A Simplified Guide to EB-5 Visa Requirements and Availability.

What is the
EB-5 Visa Program?

The EB-5 Immigrant Investor Program supports economic growth by stimulating job creation and capital investment and provides investors and their families with the opportunity to live, work, and study in the United States without company sponsorship or cumbersome renewal processes.

The program was established by the United States Congress in 1990 and offers foreign nationals the chance to obtain permanent residency by investing in U.S. businesses.

How does EB-5 differ from other immigration.
This investment-centric approach sets the EB-5 visa apart from many other U.S. immigration visa programs by directly linking immigration benefits to economic development and job creation and providing an investor with the chance to obtain permanent residency.

Unlike visas based on employment, family ties, or humanitarian grounds, the EB-5 visa requires applicants to make a significant financial investment in a U.S. business. Additionally, if the EB-5 visa requirements are met, the program provides a pathway to permanent residency (a green card) not just for the investor, but also for their immediate family members, including spouses, and unmarried children under the age of 21, offering a comprehensive solution for families seeking to relocate to the United States.

Yearly Distribution of Immigration Visa Slots

About 1 million immigrant visas are granted each year.

  • A base allocation of 620,000 is from “preference categories”
  • Preferences are broken down into family-based (480,000 annual allocations) and employment-based (140,000 annual allocations)
  • There are five versions of employment-based
  • EB-5 is the fifth “preference”, i.e. the 5th version
EB-5 Visa
Requirements

EB-5 visa requirements are simple in theory; would-be immigrants invest capital (at least $800,000) into a designated project or business that will create at least 10 jobs for workers in the U.S.

To dive a little deeper into requirements, the full EB-5 process includes several steps:

  1. Minimum Capital Investment: $800,000 invested over 4-7years.
  2. Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.
  3. Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately, typically documented by an immigration attorney.
  4. Investor Petition Form I-526E: An investor pooling their investment with one or more qualified immigrants participating in the Regional Center Program uses this form to petition USCIS for status as an immigrant to the United States.  
  5. “At Risk” Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.
  6. Create Jobs: The investment must lead to the creation of at least 10 jobs per investor petition for U.S. workers.

Below we’ll break down the nuances of EB-5 visa requirements, including the minimum cost of an EB-5 investment.  

We’ll explain the factors involved in calculating EB-5 visa processing times and visa allocations, and touch on how to evaluate the requirements of EB-5 investment projects.

EB-5 Process:
How to Apply for an EB-5 Visa

In the simplest terms, these are the steps involved in what you will need to do to secure your green card through EB5 investment.

  1. Decide if it's the right immigration pathway for you.
  2. Determine if you meet the EB-5 visa requirements.
  3. Get experienced EB-5 immigration counsel. If you haven’t already engaged with one, the Peachtree team can give you recommendations for an attorney from our network of trusted legal experts who specialize in the EB-5 Visa.
  4. Select an EB-5 investment. Keep reading to learn more about how to choose the right project.
  5. File form I-526E. This solidifies the promise that you’ll invest money, create jobs, and otherwise comply with all EB-5 Visa requirements.
  6. Answer all questions and get approved (note: there is no guarantee).
  7. Start two years of conditional lawful permanent residence. More information on what constitutes ‘conditional’ here.
  8. File form I-829. This form shows that you kept your promises and fulfilled all your EB-5 investment requirements.
  9. Receive a permanent green card (which also includes the removal of conditions).
  10. Optional: apply for citizenship after maintaining the green card requirements for five years.
Choose an
investment pathway

You have two primary pathways to choose from: Direct EB-5 Investment and the and the Regional Center Program. They are quite different approaches to securing your U.S. permanent residency.

Direct EB-5 Investment Approach

Direct EB-5 Investment involves investing directly in a business you manage yourself, giving you full control over the project. This EB-5 visa type requires you to actively manage the business and to directly hire at least ten concurrent, full-time workers.

While this model offers direct involvement in the operation, it also places the responsibility of managing all aspects of the business, including payroll processing, record-keeping, and EB-5 compliance.

This includes:

  • Finding someone you trust in the U.S. to run and manage your investment while you are in your home country.
  • All of the legally required reporting, including compliance with U.S. employment laws and record-keeping for several years.  
  • Fulfilling all stringent paperwork requirements, both quarterly and annually.

The Regional Center Approach

In contrast, Peachtree sponsors projects pursuant to the Regional Center program. By doing this, we simplify the entire process for you.

Under the Regional Center Program, your investment is managed by Peachtree Group, and your EB-5 visa job-creation requirements are satisfied by a widely accepted econometric formula instead of employee payroll records.  

The Regional Center program allows you to pool your investment with others as long as the econometric models show the creation of at least 10 jobs per EB-5 investor.

Peachtree Group Projects

Peachtree has completed billions of dollars in loans and has a robust pipeline of deals. We make sure a quality subset of those deals become EB-5 investments as long as they qualify and meet all of our criteria and that of the regulations of the EB-5 Immigrant Investor Program as outlined by USCIS.

This means there is a constant stream of reliable EB-5 opportunities in our pipeline. Here is a list of our latest featured deals, or contact Victor Espinosa (Vice-president, Global Business Development) for more information about our process, read this article on the Peachtree Advantage.

Making the Right Choice:
Evaluating EB-5 Investments

Choosing the right EB-5 investment is a core pillar of your success.

There is a lot of pressure to choose the right project because it impacts your path to U.S. residency and your financial contribution.

This section outlines the key factors you should consider when evaluating the EB-5 visa requirements.

Criteria for Evaluating EB-5 Projects

Character:

Always evaluate the character and experience of the professionals with whom you do business. Peachtree’s 17-year history and the decades of finance work of our professionals have taught us that the most important factor in any finance or business dealing is the character of the people with whom you work.  

Peachtree’s reputation as a smart company with smart, approachable people with integrity is important to us. We are listed as one of the best places to work by USA Today and Inc. Magazine and our principals were just named the best bosses in commercial real estate by the trade publication GlobeSt.

Complexity:

Make sure you can understand the business and financing plan of the deal you’re considering. Some EB-5 deals have very complicated structures with many multiple layers of entities and sources of capital. Complex does not necessarily mean bad, but a simple deal allows you to understand how your investment goes into a deal, how it will be used, and when you’ll get paid back.

Job Creation Potential:

The core EB-5 visa requirement is to stimulate the U.S. economy through job creation. Because of this, a major criterion for evaluating an EB-5 investment is its potential to create at least ten full-time jobs for U.S. workers per investor.

For example, at Peachtree, we our Boone project creates 13.5 jobs per EB-5 investor.

Investor Rights and Protections:

You already know that understanding your rights as an investor is always important. You want to look for projects that offer clear terms on investment returns, capital repayment, and the administrative fees involved.

Your EB-5 projects should also provide transparency around your exit strategy and the conditions under which your funds will be returned. You also want to assess the legal protections in place to safeguard your investment against potential disputes or failures.

Financial Structure:

An EB-5 project’s financial health is also central to its success. You need to evaluate whether the project is well-capitalized and has strong funding beyond just the EB-5capital.

This includes examining the capital stack, which should have a balanced mix of equity, debt, and EB-5 investment, reducing the reliance on EB-5 funds as the primary source of capital.

Peachtree’s EB-5 projects retain the senior position on all debt. This means we don’t we don’t need to wait for any other loan to be repaid before we get repaid.

It’s another unique advantage of partnering with Peachtree Group. Our projects are also fully financed, which ensures that our projects will not have to wait for the EB-5 capital to be raised in order to commence construction.

Targeted Allocations
Within EB-5

The U.S. Government allocates visas based on the project type. A portion of the total 9,940 available EB-5 visas are reserved for Targeted Employment Areas and infrastructure projects.

Of the 9,940 EB-5 visas, 20% (1,988 visas) are allocated to rural projects. A further 10% (994 visas) are reserved for projects in areas of high unemployment. Finally, 2% (198 visas) are earmarked for infrastructure projects.

Before the EB-5 law was updated in 2022, the demand for visas from certain countries far exceeded the annual limit, leading to potentially years-long waiting times for investors.  The new law created separate, reserved categories that currently have no backlogs.

Rural Projects

A rural project is defined as being located in a geographical area that lies outside of an urbanized area or an area with a high population. Specifically, these are locations that are both (a) outside of geographies designated by the US Census Bureau as “Metropolitan Statistical Areas", and (b) outside of cities and towns with a population of 20,000 or more.

Projects in Areas of High Unemployment

Another significant focus is on areas of high unemployment. These areas are defined as a U.S.-designated census tract or collection of tracts having an unemployment rate that is at least 150% of the national average.

Infrastructure Projects

These are projects owned and administered by government entities, which might include but are not limited to transportation, utilities, energy, and telecommunications.

Distribution of EB-5 Visa Allocations by Project Type

This graph illustrates the targeted allocation of the base total of 9,940 EB-5 visas available annually.
Choose your EB-5
Investment Amount

The EB-5 minimum investment amount for the EB-5 visa program depends on the location of the investment project. Currently, EB-5 visas require:

  • $800,000 for projects located in Targeted Employment Areas (TEAs) which are either rural areas or areas with high unemployment., or for projects that qualify as infrastructure projects.
  • $1,050,000 for projects that are not in Targeted Employment Areas or do not qualify as infrastructure.

These investment thresholds were adjusted in 2022, reflecting an increase from previous amounts to account for inflation and other economic factors.

It is worth noting that the minimum is set to be adjusted for inflation every five years, if you wait, you could end up paying more.

The Full Cost of the
EB-5 Visa

Beyond the EB-5 visa’s required investment amount, there are several additional expenses. Applicants must account for legal fees, which can vary significantly depending on the complexity of the case and the attorney's expertise.

There are also administrative fees charged by the regional center or the direct investment project, which cover the costs of managing and processing the investment.

Government filing fees, including those for Form I-526E (Immigrant Petition by AlienInvestor) and Form I-829 (Petition by Entrepreneur to Remove Conditions on PermanentResident Status), add to the financial outlay.

Additionally, applicants need to budget for EB-5 visa costs related to medical examinations, translation, and certification of documents, and travel expenses for themselves and their families.The EB-5 minimum investment amount for the EB-5 visa program depends on the location of the investment project. Currently, EB-5 visas require:

Benefits of the
EB-5 Visa

The EB-5 visa offers numerous benefits that make it an attractive option for investors seeking U.S. permanent residency and a chance to truly call the U.S. home. One significant advantage is that an EB-5 visa provides a direct path to a greencard, with fewer bureaucratic hurdles compared to other immigration options.

Recent reforms and streamlined procedures have led to enhanced accuracy in the adjudication of applications, ensuring that investors receive timely and reliable decisions. These improvements have also contributed to faster processing times, allowing investors and their families to secure their residency status more quickly. That said, it is important to be realistic about visa processing times and to understand the process.

Understanding EB-5 Visa
Processing Times

EB-5 visas require processing to be administered by two departments of the U.S. government. The USCIS reviews EB-5 petitions for qualification and approval. USCIS also processes “adjustment of status” for applicants who are lawfully in the United States to get their green cards.

The section of the law that covers the allocation of immigrant visas is called 8 USC 1153. You can read the official U.S. code here.

The U.S. Department of State issues EB-5 visas to petitioners outside of the United States which allow the petitioners to enter the country and obtain their green cards.

The USCIS has target processing times for reviewing the EB-5 Visa Petitions, and then they have the actual EB-5 petition processing time based on data from previous years. These figures are different.

Ready to Invest?
Next Steps

EB-5 visa processing times vary and no one can know in advance exactly how long processing will take in any individual case.

Criteria for Evaluating EB-5 Projects

Step 1: EB-5 Visa Petition Approval Time.

This measures the time from the date on which the investor’s petition is received by USCIS to the time USCIS issues its decision.

There may be one or more rounds of questions from USCIS about the petition (called “Requests for Evidence” or “RFEs”) during this period.

  • Target EB-5 Processing Time according to the EB-5 Reform and Integrity Act of 2022 (the “RIA”): Less than 120 days (4 months) for TEAs or less than 240 days (8months) for non-TEAs.
  • Typical EB-5 Visa Processing Time Range: 19 to 52 months, reflecting recent trends due to USCIS workload.
Step 2: EB-5 Visa Number Wait Time.

This measures the time some investors with approved petitions may have to wait if demand for the EB-5 visa and overall immigrant visa demand from their country exceeds certain annual quotas.

  • Typical EB-5 Green Card Processing Wait Time: Currently, there are no waiting times for investors from any country, including EB-5 investors from China and India who invest in the new “reserved” categories established under the RIA.
  • Extended Wait Time: The process can take several years if the number of EB-5 applicants surpasses the available visa quota. Currently, these wait times apply only to EB-5 investors from China and India, and only for those investors who applied before the RIA.
Step 3: Time from EB-5 Approval to Visa Issuance.

After approval, EB-5 investors must submit documentation to the National Visa Center within the U.S. Department of State, and then they must attend an interview in a U.S. consulate abroad.

Approved investors who are legally within the United States may apply for “adjustment of status” with USCIS, instead.

  • Expected EB-5 Visa Processing Time: This can vary significantly depending on USCIS and Department of State staffing.
  • Historical EB-5 Visa Processing Time: Around 6 months, potentially extending under high-demand scenarios.
Step 4: Conditional Permanent Residence Duration
  • Fixed EB-5 Green Card Processing Time: Exactly 2 years, starting from the date of admission under the EB-5 visa.
Step 5: EB-5 Permanent Green Card Finalization; the “Removal of Conditions”
  • Target Processing Time for EB-5 Visa: Less than 90 days to remove conditions.
  • Actual EB-5 Green Card Processing Time Range: 26 to 49months, since 2019. Note that the EB-5 immigrant and family may remain in the U.S., work and travel while the removal of conditions is pending.

Key Points to Remember:

  • Target EB-5 Visa Processing Times are ideal processing durations set by regulatory goals
  • Actual EB-5 Visa Processing Times offer a realistic look at durations based on the current USCIS processing landscape.
  • Delays in EB-5 processing times are generally influenced by application volumes, visa availability, and administrative (staffing) capacity.
Understanding EB-5 Visa Timeline:
From Application to Green Card
Taking the Next Steps
with Peachtree

Here’s how you can begin your journey to U.S. permanent residency with an EB-5 investment, guided by our expertise and dedication to simplicity, transparency, and success.

Start by visiting our website where you can learn more about our specific EB-5 investment opportunities. We designed our site to be user-friendly and simple.

Pass Along Your Contact Information

Take a moment to fill out the form at the bottom of our website. We'll send you more information about Peachtree Group's EB-5 program and have one of our experienced EB-5 Investor Relations Managers reach out to you. If you would like someone to contact you immediately, call 949.235.0981 or email Victor Espinosa, vespinosa@peachtreegroup.com

Your EB-5 FAQs, answered.

What is the EB-5 Visa Program?

The U.S. Congress created the Employment Based fifth preference immigrant visa program (the “EB-5 Program”) in 1990 to stimulate the U.S. economy through job creation and capital investment from foreign investors. The EB-5 Program allows investors, and their spouses and unmarried children under 21, to apply for U.S. lawful permanent residence by making a qualified investment into a new commercial enterprise with the intend of creating or preserving ten (10) permanent full-time jobs for qualified U.S. workers.  

In 1992, U.S. Congress created the EB-5 Immigrant Investor Program, also known as the Regional Center Program, which sets aside EB-5 visas for participants who invest in commercial enterprises associated with regional centers approved by USCIS based on proposals for promoting economic growth, including prospective job creation and increased domestic capital investment. On March 15, 2022, President Biden signed the EB-5 Reform and Integrity Act as part of the Consolidated Appropriations Act, 2022 (Public Law 117-103), which created new requirements for the EB-5 immigrant visa category and the Regional Center Program. Immigrant visas are authorized under the Regional Center Program through September 30, 2027.

How much do I need to invest?

Based on the current requirements under the EB-5 Program a qualified immigrant investor must invest $1,050,000. The amount of capital required is reduced to $800,00 for an investment in a targeted employment area or in an infrastructure project. The administrative fee, legal and application fees are not included.

What qualifications must an applicant meet to obtain an EB-5 visa? EB-5 visas require:

Minimum Capital Investment: $800,000 invested over 5-7 years.Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately.‘‘At Risk "Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.Create Jobs: The investment must lead to the creation of at least 10 jobs for U.S. workers.  

  1. Minimum Capital Investment: $800,000 invested over 5-7 years.
  2. Background Check: No U.S. immigration law violations, criminal convictions, or history of financial fraud.
  3. Documented Lawful Source of Funds: Requires documentation proving the capital investment was earned legitimately.
  4. ‘‘At Risk "Investment: The investment must be fully invested in the U.S. economy for a minimum of twenty-four months, and until the required jobs are created.
  5. Create Jobs: The investment must lead to the creation of at least 10 jobs for U.S. workers.  
What is a Targeted Employment Area (“TEA”)?

A targeted employment area is a rural area, or an area designated by the Secretary of Homeland Security as a high unemployment area at the time of the investment. The term “rural area” means any area other than an area within a metropolitan statistical area (as designated by the Director of the Office of Management and Budget) or within the outer boundary of any city or town having a population of 20,000 or more (based on the most recent decennial census of the United States). A high unemployment area is an area that has experienced unemployment at a rate that is at least 150% of the U.S. national average.

What is the process to obtain a green card through the EB-5 Visa Program?
  1. Select the Project
  2. Review and sign the offering documents
  3. Deposit the $800,000 capital contribution and administrative fee
  4. File Form I-526E, Immigrant Petition by Regional Center Investor with USCIS;*If you are already in the US studying / working under a different visa, at the time of the Form I-526E filing, you will be eligible for concurrent filing, which allows you to remain in the U.S., and to work and travel in and out of the U.S. while your Form I-526E is pending.
  5. Once the Form I-526E is approved if you are residing in the U.S you may submit your Form I-485 Application to Register Permanent Residence or Adjust Status to USCIS; or if you are abroad, the National Visa Center will notify you to visit a US Consulate to obtain an EB-5 visa for admission to the U.S. The green card issued to you at this stage is a conditional green card which is valid for two (2) years.
  6. Between 21 – 24 months after receiving you conditional green card, you will submit Form I-829, Petition by Investor to Remove Conditions on Permanent Resident Status to USCIS, which would provide documentation to prove that the investment has been sustained and the job have been created. Once the Form I-829 is approved, you will become a Permanent Resident of the U.S.
What are the benefits of an EB-5 Visa?
  1. The EB-5 visa is available to citizens of all countries​
  2. The immigrant petition covers the investor, his/ her spouse, and all unmarried children under 21​
  3. The investment amount may be gifted or loaned to the immigrant investor​
  4. To qualify for the EB-5 visa, there is no age, education, business experience or language requirements​
  5. The EB-5 visa provides a quick path to permanent residence and U.S. citizenship
  6. Provides freedom to live, work, study and own property in the U.S.
  7. The right to attend public school and college
  8. You and your family are protected by all of the laws of the U.S, the State in which you reside, as well as local jurisdictions.
Meet your
EB-5 Team
Peachtree Group’s EB-5 team has more than 30 years’ combined experience and has managed over $2.0 billion in EB-5 transactions.

A Path to Permanent Residency

Peachtree Group’s EB-5 team is here to help you potentially obtain your green card. If you have questions about us, our EB-5 investing process, or anything in between, fill out the form below to get in touch.

Stay informed.

Read up on the latest news, trends, and analysis from our experts on EB-5 Visa programs.
EB-5
Insight

USCIS Visa Bulletin October 2024: First Visa Bulletin of Fiscal Year 2025 Shows Changes

Each month the US State Department publishes the official Visa Bulletin, which is the source for information on visa availability in the United States. It shows which approved immigrant applicants may move forward to obtain their immigrant visa based on the date the original petition was filed. This article explains the Visa Bulletin and how to read it.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
EB-5
Press Release

Peachtree Group Receives I-956F approval from USCIS for EB-5 Palmdale Project

Peachtree Group has received its I-956F approval from U.S. Citizenship and Immigration Services (USCIS) for the firm’s TownePlace Suites by Marriott project in Palmdale, California.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
EB-5
Education

What is Form I-829 for EB-5?

A detailed guide to understanding the I-829 form and its critical role in the EB-5 Immigrant Investor Program. It includes an overview of the I-829 form, the conditions for removing the conditional status of a green card, and the specific information and documents required for the application.

What’s a Rich Text element?

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Peachtree news and insights.

Insight
General
5 min read

Avoid Political Noise When Investing: A Market Update with Larry Adam, Raymond James

Peachtree Group hosted Larry Adam the Chief Investment Officer of Raymond James for a recent Market Call. Larry talked about the importance of staying invested throughout political cycles like the upcoming US Presidential election.

In our recent market update call, we hear insights from Larry Adam the Chief Investment Officer of Raymond James, alongside Greg Friedman, Managing Principal & CEO of Peachtree Group and Daniel Savage, VP Equity Capital Markets of Peachtree Group. One of the standout moments from the discussion was an intriguing investment takeaway that highlights the importance of consistent investing over trying to time the market based on political cycles.

Investment Insights Through the Decades

Consider this: if you had invested $10,000 in the stock market starting in 1970 and only remained invested during Republican presidencies, your investment would have grown to approximately $133,000 by now. Conversely, if you had only stayed invested during Democratic presidencies, your portfolio would have soared to around $700,000.

Now, here’s where the numbers become even more compelling. If you had stayed fully invested in the market, regardless of which party was in power, that initial $10,000 would have appreciated to an impressive $1.6 million!

The Lesson: Stay the Course

Timing the market based on political affiliation has proven to be less effective than maintaining a consistent investment strategy. As Larry Adam pointed out, It's more important to be in the market than trying to find the market. I think that's a critical lesson…”

The volatility that comes with political changes can tempt investors to pull back or make hasty decisions. However, history shows that those who remain patient and invested through all market conditions tend to reap the greatest rewards.

The key is to be in the market, not trying to outsmart it.
Slide Provided by Raymond James

About Larry Adam

Larry Adam joined Raymond James in 2018 as Chief Investment Officer. With over thirty years of experience in the financial markets, Mr. Adam brings a wealth of knowledge and valuable insights on the markets and economy to advisors and clients. As CIO, Mr. Adam develops the firm’s CIO view, a cohesive and comprehensive macro outlook, using insights and perspectives from the firm’s strategists. Mr. Adam presents at numerous client events and is renowned for his ability to explain complex concepts to investors.

Mr. Adam provides advisors and clients with in-depth guidance regarding the markets, including weekly and monthly commentary and quarterly outlooks. In addition to serving as President of the Investment Strategy Committee, he also sits on the Global Wealth Solutions (GWS) Diversity & Inclusion Campus Recruitment Committee, the GWS Executive Council, and the Alternative and Structured Investments Product Approval Committee.

Prior to joining Raymond James, Mr. Adam held the dual roles of CIO of the Americas and Global Chief Investment Strategist for Deutsche Bank Private Wealth Management. He received a B.B.A. with a concentration in finance from Loyola University Maryland in 1991 and received a master’s degree in business with a concentration in finance from Loyola University Maryland in 1993. Mr. Adam is an adjunct professor at the Sellinger School of Business and Management at Loyola University, teaching classes in International Finance. He received the Chartered Financial Analyst designation in 1996, the Certified Investment Management® certification in 2001 and the Certified Financial Planner® designation in 2004. Mr. Adam is regularly featured on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal and Barron’s.

Press Release
General
5 min read

Peachtree Group Launches Restaurant Management Division

Peachtree announces Partnership with AdventHealth with First Licensed Starbucks Location in Orlando.

ATLANTA (SEPT 4, 2024) – Peachtree Group, a vertically integrated investment management firm, has launched a restaurant management division. Under the leadership of Daniel Puglisi, SVP of corporate operations for hospitality management, this division will focus on operating quick-service restaurants, starting with coffee shops.

This new venture underscores Peachtree Group's commitment to expanding its footprint in the hospitality industry, beginning with a high-profile partnership with AdventHealth and launching a Starbucks location in its AdventHealth Orlando hospital.

From left to right: Nikki Garcia (Food and Beverage Manager, Peachtree Group), Ashleigh De Otis (Starbucks Store Manager, Peachtree Group),Rob Deininger (CEO AdventHealth Orlando) and Dan Puglisi (SVP, Peachtree Group)

The U.S. Quick Service Restaurant (QSR) market was valued at approximately$320 billion in 2023, encompassing major chains like McDonald's and smaller regional players. Coffee shops, including big names like Starbucks, Caribou Coffee and Dunkin', make up 12-15% of this market, contributing tens of billions in annual revenue.

"Since our founding in 2007, we have consistently grown by identifying inefficient markets and capitalizing on them to achieve strong returns and build sustainable businesses," said Greg Friedman, Peachtree Group’s managing principal and CEO. "The expansion into restaurants from our existing hospitality management capabilities was a natural evolution.  Our partnership with AdventHealth marks a significant milestone as we look to replicate this successful model across their network and other captive locations."

The Starbucks at AdventHealth Orlando is now open and is the first storeto be opened under this new division. It is strategically positioned within the hospital's flagship university campus, featuring a two-story glass storefronton a prominent corner. This initiative is part of a broader strategy to enhance patient satisfaction and provide convenient, high-quality service to hospital visitors and staff.

Peachtree Group is also in discussions with other coffee franchise offerings and aims to extend its reach to high profile or high demand markets with captive audiences. The goal is to establish a robust portfolio of high-profile quick-service coffee shop locations nationwide.

The new division will oversee all new and existing restaurant locations not within its own portfolio of hotels. This includes transitioning its downtown Orlando Starbucks location at its dual-branded Hilton Garden Inn andHome2 Suites by Hilton to the restaurant management division.

"Our commitment to excellence in service and operational efficiency sets us apart in the industry. By leveraging our extensive hospitality expertise and premium brand partnerships, we are able to deliver exceptional experiences to our customers and value to our landlord partners," Puglisi said.

This initiative follows a year-long development process, beginning with a lease agreement signed in August 2023 and construction commencing in February2024. Peachtree Group has toured several other AdventHealth campuses, laying the groundwork for future expansions.

Peachtree Group's strategic approach and customer service mindset have been key factors in securing this partnership. As other hospital systems observe the positive impact on AdventHealth's patient satisfaction scores and asset enhancement, Peachtree Group anticipates a growing demand for similar arrangements.

"We are excited about the potential to grow this venture rapidly, with an initial goal of reaching five stores as a beta test and ultimately aiming for 100 locations," Puglisi added. "Our focus is on hospitals, universities and other high-traffic, high-visibility locations where we can make the most significant impact."

About Peachtree Group
Peachtree Group is a vertically integrated investment management firm specializing in identifying and capitalizing on opportunities in dislocated markets, anchored by commercial real estate. Today, the company manages billions in capital across acquisitions, development and lending, augmented by services designed to protect, support and grow its investments. For more information, visit www.peachtreegroup.com.

Contact:

Charles Talbert

678-823-7683

ctalbert@peachtreegroup.com

By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for  more information.
This is some text inside of a div block.