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WELLESLEY · EB-5 FIELD GUIDE

Does meeting the job number reduce the required capital automatically?

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THE DIRECT ANSWER

No. Confirm the actual applicable capital threshold and qualifying project category. As of September 7, 2026, the capital figures are US$1,050,000 or US$800,000 for qualifying targeted employment area or infrastructure projects. Statutory adjustments begin January 1, 2027; confirm the amount applicable to the filing.

Assess separate requirements separately

A staffing result does not create a reduced investment basis. Identify qualifying at-risk capital and distinguish other charges from the investment.

Government filing charges published in the USCIS fee schedule, project administration or subscription fees charged by the enterprise or regional center, and professional costs for source-of-funds preparation, which is usually the largest professional item. Administrative fees, escrow charges, cancellation amounts and additional subscription instalments each belong on a different row, and a summary sheet that merges them into a single number is where budgets go wrong. A complete budget should include advice from independent professionals appropriate to the investor’s needs, but no adviser can convert a commercial expense into qualifying capital by using a different label. Beyond the project, budget for the immigration steps that remain: the petition to remove conditions, professional fees for preparing it, and updated evidence about the investment and the jobs created that will be needed at that stage.