EB-5 education

Understand the program before you choose an opportunity.

The best EB-5 decisions begin with education, realistic expectations and independent professional advice, not pressure.

01

Start with the purpose

EB-5 is a U.S. immigration program that can provide a path to permanent residence through a qualifying investment that meets program requirements, including job creation.

02

Understand the structure

Investment category, project structure, immigration strategy, source of funds and timing all matter. A strong decision considers the immigration case and the investment separately.

03

Document lawful funds

Source and path of funds can be a substantial part of the immigration filing. Investors should work closely with qualified immigration counsel on their specific documentation.

04

Evaluate risk

EB-5 capital must meet applicable at-risk requirements. No project should be treated as risk-free, and immigration approval and investment repayment are distinct considerations.

Questions worth asking

Before moving forward, understand both sides of the decision.

What immigration outcomes does this structure depend on?

Your immigration attorney should evaluate eligibility, filing strategy, source of funds, timing and family considerations based on your circumstances.

What happens to the investment capital?

Review the offering documents, capital stack, use of funds, security position, repayment assumptions and key risks with independent financial and legal professionals.

How are jobs expected to be created?

Job-creation methodology and cushion can vary by offering. The governing project materials and professional review should drive the analysis.

What happens if the project or immigration process encounters a problem?

Ask about contractual remedies, sponsor obligations, communication practices and how unexpected circumstances are handled.

Important

This website provides general educational information and does not constitute legal, tax, investment, securities or immigration advice, an offer to sell, or a solicitation to purchase any security. EB-5 investments involve risk, including possible loss of principal. Offering decisions should be based only on applicable offering documents and independent professional advice.

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