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SYLVAN LAKE · EB-5 FIELD GUIDE

Should an expected project distribution fund the family’s immediate relocation budget?

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THE DIRECT ANSWER

Do not treat an anticipated distribution as money certain to be available on the relocation date. Capital risk and the actual contractual rights must remain part of the plan.

Keep household liquidity visible

Separate the required investment from administrative, professional, government and moving expenses. A project forecast does not guarantee a return, repayment date or immigration outcome. Identify which household commitments depend on funds that may remain unavailable.

The petition to remove conditions is a substantive filing with its own government fee on the current schedule and its own evidentiary burden, and where a project's performance is disputed it can require economic analysis and legal work well beyond the initial process. Project-dependent charges include the sponsor's administrative fee and any subscription or escrow costs, whose amounts and refund terms must be read from the offering documents rather than supplied as a generic statistic. The useful review identifies the recipient, purpose, refund terms, and evidence for each transfer, rather than combining everything under 'investment.' Obtain current official fee schedules and read project documents for distinct charges.