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EB-5 Investor Visa Guides

23 free guides covering every aspect of the EB-5 program. Sourced from official USCIS and State Department data, with transparent methodology and trust tier labels.

Flagship Guides

Comprehensive, multilingual guides covering the full EB5 journey. Available in 7 languages.

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The EB5 Process

18 pagesPDFFree account

A complete walkthrough of the EB5 investor immigration process, from choosing your investment path through conditional residence, condition removal, and eventual citizenship eligibility.

What's included

  • Regional center vs. direct investment
  • I 526E petition preparation and filing
  • Visa bulletin and visa availability
  • +3 more sections
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I 526E Filing Checklist and Common Mistakes

16 pagesPDFFree account

The complete document checklist for filing an I 526E petition, plus the 12 most common mistakes that cause delays, RFEs, and denials.

What's included

  • Complete I 526E document list by category
  • Source of funds documentation requirements
  • Country specific foreign exchange documentation
  • +3 more sections
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How to Choose a Regional Center

16 pagesPDFFree account

A structured evaluation framework for assessing EB5 regional center projects, with 15 scored questions, due diligence strategies, and a comparison matrix.

What's included

  • USCIS designation and compliance verification
  • I 526E approval track record evaluation
  • Capital stack and repayment history
  • +3 more sections
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Source of Funds Documentation for EB5 Investors

18 pagesPDFFree account

Complete guide to documenting the lawful source and path of your EB5 investment capital, with requirements by funding type and country specific foreign exchange rules.

What's included

  • Documentation by source type: salary, business, property, gifts, inheritance
  • Country specific foreign exchange: SAFE, LRS, SBV, BOK
  • Top 10 RFE triggers and how to avoid them
  • +3 more sections
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Tax Planning for EB5 Applicants and New Green Card Holders

16 pagesPDFFree account

Essential tax planning guidance for EB5 investors, covering pre immigration strategies, the tax trigger date, worldwide income obligations, FBAR, FATCA, and common mistakes.

What's included

  • Pre immigration tax planning strategies
  • When U.S. tax obligations begin (the tax trigger date)
  • FBAR and FATCA reporting requirements
  • +3 more sections
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Children and the EB5 Visa

14 pagesPDFFree account

How children qualify as derivative beneficiaries on EB5 petitions, the aging out risk, CSPA protection, educational benefits of permanent residency, and family planning strategies.

What's included

  • Derivative beneficiary eligibility rules
  • The aging out risk and how to calculate it
  • Child Status Protection Act (CSPA) worked examples
  • +3 more sections
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Getting Started

Essential guides for investors beginning the EB-5 process.

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EB-5 Grandfathering Deadline

24 pagesPDFFree account

Everything investors need to know about the September 30, 2026 grandfathering deadline, including filing strategies, eligibility requirements, and timeline planning.

What's included

  • Grandfathering eligibility criteria
  • Filing deadlines and timeline
  • Investment amount lock in strategies
  • +2 more sections
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Complete EB-5 Investment Cost Breakdown

12 pagesPDFFree account

A thorough breakdown of all costs involved in the EB-5 process, from the minimum investment amount to legal fees, administrative costs, and ongoing expenses.

What's included

  • Minimum investment amounts
  • Administrative and legal fees
  • Regional center fees
  • +2 more sections
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EB-5 Processing Times Explained

14 pagesPDFFree account

A guide to understanding EB-5 processing times across all form types, including I-526E, I-829, and I-485, with historical trends and strategies for managing wait times.

What's included

  • Current processing times by form type
  • Historical processing time trends
  • Premium processing eligibility
  • +2 more sections
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EB-5 Set Aside Categories Explained

10 pagesPDFFree account

Complete guide to the EB-5 visa set aside system created by the Reform and Integrity Act, covering allocation percentages, eligibility rules, unused visa redistribution, and strategic implications.

What's included

  • How the 20% rural, 10% HUA, 2% infrastructure allocation works
  • What happens to unused set aside visas
  • Priority processing for rural petitions
  • +2 more sections
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Rural vs Urban EB-5 Projects

16 pagesPDFFree account

A detailed comparison of rural and urban EB-5 investment projects, including processing advantages, visa set asides, approval rates, and project risk profiles.

What's included

  • Rural TEA visa set aside advantages
  • Processing time differences
  • Approval rate comparisons
  • +2 more sections
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Data and Analysis

Guides for interpreting visa bulletin data, backlogs, and program statistics.

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Understanding the EB-5 Visa Bulletin

18 pagesPDFFree account

A comprehensive guide to reading, interpreting, and tracking the monthly visa bulletin for EB-5 investors, with historical trend analysis and chargeability area breakdowns.

What's included

  • How to read the visa bulletin
  • Final action dates vs. dates for filing
  • Country specific backlogs and trends
  • +2 more sections
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How to Read EB-5 Data

10 pagesPDFFree account

Learn how to interpret USCIS quarterly statistics, visa issuance data, and processing time reports. Understand what approval rates, pending backlogs, and filing volumes actually mean for your case.

What's included

  • USCIS quarterly reporting methodology
  • How to interpret approval rates accurately
  • Reading pending backlog trends
  • +2 more sections
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Gold Card vs EB-5

10 pagesPDFFree account

A detailed comparison of the Trump Gold Card visa and the EB-5 Immigrant Investor Program, covering eligibility, investment amounts, processing timelines, and strategic considerations.

What's included

  • Eligibility requirements for Gold Card vs EB-5
  • Investment amount comparison ($5M Gold Card vs $800K EB-5)
  • Processing time and pathway differences
  • +2 more sections
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Country Specific

Tailored analysis for investors from specific countries.

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EB-5 Guide for Indian Investors

15 pagesPDFFree account

Country specific EB-5 analysis for Indian investors. Covers visa bulletin backlog history, set aside category strategy, RBI/LRS compliance for outbound remittances, source of funds documentation, and complete filing timeline with cost breakdown.

What's included

  • India EB-5 visa bulletin history and backlog
  • Set aside category strategy for Indian investors
  • RBI LRS compliance and FEMA documentation
  • +2 more sections
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EB-5 Guide for Chinese Investors

15 pagesPDFFree account

Country specific EB-5 analysis for Chinese investors. Covers visa bulletin backlog history (the longest in the program), set aside category strategy, SAFE foreign exchange compliance, source of funds documentation, and filing timeline.

What's included

  • China EB-5 visa bulletin history and backlog
  • Set aside category strategy for Chinese investors
  • SAFE foreign exchange approval process
  • +2 more sections
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Filing and Documentation

Checklists and templates for petition preparation.

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EB-5 Source of Funds Documentation Checklist

14 pagesPDFFree account

Complete document checklist organized by source type: salary, business, real estate, investments, loans, gifts, and inheritance. Includes country specific addenda for China (SAFE), India (RBI/LRS), Vietnam (SBV), and South Korea (BOK).

What's included

  • Required documents by source type
  • Country specific foreign exchange requirements
  • Combination source reconciliation
  • +2 more sections
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Attorney Resources

Practice tools designed for immigration attorneys.

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EB-5 Attorney Quick Reference Card

1 pagesPDF (printable, letter size)Free account

One page, front and back. Current investment amounts, USCIS filing fees, processing time ranges, visa bulletin dates, set aside allocations, and key deadlines. Updated quarterly.

What's included

  • Current investment minimums
  • USCIS filing fees by form
  • Processing time ranges
  • +2 more sections
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EB-5 Client Intake Questionnaire Template

7 pagesPDF (editable)Free account

Editable questionnaire template for immigration attorneys starting new EB-5 client relationships. Covers personal information, immigration history, investment readiness, family members, documentation inventory, and timeline preferences.

What's included

  • Client personal and immigration history
  • Investment capital and source of funds screening
  • Derivative beneficiary information
  • +2 more sections
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Additional Guides

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EB-5 Guide for Vietnamese Investors

15 pagesPDFFree account

Country specific EB-5 analysis for Vietnamese investors. Covers visa bulletin backlog history, set aside category strategy, SBV foreign exchange regulations, source of funds documentation, and filing timeline.

What's included

  • Vietnam EB-5 visa bulletin history and backlog
  • Set aside category strategy for Vietnamese investors
  • SBV foreign exchange compliance
  • +2 more sections
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EB-5 Regional Center Due Diligence Checklist

18 pagesPDFFree account

A 50+ point evaluation framework for assessing EB-5 regional center projects. Covers USCIS designation status, compliance history, job creation methodology, capital repayment track record, and management team background.

What's included

  • USCIS designation and compliance verification
  • Management team background assessment
  • Job creation methodology evaluation
  • +2 more sections
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EB-5 Filing Checklist

10 pagesPDFFree account

Complete filing checklist for the I-526E petition. Every document, every form, every supporting exhibit organized by category. Includes filing fee verification, common pitfalls, and post-filing expectations.

What's included

  • Complete I-526E document list
  • Filing fee verification
  • Supporting evidence organization
  • +2 more sections
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EB-5 Filing Strategy 2026

12 pagesPDFFree account

A structured decision framework for EB-5 investors in 2026. Covers the September 30 grandfathering deadline, projected investment increase, category selection by country, preparation timeline, and cost planning. Designed for investors and attorneys making filing decisions before the deadline.

What's included

  • Grandfathering deadline filing requirements
  • Projected CPI-U investment amount increase
  • Category selection: rural, HUA, or unreserved
  • +2 more sections
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