Mexico Real Estate Buyer Assistance

1. Full name

2. Email address

3. Current city, state/province, and country

4. Best phone number for the included consultation

5. Who would be involved in the purchase decision?
Just meSpouse or partnerFamily memberBusiness partnerInvestment partnerOther

6. Where are you in the buying process?
Only exploring the ideaResearching markets and neighborhoodsActively viewing propertiesI have identified one or more propertiesI have made an offerI am already under contractI already own property in Mexico

7. What is the primary purpose of this purchase?
Primary residencePart-time or seasonal homeRetirement homeVacation rental investmentLong-term rental investmentPersonal use now, possible rental laterLand or development opportunityUndecided

8. When would you ideally purchase?
Within 3 months3–6 months6–12 months1–2 yearsMore than 2 yearsOnly if the right property appearsI am undecided

9. When would you expect to occupy or begin renting the property?
Immediately after closingWithin 3 monthsWithin 6–12 monthsSeasonallyI would rent it immediatelyI do not know yet

10. What are the three most important reasons you are considering this purchase?

11. What would make you decide not to buy?

12. What is your total purchase budget, excluding closing costs and furnishings?
Under $200,000 USD$200,000–$300,000 USD$300,000–$500,000 USD$500,000–$750,000 USD$750,000–$1,000,000 USDMore than $1,000,000 USDI am not sure

13. How would you fund the purchase?
Cash already availableSale of another propertyRetirement or investment fundsMortgage or bank financingDeveloper financingFamily or partner contributionI am still determining this

14. Approximately what percentage of the purchase price would be available as cash or down payment?
Less than 10%10–24%25–49%50–74%75% or moreI expect to pay cashI am not sure

15. What monthly ownership cost would feel comfortable?
Under $500 USD$500–$1,000 USD$1,000–$1,500 USD$1,500–$2,500 USDMore than $2,500 USDI am not sure

16. How much cash would you keep available after closing for repairs, furnishing, vacancy, emergencies, and other unexpected costs?
Less than three months of ownership costsThree to six monthsSix to twelve monthsMore than twelve monthsI have not calculated this

17. How sensitive would this purchase be to currency changes, interest rates, or unexpected expenses?
1 - Not very sensitive2345 - Very sensitive

18. What financial questions should the report address?

19. Which city or region are you considering?
Puerto VallartaRiviera NayaritLake Chapala / AjijicSan Miguel de AllendeMéridaMexico CityOaxacaLos CabosLa PazPlaya del CarmenTulumOther

20. Which specific neighborhoods or communities are you considering?

21. What setting best fits your intended lifestyle?
Walkable urban neighborhoodBeachfront or near the beachQuiet residential neighborhoodResort or master-planned communityMountain or hillside settingGolf communityLocal Mexican neighborhoodGated communityRural or semi-rural settingI am not sure

22. Rate the importance of each of the following in your location decision.

Use the fields below to indicate importance from 1 (not important) to 5 (very important).

Walkability
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Beach or ocean access
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Restaurants, shops, and daily services
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Healthcare access
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Airport access
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Rental demand
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23. What neighborhood or location concerns should we investigate?
Traffic or accessNoiseConstructionFlooding or drainageHills, stairs, or mobilityWater or utility reliabilityDistance from healthcareRental restrictionsTourism seasonalitySecurityOtherNone that I know of

24. What type of property are you considering?
CondominiumHouseVillaTownhomeLandCommercial propertyPre-construction developmentResale propertyI am open to several types

25. What size and bedroom configuration are you seeking?
StudioOne bedroomTwo bedroomsThree bedroomsFour or more bedroomsFlexible floor planOutdoor space is more important than interior sizeI am not sure

26. What features are essential?
Ocean viewBeach accessPoolElevatorParkingAir conditioningStrong internetOutdoor spacePet-friendlyFurnishedWasher and dryerSecurityQuiet settingWalkabilityAccessible designOther

27. What features would make you reject a property?
High HOA feesNo parkingNo elevatorStairs or steep accessConstruction nearbyStreet noisePoor internetHumidity or mold concernsRental restrictionsToo far from servicesToo touristyToo isolatedOther

28. How important is resale flexibility to you?
1 - Not important2345 - Very important

29. Property 1: listing or website link

30. Property 1: asking price, address, development name, or other details

31. Property 2: listing or website link

32. Property 2: asking price, address, development name, or other details

33. Property 3: listing or website link

34. Property 3: asking price, address, development name, or other details

35. What attracted you to these properties?

36. What do you already suspect may be a problem?

37. If you plan to rent the property, what type of rental do you expect?
No rental useShort-term vacation rentalMid-term furnished rentalLong-term rentalA combination of personal use and rentalUndecided

38. How important is rental income to your purchase decision?
Not importantHelpful but not essentialImportant to making the purchase workThe primary reason I am buyingI am not sure

39. Who would manage the property?
I would manage it myselfA local property managerA rental operator or hotel programA family member or friendI have not decided

40. How long do you expect to own the property?
Less than 3 years3–5 years5–10 yearsMore than 10 yearsIndefinitelyI am not sure

41. What would make the property difficult to rent or resell?

42. Have you purchased property outside your home country before?
Yes, several timesYes, onceNoI have purchased in Mexico beforeNot sure how to answer

43. How comfortable are you with the following aspects of buying in Mexico?

Use 1 (not comfortable) to 5 (very comfortable).

Buying in a foreign legal and financial system
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Using a fideicomiso or other ownership structure when applicable
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Evaluating a property without living in the area first
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Waiting for a slower transaction or resale
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44. What would you most like this report to help you decide?
Whether the asking price is reasonableWhat offer range may be defensibleWhether this neighborhood fits my plansWhether the property is likely to rent wellWhether resale may be difficultWhether pre-construction risk is acceptableWhat questions to ask an agent or developerWhether I should waitWhether I should walk awayWhat professional reviews I need nextOther

45. What are your top three questions for the report?

46. Is there anything else about your circumstances, goals, or concerns that should be considered?

47. Independent-service acknowledgment
I understand that this is a paid, independent educational and planning service. It does not represent me in a real-estate transaction, receive commissions, recommend that I purchase a specific property, or replace licensed legal, tax, financial, inspection, appraisal, title, or real-estate professionals.

48. Privacy acknowledgment
I understand that the information I provide will be used to prepare my report and communicate with me about this service, subject to the website privacy policy.