Pitchbook Villa La Estancia

Rivier a Nayarit

GUEST REGISTRATION FORM LASSO REGISTRY

Rivier a Nayarit

WE WOULD LIKE TO KNOW YOU BETTER!

IN DOING SO, WE WILL BE ABLE TO UNDERSTAND YOUR NEEDS AND SERVE YOU BETTER NAME

ADDRESS

CITY

STATE

HOME PHONE

ZIP CODE

E-MAIL

MP

BUSINESS

OCCUPATION

FAX ANNUAL INCOME

VACATION OWNER MEMBER? TYPE OF MEMBERSHIP LAST UPGRADE DATE

MEMBERS SINCE

IS THIS YOUR FIRST TIME AT VILLA LA ESTANCIA? YES

NO

IF NOT, DO YOU REMEMBER WHO HELPED YOU?

WHERE ARE YOU STAYING?

ROOM No.

HOW DID YOU HEAR ABOUT US? WEBSITE BEACH FRIEND DRIVE/ WALK BY

EMAIL BLAST MAGAZINE REAL STATE AGENT

OTHER

I’M INTERESTED IN: 2 BEDROOM VILLA 3 BEDROOM VILLA 3 BR OCEAN FRONT 3 BR PENTHOUSE

COMMENTS:

DATE LEAVING

The award winning Villa Group is proud to be recognized as one of Mexico’s leading Resort and Real Estate development companies.

Beach Resorts &

Spas

The group launched its first resort in the 1980’s with the popular Villa del Palmar in Puerto Vallarta. Nuevo Vallarta’s uniquely sophisticated Villa La Estancia is one of the most recent additions and has been so successful that this cutting-edge concept is being implemented in other future developments.

Continually evolving, The Villa Group’s prestigious Mexico Collection now boasts eight World-class Resorts.

VILLA DEL PALMAR AT THE ISLANDS OF LORETO

VILLA DEL PALMAR CANCUN

VILLA LA ESTANCIA LOS CABOS VILLA DEL PALMAR CABO VILLA DEL ARCO

VILLA LA ESTANCIA RIVIERA NAYARIT VILLA DEL PALMAR VALLARTA VILLA DEL PALMAR FLAMINGOS

1

RESIDENCES OVERVIEW

Residences Overview Elegance with touches of home. Relax in comfort & style with our perfect weather with our unique villas that include two bedrooms with three full baths or 3 bedrooms with four full baths ranging from 2,163 to 2,583 sq. ft. We also offer a limited number of custom ocean front homes and penthouses ranging from 3,352 to 7,000 sq. ft.

Interior Design Hacienda style private entry gate in rustic antiqued metal leads to a solid maple wood entry door. Ten foot ceilings, large inviting living room areas and generous dining set-ups allow for the utmost comfort.

Central air, satellite TV, high speed Internet and washer with dryer, all add to help you feel right at home.

Windows with ocean views are tempered double glass. Hardwood maple cabinetry with modern stainless steel appliances complete the full-services kitchens.

Spacious travertine marble showers, large walk in closets, whirlpool tubs, acid washed marble counter tops, and marble flooring will make you never want to leave your villa.

Experience a relaxing vacation in your luxury beach home in Cabo San Lucas or Nuevo Vallarta.

3

full & fractional

ownership

full time ownership Your family’s time together will create lifelong memories. Imagine the elegant luxury of a 5 star resort combined with the privacy of your own private villa on the beach.

Vacation anytime without the problems of second home management. Our 5 star resort services assure your home is safe and prepared to the utmost standards for you, your family and guests at your convenience. The level of service is created, maintained, and controlled by your home owners and the operational entities from The Villa Group.

Our villas are sold in two types of resort ownership – Full or Fractional. Every interest is secured by separate deed in the purchased Villa.

Fractional property ownership provides vacation without the financial burdens and worries of typical home ownership and ranges from 1/8 interest (6 weeks) to 1/4 interest (13 weeks).

Affordable luxury that offers a vacation home opportunity that can last a lifetime. A simple concept: enjoy the benefits of glamorous real estate ownership without the full commitment.

Villa la Estancia offers full and fractions property ownership in Mexico, currently in both Nuevo Vallarta and Cabo San Lucas.

Developer financing is available and can help you get your desired villa and investment with ease. No qualifying -no pre-pay penalty on our loans with 25% down.

5

fractional ownership The concept is very simple. We bring unrelated parties together to co-own a second home, similar to what friends and relatives have done on their own, for decades.

Fractional ownership is the shared ownership of a villa with “partner� owners in the same unit. Villas in this program are divided into fractions of 1/8 (6 weeks) or 1/4 (13 weeks) per year, for life.

You get the same beautiful villa, the same amenities, the same privileges and the same great lifestyle as if you owned a villa outright, but for a fraction of the price.

Fractional ownership is the perfect real estate investment for vacationers, snow birds, travelers and other seasonal residents.

The flexibility of the system allows you to purchase as much time in the home of your dreams as you like. You can upgrade to a To keep the property running smoothly, fractional villas will be professionally managed and maintained by the Villa La Estancia longer fraction or a full ownership whenever you like. management company, the cost of which is included in your maintenance fees.

More on fractions

It is not a Timeshare. The buyer owns titled real estate on a particular villa (as opposed to units of time or points). Unlike timeshare interests, fractional ownership offers you investment, tax and legal benefits, in your own single-family estate property.

Fractional ownership is for the buyer that is most often not interested in a timeshare, allowing you to acquire a fee-simple, deeded equity interest in a property.

As a fractional owner you receive an undivided fractional interest in a property, as a tenant-in-common with the other owners. Not As the property appreciates in value, so does each individually just a right to use a property, but real equitable ownership, that deeded fraction. Owners can sell their individual fraction whenever appreciates over time. they choose.

Fractional ownership provides you the opportunity to own one Not just a floor plan in a large condo or hotel-like complex where or more properties, leveraging your equity capital into a bigger, you float from similar unit to unit on each visit, with sterile, often better quality property that you will probably use as much as you would with whole ownership. nailed down, impersonal furnishings.

6

Fee simple Real Estate

Great investment

You enjoy all rights and privileges of owning real estate. That is, you can sell your property at any time at any price, will your share to your heirs, rent it, allow friends to use it, invite guests to share it and last, but we hope not least, escape to it with your love ones.

As with whole ownership, if the property appreciates in value, the so do the shares. Fractional owners can sell whenever they deem necessary or prudent, releasing the capital growth from their “bricks & mortar” investment.

2ND HOME OWNERSHIP COMPARISON

How the schedule works Owners are given the usage schedule for the villa at the time of purchase. Usage assignments automatically rotate every year so you know in advance how to plan your return visits.

The owner is free to keep their assigned spot or exchange dates with other owners at their convenience. Owners may also choose to exchange with other resorts in our Trade Program.

Cost Effective Fractional ownership offers a sensible, problem-free way to balance your vacation time usage to your investment in a second home.

FRACTIONAL OWNERSHIP

FULL OWNERSHIP

4 OR 8

1

42 - 90

365

OWNERS US E GUARANTEED ACCESS DAYS AVAILABILTY

BY RESERVATION

ANY TIME

EXTENDED VACATIONS

YES

YES

WEEKEND GETAWAYS

YES

YES

LA ST MINUTE REQUESTS

YES

YES

OWNERSHIP DEEDED OWNERSHIP

YES

YES

MORTGAGE FINANCING

YES

YES

TA X BENEFITS

YES

YES

7

understanding the purpose of our maintenance fees Many people view maintenance fees as putting out extra money to pay for services that they think they could handle, in a cheaper way, on their own.

Our maintenance fees were designed to eliminate deposits for utilities, monthly up and down bills, service problems, up keep of amenities. The following is included in our maintenance fees: •• Gym Membership •• Spa Membership •• Tennis Club Membership •• Concierge Services •• Platinum Card Discounts and Travel Privileges (optional) •• Discount Golf Benefits •• Air Conditioning (excludes electrical for motors) •• High speed Internet service •• Telephone calls (local calls) •• Maid Service (optional) •• Hot water •• Water Purification System •• Reserve Funds for Inside (common areas) and Outside repairs •• Mexico IVA Taxes •• 24 Hour Security

8

In addition, our Fractional Maintenance Fees also include: •• Home Owner’s Insurance •• Property Taxes •• Furniture Replacement Package •• Maid Service •• All Utilities •• Platinum Card Discounts and Travel Privileges These are only a fraction of what is included in our maintenance fees. If you were to pay to each of the above mentioned expenses on your own, your individual cost would be double that of the maintenance fee costs that we offer.

9

10

11

TRADING opportunities

Welcome to Platinum Concierge The Platinum Concierge service is a high touch Concierge program that combines reservations services with a complete year-round personalized pre-arrival concierge program. With that reservations coordination, our Platinum Concierge staff provides an enhanced level of expertise and “commitment to service” which is available to help clients pre-plan and book each of their trips and resort stays at exactly the level of help that the client desires. Platinum Concierge provides unique access to preferential rates for many vacation and travel alternatives through the Travel Escapes Club.

Platinum Concierge offers excellent trading opportunities from a growing collection of Platinum Concierge Access Resorts.

Platinum Concierge is the high-level, full-service reservations and concierge support for LaTour Resorts and Hotels and is a division of ResortCom International based in San Diego, California.

Member Benefits Platinum Concierge is a high-level, full-service program based in San Diego, California. As the first point of contact, Platinum Concierge allows Owners an enhanced level of ownership, knowing they have a “personal assistant” available when they need one.

The Platinum Concierge team works closely with the on-site concierge team of each resort, helping to ensure a smooth and enjoyable experience for Owners and is available before, during, and after their resort stay.

13

The Platinum Concierge service affords fractional and full-time owners the convenience of a dedicated team that is available to them for the following services: • Travel coordination: airfare and ground transportation • Pre-stocking of villas • Dinner reservations • Tour and activity arrangements • Destination specific information • Special needs and arrangements, as requested • Coordinating trades with other owners/resorts • One-stop shopping for travel needs • Access to the Direct Trade Program

Our Destinations Our portfolio is growing daily to include mountain, beach and desert resorts. The properties are varied but all within the upscale rest are all over the world. Due to the unique nature of this club, community that Platinum Concierge owners deserve. we anticipate they will be adding many new members with high quality properties like yours over the coming months.

3RD HOME TRADE

3rd Home is an exclusive reciprocal club for luxury vacation homeowners. Their premise is simple - by being a member, your second home now gives you access to a whole host of others around the world without paying rental rates for the pleasure. In effect, “you get out what you put in”. By simply depositing a couple of your available weeks in your own homes for other members to use, you receive keys (an appropriate word for “credit”) which you may accumulate and use at other properties and private homes.

These deposits should be done at least 90 days prior to arrival.

The club is almost 400 strong with places ranging in value from $500,000 to over $25 million. About half are in the U.S. and the 14

HERE’S HOW IT WORKS 1 - Weeks deposited by our owners into 3rdHome are done 90 days prior to arrival of those weeks. They receive keys (credits) for these deposits in about 24 to 48 hours.

2 - Once they have keys, they have 2 years to use these credits within the 3rd home system.

3 - Owners can view the availability of weeks offered in homes within the 3rd Home website at their convenience, then tell us what home and what week they wish to reserve. We will then reserve the week and confirm with you.

Additional privileges Platinum Concierge Membership is not simply a trade program. We make reservations for owners, help with MF and Loan payments, manage the annual selections for fractional owners each year, assist owners with concierge services including ground transportation, airline bookings, and all other concierge requests Additional privileges include free medical evacuation insurance, preferential rates on cruises, airfares, airport pickups, baby sitting, laundry, restaurants, shop and business conference setup. See the Owner’s Handbook for more information.

Should you wish to expand your trading options anywhere in the world, you will find numerous trading sites on the Internet that you can join.

Owners enjoy unlimited complimentary trade to any of our resorts, as a well as low rates on any external trades with our current trade partners as often as you like. You can trade for different times, locations, or add more villas to accommodate an event. Our dedicated Villa Group Platinum Concierge Membership team will assist you every step of the way, and you will automatically receive free membership to the Travel Escapes Club at www.travelscapesclub.com Some of these services are offered at additional costs.

15

SITE PLAN & FLOOR PLANS

TWO BEDROOM VILLA SUITE All of our villas including our elegant and spacious 2 bedroom Villas can be purchased fully furnished and designer decorated.

6 Adults

2,163 Square Feet

Ocean Garden

3 Full Bathrooms

1 King Size Bed 2 Queen Size Beds 1 Queen sleeper sofa

17

THREE BEDROOM VILLA SUITE Enjoy all the conveniences of your sumptuous suite, as well as the stunning view of the bay from you private terrace.

18

8 Adults

2,583 Square Feet

Ocean

4 Full Bathrooms

2 King Size Beds 2 Queen Size Beds 1 Queen sleeper sofa

THREE BEDROOM OCEAN FRONT VILLA The Three Bedroom Ocean Front Villa features two master bedrooms, each complemented by its own spa bathroom with marble shower and Travertine marble.

8 Adults

3,352 Square Feet

Ocean

4 Full Bathrooms

2 King size beds, 2 Queen beds, 1 Queen size sleeper sofa

19

rental program

VILLA LA ESTANCIA RENTAL POOL The Villa Group is proud to present it’s Villa la Estancia Owner’s Rental Pool. As Villa La Estancia owner you deserve a program that assures you of reliable return on your investment while making sure of protecting your valuable asset, Your Home by the Sea, is well looked after.

ACCURATE ACCOUNTING • • • • • • •

50/50 income split Provision of proper tax forms for U.S. tax filings Payment sent within 30 days of renter’s departure Payment of Local Sales Tax Payment of Local Lodging Tax Collect service fee for the benefit of Villa La Estancia employee’s Payment of the guest fee for the benefit of the HOA.

Villa La Estancia is one of the finest properties of it’s kind in the world. Our commitment is to use our long established infrastructure to provide steady, ongoing rental of your unit, while preserving its property value.

You can depend on us to feature Villa La Estancia in our Villa Group Marketing Programs to travel agents, on-line, luxury tour operator and other important travel relationships with the promise to deliver the highest level of service all year long.

21

VILLA LA ESTANCIA RESALE PROGRAM Please allow us the opportunity to explain why you should use our company for your resale option. We recognize that there are times when one must sell their property at Villa La Estancia.

With this in mind, we want to offer our valued owners the opportunity to select our professional sales team to market and sell your property.

Our resale program offers: • On site resale office with dedicated agents for resales only.

• Industry standard 10% comission plus IVA tax.

• Acces to all Villa La Estancia renters as viable buyers of your villa.

• A highly experienced and professional sales team that is extremely knowledgeable about the property and can address the questions and concerns of potential buyers.

• Over 7 years of sales experience in which over 90% of sales at Villa La Estancia were made by our on site sales team.

• Easy acces to show the villa or if it is unavailable (rented by owner) the ability to show adjacent properties.

• An in-house Sales Concierge team who invite all VLE guest

22

to learn about the real state options at the resort increasing the exposure to your property.

• A Smooth and worry free closing process which utilizes escrow services and a local Notario.

• Designated Resale Coordinator to assist and facilitate the sales process.

NOTES

24

RESALES

FRACTIONAL 1/4 (13 WEEKS)

AVAILABLE DEVELOPER UNITS

SPECIAL PRICING

FRACTIONAL 1/8 (6WEEKS)

SOLD UNITS

25

Frequently Asked Questions What is a Fractional Ownership?

Fractional ownership is the shared ownership of a villa with “partner” owners in the same unit. Villas in this program are divided into fractions of 1/8 (6 weeks) or 1/4 (13 weeks) per year, for life.

Where did the concept of fractional ownership originate?

The concept isn’t new, but the term “fractional ownership” is.

Friends, relatives, and business partners have been pooling their resources to buy a second home for centuries. In the early 1990’s, fractional ownership of private jets became popular, followed by yachts, then luxury vacation homes.

Is Fractional Ownership the same as Timeshare?

No, it is not a Timeshare. The buyer owns titled real state on a particular villa (as opposed to units of time or points). As the property appreciates in value, so does each individually deeded fraction.

Owners can sell their individual fraction whenever they choose.

How do I know my schedule for use?

You will be able to plan ahead, years in advance, knowing exactly when you have the highest priority making it optimum for you to make your reservation or, you may use it on a moment’s notice, subject to availability.

As a fractional interest owner, will I have exclusive use of the property?

Yes, the property will be exclusively yours to use for the time alloted by your contract purchase. The housekeepers completely clean the property and prepare it for each owners’ arrival. You may arrive any time after the scheduled arrival time. Many owners will skip the weekdays and arrive for extended weekends only.

26

Who are fractional properties really for?

This type of vacation real estate ownership is ideal if you want the benefits of owning an impressive second home (typically of more value than you would afford on your own), complete with management services, located in a very exclusive community, but you can’t justify whole ownership because of your projected limited use.

Most fractional owners are frequent visitors to the resort area, and want something they can call “their own”, with friends and family members. These buyers aren’t looking to be sold vacation time, but instead want an upscale vacation property without the responsibilities and costs associated with a wholly owned home.

How do Fractional Villas differ from residence clubs or condo hotels?

Both offer luxurious accommodations and services for the person seeking a vacation home. However, the residence club/condo hotel tends to be an individual room or suite located within a major multi-unit complex.

In most cases, the ownership is of a “like kind unit”, meaning you will rarely stay in the same unit twice. Effectively, you have bought a “floating floor plan” in the complex, even though you may have title to a specific property, or unit. With a Fractional Villa you will own and enjoy the same property, on every visit, not just a floor plan where you float from similar unit to unit. Additionally, a private estate Fractional Villa assures you the highest degree of privacy.

Can I have guests stay at the property?

Family, friends, business associates, or anyone else you designate, can be accommodated as your guests. Guests are treated as family and may join you, or use the property should your schedule not allow you to attend at the same time. Guests shall be your responsibility and required to respect the CC&R’s, Bylaws and Rules & Regulations.

27

Can I rent out my unused time?

Yes! our villas do allow for the rental of your priority time. With rental potential, some villas may qualify for 1031 exchanges, and additional tax benefits, that your professional tax advisor will need to determine for you.

Do I have the same tax considerations with fractional ownership as with purchasing the entire property exclusively?

Fractional ownership is the same as ownership of any other real estate, wherein you enjoy potential appreciation, depreciation, interest and expense deductions. At your discretion, you may sell your share of the property, gift it, or leave it to someone in a Will.

Your tax advisor will be better suited to provide specific details, and advise what your individual tax circumstances may offer.

Can I finance my purchase?

We are offering financing for a limited time. We can finance your property for up to 10 years, with a typical deposit of 25% of the share price. Most owners will, however, either pay all cash, or opt to pay for their share with equity from their primary residence, using a line of credit.

28

Who maintains the property?

The property manager oversees the complete maintenance and care of your villa, including the ongoing housekeeping.

Your expense fees cover the cost of all maintenance, repair, replacements and wear and tear as required. A professional housekeeper is supervised by the manager, assuring the property is always clean and maintained in a first class condition, as you would expect.

Owners and their guests are responsible for any specific substantial damage repair, if incurred during their use of the property.

Landscape and pool maintenance is performed on a regularly scheduled basis by local professionals. Structural maintenance, including painting, and repairs, is provided by the appropriate local trade contractors, as and when needed.

How can I sell my share in the future?

Yes, you may resale your shares just like any general real estate sale. Typically, resale shares are listed with a local real estate broker, who will promote the sale of your share the same way they promote any other property for sale.

You may also sell your share yourself, by advertising in any publication, newspaper, or on the Internet at free real estate listing sites. You set the price and are in control of the sale, just like any other property sale.

29

Rivier a Nayarit

For additional information, please contact our office located at villa la estancia or phone our sale office at:

1 866 843 7005 or email:

infonv@villalaestancia.com

villalaestanciaresidences.com

30