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APPLICATION ANSWERS · EB-5 FIELD GUIDE

Should projected earn-out proceeds cover the whole immigration budget in North Bay?

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THE DIRECT ANSWER

Label conditional proceeds as uncertain and distinguish them from funds already available. A complete budget should not depend silently on the highest possible sale outcome. As of September 7, 2026, the general EB-5 investment threshold is US$1,050,000, or US$800,000 for a qualifying targeted employment area or infrastructure project. Statutory adjustment begins January 1, 2027. Government, project and professional charges are separate and are not automatically qualifying capital.

Show committed and contingent funding separately

List investment capital, project charges, professional work and current official fees. Identify which receipts would pay each obligation and what happens if an instalment is lower or late. Do not assume every sale expense or financing cost counts toward qualifying capital. Financial-risk advice remains separate from the immigration assessment.

Government charges are a third line: the initial petition, later stages for the family, and the eventual petition to remove conditions each carry their own charge under the published schedule, and they should be confirmed at the time rather than quoted from an older document. Accountants may be needed to reconcile years of filings; translators for foreign-language records; and independent commercial advisers for diligence on the project, which is an expense worth incurring rather than avoiding.