Introducing Casa Oliver

Beautiful Puerto Los Cabos

Lifestyle Asset Group invites you to discover a luxury vacation home in the coveted gated community of Fundadores in Puerto Los Cabos, Mexico.

This is a luxury vacation home partnership where you, along with a small group of like-minded investors, own debt-free this extraordinary $9,800,000 property, with each investor only paying their share of the ownership costs.

Casa Oliver Residence Features

Fundadores, Puerto Los Cabos

More than a family vacation home, Casa Oliver offers a private beach villa escape just a short walk down the beach from the new Ritz Carlton.

A mini resort itself, Casa Oliver warmly welcomes guests with 7 bedrooms with en suite baths, fitness room, private screening room, and on-site massage therapy salon.

Offering generous pool decks, viewing terraces, shaded outdoor lounges, a beach garage, and privacy screens for discerning guests; Casa Oliver is the quintessential entertainer's dream.

Whether hosting a corporate retreat, a family and friends getaway, or offered as a rental villa for exclusive clientele, Casa Oliver is fully equipped to manage all your needs and wants easily under the warmth of the Cabo sun.

  • Built in 2007
  • 7 bedrooms, 8 full baths, 1 half bath
  • Ocean front with direct beach access
  • 11,995 Air Conditioned square feet
  • 15,000 square feet of outdoor and indoor
  • Full-time staff in place
  • 100 foot infinity pool
  • Ocean side fire pit
  • Beach garage with bathroom and storage
  • Oceanfront master bedroom
  • 4 guest suites
  • One bedroom guest Casita
  • Art studio - could be 7th bedroom
  • Fully equipped spa treatment room
  • Fully equipped fitness room
  • 16-seat movie theater
  • Crestron Home Automation system
  • Viking stovetop, ovens and microwave
  • Subzero Refrigerator
  • Miele Dishwasher and Espresso machine
  • Viking Rotisserie Outdoor Grill
  • House has a reverse osmosis filtration system

The investment includes ownership and use of a 7-passenger SUV so you never have to hassle with renting a car.

The Investment

The Quandary

The vast majority of owners pay 100% of the cost and expenses of their second home but only use it 8% of the year.

The quandary is magnified in Mexico due to limited financing options for foreign buyers.

Lifestyle Asset Group provides the industry's only true, sensible solution to these problems.

Affordable. Sensible. Sound.

Since 2013, Lifestyle Asset Group has been the pioneer of a smart and sensible ownership model where a small group of like-minded investors own, debt free, a luxury second home with each investor only paying their share of the purchase and ownership costs.

  • Limited Liability Company is created to buy the property
  • A limited number of investors are admitted into the LLC
  • Each investor’s capital is 100% secured by the property, paid for free and clear
  • Ownership costs and usage are shared
  • Voting and shareholder control
  • Zero-hassle ownership and personal concierge services
  • Option for rental income, which is significant
  • Defined 8-year exit strategy with no resale hassles
  • Owners participate in any upside when the property is sold

Casa Oliver is offering a fixed-week reservation model so you and your family can plan your vacations each year.

  • Every week is assigned a dollar value and a % of equity ownership. If you buy the peak weeks, you will pay more but you will also have more equity in the home.
  • When the home is sold in 8 years, you will first get your original capital contribution returned, plus your share of any appreciation based on your % of the equity in the home.
  • If you rent your week, those rental proceeds are yours and are not pooled
  • Annual fees are allocated by % of equity in the home.

Casa Oliver Equity Options

Month Price/Week % of Equity In
January $310,000 2.47%
February $310,000 2.47%
March $350,000 2.78%
April $310,000 2.47%
May $200,000 1.59%
June $170,000 1.35%
July $100,000 0.80%
August Closed
September Closed
October $130,000 1.03%
November $310,000 2.47%
December $310,000 2.47%
Holiday Price/Week % of Equity
Thanksgiving $465,000 3.70%
Christmas $535,000 4.93%
New Year's $535,000 4.93%
Memorial Day $350,000 2.78%
July 4th $350,000 2.78%
Labor Day $350,000 2.78%
Bisbee's Tournament $500,000 3.98%

Investment Examples

5 weeks per year: Christmas week, 2 weeks in January, 2 weeks in April = $1,775,000 buy-in, 14.81% equity ownership

4 weeks per year: 1 week in March, 2 weeks in May, 1 week in July = $850,000 contribution, 6.76% equity ownership

2 weeks per year: Thanksgiving week, 1 week in March = $815,000 capital contribution, 6.48% equity ownership

Cost per night in this model -- only $914/night (annual fees/nights of use)

Rental Participation Program

Partners have the option to rent any of the weeks they have purchased. The rental revenue earned can be used to offset the annual expenses. Casa Oliver rents, on average, for $7,200/night.

The Exit Strategy

Delivering Peace of Mind

The exit strategy was developed by Lifestyle Asset Group to ensure owners have a genuine investment opportunity.

The term of the LLC is 8 years, a length that mirrors the holding period of vacation homes in general. At the end of the term, the residence is sold by Lifestyle Asset Group on behalf of the LLC at its highest possible value.

Each owner’s capital contribution is first returned in full, and 80% of property appreciation is then shared equally.