Análisis de Mercado y Valuación

REAL ESTATE VALUATION REPORT: PROJECT NAJAY

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1. EXECUTIVE SUMMARY AND VALUATION OVERVIEW

This report provides a comprehensive real estate valuation and market analysis for Project Najay, a proposed mixed-use development spanning 4.5 hectares (45,000 m²) in Laguna Milagros, Huay Pix, Othón P. Blanco, Quintana Roo, strategically located near the burgeoning tourism hubs of Bacalar and Chetumal. The project is conceptualized as a blend of tourism and culture, integrating local Mayan elements through art, regional gastronomy, and traditional Mayan medicine, combining accommodation, wellness, and cultural experiences to create a synergistic offering.

The real estate market in Southern Quintana Roo demonstrates robust growth and significant potential, driven by an increasing demand for luxury, ecotourism, cultural, and wellness travel. Laguna Milagros, while currently a tranquil "secret hideaway," is poised for development, benefiting from its proximity to Chetumal's recent designation as a Free Zone and Bacalar's established status as a Pueblo Mágico with substantial planned luxury hotel investments.

Key Valuation Metrics:

The preliminary valuation, based on comparable market data for land and development potential in the region, indicates significant asset value and future revenue generation capabilities.

Category Metric Detail Value (MXN) Value (USD)
Property OverviewProject NameNajay
Property OverviewDevelopment ConceptTourism and culture, integrating local Mayan elements (art, regional gastronomy, traditional Mayan medicine), combining accommodation, wellness, and culture for a synergistic experience.
Property OverviewLocationLaguna Milagros, Huay Pix, Othón P. Blanco, Quintana Roo (near Bacalar and Chetumal)
Property OverviewLand Size4.5 hectares45,000 m²
Property OverviewDevelopment TypeMixed-use (hotel, residences, commercial, wellness)
--- Land Valuation (Comparable Sales Method) ---Estimated Price per m²Based on Laguna Milagros tourism land comps (~200 - 819 MXN/m²)550 MXN/m²32.35 USD/m²
--- Land Valuation (Comparable Sales Method) ---Total Land Value Estimate24,750,000 MXN1,455,882 USD
--- Development Potential (Gross Sales Value Indicative) ---Hotel Component (Est. Rooms)(2.5 ha @ 40 rooms/ha)100 rooms
--- Development Potential (Gross Sales Value Indicative) ---Estimated Price per Hotel RoomBased on Bacalar luxury hotel sales comps (~1.5M - 2.4M MXN/room)2,000,000 MXN/room117,647 USD/room
--- Development Potential (Gross Sales Value Indicative) ---Gross Hotel Sales Value200,000,000 MXN11,764,706 USD
--- Development Potential (Gross Sales Value Indicative) ---Residential Component (Est. Villas)(2.0 ha @ 10 villas/ha)20 villas
--- Development Potential (Gross Sales Value Indicative) ---Estimated Price per Luxury VillaBased on Bacalar luxury residential sales comps (~42k MXN/m² for 150m² villa)6,300,000 MXN/villa370,588 USD/villa
--- Development Potential (Gross Sales Value Indicative) ---Gross Residential Sales Value126,000,000 MXN7,411,765 USD
--- Summary of Potential Gross Development Value (GDV) ---Total Potential Gross Development Value (GDV)(Sum of Hotel + Residential components, pre-cost deduction)326,000,000 MXN19,176,471 USD
--- Important Note ---Disclaimer on GDVThis GDV is a gross sales estimate. A comprehensive project valuation requires deducting significant development costs (construction, permits, fees, marketing, finance, professional fees) to arrive at a net present value or residual land value.

2. MARKET OVERVIEW AND TOURISM DEMAND

Southern Quintana Roo, encompassing Laguna Milagros, Bacalar, and Chetumal, is experiencing a period of significant tourism expansion and strategic investment. The region benefits from both national and international visitor interest, supported by improved infrastructure and targeted promotional efforts.

2.1. Quintana Roo Tourism Growth (General)

Quintana Roo maintained its status as a leading tourist destination, attracting 21 million tourists in 2023 and projecting over 20 million for 2024. The first quarter of 2024 saw a 3.5% increase in tourist arrivals to the Mexican Caribbean, totaling 5,424,688 visitors. International tourists comprised 71.4% of arrivals, with the USA (39.3%), Canada (14.8%), and European markets being the primary sources. For 2025, a successful summer vacation season is anticipated, with over 2.2 million tourists and an economic impact nearing $2 billion USD. The state is aiming to climb from its 6th position in global tourism rankings in 2025 by diversifying its offerings and enhancing connectivity, notably through the new Tulum International Airport and the Maya Train.

2.2. Bacalar Tourism Dynamics

Bacalar, the "Pueblo Mágico" renowned for its Laguna de los Siete Colores, has demonstrated a strong tourism recovery, with hotel occupancy reaching a 60% increase by late 2024 and projections near 85% for the December season. The average hotel occupancy hovers around 70%. This surge directly impacts the local real estate market, driving demand for properties, especially for vacation rentals. Major international hotel brands like Marriott, Banyan Tree Veya, and Barceló Hotel Group have confirmed new luxury hotel projects in Bacalar, signaling strong investor confidence and a shift towards higher-end offerings.

2.3. Laguna Milagros: An Emerging Gem

Laguna Milagros, located just 15 minutes from Chetumal and 20 minutes from Bacalar, has seen its visitor numbers surpass pre-pandemic levels, largely due to successful promotional campaigns by state authorities. This tranquil natural attraction offers crystal-clear waters ideal for paddleboarding, kayaking, and boat tours, alongside local gastronomy and rustic accommodation options like cabins and camping. Its serene, less-developed character positions it as an attractive destination for nature lovers and those seeking relaxation.

2.4. Chetumal's Strategic Development

Chetumal, the capital of Quintana Roo and part of the Grand Costa Maya tourism brand, recorded its best tourist influx in three years in 2024, hosting over 632,000 tourists and generating more than $134.2 million USD in economic impact. The city is actively pursuing a strategy to become an "overnight stay" destination, leveraging its cultural attractions, proximity to Mayan archaeological sites (Chacchoben, Kohunlich), and its role as a gateway for visitors from Belize, who contribute an estimated $50-$75 million MXN monthly to the local economy. The government's focus on diversifying Chetumal's economy and advancing the Chetumal Economic Development Pole (Polo de Desarrollo Económico de Chetumal) further underscores its growing importance in the regional tourism landscape.

3. TOURISM TRENDS RELEVANT TO PROJECT NAJAY

Project Najay's concept aligns directly with several dominant and rapidly growing tourism trends, particularly within the luxury, ecotourism, cultural, and wellness segments.

3.1. Luxury Tourism

The Mexican luxury travel market is projected for substantial growth, from $22,461.9 million USD in 2024 to $42,007.3 million USD by 2030 (11% CAGR). This segment is characterized by travelers seeking authentic, personalized, and exclusive experiences, with sustainability and cultural connection being crucial factors. Trends like "set-jetting" (travel inspired by media), "delicious destinations" (culinary-focused trips), and "cool-cations" (avoiding crowds) all resonate with a project offering unique Mayan-infused experiences in a serene lagoon setting. Investment in Mexico's luxury hotel sector grew by 50% in 2024, demonstrating strong market confidence.

3.2. Ecotourism

Ecotourism in Mexico is a booming market, with projected revenue reaching $10,629.2 million USD by 2030 (15.8% CAGR). A significant 87% of global travelers and 72% of Latin American tourists prioritize sustainable options. Project Najay's location in Laguna Milagros, emphasizing nature preservation and low-impact activities, directly appeals to this segment. Trends like glamping, community-based tourism, and the focus on environmental conservation and eco-infrastructure are highly relevant.

3.3. Cultural Tourism

Mexico's cultural tourism has surpassed pre-pandemic levels, driven by a desire for authenticity, nature connection, and immersive experiences that involve conscious consumption. The integration of Mayan elements into Project Najay's concept positions it perfectly to capitalize on this demand, offering genuine cultural immersion beyond traditional attractions like archaeological sites and museums. The "Pueblos Mágicos" program and international promotion efforts further bolster this segment.

3.4. Wellness Tourism

Mexico is a leading destination for wellness tourism in Latin America, ranking 10th globally. The market is expected to grow from $12.1 billion USD in 2024 to $20.0 billion USD by 2033. Wellness tourists spend significantly more than conventional tourists, seeking holistic experiences, integration of indigenous healing practices (like temazcal and Mayan rituals), regenerative retreats, and a strong connection with nature. Project Najay’s concept of blending Mayan medicine and wellness with accommodation is directly aligned with these high-value preferences, catering to a demographic prioritizing mental and physical well-being.

4. TARGET MARKET SEGMENTS FOR PROJECT NAJAY

Given the project's concept and location, Najay is ideally positioned to attract multiple high-value target market segments:

  • Nature Lovers & Ecotourists: Individuals and couples seeking tranquil, immersive experiences in pristine natural settings, valuing preservation and ecological practices. Activities like kayaking, paddleboarding, and wildlife observation in Laguna Milagros will be key attractions.
  • Travelers Seeking Tranquility & Relaxation: Those looking to escape urban crowds for a peaceful retreat, prioritizing rest, rejuvenation, and serene natural surroundings.
  • Families & Friends Seeking Outdoor & Aquatic Activities: Groups interested in safe, active recreation such as swimming, kayaking, and mountain biking in a family-friendly, serene environment.
  • Cultural Immersion & Holistic Healing Enthusiasts: Travelers specifically interested in authentic cultural experiences combined with traditional healing practices, such as Mayan rituals, herbal medicine workshops, and meditative practices linked to nearby archaeological sites.
  • Digital Nomads & Remote Workers Seeking Rejuvenation: Professionals seeking a peaceful and inspiring environment that combines focused work opportunities with relaxation, personal growth, and wellness programs.
  • Investors in the Vacation Rental Market: Individuals or entities looking to capitalize on Bacalar and Laguna Milagros's high demand for short-term rentals and strong property appreciation potential.
  • Retired Expats Seeking a Relaxed Lifestyle: Those desiring a tranquil long-term or seasonal residency in a natural and culturally rich environment, drawn by the quality of life and sense of community in Bacalar and surrounding areas.

5. SITE ANALYSIS: LOCATION, LAND USE, AND REGULATIONS

Project Najay’s 4.5-hectare site in Laguna Milagros benefits from a strategic location within the municipality of Othón P. Blanco, Quintana Roo, offering both natural beauty and proximity to growing urban and tourist centers. However, development is subject to a robust regulatory framework emphasizing environmental protection.

5.1. Location and Natural Attributes

Laguna Milagros is a distinctive natural attraction known for its vibrant turquoise waters, ideal for aquatic activities and nature observation. It is situated approximately 15 minutes from Chetumal and 20 minutes from Bacalar, providing a balance of secluded natural beauty and accessibility to urban services and established tourist destinations. The lagoon is part of a larger hydrological system, including the Estero de Chac and Río Hondo, with surrounding untouched jungle areas supporting diverse wildlife, including manatees.

5.2. Land Use and Zoning

The land use and zoning for Laguna Milagros fall under the "Programa de Desarrollo Urbano (PDU) for Chetumal, Calderitas, Subteniente López, Huay-Pix, and Xul-Há," published on November 25, 2021. This PDU identifies Laguna Milagros as having "high urban and tourism potential," while also designating it as a "Zona de Salvaguarda" (Safeguard Zone) which restricts over 300 activities, including many tourism-related ones, to ensure environmental preservation. This implies that while tourism development is encouraged, it must strictly adhere to low-impact, sustainable practices. The "Reglamento de Desarrollo Urbano y Construcción del Municipio de Othón P. Blanco" also provides classifications for "Usos mixtos" and "Zona turística," which could apply to Project Najay given its integrated concept.

5.3. Construction Permits and Environmental Licenses

All construction projects in Quintana Roo, especially tourism developments near water bodies, are subject to stringent permitting processes at municipal, state, and federal levels.

  • Municipal Permits: The local Dirección de Desarrollo Urbano (Urban Development Directorate) is responsible for issuing construction licenses. Requirements include architectural and structural plans, a valid land use certificate, and potentially neighbor consent. Medium to high-impact projects can take up to three months for resolution.
  • Environmental Impact Assessment (MIA): A Manifestación de Impacto Ambiental (MIA) is fundamental for Project Najay. This technical-scientific study, evaluated by either the state's Secretaría de Ecología y Medio Ambiente (SEMA) or the federal Secretaría de Medio Ambiente y Recursos Naturales (SEMARNAT) depending on the project's scale and federal jurisdiction, must predict environmental impacts and propose mitigation measures. The process is known for being complex and time-consuming, potentially causing significant project delays.
  • Environmental Operating License (LFA/PAO): An environmental operating license is required to ensure compliance with Mexican Official Standards (NOMs) regarding pollutant control in water and soil before commencing operations.
  • Prohibitions and Restrictions for Water Bodies: Strict prohibitions apply to developments near water bodies. These include, but are not limited to:
    • No discharge of wastewater into water bodies, flood-prone areas, or the sea.
    • No construction or modification in cenotes, caverns, or dolinas.
    • No housing or related infrastructure within 200 meters of the coastline (though Laguna Milagros is an inland lagoon, similar buffer principles apply to sensitive ecosystems).
    • Limited to rustic wooden piers for small vessels only.
    • Mandatory mangrove protection and commitments for water quality monitoring and waste management.

5.4. Relevant Environmental Legislation

The "Ley del Equilibrio Ecológico y la Protección al Ambiente del Estado de Quintana Roo" (LEEPA Quintana Roo), last reformed in October 2024 and August 2025, is the primary state law. It is complemented by the federal "Ley General del Equilibrio Ecológico y la Protección al Ambiente" (LGEEPA) and its regulations, particularly those concerning Environmental Impact Assessment. The "Norma Oficial Mexicana NOM-001-SEMARNAT-2021," effective April 3, 2023 (replacing NOM-001-SEMARNAT-1996), imposes stricter limits and new parameters for wastewater discharges into national waters, directly impacting any development with water treatment requirements. True color and acute toxicity parameters will become effective on March 11, 2026.

6. VALUATION METHODOLOGY AND RESULTS

The valuation for Project Najay utilizes a combination of the Comparable Sales Method for Land Valuation and an Indicative Gross Development Value (GDV) approach for the proposed mixed-use development components. Due to the nascent stage of Project Najay and the specificity of Laguna Milagros's market, these methods provide a robust preliminary assessment based on available regional data.

6.1. Land Valuation (Comparable Sales Method)

The land for Project Najay, encompassing 4.5 hectares (45,000 m²) in Laguna Milagros, is assessed based on recent land sales in Laguna Milagros and nearby Bacalar that are zoned or suited for tourism development. Laguna Milagros land prices range from approximately 200 MXN/m² for larger parcels to 819 MXN/m² for smaller, prime lagoon-front lots with existing infrastructure.

Considering Najay’s size (4.5 ha) and its intended high-end mixed-use tourism concept, an estimated average land price of 550 MXN per square meter (approximately 32.35 USD/m²) is applied. This reflects its advantageous lagoon-front location and development potential while accounting for its scale compared to smaller, highly-priced individual lots.

Total Estimated Land Value:

  • MXN 24,750,000
  • USD 1,455,882

6.2. Development Potential (Indicative Gross Development Value - GDV)

The project concept includes a mixed-use development featuring both a luxury hotel and residential villas. To estimate the indicative GDV, the 4.5 hectares are notionally allocated: 2.5 hectares for the hotel component and 2.0 hectares for the residential villa component.

6.2.1. Hotel Component Valuation

Based on the potential density of 40 hotel rooms per hectare, the 2.5-hectare allocation for the hotel component could yield 100 luxury hotel rooms. Comparable luxury hotel sales in Bacalar indicate prices ranging from approximately 1.5 million MXN to 2.4 million MXN per room. Given Project Najay's luxury concept and unique cultural integration, an estimated average sales price of 2,000,000 MXN per room (approximately 117,647 USD/room) is applied.

Gross Hotel Sales Value:

  • MXN 200,000,000
  • USD 11,764,706
6.2.2. Residential Component Valuation

Utilizing a density of 10 luxury villas per hectare, the 2.0-hectare allocation for the residential component could yield 20 luxury villas. Luxury residential sales in Bacalar show an average price per square meter of approximately 42,000 MXN for houses. Assuming an average luxury villa size of 150 m², each villa would be valued at approximately 6,300,000 MXN (370,588 USD).

Gross Residential Sales Value:

  • MXN 126,000,000
  • USD 7,411,765

6.3. Total Potential Gross Development Value (GDV)

The indicative Gross Development Value for Project Najay, representing the combined potential sales revenue from the luxury hotel and residential components, is estimated as follows:

Total Potential GDV:

  • MXN 326,000,000
  • USD 19,176,471

Important Note on GDV:

It is crucial to understand that the Gross Development Value (GDV) is a gross sales estimate. A comprehensive and precise project valuation would necessitate the deduction of all significant development costs, including construction expenses, regulatory permits and fees, marketing and sales costs, financing charges, professional fees (architectural, engineering, legal), and contingencies. This residual land valuation approach would provide a net present value or a more accurate determination of the land's residual value based on the projected profitability of the development.

7. EXISTING AND PROJECTED LUXURY TOURISM DEVELOPMENT

The region encompassing Laguna Milagros, Bacalar, and Chetumal is rapidly evolving into a significant luxury tourism destination, driven by a combination of natural beauty, strategic investments, and a growing demand for high-end, experiential travel.

7.1. Luxury Hotel Investment and Projects

A substantial investment exceeding $400 million USD is projected for four new luxury hotels in Bacalar and Laguna Milagros/Huay-Pix, with two hotels planned for each area. These projects, funded by national investors but operated by international chains, are targeting high-net-worth tourists, including those arriving via private planes, with construction anticipated to begin by 2026, pending environmental permits.

  • Bacalar: Confirmed projects include a Marriott hotel (40-60 rooms, not all-inclusive, to benefit local businesses), Banyan Tree Veya Bacalar (40 rooms, 35 villas, 5 residences, high-level gastronomy), and a Barceló Hotel Group complex (approx. 80 rooms, near the Maya Train station, 3-story height limit, not all-inclusive). A "ready-to-build" hotel project on 7.5 hectares with authorized MIA is also available. Furthermore, a joint venture for an "eco-luxury" resort plans a 68-room hotel ($40 million USD) and 92 residential jungle villas ($150 million USD).
  • Laguna Milagros: Two of the four projected luxury hotels will be located here. An existing "Centro Xholistico" already offers eco-friendly wellness accommodation and restaurant services. The "La Villa del Señor" ecotourism project is also notable, featuring 30 ecological cabins and one luxury villa on a 3.8-hectare site (70% green areas), offering fractional investment opportunities with quarterly returns.
  • Chetumal: While direct luxury hotel projects are fewer, a MXN 200 million investment in a new commercial plaza is set to include a luxury hotel by 2026, serving as a gateway to the southern attractions.

7.2. Luxury Residential Developments

The demand for high-end residential properties is also robust, particularly in Bacalar, driven by investors and individuals seeking luxury living or vacation rental income.

  • Bacalar:
    • Aldea Mayab: An exclusive, sustainable luxury complex on 8 hectares (70% preserved vegetation) offering 4 lagoon-front villas and amenities like paddle courts, gym, yoga deck, clubhouse with pool, and a 100m lagoon-front dock.
    • Lagunas Bacalar Resort & Condos: An eco-sustainable boutique development with 36 apartments/penthouses and 8 luxury homes, located 75m from lagoon access in Xul-Ha. It utilizes only 19% of the land, emphasizing green spaces and communal amenities.
    • Pioneer Bacalar Melipona: Four ecological luxury villas designed for energy independence with solar power and battery systems, featuring up to five bedrooms.
    • MALENA Bacalar: An 8-apartment development with luxury rooftop amenities, located one block from the lagoon.
  • Chetumal:
    • Residencial Cumbres Chetumal: Offers residential lots in a high-value area with quality urbanization, 24/7 security, and plans for a commercial plaza and hotel.
    • Residencial Andara: Known for modern architecture, a pool, clubhouse, gym, and 24/7 private security.
    • Real Bahía: An exclusive, family-oriented development near Chetumal bay with amenities like a pool and controlled access.
    • Residencial del Sol: Features modern-style luxury homes.

These projects reflect a clear trend towards integrated, high-quality developments that cater to discerning travelers and residents seeking a blend of luxury, nature, and cultural authenticity.

8. INCENTIVES, RESTRICTIONS, AND REGULATORY FRAMEWORK

Navigating the regulatory landscape for tourism development in Quintana Roo, particularly in environmentally sensitive areas like Laguna Milagros, involves both attractive incentives and strict restrictions.

8.1. Fiscal Incentives and Subsidies

Quintana Roo offers various fiscal incentives aimed at promoting economic development and tourism.

  • General State Incentives: The state provides payroll tax discounts for companies hiring disadvantaged groups (disabled, elderly, single mothers, recent graduates) and a 30% payroll tax stimulus for new female entrepreneurs in 2024.
  • Chetumal Free Zone: Chetumal's designation as a "Zona Libre" (Free Zone) until September 30, 2030, offers significant benefits for businesses dealing with imports. These include a 100% credit on the General Import Tax (IGI), a 100% credit on the Customs Processing Duty (DTA), and a 100% Income Tax (ISR) credit for certain vendors. There is also a 100% VAT (IVA) stimulus for importers meeting specific requirements. This directly benefits commercial activities within Chetumal.
  • Tourism Development Support Programs:
    • SEDETUR: The State Secretariat of Tourism provides personalized support for community-based projects, including assistance with funding identification, dossier integration, financial analysis, and linkages to external funding sources (e.g., FOFINQROO for tourism MSMEs and artisan production).
    • PROASTUR Program: A SEDETUR initiative to strengthen tourism MSMEs and entrepreneurs through comprehensive advice, business plan development, marketing strategies, and connections to financing.
    • Federal Subsidies: Federal subsidies for cultural tourism projects (e.g., urban image improvement, Mundo Maya program) and economic support for artistic and creative projects (PECDA Quintana Roo) are also available, which could be leveraged by Project Najay’s cultural component.

8.2. Key Restrictions and Environmental Regulations

The protection of Quintana Roo's natural environment, particularly its water bodies, is a high priority, leading to strict regulations.

  • Environmental Impact Permits (MIA): Obtaining the Manifestación de Impacto Ambiental (MIA) is a complex and often lengthy process. Project Najay, being a mixed-use development in a sensitive lagoon area, will require a thorough MIA, possibly at the federal level (SEMARNAT), to predict environmental impacts and propose mitigation strategies. The "Reglamento de la Ley General del Equilibrio Ecológico y la Protección al Ambiente en Materia de Evaluación del Impacto Ambiental" details these procedures.
  • Land Use and Zoning: The "Programa de Desarrollo Urbano (PDU) for Chetumal, Calderitas, Subteniente López, Huay-Pix, and Xul-Há" identifies Laguna Milagros as a "Zona de Salvaguarda," imposing restrictions on over 300 activities, including many tourism-related ones. This mandates low-density, eco-friendly development.
  • Water Body Protection:
    • Wastewater Discharges: Strict regulations, primarily governed by NOM-001-SEMARNAT-2021 (effective April 3, 2023), prohibit direct discharge of untreated wastewater into national waters. This norm sets stricter limits for pollutants (e.g., COD, toxicity, true color, E.coli) and mandates advanced wastewater treatment plants for any development. Specific parameters for true color and acute toxicity become effective March 11, 2026.
    • Construction Restrictions: Prohibitions include construction or modification in cenotes, caverns, or dolinas, and generally no housing or related infrastructure within 200 meters of the coastline (buffer zones around lagoons are also critical). Only rustic wooden piers for small, non-motorized vessels are typically permitted. Mangrove protection is mandatory.
    • Water Quality Monitoring: Regular water quality monitoring will be required for projects impacting water bodies.
  • Construction Permits: Municipal construction permits require detailed architectural and structural plans, a valid land use certificate, and compliance with the "Ley de Equilibrio Ecológico y la Protección al Ambiente del Estado de Quintana Roo," which also addresses land use changes, forest protection ("acahuales"), and cenote preservation.
  • New Tourism Taxes/Fees: Recent changes include the "Visitax" (MXN 224 for foreign tourists aged 15+) and increased fees for natural protected areas (e.g., 100% increase for Tulum National Park in 2025) and archaeological sites. A new MXN 50 tax per person for swimming with animals in artificial spaces (dolphinariums) will also be implemented in May 2025 for tourists. These increased costs may slightly impact visitor spending.

Project Najay’s commitment to sustainability and cultural integration is crucial for navigating these regulations, as the state prioritizes investments that align with environmental preservation and community benefit.

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