Show their effect on the net available funds, while keeping them distinct from the EB-5 investment and immigration expenses. 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.
Use a net-proceeds schedule
List sale receipts, authorized deductions, settlement-related charges and the amount the applicant can lawfully direct. Separately identify project charges, professional services and current government fees. Do not assume every expense associated with obtaining the funds counts as invested capital. Obtain qualified tax advice where needed without inventing a standard deduction rate.
Separate proposed enterprise capital from legal, administrative, translation, tax, and government expenses. Hypothetical example: an apiary-equipment importer receives sale proceeds after a lender payoff, broker fee, and repair holdback. Closing statements, payoff letters, invoices, and bank records establish the net funds available. Document source before allocating a project budget or using an adviser’s estimate as proof. A cost list does not show that qualifying capital was placed at risk or that the applicable job requirement will be met. Do not treat an optimistic business explanation, a later-created letter, or a family arrangement as proof of a missing eligibility fact.