EB-5 grandfathering protection ends on September 30, 2026. Applications take months to prepare—early action is critical to preserve eligibility.
Independent guidance from a FINRA-registered broker who evaluates deals from the inside—so you invest with confidence, file on time, and protect your capital.
No fees. No obligation. We’re compensated by the project—not by you
You’ve done the research. You’ve visited the websites. Every EB-5 company says their project is the best — record approval rates, stunning developments, strong job creation. But the details that actually matter to your capital — deal structure, repayment position, developer obligations — are buried in hundreds of pages of offering documents.
Most investors don’t have the deal-side experience to evaluate those details on their own.

EB-5 projects are designed to present well — impressive developments, strong approval claims, polished materials. But what matters most to an investor isn’t how compelling the project looks. It’s how the deal is structured: where your capital sits, how it’s protected, and how repayment works.

Migration agents, project sales teams, and online forums all offer opinions—but most have no regulatory oversight and no liability if their advice falls short. You deserve guidance from someone who’s legally accountable to your interests.

Every month spent comparing projects without a clear strategy is another month in the visa backlog. A structured process with professional guidance keeps your timeline on track — especially with the September 2026 deadline approaching
Any project company can explain their offering — but they represent the project, not you.
What changes the outcome is having someone in your corner whose job is to evaluate the deal itself — how your capital is structured, where it sits in the capital stack, and how it gets repaid.
I’ve spent over a decade on the deal side of EB-5—evaluating projects, structuring offerings, and working directly with sponsors. That experience gives me a clear understanding of where risk tends to hide: in repayment terms, extension provisions, and the fine print most
investors never see.
Just as importantly, it gives me access to a broader universe of opportunities—including well-structured projects that don’t rely on heavy marketing or mass distribution.
Today, I work exclusively on the investor’s side—helping clients evaluate opportunities, coordinate their legal team, and move forward with clarity and confidence.

“Getting a green card is bare minimum. Getting your money back should be too. There’s no reason you should submit your application and spend the next five years wondering if your investment is safe.”
— Alex Odenwalder

Operating under a broker-dealer with full compliance oversight

Legally required to act in the investor’s best interest

Project structuring, investor relations, and due diligence

Fluent in Mandarin. Extensive experience advising international investor families.

Most EB-5 brokers come from two backgrounds: they’re former immigration attorneys who switched to brokerage, or they went through the EB-5 process themselves and started advising others.
Alex is neither. He’s spent his entire career on the investment side of EB-5 — evaluating projects, analyzing deal structures, and managing investor relations for major industry issuers. He’s worked on some of the largest EB-5 developments in the country, given seminars across Asia, trained migration companies, and walked hundreds of investors through the process.
That decade of deal-side experience means he knows exactly where developers bury risk in offering documents — the clauses that let them extend repayment timelines, cash out equity before investors, or shift the financial burden onto EB-5 capital.
Today, he uses that knowledge to protect his clients instead.

Operating under a broker-dealer with full compliance oversight

Legally required to act in the investor’s best interest when making recommendations

Project structuring, investor relations, and due diligence from the inside

Fluent in Mandarin. Deep understanding of Chinese and Indian investor families
AGO doesn’t recommend the same handful of projects to every client.
We take the time to understand your priorities—timeline, risk tolerance, and goals—before identifying investments that are the right fit.
Working with a broker doesn’t cost extra—the investment price is the same whether you go direct or not.
The difference is having someone accountable to you.
You talk to their sales team — they represent the project, not you
You evaluate offering documents on your own (thousands of pages)
You find your own immigration attorney
You manage your own timeline
You call them with questions — they respond when it’s convenient
No independent evaluation of deal structure
No regulatory accountability to you
Alex represents your interests, not the project’s
Independent evaluation of deal structure, capital position, and repayment terms
Connected to trusted immigration attorneys matched to your nationality and situation
Full timeline management from consultation to application filing
Direct access to Alex — and when he calls a project company, they pick up
Access to quality mid-sized projects with stronger structures that you’d never find through marketing alone
FINRA-registered — legally accountable under regulatory oversight

We act on your behalf—evaluating opportunities, coordinating your legal team, and guiding you through the process from initial consultation to filing.
You have a single point of contact throughout. AGO handles communication across attorneys, project teams, and all parties involved—so you’re never chasing updates or managing the process yourself.
When questions come up, you’re not navigating them alone—you have someone responsible for helping you get the right answers.

Complete a short, confidential questionnaire to confirm your eligibility, timeline, and capital requirements.

We review your situation—your goals, family, source of funds, and timing—to determine if EB-5 is the right path and answer your questions.

You’re introduced to a trusted immigration attorney aligned with your situation. Source of Funds preparation begins early—the most time-intensive part of the process—to avoid delays.

AGO identifies and presents pre-vetted opportunities aligned with your priorities.
Each option is evaluated for structure, risk, and timing—ensuring availability when you’re ready to move forward—so you can clearly understand how your capital is positioned and when it will be deployed.

Once your project is selected and your Source of Funds is prepared, we coordinate the investment and filing—ensuring everything is completed accurately and on time.
Since 2022, EB-5 investors can apply for work and travel authorization at the same time as their green card application.
In many cases, this allows you to continue living, working, and studying in the U.S. while your application is processed—often within months.
For professionals on H-1B, facing layoffs, or nearing graduation without sponsorship, it creates a way to stay in the U.S. that’s independent of any employer.

Not just a green card—but the confidence that you made the right decision, with the right people, and that every step was handled correctly.

You understood what you invested in.
You had a team—broker, attorney, and project—working together.
You moved forward without second-guessing the decision.

Live anywhere. Work for anyone—or yourself.
No long-term dependence on an employer.
No lottery. No waiting on someone else to determine your future.

In-state tuition for your children.
Full access to the U.S. job market.
Expanded opportunity for your family—across generations.

Your $800,000 invested in a well-structured project with a defined path to repayment—
with confidence in how your capital is positioned, protected, and returned.
Client identities shared with permission. Some details withheld for privacy.
Alex provided great support throughout my EB-5 immigration process. He brought strong expertise in evaluating projects and leveraged his network to help identify high-quality opportunities. His insights and experience gave me greater confidence in making an informed investment decision.
Alex’s guidance made a complex process significantly more efficient and reliable. His professionalism, responsiveness, and strategic perspective were invaluable throughout the journey. I highly recommend Alex to anyone seeking thoughtful and experienced support in the EB-5 process.
After speaking with many service agencies in China, I ultimately chose to work with Alex.
His approach is highly flexible. I had the option to review projects independently while he arranged direct meetings with U.S. project sponsors, or to evaluate projects he recommended and participate in those discussions. The process was transparent and efficient throughout.
Alex communicates fluently in Chinese and is always accessible on WeChat, which made coordination seamless. Although his company is not large, that proved to be a major advantage—he personally handled all of my questions related to the project, process, and legal considerations. Compared to larger firms with multiple layers of sales and support staff, the communication was more direct and significantly more efficient.
What stood out most was Alex’s honesty and clarity. He explained the risks, challenges, and strengths of each opportunity in straightforward terms, ensuring I had a clear understanding from the very beginning. That level of transparency gave me confidence in making decisions.
EB-5 investments are often time-sensitive, with tight timelines for filing. Being able to work with Alex and successfully complete my concurrent filing, I feel very fortunate to have found such a reliable and trustworthy partner.
*This testimonial may not be representative of the experience of other customers.
This testimonial is no guarantee of future performance or success.
This is not a marketing deadline—it’s a legislative one.
Under the current EB-5 Reform and Integrity Act, investors who file before September 30, 2026 are protected under existing program rules—even if the Regional Center Program is later modified or expires.
Preparing an EB-5 application takes time. Source of Funds documentation alone can take one to three months—longer in more complex cases.
After 2026, those protections are not guaranteed. Investment thresholds may change, and visa backlogs continue to build.
If you’ve been considering EB-5, timing matters. Starting earlier gives you more flexibility—and preserves access to today’s program structure

Can't find the answer you're looking for? We're here to help.
Nothing. AGO is compensated by the project company—similar to a mortgage or insurance broker—so your investment amount is the same whether you go direct or work with us.
The difference is that you get independent project evaluation, deal structure analysis, and full process coordination at no additional cost.
Especially then.
Most investors reach this stage with a strong understanding of the project—but the critical details are in the offering documents.
The key terms—capital position, repayment provisions, and developer obligations—are often buried in the fine print and rarely reviewed in depth.
That’s just one part of the evaluation. AGO looks at the full picture—structure, sponsor, project type and progress, the underlying market, and fit with your timeline and priorities.
So you can make a decision based on how the investment actually works—not just how it’s presented.
Most brokers in this space come from either an immigration or investor background.
Alex spent over 10 years on the project side—working with major EB-5 issuers and evaluating investments from within the organizations bringing those projects to market.
Today, AGO works exclusively on the investor’s side—focused on evaluating opportunities and recommending what’s right for each client.
As a FINRA-registered broker operating under Regulation Best Interest, Alex is legally required to act in your best interest—a level of accountability most agents and project sales teams don’t have.
Regulation Best Interest (Reg BI) is an SEC standard requiring broker-dealers to act in their clients’ best interest when making investment recommendations.
In practice, that means recommendations can’t be based on what’s easiest to sell or what pays the highest commission—they must be appropriate for you.
It also introduces oversight—recommendations and processes are reviewed within a regulated framework, with required disclosures and accountability.
FINRA regulates broker-dealers and their registered representatives under SEC oversight. In practice, that means your investment process operates within a regulated framework—with requirements around investor qualification, disclosures, and how recommendations are made.
It also creates accountability. Recommendations and activities are subject to compliance review, not just individual judgment.
Most migration agents and project sales teams are not held to this level of regulation.
USCIS requires EB-5 investments to be “at risk”—that doesn’t mean they should be risky.
AGO evaluates four key areas:
1. The people behind the project
The sponsor, developer, and regional center—their track record, experience, and how they operate.
2. The structure of the investment
How the project is capitalized, where EB-5 sits in the capital stack, and how repayment is structured.
3. The underlying business
The asset type, the market it operates in, and whether the assumptions are supported by real data.
4. Execution and timeline
Where the project stands today—entitlements, construction progress, capital raise, and whether the timeline and exit strategy are realistic.
The goal is capital preservation—and that starts with evaluating the full picture, not just one part of the deal.
The timeline depends on the stage of the process and several key variables.
Preparation:
Preparing your application—especially Source of Funds documentation—takes 1 to 3 months, depending on complexity.
Work and travel authorization (if eligible for concurrent filing):
In many cases, work and travel authorization can be approved within a few months after filing. Timing can also be influenced by the project’s visa set-aside category—such as rural, high-unemployment area (HUA), or infrastructure—as these categories move at different speeds.
Choosing the right category depends on your individual situation and should be evaluated in coordination with your immigration attorney.
Green card timeline:
The overall timeline varies based on several key factors:
•Visa availability: Driven by your country of birth and overall demand, which can lead to visa backlogs and significantly affect timing.
•Visa set-aside category: Category selection can materially influence overall timing.
•USCIS processing times: Adjudication timelines vary and may change based on workload and recent processing trends.
•Consular processing (for investors outside the U.S.): Local U.S. consulate timelines also impact the process.
Because of these variables, timelines can differ significantly. Starting early—and selecting the right project and category—gives you the most control over timing.
Not at the beginning.
Many investors naturally want to review projects first—but the process works more effectively once preparation is underway.
The first step is selecting an immigration attorney and beginning Source of Funds documentation, which can take anywhere from several weeks to a few months, depending on complexity.
Once that process is in motion, AGO will work with you to select the right project.
Timing is important. EB-5 projects have limited investor capacity, and availability can change quickly as projects fill.
By starting with preparation, you can align project selection with when your funds are ready—allowing you to choose from the right opportunities at the right time.
AGO coordinates the process with you every step of the way.
EB-5 investments are typically structured with a defined term—most commonly between 3 and 7 years—but the actual timing of repayment depends on the project.
Your capital is returned when the project repays the EB-5 investment, usually through a refinance or sale of the underlying asset.
However, repayment of the project does not always mean immediate return of your funds. In some cases, capital may be redeployed into another investment to meet EB-5 program requirements.
This is where the details matter. Loan terms, extension provisions, and how redeployment is handled can all impact when and how your capital is ultimately returned.
AGO evaluates these factors—along with the track record of the regional center and developer—to ensure there is a clear and realistic path to repayment.
You can.
But when you contact a project company, you’re speaking with their sales team. Their role is to present their offering—not to evaluate whether it’s the right fit for your situation or how it compares across the market.
That means the responsibility falls on you to review and interpret the offering documents, compare projects, and evaluate the structure and risks on your own.
In practice, most investors are limited by both time and access to information. Evaluating projects properly can take months—and even then, you’re typically seeing only a small portion of the market.
There is also a difference in access. Individual investors are often limited to front-end communication, while AGO can engage directly with decision-makers when needed to get clear answers.
Managing the process on your own often means coordinating across multiple parties—attorneys, project teams, and administrators—which can be time-consuming and inefficient. In some cases, investors don’t receive all of the materials needed to fully evaluate a project.
Most importantly, this process requires a significant time commitment. Some investors are able to dedicate that time—but many are balancing careers, businesses, and family, and don’t have the capacity to evaluate projects in depth.
Working with AGO removes that burden—providing structured evaluation, broader market perspective, and a single point of contact throughout the process.
It can be.
Since 2022, EB-5 allows for concurrent filing, which means you can apply for work and travel authorization at the same time as your green card application. In many cases, this allows you to remain in the U.S. and continue working while your case is pending.
For many H-1B holders, this creates a path that is no longer dependent on a single employer.
For those in this situation, the current structure of the program can make this a particularly favorable time to explore EB-5.
Yes.
An EB-5 application includes the primary investor, their spouse, and unmarried children under 21—all covered under a single investment.
Each family member receives their own green card, with the ability to live, work, and study in the U.S. independently.
Over time, family members can choose whether to maintain or give up their permanent residency based on their individual plans. This flexibility is particularly helpful for families where not everyone intends to live in the U.S. long term, including considerations around global tax exposure.
The EB-5 Regional Center Program is currently authorized through September 30, 2027. However, certain protections—commonly referred to as “grandfathering”—are tied to filing your application before September 30, 2026.
If you file before that date, your application is protected under the current rules—even if the program changes later.
Investors filing after September 30, 2026 may face uncertainty around continued processing of their applications, and future requirements—such as investment amounts or program terms—may change.
Because preparing an application takes time, starting early is important to preserve eligibility under the current structure.
There are two primary risks to consider:
1. Immigration risk — will I receive my green card?
This risk is tied to job creation. EB-5 requires 10 jobs per investor, and most projects are structured with strong job creation and a built-in cushion—so this risk is typically well managed, provided the project is executed properly.
2. Investment risk — will I get my money back?
This depends on how the investment is structured and the performance of the underlying project(s).
The priority should always be capital preservation—understanding how your investment is positioned, how it is repaid, and whether the timeline is realistic.
Investors should approach EB-5 with the mindset of getting their capital back.
This is where AGO’s expertise matters most—identifying opportunities where capital preservation comes first, with a clear structure and a defined path to repayment within a reasonable timeframe.
Have a questions or need assistance?
You already know you want to stay in the United States. You already know EB-5 is a path to get there. The only question is whether you go through the process alone — or with a team of professionals who’ve done this hundreds of times.
One conversation with Alex will give you more clarity than months of comparing brochures.