Institutional investors from Mexico have long recognized the potential of investing in U.S. real estate markets. However, cross-border transactions can present substantial challenges, from regulatory complexity and tax considerations to currency fluctuations and legal compliance. At Black Marlin Group, we believe that with the right approach and institutional discipline, Mexican investors can safely and efficiently unlock opportunities in premium U.S. real estate assets.

Why Mexican Investors Choose U.S. Real Estate

Investors from Mexico are increasingly seeking opportunities abroad to diversify their portfolios, hedge currency risk, and access stable, income-generating assets. The U.S. real estate market—especially in rapidly growing regions like Arizona—is particularly attractive due to:

• Political and Economic Stability: U.S. property markets offer stable long-term investment conditions and well-defined legal frameworks, critical for institutional-grade investors.
• Portfolio Diversification: Allocating capital internationally, especially into USD-denominated assets, helps mitigate geopolitical and currency-related risks.
• Long-term Capital Appreciation: Markets like Paradise Valley, Scottsdale, and other premium locations in Arizona have consistently demonstrated strong historical returns and resilience during economic fluctuations.

However, despite these clear advantages, cross-border investment comes with its own unique set of hurdles.

Challenges in Cross-Border Real Estate Investing

Mexican investors often face specific obstacles when investing in U.S. real estate:

1. Legal Complexity and Regulatory Compliance: Understanding and navigating the complex web of regulations—from the Committee on Foreign Investment in the U.S. (CFIUS) approvals to local land-use and zoning regulations—is a major challenge.
2. Tax and Structuring Considerations: Choosing the correct legal structure (LLC, LP, DST, or U.S.-based Special Purpose Vehicle) is essential. Incorrect structuring can result in substantial tax inefficiencies and legal vulnerabilities.
3. Currency Risk: Managing foreign exchange fluctuations is vital, especially during times of volatility in the peso-dollar exchange rate. Investors need strategic hedging approaches.
4. Property Management & Operational Oversight: Operating assets remotely requires robust management structures and trustworthy local partners to safeguard investment value and performance.

To overcome these challenges, investors require an institutional-level partner with proven cross-border expertise.

Institutional Discipline: Black Marlin Group’s Cross-Border Approach

Black Marlin Group’s recent strategic evolution positions us uniquely to support sophisticated Mexican investors looking to access U.S. real estate markets securely and efficiently. Our institutional approach is built on four pillars:

1. Expert Structuring & Compliance

Our team brings over 15 years of cross-border experience. We tailor investment vehicles specifically designed to streamline the investment process, ensuring tax efficiency, compliance with all regulatory requirements, and optimal capital flow management. We offer solutions such as:

• Dedicated U.S.-based LLCs and LPs: These allow clear separation of investor and management responsibilities, transparent governance, and optimized tax outcomes.
• Cross-Border Fund Structures: Funds such as our recently developed Arizona-focused growth funds offer direct, safe channels into residential development projects like Silver Sky Paradise Valley and Morrison Ranch.

2. Proven Local Market Expertise

Black Marlin Group has a longstanding operational presence in Arizona’s top-performing real estate markets. Our deep market insight and local network of award-winning architects, contractors, and legal advisors provide a robust competitive advantage. Our recent development projects demonstrate our institutional capacity to deliver large-scale, high-quality residential projects on time and on budget.

3. Active Risk Management and Governance

Risk management is fundamental to cross-border investments. At Black Marlin Group, we employ an institutional-level approach to risk mitigation, including:

• Comprehensive due diligence, including zoning, environmental reviews, and market analyses.
• Diversified project funding strategies, combining equity and structured debt.
• Continuous project oversight from senior leadership and dedicated risk management personnel.

4. Transparent Investor Reporting

We understand transparency is essential for cross-border investors. Black Marlin Group provides comprehensive, regular reporting, including project milestones, detailed financial statements, compliance reports, and risk assessments, ensuring investor visibility and confidence at every stage.

Step-by-Step: How to Access U.S. Real Estate with Black Marlin Group

For Mexican investors, the process of investing in U.S. real estate through our structured investment vehicles is straightforward:

1. Investor Qualification: Investors complete a straightforward onboarding process, ensuring compliance with accredited investor standards and cross-border regulations.
2. Vehicle Selection: We collaboratively determine the optimal investment vehicle—fund, LP structure, or co-investment arrangement—that aligns with the investor’s objectives, capital requirements, and risk appetite.
3. Capital Deployment: Investor capital is carefully and strategically deployed into high-quality U.S. real estate assets, structured to optimize both short-term flexibility and long-term returns.
4. Project Execution and Management: Our local operational teams and institutional management standards ensure projects stay on track, on budget, and aligned with investor objectives.
5. Distribution of Returns: Investors receive structured distributions upon the sale of assets or realization of project returns, supported by transparent reporting and performance updates.

Why Partner with Black Marlin Group?

Our transformation into a fully institutional-grade investment firm means we are uniquely positioned to guide sophisticated Mexican investors through every stage of cross-border real estate investing. Investors benefit from:

• Extensive Cross-Border Experience: Over 15 years of successful real estate investments and operations across Mexico and the U.S.
• Tailored, Tax-Efficient Investment Vehicles: Customized structures that ensure maximum compliance, minimal taxation exposure, and streamlined capital deployment.
• Active, Institutional-Grade Project Management: Dedicated oversight to mitigate risk, deliver projects successfully, and protect investor interests.
• Proven Track Record of Returns: Demonstrated performance through completed projects like Silver Sky Paradise Valley and our strong pipeline of new developments.

The Future of Cross-Border Real Estate Investing

As market conditions evolve, institutional discipline, local expertise, and effective risk management are more important than ever. Black Marlin Group remains committed to facilitating secure, efficient, and transparent access to premium U.S. real estate opportunities for sophisticated Mexican investors.

Cross-border investing need not be complex—let us guide you.

To learn more about cross-border investment opportunities or start the process, contact our investor relations team today.