Review actual transaction charges, currency conversion and relevant tax obligations with qualified advisers, then account for project and immigration expenses separately. Gross market value is not necessarily the amount available for a contribution. Do not use an assumed tax rate or a universal deduction percentage for every applicant.
Compare cash received with the complete commitment
Prepare a schedule using confirmed sale proceeds and the actual costs identified for the household. Keep professional advice about asset sales separate from immigration eligibility review. The EB-5 investment carries commercial risk and no government-guaranteed capital return.
A budget should remain understandable without relying on an early repayment to meet expenses already foreseeable outside the project. Costs land at different points and should be dated accordingly. Transaction charges and currency conversion arise at the sale; project administrative amounts usually fall at subscription; professional fees recur at the petition, at the visa or adjustment stage, and again when conditions are removed years later.
Setting them on a timeline shows how long the household must carry the plan, which is the figure that actually governs affordability. Confirm each amount at the point it becomes payable rather than carrying forward a number quoted at the outset. Keep advice about the asset sale distinct from immigration eligibility review, and keep the records of each, so a later question about one does not require reopening the other.