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BOWDEN · EB-5 FIELD GUIDE

Does a planned return to Canada entitle the investor to repayment?

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THE DIRECT ANSWER

No. A travel plan is not a capital repayment right. EB-5 excludes contractual repayment rights and guaranteed rates of return.

Read the real exit provisions

The enterprise-only discretionary buyback exception is limited and has conditions governing exercise. Household travel and liquidity needs should be assessed without treating the investment as money available whenever the applicant departs.

Beyond the qualifying capital investment, expect administrative fees charged by a regional center where applicable, USCIS filing fees for the immigrant petition and adjustment or consular processing steps, and professional fees for legal and source-of-funds documentation work. A regional centre administrative fee, government filing charges published in the USCIS fee schedule for the investor petition, the residence application and the later removal of conditions, plus immigration and securities counsel and a professionally prepared source of funds report. Beyond the capital itself, expect legal fees for the immigration filings, accounting or forensic work to assemble the source-of-funds record, translation of foreign documents, and the enterprise's own transaction and formation costs.