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Caretaking Overseas
by Thea K. Dunn
One option for adventurous souls seeking a new life outside of their home countries is property caretaking.  This increasingly popular strategy provides prospective expats with insight and experience into the culture and lifestyle of another country - all while enjoying the benefits of living rent-free.  Dave and Sumana Harrison McCollam found property caretaking to be an exciting new lifestyle that enabled them to enjoy early retirement in Oaxaca, Mexico.  

The couple explain, “We had both just about had enough of ‘life in the fast lane’ (and also the not-so-fast lane) when we decided to make an extended trip through Mexico."  Of course, this necessitated many changes: Dave dissolving his partnership of twenty-two years in a catering business in California, and Sumana letting go of setting up accounting systems for small businesses. 

After purchasing a small RV and modifying it to tow a 650 KLR Duo-Sport Motorcycle (just perfect for Mexico), the couple headed south, at that point not actually knowing that they would end up in Costa Rica. They lingered in places like San Miguel de Allende, Lake Catemaco, Palenque and Campeche, and headed for Tulum on the Yucatan peninsula from where they were invited to Costa Rica.

The couple’s interest in Mexico came as a result of Sumana's first trip through Mexico to Guatemala in 1987. Sumana notes, “Mainland Mexico was so different from the border towns . . . vast, unspoiled spaces (as well as some very spoiled spaces).  There was always a feeling of diversity driving here . . . mountains, oceans, tropical flowers, deserts, sophistication as well as absolute simplicity.  And the tempo of life and the cost of living were so different that it presented possibilities of other ways to be."  This particular trip began what Sumana calls “the unraveling process."  A process which began with an evolution from being an advertising executive in South Africa, to a restaurant manager in New York, to running the studio of one of Los Angeles's top photographers, and concluded with the realization that she needed to slow down. 

Sumana slowly divested herself of her responsibilities, getting to a point where she could call her own hours and limit the number of clients, by setting up accounting systems.

Dave and Sumana articulate their decision to make a lifestyle change, “It seemed that it was possible to have a higher standard of living on less money, living in Mexico or Central America.  Of course, there is a trade off.  From leaving the comfort of ‘the known’ to being in ‘the unknown’.  From living in a ‘first world’ country to a ‘third world’ country.  From an established to a random infrastructure.  From the availability of ‘everything you need’ to living with what you have.”  For Dave, true, simple experience is what interests him.  Life was moving all too quickly and, until this experience, was largely automatic, boring and not fulfilling.  He was doing the work routine, the family routine, the holiday routine. 

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Dave explains, “I had enough and wanted a more meaningful life with a tempo that was more true rather than contrived . . . like sleep when you're sleepy, eat when you're hungry, relax when you need rest."  He also wanted the time to see himself clearly, without a lot of ego fodder to make him feel better.  

The couple explains, “Our friend in Costa Rica had a marvelous property with a magical view overlooking San Jose.  Although Costa Rica has a lot of beauty and much to offer, it wasn't the place that beckoned us for more than a short visit.  What we did learn from living there was that a lifestyle existed that was more compatible with who we had become and what we wanted.  In a nutshell: simplicity."  The couple had to take the vehicles out of Costa Rica after 60 days, so they made the return trip to California.  After being there for two months they decided to pack up again and head for Mexico.  Dave and Sumana agreed that, with its beauty, charm, and friendliness, Mexico was the country that attracted them the most.  The couple recalls, “During this process we serendipitously discovered The Caretaker Gazette through Arthur Frommer's Travel Guide on the Internet, naturally doing a search to see if there was anything available in Mexico.  We immediately subscribed to the Gazette.”  

Lo and behold, in their first issue of the Gazette, they found a position was available at Casa Raab in Oaxaca, as managers of a 40 acre property in the mountains about 20 minutes from this beautiful colonial city. 

The absentee owner, who lives in Washington State, needed a responsible, intelligent, thoughtful, multi-talented, semi-bilingual couple to care for the villa that has been in his family for over 30 years.  The perfect match.  

The property has two rental units.  One, Casa Grande, has a huge dining/living room and four large bedrooms that open out onto a large veranda and the swimming pool.  

The other, La Casita, is a self-contained two-bedroom guesthouse.  

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In all, the homes can accommodate up to 15 guests at a time.sDave and Sumana describe the property, “We have our own separate architect-restored house, called ‘Granny's.’  The architect did a terrific job of staying with the traditional style . . . adobe walls, tiled roof, carrizo and beamed ceiling and red tiled floors.  There are a few western touches, like a marble shower and kitchen counters.  Oh, well.  Also, the house is oriented toward magnificent views of a series of mountains over which the moon rises and, dare we say, a UFO spotted.  Well, it was definitely something ‘unidentifiable.’  We watch the changing seasons, sometimes three times in one day!"  Oaxaca has a varied climate; it can be cool in the morning, hot at midday, and cool, windy, or rainy at night.  Nothing lasts for long, even the rain in the rainy season is for a couple of hours, and only in the evenings.  According to Dave and Sumana, “ One of the perquisites of living here are the wonderful guests we've met.  People are in Oaxaca because they are enchanted with its colonial charms, because they know that this is the place for folk art, because of its interesting and varied cuisine, its ruins, markets, and indigenous people.  And guests come to Casa Raab for the tranquility, the air of stepping back in time, the hospitality, comfort, and cuisine. We have had writing groups, photography groups, and just plain ‘shopping groups’.  The staff has been looking after guests for years and their needs are always taken care of, whether it’s a special dish or calling a taxi for a town trip.” 

Dave and Sumana describe their life as caretakers at the Casa Raab, “The atmosphere here is one of rest and relaxation, and we need to gauge where the guests are coming from in relation to activities.  Some guests want to see all the sites of Oaxaca . . . in which case, Dave and the Casa Raab vehicle are hired to go to ruins like Monte Alban, or to one of the several surrounding craft villages.  Other guests want to stay here, relax by the pool, and be pampered.  Mostly, the guests want some social interaction with us, but we also know that they are here for other reasons, and we stay in the background if that is what is required."  The leisurely, slow-place life at Casa Raab has provided Dave and Sumana with precious time to pursue their own interests.  Sumana describes her interests as "computers, cooking healthy gourmet food, gardening, decorating, reading, world music."  Dave adds that he enjoys "fast cars and motorcycles, good food, mechanical things, music and Sumana." Projects related to upkeep are completed as needed, when guests are absent.  For example, a new roof was needed for La Casita and this had to be done before the rainy season.  The couple tries to hire people from the village.  As Dave says, “It is important to maintain good relations with the locals.  You are living in their country and owe them a certain respect and gratitude."  Also, in times of need, it becomes a reciprocal arrangement.  There was a fire in the hills and the village men went to fight the fire while the women prepared food in support of them.  Casa Raab provided drinking water and bread for the firefighters. 

According to the couple, “Oddly  enough, when guests are here is when we have time to relax, otherwise we're overseeing projects related to water and wells, electricity, decorating, construction and gardening.  Ah, gardening.  Being subtropical, there's a whole new learning curve related to insects . . . plant one day and the next day it has been stripped by cutter ants, for example."  Generally, Dave oversees construction and maintenance, and Sumana the garden and household staff.  Both are available for guests, sometimes acting as drivers and tour guides, or simply sharing their knowledge of the local brew, mezcal, which is made from an agave similar to that of tequila. 

Dave and Sumana note, “Another perk of living here is the community in which we find ourselves.  We live in the campo (country) and are surrounded by campesinos (country folk).  Some walk their burros, goats, and cows past our gate.  All have a warm smile and greeting.  In addition, there are some Americans and Europeans on the hill who, without exception, are hospitable and helpful.  A varied group, from artists to economists, restaurateurs, pianists and retirees.  All are joined in a common love for the rich and simple life possible here.  We are lucky to have found this oasis of warmth in a world that doesn't always recognize its neighbors.  We are ever grateful to have encountered The Caretaker Gazette and this opportunity to live this life that “fits” who we are and what we have to offer.”

The property caretaking lifestyle has provided Dave and Sumana with time to enjoy the unique culture of Oaxaca. On a day-to-day basis, Sumana explains, “Living here is like taking care of your own home.  You see what needs to be done and you do it."  She adds, “It is hard to say what our daily activities are because each day is different.  We generally go into Oaxaca city to shop and do email two or three times a week.  This usually includes a stop in the Zocalo (main plaza) for lunch and a bit of people watching."  Sometimes there are projects that need Dave's involvement, such as putting in a new well.  The existing water supply needed to be increased and a well was dug, a pump house built, and pump installed with an electrical circuit to power it.  Dave notes, “Mexicans are capable, resourceful builders.  It may not be up to California code, but they sure get the job done without the invasive restrictions placed on everything you do in the States.”  According to the couple, “Mexico is very special.  We continually experience the friendliness and basic kindness of its people, who generally have less and give more.  As we slow down there is a very nice sense of being connected.  Here, in this village, it is like turning back the clock 100 years.  The barnyard animals that are present, the lack of telephones ringing, no great plans or social schedules.  Our door is open.  We always have time for a visit.”

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