Costa Rica Residence by Investment

About

Costa Rica’s Residence by Investment (often called the Inversionista or Investor residency) is a migration program that allows foreign nationals and their families to obtain temporary residency in Costa Rica through qualifying investments. Rather than being a visa just for visitors, this program grants the right to live (and eventually seek permanent residence, then possibly citizenship) in Costa Rica under certain conditions.

This option is for people who have capital they can invest (in property, business, shares, forestry, etc.), wish to have legal long-term status in Costa Rica, and are willing to maintain their investment while meeting other immigration requirements.

Who Can Apply

Here are the core eligibility rules and requirements for the Costa Rica Investor Residency (Inversionista) program:


Requirement

Details

Minimum investment amount

 

US$150,000 in most approved forms of investment. For forestry / reforestation projects the threshold can be lower in some cases (often US$100,000).


Qualifying investment types

Real estate; shares or securities of Costa Rican corporations; productive businesses; projects declared of national interest; forestry / reforestation projects.

Proof of funds & legal source


You must show that your investment is legally sourced, verifiable, and that you possess the required amount. Documentation may include property deeds, corporate/share ownership documents, accountant certifications, etc.


Criminal background



You must have a clear criminal record.


Dependents

 

Spouse; children under a certain age (often under 25 for children in education); in some cases, disabled dependents beyond that age.

 

Visit requirement

 

There is usually a minimum residence/physical presence requirement (for example, you must visit / stay in Costa Rica for at least one day per year to maintain status).

 

Other documents


Valid passport; certified translations if not in Spanish; documents legalized/apostilled; application form; photographs; proof of investment; proof of financial solvency; sometimes health insurance or enrollment in public health services.

 

Benefits

If you meet the conditions and get the Investor Residency, these are among the major benefits:

  • Legal status to live in Costa Rica: You have legal permission to reside in the country, under temporary residency status. Over time (after consecutive years) you may apply for permanent residency.

  • Path to citizenship: After meeting the required residency period (usually 7 years) you may apply for Costa Rican citizenship. Citizens of Central America, Ibero-America, or Spain may have a shorter period (often 5 years) in some cases.

  • Family inclusion: Your spouse and eligible dependents (children under certain age / or with special conditions) can be included in your residency application.

  • Access to health care: Once you have residency, you’ll generally enroll in Costa Rica’s public health insurance system (Caja Costarricense de Seguro Social, “CCSS”) or otherwise have health coverage.

  • Tax advantages: Costa Rica uses a territorial tax system—meaning residents are generally taxed on income earned inside Costa Rica; foreign-sourced income is often not taxed. There are also import-tax exemptions for household goods, vehicles, etc., in some cases, plus property‐transfer tax reduction depending on the law in effect.

  • One-time import duty exemptions: Under recent laws (e.g. Law 9996), residents under investor (and related) categories may be able to import household goods and a vehicle (or vehicles) tax-free once.

Real-Life Examples

Here are a few illustrative, hypothetical examples to help you imagine how people use this program:

Example 1: Business Investor
A tech entrepreneur from Germany invests USD 150,000 to co-found or buy into a Costa Rican software business. She includes her spouse and two children under age 25 in her application. She obtains temporary investor residency, enrolls in the public health system, and after three years applies for permanent residency. At year 7, she becomes eligible for citizenship (assuming all other conditions met). She uses Costa Rica as her home base but continues business operations globally, benefiting from the territorial tax system so only Costa Rican-sourced profits are taxed locally.

Example 2: Real Estate Investor
A family from Canada purchases a property (home or commercial real estate) in Costa Rica with value over USD 150,000. They make sure it’s properly registered, prove ownership, etc. The parents include their children under 25, and use their investor residency to live in the property part of the year. They maintain the investment, visit Costa Rica annually, and after eligibility period apply for citizenship. Meanwhile, they enjoy import tax exemptions on their household goods, and benefit from favorable import rules on a vehicle if allowed.

Example 3: Forestry / Environmental Investor
An investor from Europe invests approximately USD 100,000 in a sustainable reforestation project that qualifies under Costa Rica’s forestry laws. This meets the threshold for that specific category. They gain investor residency, contribute to environmental goals, and after required years, can seek permanent residence and thereafter citizenship. This path may appeal to those who wish to combine impact/environmental goals with residency.

Frequently Asked Questions

Is USD 150,000 the fixed minimum, or can it change?

At the moment, USD 150,000 is the standard minimum investment for the Investor Residency category for most approved types. However, laws can change. For example, Law 9996 (2021) lowered certain thresholds (from USD 200,000 down to USD 150,000) and introduced tax incentives. It is wise to check the most current regulations before applying.
 

Can I work in Costa Rica under investor residency right away?

Not always. Under many investment residency temporary permits, holders are not allowed to be employed by another employer until permanent residency is granted. However, they can run or manage their own investment business (depending on the investment type). This depends on specific immigration rules and how “work” is defined.
 

What happens if I need to leave Costa Rica for long periods?

You must ensure you satisfy the minimum physical presence requirements (for example at least one day per year, or whatever rule applies for your category) to maintain residency. If you fail to meet these obligations, you may lose the status.

How long until I can apply for citizenship?

Generally after 7 years of legal temporary + permanent residency you can seek citizenship. For citizens of Central America, Ibero-America, or Spain, there may be a shorter period (often 5 years).

Are there tax obligations I should plan for?

Yes. Although Costa Rica uses a territorial tax system (so only local income is taxed), you’ll still need to comply with Costa Rica’s tax filings for your business/investment income inside Costa Rica. Your foreign income is generally not taxed locally, but your home country may have its own rules. Also, you will have to pay health insurance (if enrolling); property-tax or municipal taxes if owning property; import duties (where not exempt), etc.