure — a handful of members, a modest external raise, and a lifestyle-credit model — to demonstrate configurable offerings end to end. All figures shown are illustrative pilot data, not real traction.

Offering configuration

Investment + Lifestyle

Units represent LLC economic interest and are separate from members. A single member may hold multiple units, so total units is not the member count.

Estate value
$12.0M
Offering size
$6.0M
Unit price
$250,000
Minimum subscription
$250,000
Units issued
6 / 24
Members
4 / 20 max
Target members
12
Target avg subscription
$500K
Units / member
1–6
Target yield
5.5%
Holding period
5 years (pilot)
5-yr projection
+20%
Member Capacity Available
Units subscribed
6 of 24 shares sold25.0% funded

Ownership rights

  • LLC membership units and economic interest
  • Potential rental distributions, subject to performance and reserves
  • Appreciation participation
  • Governance and voting rights
  • Transfer eligibility, subject to restrictions — Permissioned transfers via Estate Exchange

Lifestyle benefits

  • Priority booking
  • Member preferred rate
  • Estate member events
  • Concierge privileges
  • Seasonal access
  • Stay Credits from a finite Lifestyle Allocation Pool (4,000 annual credits)

Lifestyle access, if offered, is governed by the applicable LLC's booking and stay-credit policy. Benefits are set independently of ownership units.

Stay credit policy

Nightly cost varies by date band. Credits are allocated by ownership tier under the LLC's rules — never as a fixed “1 unit = N nights” entitlement.

Weekday
100 credits / night
Weekend
150 credits / night
Peak season
300 credits / night
TierUnitsAnnual credits
Tier 11–2 units400
Tier 23–5 units1,100

Highlights

Illustrative pilot structure
Small member count for easy validation
Investment + Lifestyle credit model

Amenities

Private cove accessInfinity poolGlass great roomChef's kitchenWellness suite

Legal structure

Title to the property is held by a dedicated, independently governed LLC / SPV that issues membership interests and maintains its own cap table. Equity & Estate provides platform infrastructure and administration — it is not, by default, the sponsor, issuer, property manager, or broker-dealer for this offering.

Issuer
Malibu Coastal Estate Pilot LLC
Sponsor
Independently sponsored — Equity & Estate is infrastructure only
Operation model
LLC-selected third-party operator
Distribution partner
Counsel-determined (pilot)
Distribution policy
Illustrative pilot policy — quarterly, subject to performance
Governance threshold
60% to pass

Legal & compliance

The offering exemption and investor access rules are determined by securities counsel on a per-offering basis.

Offering exemption
Pending counsel determination
General solicitation
Not permitted
Investor eligibility
Accredited investors only
Verification
Required
Form D
Illustrative pilot — not filed
State notices
Illustrative pilot
Securities counselUnder ReviewBroker-dealer reviewNot ReviewedOccupancy rights reviewUnder Review

Lifestyle benefits are enabled — legal review is required for occupancy / vacation-ownership implications.

Regulated partners

Independent, regulated service providers engaged for this offering.

Securities Counsel
Harrington & Vale LLP
State Bar (CA, NY) · United States
Escrow Provider
Sentinel Escrow Services
Licensed escrow (CA DFPI) · United States
KYC / AML Provider
VerifyIQ AML
SOC 2 Type II · Global
Accredited Verification
AccreditCheck
506(c) verification provider · United States
Real Estate Broker
Coastline Prime Estates
CA DRE #02011234 · California

Risk disclosure

  • This is an illustrative pilot; figures do not represent real traction.
  • Coastal California carries wildfire, erosion, and insurance-cost risk.
  • Past performance does not guarantee future results. Real estate investments involve risk, including loss of capital.

Documents