미국 부동산에 투자하기 전에 알아야 할 사항

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많은 외국인 투자자들이 포트폴리오 다각화를 위해 해외 투자를 고려했습니다.미국 상업용 부동산 펀드에 투자하는 것이 특히 매력적인 옵션이 될 수 있습니다.상업용 부동산 자산 포트폴리오는 일부 자산을 안정적인 미국 달러 표시 자산으로 전환하는 것 외에도 단일 주거용 주택이나 단일 자산 상업용 부동산 거래보다 변동성이 적어야 합니다.

 

부채 투자의 이점


상업용 부동산 부채에 투자하려면 부동산 소유주 또는 개발자에게 대출을 제공하는 것이 포함됩니다.이 전략은 다음과 같은 몇 가지 주요 이점을 제공합니다.

  • 예측 가능한 수입:채무 투자자는 일반적으로 제공하는 대출을 통해 일정한 이자 수익을 얻습니다.이러한 신뢰할 수 있는 수입원은 은퇴자와 같은 소득 지향형 투자자에게 특히 매력적일 수 있습니다.
  • 낮은 위험 프로필:부채 투자는 주식 투자보다 덜 위험한 것으로 간주됩니다.대출 기관은 부동산의 소득과 자산에 대해 우선권을 주장하므로 시장 변동성에 대한 노출을 줄일 수 있습니다.
  • 자산 기반 보안:상업용 부동산 부채는 담보로 사용되는 물리적 자산으로 담보되므로 채무 불이행 시 투자자에게 추가적인 보안을 제공합니다.
  • 꾸준한 현금 흐름:채무 투자에는 고정 이자율과 정기적인 상환 일정이 있는 경우가 많기 때문에 투자자는 보다 확실하게 수익을 계획할 수 있습니다.

 

주식 투자의 이점


주식 투자의 매력은 다음과 같습니다 부동산 자체의 지분을 소유하고 있습니다.주식 투자의 눈에 띄는 이점은 다음과 같습니다.

  • 더 높은 수익률 가능성:주식 투자자는 시간이 지남에 따라 부동산 가치가 상승하여 이익을 얻습니다.임대 수익 외에도 부동산 매각 시 상당한 수익을 올릴 수 있습니다.
  • 다각화:상업용 부동산 주식에 투자하면 투자자는 기존 금융 자산과 다르게 작용할 수 있는 물리적 자산에 노출되어 포트폴리오를 더욱 다양화할 수 있습니다.
  • 제어 및 의사 결정:주식 투자자는 종종 자산 관리 및 전략적 결정에 발언권을 가지므로 자산 성과에 보다 적극적으로 참여하고 영향을 미칠 수 있습니다.
  • 세금 혜택:주식 투자자는 감가상각 및 이자 비용과 같은 세금 공제를 사용하여 과세 대상 소득을 줄일 수 있습니다.

 

현명한 투자자는 상업용 부동산에 대한 부채 및 주식 투자를 다각화하여 포트폴리오를 더욱 최적화할 수 있습니다.이러한 혼합형 접근법은 채무 투자로 인한 안정적인 수익과 주식 투자로 인한 수익 증대 잠재력의 균형을 맞춥니다.이는 시장 변동성에 대비하고 부를 창출할 수 있는 다양한 방법을 제공하므로 경제가 불확실할 때 특히 매력적입니다.

 

미국 사모펀드의 장점

미국의 사모 부동산 펀드는 투자자가 두 가지 방식으로 다각화할 수 있는 기회를 제공합니다.첫째, 일반 상장 채권 및 지분 증권에서 벗어나 다각화함으로써 투자자는 전체 주식 시장과는 상관없는 수익을 얻을 수 있습니다.둘째, 전문 경영진과 함께 펀드에 투자함으로써 투자자는 경영진의 전문 지식과 경험을 활용하면서 단일 자산 투자보다 변동성이 적은 수익을 얻을 수 있습니다.

 

펀드 매니저와 함께 투자하고자 할 때는 펀드 전체의 실적과 팀 내 임원 개개인의 경험을 고려하십시오.실사 시 매니저의 투자 프로세스를 이해해야 합니다. 매니저가 개별 거래를 어떻게 식별, 인수, 마감 및 관리할까요?이들은 자신의 경험을 바탕으로 의미 있는 초점을 맞추고 있나요?그들은 성공적인 실적을 쌓았나요?

이러한 질문에 답하면 투자를 보호하고 늘리려는 의욕이 있는 평판이 좋은 펀드 매니저를 찾을 수 있습니다.해외 투자는 쉽지 않지만 올바른 지식과 파트너가 있다면 매우 보람 있는 경험이 될 수 있습니다.

피치트리 그룹 소개

피치트리 그룹 입니다 성장을 주도하는 투자 회사 호스피탈리티를 전문으로 하는 다양한 상업용 부동산 자산 및 기타 벤처 포트폴리오를 보유하고 있습니다.당사는 설립 이래로 부동산 취득, 개발 및 대출에 중점을 두고 수백 건의 투자를 진행해 왔습니다.현재 당사는 투자를 보호, 지원 및 증대하도록 설계된 서비스를 통해 수십억 달러의 지분을 관리하고 있습니다.

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Peachtree Group Secures Approval for Four Regional Centers, Expanding EB-5 Investment Capabilities

Peachtree Group has successfully secured U.S. Citizenship and Immigration Services approval for four regional centers: Peachtree South Regional Center, Peachtree Northeast Regional Center, Peachtree Midwest Regional Center and Peachtree West Regional Center.

ATLANTA (April 2025) – Peachtree Group (“Peachtree”) has successfully secured U.S. Citizenship and Immigration Services (“USCIS”) approval for four regional centers: Peachtree South Regional Center, Peachtree Northeast Regional Center, Peachtree Midwest Regional Center and Peachtree West Regional Center. These approvals allow Peachtree to independently structure and sponsor EB-5 projects within the designated territories, streamlining the investment process and enhancing efficiency in bringing deals to market.

The approved regional centers cover the continental U.S., giving Peachtree a national footprint to expand its EB-5 program. With these approvals, the firm plans to scale its EB-5 efforts, increase deal volume and seamlessly integrate EB-5 capital into its broader investment strategy.

Peachtree launched its EB-5 program in 2023 with the appointment of Adam Greene as executive vice president. Since then, the program has received three I-956F approvals for hotel developments, including Home2 Suites by Hilton in Boone, N.C.; TownePlace Suites by Marriott in Palmdale, CA.; and SpringHill Suites by Marriott in Bryce Canyon City, Utah.

The Regional Center approvals, granted by USCIS, represents a critical milestone in facilitating EB-5 investment opportunities. Previously, Peachtree relied on third-party regional centers, which added complexity and extended processing times. Now, with its own approved regional centers, the firm can directly manage and file EB-5 investments, significantly reducing timelines and enhancing control over its platform.

“These approvals mark a major milestone for Peachtree, solidifying our ability to independently execute EB-5 transactions and accelerate our investment initiatives,” Greene said. “With this expanded capacity, we can efficiently sponsor and structure projects, further driving economic development and job creation across the country.”

Peachtree has built a strong reputation in commercial real estate investment, and the newly established regional centers align with its long-term vision of diversifying and optimizing its capital sources.

"Implementing an EB-5 program is an excellent way to access low-cost capital, diversify our funding sources and invest in job-creating projects across the country," said Greg Friedman, Peachtree's CEO and managing principal.

The EB-5 visa program allows foreign investors to obtain a green card in exchange for making a significant investment in a new commercial enterprise that creates jobs in the U.S. Under the program, foreign nationals who invest a minimum of $800,000 in a U.S.-based project that creates or preserves at least 10 full-time jobs for U.S. workers are eligible to apply for permanent residency in the U.S.

"Looking ahead, we are committed to expanding our EB-5 footprint by increasing the number of qualifying projects and deepening our engagement with EB-5 investors. With a proven investment track record, national reach and execution expertise, Peachtree is well-positioned to leverage these approvals and solidify its leadership in the EB-5 investment sector," Greene added.

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Peachtree Group Receives USCIS Approval for EB-5 Funded SpringHill Suites by Marriott Development

Peachtree Group has received its I-956F approval from USCIS for the currently under construction SpringHill Suites by Marriott in Bryce Canyon, Utah.

ATLANTA (April 28, 2024) – Peachtree Group("Peachtree") has received its I-956F approval from U.S. Citizenship and Immigration Services (USCIS), the government agency that oversees the EB-5 Immigrant Investor Program, for the currently under construction SpringHill Suites by Marriott in Bryce Canyon, Utah.

The I-956F approval, granted by USCIS, marks a crucial step in Peachtree’s ongoing efforts to facilitate investment opportunities through the EB-5 program, which is designed to promote economic growth and job creation in the U.S.

“Securing USCIS approval for this project marks an important milestone,” said Adam Greene, executive vice president of EB-5 at Peachtree. “It highlights our continued focus on structuring and originating capital for high-quality developments that generate economic impact and long-term value for investors and communities.”

Peachtree originated $16.95 million in floating-rate construction financing over a three-year term for the development of a 127-room SpringHill Suites in Bryce Canyon, Utah. The hotel will be located about 10 minutes from Bryce Canyon National Park, one of the most iconic natural attractions in the United States. Known for its dramatic geological formations, the park draws more than 2 million visitors annually. The hotel is expected to be completed by mid-2025.

This is the third hotel development for which Peachtree has received I-956F approval, having previously secured it for its Home2 Suites by Hilton development in Boone, N.C.,and TownePlace Suites by Marriott in Palmdale, Calif.

“With strong travel demand, limited new supply and favorable market tail winds, well-located, newly developed assets are positioned to out perform their competitive set,” said Greene. “Construction is already underway, reducing project risk, and the firm has retained an equity stake aligned with our EB-5 investors — reinforcing our commitment and directly tying our success to theirs.”

Peachtree launched its EB-5 program in 2023 as a key financing tool to support job-creating projects nationwide. The firm remains committed to delivering high-quality investment and development opportunities through its expanding portfolio of EB-5 projects.

The EB-5 visa program allows foreign investors to obtain a green card in exchange for making a significant investment in a new commercial enterprise that creates jobs in the U.S. Under the program, foreign nationals who invest a minimum of $800,000 in a U.S.-based project that creates or preserves at least 10 full-time jobs for U.S. workers are eligible to apply for permanent residency.

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EB-5 Concurrent Filing: How Investors Can Adjust Status While Remaining in the U.S.

Are you looking to adjust your immigration status? This blog explains the EB-5 concurrent filing process.

Blog header with title "EB5 Concurrent Filing: How Investor Can Adjust Status While Remaining in the U.S." with an image of the 1-485 form in the background

For current and prospective U.S.immigrants, the EB-5 Reform and Integrity Act of 2022 (RIA) changed the game. This legislation has transformed the way investors can navigate the process of potentially obtaining a U.S. green card, primarily through EB-5 concurrent adjustment of status filing. Concurrent filing means investors now have the ability to file their I-526E (EB-5 Immigrant Petition) and I-485 (Application to Adjust Status) forms at the same time.This makes the EB-5 program more accessible than ever for those who are already in the U.S. In this article, we’ll explain the meaning of concurrent filing, how the process works, and the potential benefits investors can enjoy.

EB-5 Concurrent Filing: What It Means for Investors

So, what does EB-5 concurrent filing mean? And how might it impact you as an investor? The short answer is that prior to the legislation that was passed in March of 2022, EB-5 investors had to wait for their Form I-526 (pre-RIA) to be approved before filing Form I-485 to adjust their status to that of a lawful permanent resident. Often, this resulted in lengthy wait times, especially for individuals already residing in the United States under valid non immigrant visas like H-1B, E2 or F-1. Now, the ability to concurrently file I-526E (postRIA) and I-485 forms has radically changed this process.

Through concurrent filing, prospective investors can potentially bypass this waiting period and potentially obtain their conditional green card faster. To qualify for concurrent filing, investors must meet a couple of key requirements:

·     They must already be physically present in the U.S. under a valid nonimmigrant visa status.

·     A visa number must be immediately available for their category, which can be confirmed by checking the U.S. Department of State’s Visa Bulletin.

This approach can save time and also allow investors to apply for Employment Authorization Documents (EAD) and Advance Parole (travel authorization) while their applications are pending. As a result, investors can continue working, studying, or managing businesses in the U.S. without disruptions, making concurrent filing a pivotal advancement for the EB-5program. So, how does the process work?

 

The Concurrent Filing Process

EB-5 concurrent filing allows investors a different approach to their immigration journey. Understanding the steps is crucial to ensuring an efficient process where requirements are met.

Step 1: File Your I-526 Form

The process for concurrent filing begins with the submission of an I-526E form. This form demonstrates the investor’s commitment to a qualifying EB-5 project and compliance with program regulations. Key documents include proof of the investment amount, evidence of lawful source of funds, and details about the job creation potential of the project. 

You’ll also want to keep in mind the fees that come with filing an I-526E form. In 2025 the filing fee is about $12,160.

Step 2: Apply for the Current I-485 Form Simultaneously

While submitting your I-526E, you’ll want to concurrently file your I-485 form, too. Concurrent filing means you can submit your application to adjust your status at the same time as your I-526E form. Required documentation includes proof of lawful entry, evidence of valid nonimmigrant status, and supporting materials for eligibility, such as medical examination results. One potential supporting form you may want to consider is an I-693, Report of Immigration Medical Examination and Vaccination Record. 

In 2025, the I-485 form has a filing fee of $1,440 and a biometrics fee of $85.

Step 3: Apply for EAD and Advance Parole

When you concurrently file your I-485 and I-526E forms, you may at the same time file forms for permission to work and permission to travel—called an Employment Authorization Document (EAD) or advance parole. These forms, if approved, enable the investor to work and travel  with unlimited entry in and out of the U.S. while their green card application is pending, essentially granting the same benefits as a green card. Investors typically don’t have to wait too long for this, as approval tends to be granted within three months of filing.

 

The Benefits of EB-5 ConcurrentFiling

By allowing investors to simultaneously submit key immigration forms, concurrent filing has meant a lot to EB-5investors. From work and travel authorization to a streamlined process, concurrent filing presents several benefits:

  1. You can remain in the U.S. while awaiting approval: Before 2022, EB-5 investors had to maintain valid nonimmigrant visa status or risk leaving the U.S. during the lengthy green card process. Concurrent filing eliminates this challenge by allowing investors to remain in the country legally while their adjustment of status application is under review.
  2. Concurrent filing potential reduces waiting times: Concurrent filing means investors can start the adjustment process immediately, rather than waiting for the approval of their I-526E form. For individuals from countries without visa backlogs, this can mean a faster route to obtaining permanent residency.
  3. A streamlined path to permanent residency: Investors can enjoy more peace of mind during the process, as they can maintain their lives and careers in the U.S. without disruption.

 

At Peachtree Group, our team has collectively spent decades helping investors like you obtain their green cards through EB-5 investing. Connect with our team to learn more about your options for EB- 5 investing, concurrent filing and access to immigration attorneys that have experience representing investors who petition concurrent filing.

 

FAQs

What does concurrent filing mean?

Concurrent filing allows prospective EB-5 investors to simultaneously file their I-526E and I-485 forms. This may limit wait times and allows investors to remain working in the U.S. while awaiting their status.