Investor Retreat in Costa Rica

Led by Nate, Principal at Coastal CFO Solutions

After acquiring his first business, he spent 10 years in the coastal surf town of Nosara, where he founded a retreat business and resort. Now, he leverages that experience and insight as a trusted advisor, helping individuals and groups invest what he calls “lifestyle capital.”

Lifestyle Capital

Lifestyle capital is a capital investment where non-monetary benefits drive value and compliment financial returns, adding a premium rooted in life experience and personal fulfillment.

Assets acquired through lifestyle capital offer unique access and opportunities, enriching life with meaningful experiences and deeper connections, while fostering relationships with family, friends, and partners.

These investments contribute to a richer, more balanced lifestyle—whether through greater freedom, personal satisfaction, or the ability to enjoy desirable locations, communities, or activities. While the focus is on enhancing life’s experiences, making wise, strategic investments that preserve and grow wealth remains essential. By aligning these choices with personal values and long-term financial goals, lifestyle capital creates lasting and holistic value.

Immerse yourself in Nosara: A Personalized Real Estate Retreat

The investor retreat combines access to premium real estate opportunities and valuable insights into real estate investing in Costa Rica. It’s a seamless blend of surfing, education, and connection.

Expert Guidance

Leverage personalized advice on making value-driven investments that preserve and grow wealth.

Exclusive Property Tours

Visit curated properties that align with your lifestyle and investment goals.

Community Insights

Get a firsthand understanding of Nosara’s unique culture, community, and real estate market.

Surf & Yoga

Mornings are for surfing, or yoga if you like. And book-ending the day with a sunset session is a sure way to be productive.

Networking

Connect with like-minded individuals, potential partners, and local experts during curated events.

Seamless Experience

Can help advise on airport transport and logistics, cater meals and share favorite dining spots so you can focus on exploring and soaking it in.

 FAQs

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

Your Bridge to Smart Investment Decisions

Insider knowledge of the community, challenges and opportunities.

Your Host, Advisor, and Concierge

Whatever it is, the way you tell your story online can make all the difference.

Reach out to plan an discovery trip

  • What should we know about the services you provide? Better descriptions result in more sales.

  • What should we know about the services you provide? Better descriptions result in more sales.

  • What should we know about the services you provide? Better descriptions result in more sales.