Puerto Vallarta, México – This CRATE Interiors case study highlights how strategic planning and thoughtful design helped two savvy Sonoma investors turn a single real estate decision into a long-term lifestyle and income-producing success in Mexico.
When Bryce and Chuck purchased two residences in Conchas Chinas – one of Puerto Vallarta’s most exclusive neighborhoods – they weren’t simply acquiring property. They were building a dual-purpose strategy centered on personal enjoyment and consistent rental performance.
Often referred to as the “Beverly Hills of the Bay,” Conchas Chinas provided the ideal setting. One residence would serve as a private coastal retreat, while the second would operate as a luxury short-term rental, also accommodating visiting friends and family.
From the outset, the vision was clear: create refined, modern homes with a relaxed coastal feel, while ensuring durability, ease of ownership, and strong long-term returns.
Strategic Design Planning
Before any furnishings were selected, the CRATE Interiors team established two clearly defined design tiers aligned with usage, budget, and performance goals. While each residence served a different purpose, both shared a cohesive design language built on warm neutrals, tactile materials, and hotel-inspired comfort.
As experienced real estate investors, the clients arrived well prepared. Through detailed virtual walkthroughs of their Northern California home, they shared preferred brands, finishes, and lifestyle priorities. This clarity allowed the design process to move efficiently, reducing friction and accelerating decision-making from the start.
A Proven, Five-Step Process
Each home followed CRATE Interiors’ structured system: discovery and vision alignment, budget-driven design planning, procurement and custom fabrication, white-glove installation, and ongoing aftercare. This approach kept the owners informed while allowing them to remain largely hands-off throughout the project.
Built for Longevity
The completed residences showcase the value of intentional design. Expansive terraces overlook Banderas Bay and feature commercial-grade outdoor furnishings engineered for coastal conditions. More than five years later, the outdoor seating continues to look nearly new, underscoring the importance of performance-grade materials.
Inside, both homes include custom window treatments, designer lighting, fully equipped chef’s kitchens, hotel-level bedroom suites, and turnkey readiness from day one.
Ongoing Performance
Today, the private residence functions as a serene personal retreat and appreciating asset. The rental unit consistently commands top-tier nightly rates within its competitive set. Continued CRATE Interiors aftercare – ranging from seasonal refreshes to warranty servicing and strategic upgrades – supports long-term performance with minimal owner involvement.
While some neighboring owners have sold after early gains, these clients continue to build value through sustained ownership, rental income, and lifestyle use.
Why This Case Study Matters
According to CRATE Interiors, successful outcomes require more than attractive design. Strategic budgeting, hospitality-grade sourcing, long-term asset planning, and precise execution work together to create homes that perform as well as they live.
This case study illustrates how a fully managed, investment-smart approach can turn a vacation property into a lasting success – both financially and personally.
Your Success Story Starts Here
CRATE Interiors has opened its 2026 project calendar, with limited availability for property owners seeking a fully managed, investment-focused approach to luxury living in Mexico’s leading coastal markets. Owners planning a vacation home, full-scale renovation, or income-producing property upgrade are encouraged to begin with a private consultation to ensure the project is executed efficiently and correctly from the start.
Schedule your FREE Discovery Call and reserve your 2026 project window today!
CRATE Interiors offers a truly turnkey furnishing solution for North American vacation homebuyers and rental property investors in Mexico. With a single point of contact, proven project sequencing, and move-in-ready delivery, the firm has been helping clients transition seamlessly into coastal living since 2010 – one carefully executed white-glove installation at a time. Contact CRATE Interiors by visiting crateinteriors.com or calling +1-407-821-4758 and connect on all social media: FACEBOOK • INSTAGRAM • Twitter • LINKEDIN