How It Works — The Solera Process

Week 1–2

Discovery

We start by understanding your goals, not your budget.

→ 60-minute strategy call to understand your investment thesis
→ Define the primary use case: rental income, lifestyle, appreciation, diversification
→ Narrow the zone based on your profile, not just price
→ Set realistic expectations on timeline, legal structure, and total cost

Outcome

You leave knowing exactly which zones to focus on and why — before looking at a single property.

Week 2–4

We identify properties worth your attention — from verified sources.

→ We source properties from developers we've vetted directly
→ No generic listing portals — every option is pre-filtered against your criteria
→ We present 3–5 options with full context: developer track record, unit mix, HOA structure, projected yields
→ We accompany you on site visits — virtually or in person

Outcome

A shortlist of 2–3 properties that genuinely fit your thesis, with our honest read on each.

Week 3–5

We go deep before you go further.

→ Title search and lien verification through a certified Mexican attorney
→ Permit and construction license review
→ HOA financial health check and fee history
→ Ejido adjacency verification (critical in coastal zones like Sayulita)
→ Seller/developer track record validation — delivered units, complaints, reputation

Outcome

A clear go/no-go recommendation backed by documented findings. We'll tell you to walk away if the numbers or legal situation don't add up.

Week 4–8

Every document explained before you sign anything.

→ Coordinate with a trusted Mexican notario (different role from a US/CA notary — they're the legal authority in the transaction)
→ Structure the fideicomiso (30-year renewable bank trust that grants foreigners full property rights in restricted zones)
→ Alternatively: SAS/S.A. de C.V. structure for investors with multiple units
→ Walk through every page of the purchase agreement — no glossing over clauses
→ Coordinate wire transfer in compliance with Mexican anti-money laundering requirements

Outcome

Clean title in your name (or trust). Full legal clarity before a single peso moves.

Ongoing

We don't disappear after closing day.

Outcome

A property that works for you — not a source of ongoing headaches 2,000 miles away.