Business vision · working draft v0.1 · MMXXVI

La Visión

A developer's platform, not a hotel group. El Soco buys what nobody wanted, restores it in the island's own stone, lets it four ways, and co-owns it with the people who use it. Then it does it again, under the same name, to the same standard.

01
Estate in underwriting
Finca del Fuego, Yaiza
€1.80M
Capital, three gated tranches
Downside €1.705M, court not built
9.3%
Yield on cost, El Club case
6.5% whole · 7.0% four keys
2.53×
Base money multiple, Y10
IRR 11.4% unlevered · exit €3.46M
01 — La Tesis

Scarcity is the product. Shelter is the format.

Lanzarote is a Biosphere Reserve where new build on rustic land is close to impossible and pre-existing traditional buildings are the only door left open. That door is the whole thesis.

Every El Soco estate starts with something that already stands — a ruin, a corral, a tower — because on this island the ruin is the licence. Restoration in basalt and lime is not a heritage gesture; it is the correct engineering answer on a salt coast, the correct planning answer inside Manrique's grammar, and the correct commercial answer for a hold that exits on comparable or replacement value rather than income alone.

The format is fixed so the brand can travel: a walled compound, three to five keys, a heated pool, a serviced 200 m² court platform, no neighbour, no street light, an Atlantic wave within twenty minutes. Whatever the island, that is a soco.

02 — El Formato

What every estate must have.

The standard is what gets licensed. It is short on purpose.

ElementStandardWhy it is non-negotiable
The plotRustic land with a pre-existing traditional structure; no neighbouring dwelling in any sightline; unlit horizonPlanning route, darkness and privacy are the three things money cannot add later
The wallDry-laid volcanic stone, restored first; new volumes low and behind it in whitewashed limeIrreplaceability (exit Method C) and the easiest licence to defend
The keysThree to five independent keys, each with own gate, terrace, parking; lettable whole or apartCuatro llaves: the estate survives a change of use
The pool≥ 12 m, solar heat pump, on its own deckSets the rate; “the rate is set outdoors”
La pista200 m² level, enclosed, floodlit, serviced platform — padel first, nine programmesDiversifies the club case; reads as estate infrastructure to a residential buyer
Energy & waterSolar-led with mains behind it; aljibe; on-site treatment to the gardensRemote plots; the honest version of “off-grid”
The surfA surfable Atlantic break within ~20 minutesWinter demand from the Nordic, German and British markets the club sells into
03 — El Modelo Operativo

Three ways to run one estate.

Stabilised, on €1.80M of cost at Finca del Fuego. The club case is the brand's case: only about 45% of the uplift from B to C is the court itself; the rest is programme selling — camps, retreats, offsites, shoots, members' hire.

A · Casa entera

Whole estate, one company

≈150 nights at an average of €1,150.

6.5%
on cost
Gross €175k · NOI €117k
B · Cuatro llaves

Four keys, four calendars

195–220 nights each.

7.0%
on cost (€1.71M)
Gross €196k · NOI €120k
C · El Club

Programme-led

16 exclusive programme weeks, 30 letting weeks, paid court hire.

9.3%
on cost
Gross €280k · NOI €168k

Bars scaled to yield on cost, 9.3% = full width. Source: underwriting basis v4 / model v5.

04 — El Capital

Principal first. Two co-investors. Debt behind the licence.

The capital structure is the brand's second product. Co-investors take their own usage weeks; the principal keeps 55% of equity; senior debt arrives only against a permitted asset.

PhaseSourceAmountCumulative
0 · Due diligencePrincipal — already paid€20,000€20,000
1 · AcquisitionPrincipal equity, secured on Latvian real estate at ~0.70 LTV€450,000€470,000
2 · RefinanceSenior debt, ~70% LTV on the permitted asset€400,000€870,000
3 · Investor equityOne or two co-investors, band €360k–€720k€540,000€1,410,000
4 · CompletionPrincipal top-up €190k + facility €200k€390,000€1,800,000
At completionPrincipal 36.7% of capital / 55% of equity · investors 30% · senior debt 33.3%€1,800,000
1.83×
Downside · IRR 7.1%
Exit €2.41M, court refused
2.53×
Base · IRR 11.4%
Exit €3.46M, comparable value
3.29×
Upside · IRR 14.6%
Exit €4.82M, private buyer

Disclosed assumption. The base and upside exits assume the estate can be sold to a private buyer as a residence even if tourist letting is refused. Under Ley 6/2025 the tourist authorisation extinguishes on sale in any event. This is the first question in the planning opinion, and the brand says so out loud.

05 — La Réplica

Own it. Co-own it. License it.

Three rings of growth, each funded by the last. The name is what carries from one ring to the next; Frest is the builder of record throughout.

RingEstatesOwnershipEl Soco earnsWhat it proves
I · Own & prove01 Finca del FuegoPrincipal 55% of equity, ≤2 co-investorsNOI, exit, and the standard written downThe licence route, the club case, the ADR
II · Co-invest & repeat02–03, Lanzarote / FuerteventuraEl Soco Capital sponsors; co-investors majorityDevelopment fee, sponsor promote, brand fee 3–5% of grossThe format travels within one planning regime
III · License04+, Canaries and Atlantic islandsThird-party developers under the standardLicence fee on cost, brand royalty on gross, Frest build contractThe name is worth more than the plot

Fee levels are placeholders for discussion, not modelled. Ring II and III economics enter the workbook only after Finca del Fuego trades two quarters at forecast (Gate 3).

06 — El Horizonte

Ten years, five rings of the wall.

The estate's own calendar sets the brand's: capital Y0–Y2, completion end of Y3, seven trading years, exit or refinance in Y10.

2026
Gate 1

Planning counsel's opinion, pre-application with Yaiza and the Cabildo, utility quotes, conditional contract. Name cleared and registered.

2027–28
Campaign A

Groundworks, services, structures, pool shell, court platform. Co-investors in. Brand book v1 and the estate's own site live.

2029
First revenue

Fit-out and commissioning; Finca del Fuego trading; court window in a closed shoulder period. Club El Soco launches with the first camp season.

2030–32
Ring II

Estate 02 optioned once Fuego trades two quarters at forecast. Second estate under El Soco Capital.

2033–36
Ring III

Licence standard published. Third-party estates on other islands. Y10 exit or refinance of Fuego at the higher of three valuation methods.

07 — Los Dominios

The register.

Checked live on 4 September 2026 against the .com registry and the .es registry. Nothing is registered yet. The core list should be bought before the deck circulates further; the trademark search comes before any public use.

El Soco core.com.es
elsocofreefree
elsococlub · clubelsocofreefree
elsococapitalfreefree
elsocofincas · elsocoestatesfreefree
elsocolanzarote · elsocoislandsfreefree
elsocodelfuego · fincaelsoco · fincadelsocofreefree
casaelsoco · casadelsoco · lafincadelsocofreefree
Defensive & reserve.com.es
lossocos · socosdelfuego · socodelfuegofreefree
socofinca · socoislands · socolanzarotefreefree
socosclub · socosestates · socoscapitalfreefree
socos · alsoco · sococlub · sococapitaltakenfree
soco · zocotakentaken
Trademark — classes 36 · 41 · 43 (EUIPO / OEPM)clearance outstanding
Known collisionThe Soco Hotels, Barbados / Saint Lucia — same class, other continent
08 — Los Riesgos

The honest version.

A brand that hides its gating items is not a developer's brand. These are the five that decide the platform, in the order they are answered.