SMA · LIFESTYLE EQUITY ADVISORY
We have spent years studying this market at a depth most buyers never reach. Every transaction, every neighbourhood cycle, every legal nuance. This is what serious investment intelligence looks like.
WHY WE EXIST
Every other player in this market earns a commission when you buy. That is not a criticism. It is a structural fact that shapes every piece of advice, every data point shared, and every property shown to you. Invest In San Miguel was built because that structure leaves serious buyers without the one thing they actually need before making a half-million dollar decision in a foreign country: information that has no financial stake in the outcome.
We track every transaction in San Miguel de Allende. Every neighbourhood cycle. Every legal development. Every shift in the short-term rental regulatory environment. We publish that intelligence in plain language, with primary sources cited, and we make it available to anyone who is serious about understanding this market before they enter it. We do not list properties. We do not represent buyers or sellers. We earn nothing when you sign. What we earn is your trust, and we treat that as the only asset worth building.
WHO WE BUILT THIS FOR
Find your buyer profile and the intelligence built specifically for your situation.
EUR 500K to EUR 3M net worth.
Saw what Lisbon looked like in 2012. Recognises a UNESCO-protected colonial city in the early stages of its international recognition arc. Drawn by cultural legitimacy and architectural integrity. Needs peer references and the heritage equity narrative in precise, editorial-quality language.
Rapidly growing segment. Age 32 to 48.
Permanently remote. USD or GBP income. San Francisco rent exceeds an SMA mortgage payment. Three questions stopping them: Is the internet fast enough? Is the visa process manageable? Does the math work? We answer all three.
15 to 20% of premium segment. Closes faster.
CDMX, Monterrey, Guadalajara. The fastest buyer in the market. Knows Mexican real estate law. Refuses to pay gringo prices without data to justify them. Needs Spanish-first content and peso-denominated analysis.
70% of SMA buyers. $400K to $1.5M all cash.
Age 55 to 70. Sitting on home equity from a peak US sale. Has visited SMA once. Emotionally ready, intellectually unconfident. Needs data and legal clarity, not lifestyle photography.
15 to 20% of SMA expats. CAD $1M to $3M net worth.
Sitting on Vancouver or Toronto equity. Comparing SMA to Merida, Portugal, and Costa Rica simultaneously. Eight to fourteen month research cycle. Needs a definitive, data-driven case. Not another article about cobblestones.
"I had been told by three different agents that the fideicomiso was standard everywhere in Mexico. The ISM report was the first time anyone explained, with actual legal citations, that San Miguel is inland and we own outright. That one fact saved us months of anxiety."
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"I had been told by three different agents that the fideicomiso was standard everywhere in Mexico. The ISM report was the first time anyone explained, with actual legal citations, that San Miguel is inland and we own outright. That one fact saved us months of anxiety."
"We had narrowed it down to SMA and Merida. Every comparison article we found was lifestyle content. ISM gave us an actual side-by-side: appreciation rates, safety ratings, STR yields, average price. We made our decision in a week after fourteen months of going in circles."
"I work remotely and was paying $4,200 a month in rent in Denver. The ISM rent-versus-own calculator was the first tool that showed me, in real numbers, that buying in San Miguel was not just lifestyle aspiration. It was the mathematically correct decision."
Managing Director
Diego Lujan
Client Relations & Partnerships
Yenisei Wayne
Market Data Analyst
Noah West
Broker Relations Manager
Ethan Rhodes
SAN MIGUEL DE ALLENDE · HERITAGE EQUITY
