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Real Estate Glossary

All the terms you need to know to buy, invest and rent properties with confidence.

A B C D E F G H I L M N O P R S T U V

A

ADR (Average Daily Rate) learn more →

Average daily rate of a vacation rental property. Calculated by dividing total revenue by occupied nights.

Appraisal

Official property valuation carried out by a certified appraiser. Required for mortgage credit and title transfer.

Amenities

Common services and facilities of a development: pool, gym, coworking space, roof garden, security, etc.

B

Breakeven

Break-even point: the time it takes for an investment to pay for itself. Measured in months. Breakeven = Total Investment / Net Monthly Cash Flow.

C

Cap Rate learn more →

Capitalization rate: annual net income / purchase price × 100. Example: $120K net annually / $2M price = 6% cap rate.

Cash on Cash

Return on invested capital (down payment + expenses). Measures how much return you generate on what you actually paid out of pocket.

Bridge Loan learn more →

Temporary financing to acquire a property while another is being sold or a permanent mortgage is being arranged.

D

Development learn more →

New construction real estate project. Can include apartments, houses, commercial spaces or land within the same complex.

DSCR

Debt Service Coverage Ratio: NOI / Annual debt payment. If >1, the property generates more income than the debt costs.

E

Down payment learn more →

Initial payment to reserve and secure the purchase of a property. Typically 10-30% of the total value.

Title deed learn more →

Legal process of property transfer before a notary public. Includes income tax, appraisal, notary fees and registration.

Immediate Delivery

Property ready to move in or rent. No need to wait for construction.

F

Bank Trust learn more →

Bank legal instrument that allows foreigners to acquire properties in restricted areas of Mexico (50 km from the coast). Valid for 50 years, renewable.

G

Gross Yield

Gross yield: annual gross rent / purchase price × 100. Does not deduct operating expenses.

I

IRR (IRR)

Internal Rate of Return: annualized yield considering the time value of money. Includes cash flows and resale value.

L

Lock-off

Unit design that allows splitting an apartment into two independent spaces rentable separately. Maximizes rental income.

M

Master Plan

Comprehensive urban design of a development or area. Defines land use, green areas, roads, amenities and construction phases.

N

NOI

Net Operating Income: net operating income. Gross rent - operating expenses (maintenance, management, insurance, taxes). Does not include debt.

Net Yield

Net yield: annual NOI / purchase price × 100. Deducts operating expenses from gross yield.

O

Occupancy learn more →

Percentage of occupied nights in a period. 70% occupancy = 255 rented nights out of 365.

P

Appreciation learn more →

Increase in property value over time. The Riviera Maya averages 8-12% annual appreciation.

Pre-sale

Initial marketing stage before construction begins. Lower prices and greater appreciation potential.

Price-to-Rent Ratio

Purchase price / (monthly rent × 12). Lower ratio = better investment. Below 15 is considered attractive.

R

RevPAR learn more →

Revenue Per Available Room/Night: income per available night. ADR × Occupancy. Combines rate and demand in one indicator.

ROI learn more →

Return On Investment: total gain (rent + appreciation) / total investment × 100. General return measure.

S

SOFOM learn more →

Multiple Purpose Financial Company: non-bank financial institution that offers loans with more flexible requirements than a bank.

STR

Short-Term Rental: short-stay rental (days/weeks) typically via Airbnb, Booking or VRBO.

T

Unit Type

Unit configuration: number of bedrooms, bathrooms, layout. Example: 2 bd + 2 ba with lock-off.

U

Unidad learn more →

Individual property within a development. Can be an apartment, penthouse, house, land or commercial space.

V

Vacation Rental

Short-stay rental model for tourists. Higher yield than residential but requires active management or a property manager.