The U.S. EB-5 and E-2 programs offer powerful tools for global mobility, family security, and market access.

Apply early to lock in reserved EB-5 visa categories and avoid retrogression.

Legal, financial, and tax advisors should be involved from the outset to ensure compliance, mitigate tax exposure, and structure the investment for success.

Backlogs exist for EB-5 (especially for China, India, Vietnam), but reserved visas may shorten wait times. I-526E filings under RIA allow for concurrent filing, expediting work authorization and adjustment for applicants in the U.S.

EB-5 and E-2 are immigration-first pathways, but ROI varies by investment type.

Funds must originate from the investor’s personal or marital assets and flow through identifiable, legal channels.

EB-5 investors are U.S. tax residents and taxed on worldwide income, including offshore trusts, passive income, and crypto assets.

EB-5 is an immigrant visa and leads directly to a green card. After 2 years of conditional residence, investors file Form I-829 to remove conditions.

Residency requirements differ markedly between the two programs.