Associated Costs

Your capital is 100% secured by the home, paid for free and clear

Lifestyle Asset Group has formed Limited Liability Company called "Lifestyle Rancho Santa Fe, LLC" which is the entity acquiring the home. The LLC is releasing only 48 LLC Units. Each LLC unit provides the investor with a 2.08% equity interest in the home and one week of use.

• Minimum investment is 4 LLC units.
• Maximum number of investors is 10.

Choose the investment level and number of weeks use per year that is right for you and your family.

• One Time Capital Contribution is $160,000 per LLC unit

Investment Options:

$960,000 capital contribution – enjoy 6 weeks per year

$640,000 capital contribution – enjoy 4 weeks per year

Total Annual Fees*

6 weeks per year: $36,000

4 weeks per year: $24,000

Cost per night in this model: $857 (annual fees/nights of use)

Two Ownership Options

GROUP A:

• Minimum purchase is 4 weeks
• Priority booking for up to 50% of their weeks

Group B:

• Flexibility to purchase 1,2, or 3 weeks

* These fees are allocated directly to expenses relating to the comprehensive maintenance and management of the residence, including property taxes, utilities, interior and exterior maintenance, HOA fees, flood insurance, household supplies as well as deferred maintenance.

The Freedom of Flexibility

Lifestyle Asset Group’s rotating priority reservation system (PRP) allows shareholders to plan their vacations with as little or as much advanced notice as they choose. Shareholders can sponsor unaccompanied guests, giving them the flexibility to send family & friends on amazing vacations, use them as a reward for a high-performing employee, or as a donation to their favorite charity.

Group A: (4 weeks or more per year)

Each Group A shareholder is assigned a number 1-6*, depending on when they first commit to the project.

Once assigned a number, shareholders will be able to reserve 50% of their total allocation of weeks in the ensuing 12-month calendar in an order from Shareholder #1 through 6.

The order of 1 through 6 changes each year with shareholder 2 advancing to 1 in the second year of the PRP and shareholder 1 moving to 6 in year two. By rotating the order in the selection process under the PRP, all shareholders will have years of holding position #1, #2, etc.

Group B: (1-3 weeks of use per year)

After Group A reserves 50% of their allocation, each Group B shareholder is assigned a number 1-6* and the process begins just like for Group A where shareholders will be able to reserve the week(s) in the ensuing 12-month calendar in an order from Shareholder 1-6, which rotates every year.

The application of Group A’s remaining weeks follows Group B's selections.

Each shareholder can then evaluate their own timelines and schedules in applying their remaining week(s) in their account for additional dates that are attractive to them. There is no formal structure for these reservations and they are all first come-first serve; last minute or well planned.

*The total number of owners typically falls between 6 and 10 so the rotating priority numbers would adjust from 1 - 6 to the final number of owners. i.e. 1-8, 1-10.

Weeks Allocated for Rental Income

Weeks that are to be donated to the rental pools will be assigned after the PRP process is completed so as to not interfere with important vacation dates for Group A & B shareholders.

“Space Available” Reservations

There will be periods during the year when the property will be unreserved and available and shareholders are welcome to reserve the home on short notice without deducting from their allocated weeks. Accordingly, whenever the villa is available and unreserved twenty-one (21) days hence, this opportunity for a short notice reservation shall be deemed “Space Available”.

Schedule a Showing

Use the form below to inquire further or schedule a time to visit this property.