Tax mechanics, buyer positioning, rental-program economics, market analysis, site planning, and parcel record. The Indiana Dunes Club website's source PDFs, organized in one place. Click any card to open the document in a new tab.
Full 20-page investor deck covering the fund structure, the project, the market thesis, and the OZ 2.0 mechanics. Written for the LP evaluating an Indiana Dunes Club allocation from a diligence-first perspective.
The full 8-page thesis. Why Michigan City is the only OZ in the country that stacks a great lake, a national park, and rail access to a top-five metro inside a single designated tract — and why the OZ 2.0 restart lands exactly at the moment the town's own transformation begins.
The Indiana Dunes Club investment case on a single page. Why the OZ 2.0 window matters, why Michigan City sits at the front of every screen, and why Indiana Dunes Club anchors this cycle.
The three questions investors ask most: NIIT and the 23.8% federal rate, Illinois state-tax conformity, and the July-2026 bridge window from an OZ 1.0 gain into an OZ 2.0 investment on January 1, 2027.
Line-by-line worked example of an Illinois investor's OZ 2.0 tax outcome. Federal deferral, 10% basis step-up at year 5, tax-free QOF appreciation at year 10 — with numbers on a $1M investment.
The statutory case that Indiana Dunes Club qualifies as a Qualified Opportunity Zone Business Property under IRC 1400Z-2. Substantial-improvement test, working-capital safe harbor, and OZ tract designation.
Working research notes on the OZ 2.0 statute (One Big Beautiful Bill Act), including permanent designation mechanics, rural bonus step-up, and the differences from OZ 1.0.
The land-planning point of view for the next phase of development on Lake Kai. The last coveted parcel, the Beach Walk inheritance, the architectural direction, the lot strategy, and the buyer this is built for.
Location, growth, and public-investment case for the Indiana Dunes Club site. Chicago access, the +23.56% one-year price move, $450M+ of investment since 2022, the 5th & Pine, 11th Street Central, and AWS New Carlisle projects, and the Indiana Dunes National Park.
How the Wanderluxe short-term rental program works for owners: 25% management fee and what it covers, dynamic pricing, minimum-stay policy, tax remittance, furniture packages, cleaning, and the STR-use rules.
Illustrative full-year proforma for a 3-bed / 3-bath Indiana Dunes Club townhome under Wanderluxe management. Peak, shoulder, and non-peak split at $700 / $500 / $350 daily rates — $105,600 total gross rent at 53% blended occupancy.
The 10-home Whisper Dunes enclave immediately adjacent to Indiana Dunes Club — same dune ridge, same lake access, sold out 2017–2021. The primary local comp for pricing, absorption, and buyer profile.
Teska Associates master site plan dated September 25, 2024 — 71 fee-simple homesites around private natural-water Lake Kai, road network, common amenities, wetland preservation, and shoreline setbacks.
Public parcel record for the Indiana Dunes Club / Lake Kai property from the LaPorte County, Indiana assessor. Confirms ownership, acreage, zoning designation, and OZ tract overlay.