PROOF OF METHOD.
NOT CLAIMS.

Capital seed opportunity in Tulum, priced 40% below market. The partnership structure gave the constructor more upside than the investor.

We modeled the deal structure and walked the client through where the numbers stopped protecting them.

Zero sales as of 2026. Still in presale, two years on.

Boutique project, slow construction pace, opacity on project funding. We pressed for financial transparency during due diligence; they couldn't deliver clear answers.

We could not verify how the project was funded, so we recommended waiting rather than committing.

Project never broke ground. Empty lot as of mid-2025.

Ground floor unit, 90m²+, cash buyer. Non-negotiable: no blind presales. Nothing in the market fit until we found one developer with a verifiable construction track record.

We took it to negotiation. When the developer refused a reasonable offer from a committed cash buyer, we didn't push her to accept.

No deal. Client exits informed, with her criteria fully validated.

Regional investor from Monterrey, building a portfolio on mortgage credit, new to short-term rentals. He wanted to park capital upfront in a presale, deleverage, then redeploy his credit a year later. Non-negotiable: zero disbursement until delivery, and projected rent covering at least half of a future mortgage payment.

His first 'stable condo-hotel' candidate had the build and the finishes, but on financial diligence the rental operator was a pilot with no record to back the return. We flagged the trade-off and moved him to a presale with an operator that did have a track record and matched his timing.

He closed. The developer then stalled on low sales velocity and went quiet as Tulum occupancy softened. We reopened the conversation at one month of delay, mapped his exits, and negotiated. When the developer secured financing and restarted, Iván recovered his full capital plus compensation for the delay.

She wanted a Tulum apartment as part business, part pleasure, financed with her mortgage and hoping it would pay for itself. She fell for a specific project, but the model did not really work as a rental. It was a bet.

We set the expectation straight: a presale is a bet, and you cannot win at everything. We let the rental-business case go. Because her cash flow could not carry a large down payment, we structured an atypical low-risk entry, a USD 5K reservation with her credit application tied to 60 days after the work-completion letter. She already held a pre-approval.

Construction ran about four months late on legal and condominium-regime paperwork, but the reduced risk and constant communication kept her unaffected. She drew her credit and took delivery roughly a year later. Not the business she first imagined, but her first property bought with her own work, one she loves, now a hospitality base for her select clients.

An entrepreneur and frequent diver who buys for value over time, not quick profit. He loved a project for its architecture. Legals were clean, but the first phase already showed delays. He chose to bet knowing the risk, tracking construction progress throughout.

He was a few points short of the minimum down payment. We negotiated to pay it in installments and to place him in a later phase, with the balance deferred to delivery, so he could keep investing without decapitalizing.

By 2026 the developer had been stalled over a year as Tulum demand fell. Ahead of his 2027 delivery, we negotiated him from the last tower into the third, same unit type, on a realistic timeline, keeping his post-delivery payments and adding backstop clauses and exit alternatives if work stalled again.

A business owner who needed a deductible asset to invoice before her annual tax cutoff. More than return, she wanted something that would hold its value and make sense: budget respected, the right size and quality, and a fast, immediate entry she could invoice.

In a 2023 market full of boom-inflated prices, we found a unit that preserved value against real comparables and negotiated presale pricing directly with the builder on a nearly finished unit. We closed in the first month, delivered by the fourth, and she signed and invoiced just before her fiscal cutoff.

She treated it purely as protecting capital. She bought at about MXN 2M; in 2026 its market value sits near MXN 3.8M, with a realistic sale price around MXN 2.9M. She has no interest in selling. It was never the goal. The asset held its value and grew.