Reverse Capital Gains Evaluation

This tool allows for a preliminary evaluation of Reverse Capital Gains through 2 methods. 

Method 1 – relies on there being the previous sale for the property on MLS.  This method uses a resident dataset of closed sales, MLS ID, Sold Price and Sold Date.  It then references the Sold Date as the inferred Manifestation Date, calls the Exchange Rate for that date and calculates an inferred Manifestation in Pesos by multiplying the Sold Price in USD. A call is also made for today’s official exchange rate.  Users input the MLS Listing ID for the previous sale and an Offer Price in USD, then press Evaluate.

Method 2 – relies on obtaining the title and from it the Manifestation Date and one of either Manifestation Price in a) Pesos or b) US Dollars.  Calls are made to get the today’s official exchange rate and the official exchange rate for the Manifestation Date.  Method 2 then completes either the Manifested USD value or the Peso value depending on the input.  Users input the Manifestation Date, a Manifestation amount in Pesos or USD and an Offer Price in USD. Press evaluate.

Method 2 also accommodates input of the manifestation exchange rate from the title and either of the manifestation values.  At this point the Manifestation Date may be left blank.  If the Manifestation Date is included then then an exchange rate is returned based on the date and noted for comparison with the value that was entered.

Cadastral and Appraisal Values – each method then allows for manual input of Municipal Property Cadastral Value in Pesos and the Appraisal Value in Pesos (if available).  Users may also simulate these values to observe changes.

Exchange Rates are called from Diario Oficial de la Federación Tipo de Cambio y Tasas (Official Journal of the Federation – Exchange Rates and Interest Rates)

Reverse Capital Gains Evaluator - Method 1

Compare a new offer's peso value today against the original sale's inferred peso manifestation value.

Reverse Capital Gains Evaluator - Method 2

Compare a new offer's peso value today against the original sale's peso manifestation value.

MXN per USD, up to 4 decimals. If entered, it is used instead of the DOF rate and the Manifestation Date may be left blank.

or

Enter one. The other is calculated from the exchange rate (entered, or DOF on the Manifestation Date).