About this Event
Join us for a private Family Office Insights Webinar/Teleconference featuring Mike Marburg, Founder and CEO of Simply Shenandoah – a ~$170M transformational wellness resort being developed 90 minutes from Washington, DC on 640 forested acres. Wellness Tourism is the hottest trend in hospitality real estate, and Mike will discuss disrupting our current mental health epidemic by complementing our broken healthcare system with an innovative self-care paradigm. Join this former hedge fund manager to hear about breaking the cycle of chronic illness, resolving trauma and the future of vacationing. Investors Only Please.
May 1st, 2024 at 2:15pm-3:15pm ET
Investors Only Please
Simply Shenandoah is developing a revolutionary 120-key wellness destination that reimagines the traditional resort and spa experience. Blending rest and relaxation with ancient wisdom traditions and modern therapeutic modalities, Simply is designed from the ground up to deliver a regenerative approach that blurs the lines between vacation and transformation. Leisure and corporate guests will enjoy nature-based luxury accommodations with panoramic mountain and valley views, including a world-class spa (20 treatment rooms), aquatics, yoga, fitness, outdoor adventure, meetings, and fine dining facilities.
Target Audience
Demand for wellness is exploding throughout hospitality, with Wellness Tourism expecting to exceed $1T later this decade as the fastest growing sub-sector (16.8% CAGR; GWI, 2023). While directly benefiting the profitable Destination Spa market, significant barriers-to-entry have resulted in massive under-penetration versus rest-of-world (40% versus EU on a per capita basis), including no direct competition in the mid-Atlantic. Located in the picturesque Shenandoah Valley, the Resort provides access to the nation’s top wellness demographic (more than 10M people within a two-hour drive), including the highest percentage of college and post-college graduates in the country that are spending 1.6x the national average on travel, entertainment, and recreation.
Differentiators
Simply Shenandoah Resort will be the most transformational wellness experience in North
America by providing guests access to the world’s most cutting-edge practices and programming (40+ experiences / day) in an immaculate setting. The Resort will blend ancient and modern wellness wisdom, harmonize nature and nurture, and promote individual and professional expansion in a way that serves the greater good. Additionally, the iconic architecture and majestic location is the first resort spa within 90 miles of a major market including 5 of the top 10 wealthiest counties in the Unites States, as well as within a four-hour drive of more than 60M people residing in the Mid-Atlantic.
Business Status
For the past five years, the founding team has created a unique opportunity that compounds being an impact investment with the security of real estate and the growth from a brand and management platform. After substantial investment from Founding Partners ($19M or 30%+ of the equity), 640 acres are fully owned with entitlements, permits, and shovel-ready construction documents, enabling a financing close in 2Q24 and Summer 2026 grand opening.
Funding Status
We are seeking LP equity investments (min. $2.5M) totaling $42.3M for a cumulative 69.0% share in the 120-key, 640-acre luxury wellness resort with residences. The investment will also grant beneficial ownership in Simply Resorts & Retreats, the management and brand company, which includes the opportunity to expand to other locations and a prospective media platform. Impact Investors are attracted by the fossil fuel free, 100% geothermal, “nature-first” footprint and the 501(c)3 Endowed Scholarship program benefiting disadvantaged populations.
Alert & disclosure: Family Office Insights, BavelasGroup and/or an affiliates or assigns does not offer or give medical, financial or investment advice, or offer or suggest or recommend securities or any other investment for sale or otherwise and is not a broker dealer. As is our standard policy, we will with pleasure reschedule any service with best efforts issuing FOI services credit only. Anyone considering deployment of capital will likely be well served by seeking advice from a qualified professional. I love you.
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