Preparing for Your EB-5 Visa Interview: A Complete Guide

As Chair of the EB-5 Investor Team at Klasko Immigration Law Partners, my team is frequently retained to handle complex investor cases, review filings prepared by other firms, and respond to USCIS challenges. I’ve guided hundreds of investors through the EB-5 process, including the often nerve-wracking step: the visa interview.
I also know the immigration journey on a personal level. As an immigrant myself, I understand how overwhelming the process can feel—not just for the applicant, but for their entire family. That’s why I want to demystify the EB-5 visa interview for you. With preparation and the right mindset, this step should feel like a confirmation of the hard work you’ve already done, not a stumbling block.
We’re going to limit discussions to interviews at the U.S. consulates overseas, as currently, the U.S. Citizenship and Immigration Service does not routinely interview EB-5 based adjustment applicants.
Where the Interview Fits in the EB-5 Process
For those going through consular processing, the EB-5 interview occurs only after your I-526 petition has been approved and you’ve submitted the DS-260 immigrant visa application. The National Visa Center schedules the interview at the U.S. embassy or consulate in your home country or country of residence
It’s important to remember that this is not a job interview, nor is it an exam designed to test your knowledge of immigration law. The officer’s role is simply to confirm the information you have already provided and ensure your eligibility for permanent residency.
Questions You May Be Asked
During the interview, the consular officer will verify your identity, confirm the lawful source of your investment funds, review your and your dependents’ eligibility, and ask questions about the project you invested in. Although every interview is unique, there are common themes. You may be asked about your personal and professional background, immigration history, your reasons for choosing a particular EB-5 project, how you earned or obtained your investment capital. Dependents are usually not asked questions about the EB-5 investment.
I always tell clients to answer questions directly and concisely. Long, overly detailed answers often create confusion or invite unnecessary follow-ups. At the same time, avoid rehearsing your answers so heavily that they sound scripted. Officers can usually tell when someone is reciting memorized lines, and it can come across as disingenuous. Instead, know your story and speak naturally.
What to Bring to the Interview
Being organized is critical. Missing or disorganized paperwork can create delays. You will need passports for all family members, your DS-260 confirmation page, the interview appointment letter, original or certified civil documents with translations where required, your I-526 approval notice and, depending on the consulate, proof of both your investment and the lawful source of your funds.
If you rescheduled your interview, it’s important to ensure your police clearance letters and medicals are still valid at the time of the interview. Note: Applicants can only schedule a medical exam once the interview has been scheduled.
Mistakes That Can Cause Problems
The most common issues I see at interviews are inconsistencies between what is said and what was included in previous filings, including the I-526 petition; vague or confusing explanations about the source of funds; missing documents, and unfamiliarity with the chosen project.
These mistakes are easily avoidable. The key is to know your case, review your documentation, and be ready to explain your answers in plain language.
The Value of Preparation with Counsel
While it is possible to prepare on your own, many investors find reassurance in conducting an interview prep with their attorney. I often hold these sessions with clients, going over the types of questions that can be asked.
This preparation not only builds confidence but also helps investors practice speaking naturally rather than reciting memorized responses. It also ensures dependents are ready for their interview.
After the Interview
There are three typical outcomes.
- In many cases, the visa is approved and issued within a few weeks.
- Sometimes the case is placed in administrative processing or temporary refusal under section 221(g), which usually means additional documents are needed or background checks are underway. This is not a true denial, but it will likely extend the timeline.
- Finally, once your visa is issued, you must enter the United States within the validity period of the visa. While most applicants receive a visa valid for 6 months, it’s always important to check the validity period of each applicant’s visa and to ensure they enter the U.S. at least once during that period.
A Practical Checklist
At the end of the day, good preparation comes down to being organized and informed. Here is a high-level checklist of things to bring that I recommend to my clients.
- DS-260 confirmation page and interview letter
- Passports for all family members
- Original or certified civil documents (with translations if needed)
- I-526 approval notice
- Proof of investment and lawful source of funds
- Any additional documents requested by the NVC
- Current medical exam results from an approved physician
- An organized binder or folder for quick reference
- And be comfortable answering questions about your background, your funds, and your project
The above is not a comprehensive list nor is it meant to be legal advice. As each person’s personal and immigration history is different, there may be additional documents and additional information which need to be provided for this process. The EB-5 interview should not be seen as a barrier but as the final confirmation of your journey toward U.S. residency.
In my experience, investors who approach the interview with clarity, organization, and calm confidence find it to be a surprisingly straightforward step. Prepare carefully, ensure your medical exam and police certificates are current, and remember that the officer is there to verify your eligibility. With the right preparation, you can walk into your interview assured and walk out one step closer to achieving your immigration goals.
About the Author
Anusree (Anu) Nair is a Partner at Klasko Immigration Law Partners in Philadelphia and Chair of the firm’s EB-5 Investor Team. She leads a dedicated group of attorneys who assist investors in securing U.S. residency through EB-5regional center and direct investments. Recognized nationally for her command of investor-related immigration issues, she is frequently called upon to review complex EB-5 cases and respond to Notices of Intent to Deny (NOIDs). Anu also leads the EB-1/O-1 team, assisting highly skilled professionals in science medicine, and the arts. As an immigrant herself, Anu brings both professional expertise and personal understanding to her work helping clients achieve their immigration dreams.
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Exploring Investment Opportunities in US Commercial Real Estate Funds
Discover the benefits of investing in US commercial real estate funds, including debt and equity options, and learn about the EB-5 visa program.
Many foreign investors have considered investing overseas to achieve portfolio diversification. Investing in US commercial real estate funds can be a particularly attractive option. In addition to shifting some assets to stable, US dollar-denominated assets, a portfolio of commercial real estate assets should provide less volatile returns than a single residential home or single asset commercial real estate transactions.
Benefits of Debt Investments
Investing in commercial real estate debt involves providing loans to property owners or developers. This strategy brings forth several key benefits:
- Predictable Income: Debt investors typically earn consistent interest income from the loans they provide. This dependable income stream can particularly appeal to income-oriented investors, such as retirees.
- Lower Risk Profile: Debt investments are considered less risky than equity investments. As a lender, you have a priority claim on the property's income and assets, reducing exposure to market volatility.
- Asset-Backed Security: Commercial real estate debt is secured by physical assets, which serve as collateral, providing an added layer of security for investors in the event of default.
- Steady Cash Flow: Debt investments often have fixed interest rates and regular payment schedules, allowing investors to plan their income with greater certainty.
Benefits of Equity Investments
The Appeal of Equity Investments involves owning a stake in the property itself. Here are the notable advantages of equity investments:
- Potential for Higher Returns: Equity investors benefit from the property's appreciation in value over time. In addition to rental income, they can earn significant profits when the property is sold.
- Diversification: Investing in commercial real estate equity allows investors to diversify their portfolios further as they gain exposure to physical assets that may behave differently than traditional financial assets.
- Control and Decision-Making: Equity investors often have a say in property management and strategic decisions, allowing for more active involvement and influence over the asset's performance.
- Tax Benefits: Equity investors can use tax deductions, such as depreciation and interest expenses, to reduce their taxable income.
A savvy investor can further optimize their portfolio by diversifying across both debt and equity investments in commercial real estate. This hybrid approach balances stable income from debt investments with the potential for higher returns from equity investments. It is particularly appealing in times of economic uncertainty, providing a hedge against market volatility and multiple avenues for wealth generation.
Advantages of US Private Equity Funds
Private equity real estate funds in the United States provide an opportunity for investors to diversify in two ways:
- By diversifying away from ordinary, publicly traded debt and equity securities, investors can earn returns that are uncorrelated to the broader stock market.
- By investing in a fund with professional management, investors can earn returns that are less volatile than single asset investing while benefiting from the expertise and experience of the management team.
When looking to invest with a fund manager, consider the track record of the fund as a whole, and the experience of the individual executives on the team. In your due diligence, understand the investment process of the manager: how do they identify, underwrite, close, and administer individual transactions? Do they have a meaningful focus based on their experience? Have they established a successful track record?
Answering these questions will get you on the path to finding a reputable fund manager motivated to protect and grow your investment. It’s not easy to invest overseas, but with the right knowledge and partner, it can be a very rewarding experience.
About Peachtree Group
Peachtree Group is an investment firm driving growth with a diverse portfolio of commercial real estate assets and other ventures, with a specialty in hospitality. We’ve executed hundreds of investments since inception with a focus on real estate acquisition, development, and lending. Today, we manage billions in equity, augmented by services designed to protect, support, and grow your investment.
Peachtree Group has an EB-5 visa by investment program which allows foreign nationals the opportunity to attain permanent residency in the United States. The EB-5 visa program allows you to invest in job creating projects in the U.S. creating a path to a green card for you and your family. The minimum investment is $1,050,000. However, investment in Targeted Employment Areas reduces the minimum cost to $800,000. Learn more about the EB-5 visa by investment program.
Understanding the EB-5 Regional Center Program Advisory Committee Authorization Act
The EB-5 Visa program is a pathway for foreign investors seeking permanent residency in the United States. The EB-5 Regional Center Program stands out because it pools investments in specific geographic areas, stimulating economic growth and job creation.
To improve the administration of the Regional Center Program, on February 5, 2024, a bipartisan group of four US Congressmen introduced the EB-5 Regional Center Program Advisory Committee Authorization Act. Adam Greene, EVP EB-5 for Peachtree Group was in Washington D.C. recently meeting with congressional staffers as part of the IIUSA quarterly fly-in. It was a hectic day meeting and discussing EB-5 with 18 Congressional offices. Here is what the IIUSA delegation explained to the staffers:
What is the EB-5 Regional Center Program Advisory Committee Authorization Act?
The EB-5 Regional Center Program Advisory Committee Authorization Act, which is supported by IIUSA, would establish an advisory committee inside U.S. Citizenship and Immigration Services (USCIS) to communicate, coordinate, and advise USCIS on administering the Regional Center Program.
The purpose of the Act is to establish an advisory committee to communicate, coordinate, and advise USCIS on administering the Regional CetnerProgram.
Key Benefits for EB-5 Investors:
- Enhanced Transparency and Accountability: One of the significant advantages of the EB-5 Regional Center Program Advisory Committee Authorization Act is the promotion of transparency and accountability within the program. By establishing an advisory committee composed of stakeholders from various backgrounds, including EB-5 investors, developers, and regional center representatives, the act ensures the interests of all parties involved are represented. This increased transparency can provide BE-5 investors with greater confidence in the program’s integrity and decision-making processes.
- Streamline Program Operations: The advisory committee authorized by this act will play a crucial role in streamlining the operations of the EB-5 Regional Center Program. By providing recommendations on regulatory and policy changes, as well as addressing operational challenges faced by regional centers, the committee can contribute to making the program more efficient and responsive to the needs of EB-5 investors. This streamlining can lead to faster processing times for investor petitions and a smoother overall experience for participants in the program.
- Improved Impact: Another benefit of the EB-5 Regional Center Advisory Committee Authorization Act is the potential for improved impact of the EB-5 Program. The advisory committee will have the mandate to assess the effectiveness of regional center projects and make recommendations for enhancing their economic impact and job creation potential. By facilitating the development of high-quality projects that align with the program’s objectives, EB-5 investments can offer improved economic impact and greater security.
- Mitigation of Risks: The establishment of an advisory committee focused on the EB-5 Regional Center Program also presents an opportunity to mitigate risks associated with EB-5 investments. Through ongoing discussion of regional center activities and structures, the committee can help the industry structure investments which comply with EB-5 rules and regulations. This proactive approach to risk management can help safeguard the interest of EB-5 investors and preserve the integrity of the program as a whole.
The EB-5 Regional Center Program Advisory Committee Authorization Act will help EB-5 investors navigate the complex landscape of the EB-5 Program in the United States. As an officer of IIUSA and a member of the Public Policy committee, Peachtree’s Adam Greene is able to participate in discussions with policymakers as they refine the details of this legislation. EB-5 investors can look forward to potential enhancements that will strengthen their confidence in the program and pave the way for successful outcomes.
For more information on the EB-5 Visa Program or Peachtree Group’s offerings, Contact Us.
About Peachtree Group
Peachtree Group is an investment firm driving growth with a diverse portfolio of commercial real estate assets and other ventures, with a specialty in hospitality. We’ve executed hundreds of investments since inception with a focus on real estate acquisition, development, and lending. Today, we manage billions in equity, augmented by services designed to protect, support, and grow your investment.
USCIS Raises I-526E Filing Fees 204%: Implications for EB-5 Investors
The United States Citizenship and Immigration Services (USCIS) significantly raised filing fees for the I-526E, Immigrant Petition by Regional Center Investor, in April 2024. This is a crucial, first step in the EB-5 Immigrant Investor process. This adjustment in fees has near-term implications for prospective EB-5 investors. This article delves into the details of the fee increase and its potential impact on individuals seeking U.S. permanent residency through the EB-5 program.
What is an I-526E?
The EB-5 Immigrant Investor Program offers a pathway for foreign investors to obtain a U.S. green card by making a qualifying investment in a new commercial enterprise that generates employment for U.S. workers. TheI-526E petition is a vital component of the application process, serving as the initial step in demonstrating the investor’s commitment to the program.
Details of the I-526E Fee Increase
According to the USCIS website (Frequently Asked Questions on the USCIS Fee Rule | USCIS), the I-526E fee will increase from $3,675 to $11,160, a 204% increase, on April 1, 2024. This adjustment is part of the USCIS’s broader efforts to cover the escalating costs associated with processing and adjudicating immigration petitions. The fee increase applies to all new I-526E filings. EB-5stakeholders are still waiting for USCIS to conduct a separate fee study required by the new EB-5 law (the EB-5 Reform and Integrity Act of 2022, or the “RIA”). Section 106 of the RIA requires USCIS to perform a fee study about the level of fees needed to adjudicate EB-5 related petitions in a timely manner. The April 1, 2024 increase in fees is separate from any future increase that may result from this required fee study, so investors should stay informed about potential further increases in the future.
Impact of the I-526E Fee Increase on EB-5 Investors
- Financial Considerations: The fee hike holds financial implications for EB-5 investors, as the program already demands a substantial investment. The increased filing fee adds an additional financial burden for prospective immigrants considering the EB-5 route. Investors should factor in this change when evaluating the overall cost of participating in the program.
- Decision-Making Process: The elevated filing fees may influence the decision-making process for potential investors. Individuals who were contemplating EB-5participation may want to accelerate their decision in the hopes of avoiding the higher application fee. Investors will save $7,485 by filing their FormI-526E before April 1, 2024.
- Pending Applications: Investors with pendingI-526E petitions should be aware of the fee adjustment and consider how it might impact their ongoing applications. Although it appears the new fees will only apply to petitions and applications filed on or after April 1, 2024, it is advisable for applicants to consult with immigration professionals to understand how the fee adjustment may affect their ongoing applications and could impact forms to be filed through their immigration process in the future.
- Financial Planning: The fee increases underscore the importance of meticulous financial planning for prospective EB-5 investors. Understanding the updated fee structure is crucial for making informed decisions about participation in the program and ensuring that all financial requirements are met, including the sourcing of any funds used to pay the administrative costs and fees associated with your investment.
- Consider a Partial Investment: Peachtree’s EB-5 projects are structured to allow EB-5participants to invest just part of the full $800K required investment initially, with the remainder invested over several months.
The USCIS’s decision to raise the I-526E filing fees introduces a new dimension to the already intricate landscape of the EB-5Immigrant Investor program. Prospective investors are advised to closely evaluate the updated fee structure, engage with immigration professionals for tailored advice, and make informed decisions based on their individual financial circumstances. As the EB-5 program remains an attractive avenue for obtaining U.S. permanent residency, investors should stay informed and adapt to changes in order to navigate the evolving landscape successfully.
Peachtree Group has current offerings that are structured to qualify investors to apply for the EB-5 program.
To learn more about EB-5 and Peachtree’s EB-5 offerings, fill out our contact form.
About Peachtree Group
Peachtree Group is an investment firm driving growth with a diverse portfolio of commercial real estate assets and other ventures, with a specialty in hospitality. We’ve executed hundreds of investments since inception with a focus on real estate acquisition, development, and lending. Today, we manage billions in equity, augmented by services designed to protect, support, and grow your investment.