INVESTMENT RETURNS

Build Wealth Through
Smart Co-Ownership

Build wealth through appreciation, rental income when not in use, and tax benefits. See why Sweetgrass offers superior returns to traditional real estate.

5-7%
Target Appreciation
Historical avg (assumption)
4-6%
Est. Rental Income
When not in use (varies)
15-20%
Potential Tax Benefits
Consult your CPA
35-45%
Illustrative 5-Year ROI
Based on assumptions

*Projections are illustrative only. Real estate values can decrease. Past performance does not guarantee future results. See Disclosures

Calculate Your Returns

See how your investment grows with Sweetgrass

Investment Details

$450K$600K$2M
Total Investment
$0.60M
1 Year5 Years10 Years

Return Components

Per Share$600,000
Number of Shares1
Total Investment$600,000
Appreciation (5% annual)+$165,769
Rental Income (5 years)+$120,000

Projected Returns

Total Portfolio Value$885,769
Total Return
$285,769
ROI
47.6%

Projections based on historical averages. Past performance doesn't guarantee future results. Tax benefits not included in calculations.

Sweetgrass vs. Alternatives

Sweetgrass Share+47.6%
Traditional Vacation Home+25.0%
Rental Property+35.0%

* Illustrative comparison only. Actual returns vary based on market conditions, property location, and timing. Past performance does not guarantee future results. Consult your financial advisor.

Four Ways to Build Wealth

Multiple return streams maximize your investment potential

Cost Efficiency

85%

Lower cost per week vs whole home ownership

Immediate

Property Appreciation

5-7%

Annual value increase in premium locations

Annually

Rental Income

4-6%

Revenue from weeks you don't use

Monthly

Tax Benefits

Variable

Depreciation and expense deductions

Annually

Real Investment Scenarios

See how different investment strategies perform

Conservative

Charleston Manor

Initial Investment$200,000
Value Year 1$260,000
Value Year 5$350,000
5-Year ROI75%

Balanced

Malibu Estate

Initial Investment$300,000
Value Year 1$390,000
Value Year 5$525,000
5-Year ROI75%

Premium

Big Sur Retreat

Initial Investment$500,000
Value Year 1$650,000
Value Year 5$875,000
5-Year ROI75%

Start Building Wealth Today

Join sophisticated investors who are capturing developer margins and building long-term wealth through smart co-ownership.