On December 23, 2024, Pete Calabrese (CEO, CanAm Investor Services) and Christian Triantaphyllis (Partner, Jackson Walker LLP) explored the growing interest in partial EB-5 investment filings. The discussion highlighted how investors can file an EB-5 petition with part of the $800,000 investment to secure an earlier priority date—a key advantage in light of potential visa backlogs.
The speakers outlined the benefits and risks of this strategy, including greater flexibility for investors with upcoming liquidity events, the opportunity for concurrent Adjustment of Status filings, and protections for children under the Child Status Protection Act. They also stressed the importance of clear documentation, lawful source of funds tracing, and careful planning to avoid pitfalls such as RFEs or sustainment period complications.
Overall, the webcast emphasized that while partial investments are not without challenges, they can be an effective tool for well-prepared investors working with experienced immigration attorneys, tax advisors, and regional centers.
