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€650K → €850K: How we managed the investment through to final success (3/3)

After 3 weeks revealing the identification, analysis, and structure…

Today, we unveil how post-purchase management turned a good investment into an extraordinary one.


SUCCESS TIMELINE: 24 MONTHS IN NUMBERS

MONTHS 1–6: CONSTRUCTION PHASE

  • Monthly site supervision

  • Quarterly client reporting

  • Occupancy license management

  • Marketing prep for leasing


MONTHS 7–9: PRE-DELIVERY PHASE

  • 360° digital marketing for rentals

  • Professional photography + virtual tour

  • Tenant screening (8 candidates)

  • Lease signed at €3,200/month


MONTHS 10–18: OPERATION PHASE

  • Full tenant management

  • Preventive maintenance

  • Tax deduction optimization

  • Quarterly asset valuation


MONTHS 19–24: REVALUATION PHASE

  • Sale opportunity analysis

  • Professional appraisal: €850K

  • Client decision: hold

  • Accumulated ROI: 13.2% annually


FULL FINANCIAL BREAKDOWN

INITIAL INVESTMENT:

  • Property price: €650K

  • Deed/registry costs: €19.5K

  • Furnishing/fit-out: €25K

  • Due diligence + management: €12.5K. Total invested: €707K


INCOME GENERATED:

  • Rental income collected: €48K (15 months)

  • VAT refund recovered: €136.5K

  • Annual tax savings: €15K x 2 = €30K. Total income: €214.5K


REVALUATION:

  • Initial value: €650K

  • Current value: €850K

  • Capital gain: €200K


TOTAL RETURN:

  • Gross ROI: (€214.5K + €200K) / €707K = 58.6%

  • Annualized ROI: 24.8%

  • Net return (after taxes): 19.2%


KEY POST-PURCHASE SUCCESS FACTORS

1. PROACTIVE RENTAL MANAGEMENTChallenge: Achieve €3,200/month in a new development areaStrategy: Digital marketing + premium pricingExecution:

  • Targeted Google Ads campaign

  • Premium listings on Idealista & Fotocasa

  • 360° professional virtual tour

  • Targeted corporate tenantsResult: 8 candidates in 2 weeks; lease signed at €3,200/month


2. ONGOING TAX OPTIMIZATIONApplied deductions:

  • Mortgage financial costs: €8.2K/year

  • Property depreciation: €13K/year

  • Maintenance: €3.5K/year

  • Insurance and fees: €2.1K/year

  • Legal/accounting: €1.8K/year

  • Total deductions: €28.6K/yearReal tax savings: €7.1K/year


3. PREVENTIVE MAINTENANCEPhilosophy: Prevent to preserve valueActions executed:

  • Annual systems inspection

  • Proactive community maintenance

  • Premium all-risk insurance

  • Reserve fund for repairs

  • Maintenance investment: €4.2KProblems avoided (estimated): €15K+


4. CONTINUOUS MARKET MONITORINGQuarterly tracking showed:

  • Area sales prices: +12% in 24 months

  • Rental prices: +8% in 24 months

  • New development supply: –15%

  • Demand: +23% YoY

  • Strategic decision: Hold for additional upside


COMPARISON WITH OTHER INVESTMENTS (24 MONTHS)

  • Biznexus (Madrid): +58.6% total ROI

  • IBEX 35: +14.2%

  • Bank deposit (2.5%): +5.1%

  • S&P 500: +18.7%

  • Madrid average: +12.3%

  • Gold: +8.9%

Conclusion: Our results outperformed any available alternative.


INTANGIBLE BENEFITS FOR THE MEXICAN CLIENT

Golden Visa obtained:

  • EU residency for the entire family

  • Access to Spain’s healthcare and education system

  • Freedom of movement within the EU

  • Path to citizenship in 10 years


Geographic diversification:

  • Protection against peso devaluation

  • Exposure to a strong currency (Euro)

  • European political/legal stability

  • International real estate portfolio


Professional network:

  • Spanish real estate industry contacts

  • International tax advisors

  • LATAM investors in Spain

  • Future collaboration opportunities



LESSONS LEARNED: WHAT MADE THE DIFFERENCE?

1. Market timing (25% of success)

  • Entry post-COVID at the right moment

  • Bought during pre-sales before price hikes

  • Rented before new regulations


2. Rigorous selection (30%)

  • Exhaustive due diligence

  • Strategic location

  • Verified, solvent developer


3. Tax structure (20%)

  • Optimization from day one

  • Use of all deductions

  • Bilateral tax treaty leveraged


4. Post-purchase management (25%)

  • Professional rental marketing

  • Preventive maintenance

  • Ongoing market tracking


CAN THIS SUCCESS BE REPLICATED?

Replicable factors:

  • Opportunity identification methodology

  • Structured due diligence process

  • International tax optimization

  • Comprehensive post-investment management


Unique factors:

  • Specific market timing

  • One-off opportunity

  • Ideal client profile for this asset


Conclusion: The methodology is replicable — the opportunities are unique.Your opportunity is waiting.


WE’VE ALREADY REPLICATED THIS APPROACH WITH:

  • Colombian investor: €800K → €980K (18 months)

  • U.S. investor: $1.2M → $1.45M (20 months)

  • Argentine family: €1.1M → €1.35M (22 months)


The difference isn’t luck. It’s methodology, expertise, and professional execution.

Ready to write your own success story?


Request your free wealth analysis and discover how to replicate these results with your own capital.



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