Investment
ROI Calculator
Model your return over 5 years with the figures Casa Marlicatta publishes, and compare it with CETES.
Plan price: MX$703,000
Casa Marlicatta — 17 % annual
CETES — 10 % annual
Projected value after 5 years
MX$1,541,291
Total return: MX$838,291
Effective annual return: 17.0 %
CETES comparison
MX$1,132,189
At 10 % annual over 5 years
Difference: MX$409,102
This calculator shows a projection based on the assumptions published by Casa Marlicatta (17 % annual rental return, 20 % projected appreciation, CETES at 10 %). It is not a guarantee of returns. Actual results depend on occupancy, the rental market, operating costs, taxes and the appreciation of the property, and may be lower — including zero. Past or projected performance does not ensure future results.
Methodology
The simple mode reproduces the compound formula used by Casa Marlicatta: an annual return of 17 % applied over 5 years, compared with CETES at 10 %.
The advanced mode models gross rental income by season, applies an occupancy rate, subtracts the monthly operating cost of 4,650 MXN, and adds the projected appreciation of 20 %.
The published range for this asset is 14-20 % per year. Over 3 years the projection is 15-22 % and over 5 years 17-25 %. Liquidity: Low (illiquid).
This is a projection, not a guarantee
The figures shown come from the assumptions Casa Marlicatta publishes and do not constitute a promise or guarantee of returns. Actual results depend on occupancy, the rental market, operating costs, taxes, and the appreciation of the property, and may be lower — including zero. Past or projected performance does not ensure future results. For a personalized assessment, talk with an advisor.