Saltvale & Co. · Buyer-Side Tools

Mexico acquisition cost & IVA credit estimator.

Estimate the true cost to close on Mexican hospitality — ISAI transfer tax, notario, fideicomiso, and the 16% IVA you can recover. See why a share (entity) purchase changes the math. Pair it with the underwriting tool.

Deal & structure

Share purchases of the holding company avoid transfer tax and carry the seller’s IVA credit.

Purchase price

Acquisition structure

ISAI / transfer tax PDC & Cancún ~2.2%, Tulum ~4%

Building portion of price land is IVA-exempt; building is not

Transaction costs

Typical ranges for foreign buyers in Quintana Roo.

Notario + legal

Registry, appraisal & misc

Fideicomiso required bank trust for foreign coastal ownership

Fideicomiso setup one-time

Fideicomiso annual recurring, info only

IVA & capex

IVA (16%) on the building portion and renovation is reclaimable against hotel operations.

Renovation / capex budget

Inherited IVA credit transfers in a share deal

Estimate

Total cash to close

—

price + costs + capex + IVA paid

Transaction costs

—

excl. IVA

IVA paid at close

—

16% on building + capex

IVA credit recoverable

—

reclaimable input VAT

Net effective cost

—

after IVA recovery

Cost / key reference

—

transaction cost ÷ price

ISAI / acquisition tax—

Notario + legal—

Registry, appraisal & misc—

Fideicomiso setup—

Transaction costs subtotal—

IVA paid at acquisition—

Less: IVA credit recovered—

For first-pass budgeting only. Estimates from your inputs and simplifying assumptions. ISAI varies by municipality and is assessed on the highest of price, appraisal, or cadastral value; IVA recoverability depends on the asset qualifying for taxable hotel operations and on structure; share purchases may carry anti-avoidance exposure. Not tax or legal advice — verify with a Mexican notario and tax counsel. Saltvale & Co. provides the full structuring and document set under NDA.