EB-5 & Real Estate Advisory Expertise

We help investors navigate the EB-5 process from start to finish — evaluating projects, understanding capital structures, and ensuring compliance with USCIS regulations.

• Project evaluation and risk assessment

• Verification of EB-5 job creation methodologies

• Analysis of return potential and exit strategies

• Independent due diligence on developers and sponsors

We assist developers, project sponsors, and EB-5 stakeholders in structuring efficient capital solutions that support successful project execution while maintaining regulatory compliance and financial integrity. Our advisory services include:

• Capital stack design integrating EB-5 capital, senior debt, mezzanine financing, bridge capital, and sponsor equity

• EB-5 project structuring, offering preparation, and compliance strategy

• Capital raising advisory and investor outreach strategy

• Bridge financing advisory and short-term capital solutions

• Financial modeling, feasibility analysis, and sensitivity testing

• Due diligence and investment risk assessment

• Coordination with immigration attorneys, securities counsel, economists, and other project professionals

Comprehensive due diligence to assess financial feasibility, construction budgets, and project assumptions.

• Market, cost, and financial feasibility analysis

• Developer and contractor background review

• Detailed pro forma modeling with revenue and cost projections

• Sensitivity analysis and risk evaluation

We design and optimize funding structures for development and investment projects, balancing risk and return across equity and debt.

• Capital stack analysis and optimization

• Financing strategy development

• Lender and investor negotiation support

• Waterfall and return modeling

Support for developers pursuing government or public-private partnership projects.

• RFP documentation and compliance review

• Financial model preparation for bid submissions

• Presentation of funding strategy and cost allocation

We serve as an independent fund disbursement agent for construction lenders and developers — ensuring funds are drawn and used according to project milestones.

• Review and approval of draw requests

• Coordination with lenders and contractors

• Transparent fund flow reporting and compliance tracking