Xacan

A Unique Investment Opportunity in Tulum's Resilient Luxury Sector with Future Appreciation Potential

The investment in Xacan represents a strategic land banking opportunity. This thesis is predicated on acquiring an Entry-Level/Investor-Grade land parcel at a cyclical market low, thereby de-risking the investment from the immediate volatility and critical oversupply of the Tulum condominium rental market.

🌟 Market Analysis

As of Q4 2025, the Tulum real estate market is undergoing a significant correction. A post-COVID construction boom has led to a severe oversupply of condominium inventory, causing a 40% drop in market demand and purchase interest. This has crashed the short-term rental market, resulting in high vacancy, plummeting rental yields, and a notable increase in stalled development projects. The secondary market reflects this distress, with resale discounts reaching 35-40% in prime areas like Aldea Zama. This short-term buyer's market, however, is set against a backdrop of significant long-term catalysts. The recent completion of the Tulum International Airport and the operational Tren Maya fundamentally enhance accessibility, while urban mobility improvements from the PACTUM plan have improved the city's core infrastructure. These factors position the market for significant future appreciation once the current inventory is absorbed.

📊 Financial & Product Analysis

The Xacan asset is an Entry-Level/Investor-Grade land parcel, with available inventory consisting of 19 "Land L" lots. This typology directly bypasses the risks associated with the oversupplied condominium sector. Despite the broad market downturn, the project has achieved a sales velocity of 41%, indicating resilient demand for well-positioned land assets. This performance suggests that discerning investors recognize the long-term value proposition of securing land during a market trough, positioning for a future development cycle rather than contending with the current rental market's negative pressures.

🎯 Ideal Investor Profile

This opportunity is suited for an investor with a high-risk tolerance and a long-term investment horizon of 5-10 years, who is not reliant on immediate rental income. The ideal profile is an opportunistic, strategic buyer focused on acquiring a tangible asset at a discounted point in the market cycle. The investment is structured for capital appreciation through land banking, capitalizing on Tulum's enduring brand and future growth driven by foundational infrastructure enhancements.

🛡️ Strategic Risks & Mitigants

• 🔴 Primary Risk: Critical oversupply of condominium inventory has crashed the short-term rental market, leading to high vacancy, plummeting yields, and an increased likelihood of developer defaults on unfinished projects.
• 🟢 Potential Mitigant: The asset is a land parcel, which bypasses the immediate risks associated with the oversupplied condominium and short-term rental market.
  Analyst's Confidence: Strong