Flagship Vineyard Resort in Paso Robles: Sona Hills

We present an exciting investment opportunity in the form of a new 56-key luxury boutique resort with partial fractional ownership nestled in the heart of Paso Robles, California. Paso Robles has emerged as one of the most celebrated and rapidly growing wine travel destinations globally, attracting discerning travelers seeking a unique blend of exquisite wines, picturesque landscapes, and world-class hospitality.

With two exceptional restaurants, a meticulously curated wine tasting room under the guidance of rotating famed sommeliers, a cutting-edge health and wellness facility, and a plethora of outdoor activities, this forthcoming resort promises a holistic experience that seamlessly intertwines opulence with the rustic charm of wine country.

• New 56-key luxury boutique resort development.
• Located in the heart of Paso Robles, a globally celebrated wine travel destination.
• Features two exceptional restaurants, a wine tasting room with rotating famed sommeliers, a cutting-edge health and wellness facility.
• Partial fractional ownership available.
• Forbes recognizes Paso Robles as the next great California wine destination.
• Bloomberg proclaims Paso Robles as the buzziest wine region in California, surpassing even Napa and Sonoma.
• Strong projected returns with an estimated Investor IRR of 32.73% and Equity Multiple of 2.95x

Team Lead

Claude Zdanow is a distinguished business leader with nearly two decades of experience in founding, scaling, and managing enterprises. He has a proven track record in marketing and advertising and has raised significant capital for startups. His extensive background includes working with prestigious clients like LVMH, Disney, and Microsoft. Zdanow has also made a significant impact in the music industry, collaborating with top artists like Avicii and The Chainsmokers.

Hospitality Lead

Named one of the 100 most influential Swiss personalities, Max Loong has shaped the hospitality and entertainment industries for over 25 years. He is a certified sommelier and created the award-winning boutique resort Hidden Hills Villas in Bali. His latest venture is Hidden Gem Restaurant & Wine Lounge in Bali. He also has experience in the entertainment industry, including hosting The Voice of Switzerland.

Legal & Advisory Team

Rick S. Kirkbride is a partner at Paul Hastings and Chair of the Global Hospitality & Leisure practice group. With over 35 years of experience, he represents institutional real estate companies and capital providers in hospitality properties across the globe. He is also an adjunct professor at Columbia University and a frequent speaker at global hospitality law conferences.

Development & Advisory Team

Craig A. Spencer is Chairman & CEO of Arden Group, a real estate company focused on acquiring, developing, and managing high-quality assets. He is also the Principal of Arden Fund Management, LLC, which operates real estate private equity and debt funds. He co-founded the Philadelphia Soul Arena Football team with Jon Bon Jovi and co-chairs the JBJ Soul Charitable Foundation.

Architecture

Studio 2G Architects is renowned for merging cutting-edge design with environmental consciousness. They are known for creating aesthetically appealing and sustainable spaces, achieving net-zero energy goals and earning LEED certifications. Their expertise makes them ideal for luxury hotel projects.

Planning & Landscape Architecture

EDSA, a globally renowned planning, landscape architecture, and urban design firm, has over six decades of experience. Founded in 1960, the firm is known for creating vibrant, sustainable environments that blend functionality with aesthetics. Their portfolio includes iconic destinations like Atlantis Paradise Island and Saadiyat Island.

Land Planning

Planning Solutions is an accomplished land use planning firm with over 25 years of experience. Founded by Pam Jardini, the firm is known for navigating complex land use ordinances and the California Environmental Quality Act (CEQA). They are skilled in writing, communication, and leadership, making them an invaluable asset to development teams.

Civil & Construction Mgmt.

Wallace Group is a premier multidisciplinary engineering firm known for delivering innovative and sustainable solutions across civil engineering, environmental consulting, and transportation sectors. They are recognized for their commitment to sustainability and have a team of industry-leading professionals.

Engineering

Above Grade Engineering is a premier structural engineering firm known for its innovative and customized solutions across residential, commercial, and industrial sectors. They are recognized for their dedication to structural integrity, safety, and sustainability.

Sona Hills: Paso Robles is being developed as the ultimate luxury wine country escape. The property is currently in development and will be a flagship boutique vineyard resort.

Property Details

• Location: Paso Robles, CA
• Land Size: Over 220 acres
• Accommodations: 44 freestanding bungalows, 6 villas (12 with lock-offs)
• Amenities: 2 full-service restaurants, 1 tasting room and wine making facility, an animal sanctuary and ranch, a full-service spa and wellness facility, event space for weddings and events.

The villas on the property will be sold as fractional ownership and have access to our world class members only club benefits.

Paso Robles is strategically located halfway between San Francisco and Los Angeles. It features scenic vineyards, lush landscapes, vibrant arts, warm hospitality, and award-winning wineries and restaurants.

• Forbes recognizes it as “the next great California wine destination.”
• Bloomberg proclaims Paso Robles as “the buzziest wine region in California, surpassing even Napa and Sonoma.”
• Paso Robles Wine Country encompasses 40,000+ acres of vineyards.
• Over the last decade, wineries have surged from 75 to more than 200.
• Greater diurnal shifts than any other California appellation.
• Distinct microclimates and diverse soils.
• Extended growing season.
• Perfect environment for crafting premium and ultra-premium wines.
• The city of Paso Robles fosters a development-friendly vision, aiming to draw businesses from various sectors, all while preserving its small-town allure and enjoyable quality of life.

• Exceptional Location: Situated in the heart of Paso Robles, one of the world's most celebrated and rapidly growing wine regions.
• Strong Market Demand: Attracts discerning travelers seeking unique wines, picturesque landscapes, and world-class hospitality.
• High Growth Potential: Leverages the increasing popularity of Paso Robles, recognized by Forbes and Bloomberg as a leading wine destination.
• Unique Amenities: Offers two exceptional restaurants, a wine tasting room with rotating famed sommeliers, a health and wellness facility, and numerous outdoor activities.
• Revenue Streams: Multiple revenue streams including hospitality, fractional ownership of villas, and exclusive membership programs.
• Expert Management: Experienced operators will manage day-to-day operations in partnership with Sona Hills management company.
• Attractive Returns: Strong financial projections with an estimated investor IRR of 32.73% and an equity multiple of 2.95x.
• Sustainable Growth: Positioned to set new benchmarks in upscale hospitality while preserving the rustic charm of wine country.

The following tables detail the sources and uses of funds, as well as key financial projections for the Sona Hills: Paso Robles project.

Sources and Uses of Funds

Phase One (Complete)

• Acquire land
• Establish test villa
• Build out brand
• Secure permitting

Phase Two (Underway)

• Solidify operating partners and global site plan.
• Finalize water, electric, and engineering plan.

Phase Three

• Build Phase 1 & 2 of construction development of hospitality components.

Phase Four

• Complete construction, inclusive of F&B.
• Transition into complete operation.

The project's revenue will be driven by four primary pillars:

1. Vineyard:
   • Long-term land lease with a winery.
   • Contracts for bulk fruit sales.
   • Projected to contribute 5% of total revenue.
2. F&B Hospitality / Tasting Room:
   • Includes winemaking facility & tasting room.
   • Features two restaurants.
   • Wellness facility.
   • Projected to contribute 20% of total revenue.
3. Event Center & Activities:
   • Hosting weddings, retreats, conferences, and other activities.
   • Projected to contribute 15% of total revenue.
4. Resort Rooms, Fractional Ownership & Membership Program:
   • Revenue from villa and individual suite room nights.
   • Sales of fractional ownership in villas.
   • Membership program for exclusive access and benefits.
   • Projected to contribute 60% of total revenue.

Ownership Structure: Investors will participate in a GP/LP single purpose entity that owns the real estate. Experienced operators will run the day-to-day operations on each segment in partnership with Sona Hills management company.