Disclosures.

Rule 506(c) and accredited-investor eligibility

Alterra’s private fund offerings are conducted under Rule 506(c) of Regulation D and are available only to accredited investors. The issuer takes reasonable steps to verify accredited-investor status before accepting an investment. Portal access, identity checks and self-declarations alone do not establish accreditation. Offering documents identify the issuer, verification requirements and additional eligibility or jurisdictional restrictions.

Our role and service boundaries

Alterra is a principal real estate investor, investment sponsor and asset manager. Investor participation described on this website is in Alterra-sponsored funds or investment vehicles identified in their offering documents. Alterra does not offer securities brokerage, placement-agent services, investor-finding services for third-party issuers or a securities trading market. We do not accept commissions or other compensation for placing third-party securities or introducing investors to third-party offerings.

Property brokerage and owner advisory are presented separately through Alterra Hotel Advisors. Each engagement identifies the service provider, scope, capacity and compensation. Applicable real estate or mortgage authority does not authorize securities brokerage.

General information

This website describes Alterra Equities’ investment approach for informational purposes. General descriptions do not contain all information necessary to assess an investment and are not personalized investment, legal, tax or accounting advice. Any offer is made only through applicable offering materials, where lawful and subject to the relevant requirements. Any investment opportunity must be evaluated through its definitive offering and governing documents.

Offering and platform availability

Contact Investor Relations about offering availability. Portal registration, onboarding and access to investment materials are separate steps, each subject to review. An inquiry or portal account does not create an investment commitment, reserve an allocation or admit an investor to a fund. Investment terms and reporting obligations are established in definitive documents.

Investment terms and eligibility

The applicable offering documents establish the issuer, fund mandate, underlying investment structures, eligibility requirements, subscription process, fees, risks, conflicts and investor rights. Fund interests are distinct from the underlying hotel assets, equity interests or debt instruments. Participation depends on the investor’s circumstances and jurisdiction. Nothing on this website represents regulatory approval or an endorsement of any investment.

Prior experience

References to leadership’s prior hotel transaction, brokerage, capital-markets and advisory experience describe work performed at other firms. They are not Alterra investment results, assets under management or capital invested by Alterra. No Alterra investment-performance record is presented on this website. Prior experience does not assure future results.

Investment risk

Private real estate investments involve substantial risk, including loss of the entire investment. Risks include illiquidity, leverage, refinancing, interest rates, hotel demand, operating costs, construction, renovation, franchise obligations and uncertain exit pricing. Capital calls may require additional funding. Distributions and appreciation are not guaranteed. Underlying property value does not ensure recovery of invested capital.

Concentration and currency

Concentrated investments increase exposure to individual assets, operators and markets. Investors should consider commitments within their broader financial circumstances. Exchange rates can increase or reduce returns measured in an investor’s home currency. A rationale for currency diversification does not establish the suitability of a particular private investment.

Investment economics and conflicts

Alterra invests in selected real estate opportunities. Capital commitments, ownership interests, timing, security classes and economics are defined for each investment. Investing alongside Alterra does not eliminate conflicts or ensure identical rights or returns. Review fees, expense reimbursements, carried interest, governance, related-party roles and material conflicts in the definitive documents. Prior brokerage activity and any overlapping transaction roles must be considered in that review.

Authority, fees and related-party roles

Ownership, voting rights, reserved decisions and asset-management responsibilities are established in each investment’s governing agreements. Descriptions of our approach do not promise unilateral control over every asset. Asset-management fees, property acquisition and disposition fees, authorized mortgage and real estate brokerage fees, and other disclosed expenses, where applicable, and any affiliate involvement must be assessed together with equity economics, expenses and potential conflicts in the investment documents. Fees may reduce investor returns and create incentives that differ from investors’ interests.

Regulatory status and protection

Rule 506(c) is an exemption from federal securities registration; it is not SEC registration or approval of a fund, its manager or its investments. A Form D notice, where filed, is not an approval. Rule 506(c) does not itself exempt a person from broker-dealer or investment-adviser requirements. Principal-investor status, an ownership interest, a fee label or this website’s descriptions do not determine regulatory treatment. Actual activities, compensation and applicable law govern. Review the legal entities, capacities and regulatory disclosures in the offering materials. Private investment interests are not bank deposits and are not FDIC-insured.

Forward-looking and illustrative information

Investment objectives, business plans, operating improvements and market views express an approach or expectation, not a guarantee. Assumptions can prove incorrect and actual outcomes can differ materially. Hypothetical examples in research explain concepts; they do not represent Alterra’s realized, projected or promised investment returns.

International investors

Any consideration of participation by investors outside the United States is undertaken privately, on a case-by-case basis, subject to applicable law, jurisdictional restrictions and investor eligibility. Availability and permitted communications depend on the jurisdiction and offering; no opportunity is offered where its offer or sale would be unlawful. Access to this website does not establish eligibility or entitlement to receive offering materials.

Investors and their advisors should assess applicable U.S. and home-jurisdiction requirements, including funding permissions, tax residency, reporting, withholding, source-of-funds documentation and restrictions on participation. Requirements depend on the investor and the proposed investment structure.

Research and market data

The Research & Insights section provides educational information. Reports should be read with their stated dates, sources, assumptions and limitations. Rates are published observations, may be delayed or revised and are not loan quotes. Headlines are selected automatically from a defined publisher list via Google News; they are not independently reviewed or endorsed by Alterra. Third-party links may require a subscription and are governed by their own terms.

Website inquiries and privacy

The investor-relations form records the contact information and preferences you submit so Alterra can review your inquiry. Do not submit identification documents, account numbers or other sensitive onboarding information. See the Privacy Policy for details.

Content and questions

Website information may change. Property imagery, where used, is illustrative unless expressly identified as an Alterra investment. Questions about the firm, current availability or supporting information can be directed to ir@alterraeq.com. Prospective investors should obtain independent advice suited to their circumstances.

Updated October 7, 2026.