CASE STUDY: How Sonoma Investors Created Two High-Performing Homes in Mexico
Make Mine a Double: A Smart Investment Strategy in Puerto Vallarta
When Bryce and Chuck purchased two oceanfront residences in Conchas Chinas Mexico, one of Puerto Vallarta’s most exclusive enclaves—often referred to as the “Beverly Hills of the Bay”—they weren’t simply buying real estate.
They were designing a long-term lifestyle and investment strategy.
One home would serve as their private personal retreat.
The second would operate as a high-performing luxury rental listed on Airbnb, doubling as guest accommodations for visiting family and friends.
Their vision?
A refined, modern aesthetic that felt relaxed, coastal, and timeless—without sacrificing durability, rental performance, or ease of ownership.
Puerto Vallarta’s most exclusive enclave is often referred to as the “Beverly Hills of the Bay”
Step One: Strategic Design Planning
Great results begin with clarity, not guesswork. Before any furnishings were selected, our team established two clearly defined design tiers—each aligned with usage, budget and revenue return expectations. Both shared a cohesive design language rooted in warm neutrals, tactile materials, and hotel-inspired comfort.
As seasoned real estate investors, our clients came prepared. Through detailed virtual walkthroughs of their Northern California residence, they shared their preferred brands, finishes and lifestyle priorities. They knew themselves and they knew what they wanted. Spaces to lounge and relax their 6ft athletic frames, no bedside rails to kick running injured shins and every possible chef’s amenity ready for entertaining. This clarity allowed our designers to move quickly, eliminate friction, and create momentum from day one.
Through detailed virtual walkthrus of their Northern California residence, we defined their goals for this vacation property.
Step Two: Our 5-Step Design Process
Every CRATE Interiors project follows a proven system designed for efficiency, quality, and peace of mind:
1. Discovery & Vision Alignment
Your lifestyle, investment goals and design intent.
2. Curated Design & Budget Architecture
Master Budget showcasing intentional selections are aligned with long-term value.
3. Procurement & Custom Fabrication
Purchasing and supervision of bespoke furnishings and bench-made upholstery to performance-grade materials.
4. White Glove Installation
Including logistics, stair-carry delivery (pre-elevator), and precision placement.
5. Aftercare & Ongoing Support
Because great homes evolve over time. And we are here to support you longterm.
This structured approach allows our clients to remain hands-off while staying fully informed.
The finished result - and these expansive Bay of Banderas views - speaks for itself.
Step Three: The Transformation
The finished result speaks for itself. From expansive terraces overlooking Banderas Bay to commercially rated outdoor furnishings engineered for coastal durability, every detail was designed for longevity. More than five years later, the outdoor seating still looks brand new—proof that smart design protects both beauty and investment.
Inside, the homes feature:
Custom window treatments and ripplefold sheers
Designer lighting and custom benchmade furnishings
Fully equipped chefs kitchens in both units for entertaining
Hotel-level bedroom suites kitted with every guest amenity
Turnkey move-in readiness from Day one
Ongoing aftercare is part of the plan —including hurricane refreshes, warranty servicing and strategic upgrades.
Step Four: Long-Term ROI & Asset Performance
Today, these properties continue to outperform.
The private residence serves as a serene personal retreat and appreciating asset.
The rental unit consistently commands top-tier nightly rates within its competitive set.
Ongoing CRATE Aftercare—including hurricane refreshes, warranty servicing, and strategic upgrades—ensures long-term performance with minimal owner involvement.
While neighboring owners have exited and capitalized on presale investments, these clients continue to compound value through longterm ownership, rental income and lifestyle enjoyment.
Why This Works
Because exceptional results require more than beautiful design. At CRATE Interiors, we specialize in turnkey luxury furnishing and renovation for vacation homes in Mexico, combining:
Strategic budget setting, oversight and planning
Hospitality-grade sourcing
Longterm asset thinking
And White Glove execution
The result? Homes that perform as beautifully as they live.
The result? Homes that perform as beautifully as they live. Artwork by Galeria Pacifica
Your Success Story Starts Here:
Our 2026 project calendar is now open, with limited availability for owners seeking a fully managed, investment-smart approach to luxury living in Mexico’s premier coastal markets.
If you’re planning a vacation home, full-scale renovation or income-producing property upgrade—and want it done right the first time—we invite you to begin with a private consultation.
👉 Schedule your FREE Discovery Call and reserve your 2026 project window today!
CRATE Interiors is the only truly turnkey furnishing solution for North American vacation homebuyers and rental property investors in Mexico. Arrive to find it absolutely move-in ready, with our single point of contact systems and proven sequencing. Since 2010 we’ve been on a mission to move dreamers to paradise, one beautiful White Glove Install at a time. Is this your year? Let’s create it together!
