EB-5 Visa Feasibility Studies

​USCIS-Ready. Matter of Ho Compliant. RFE-Free Track Record on 100+ Studies.

​

Wert-Berater, Inc. delivers EB-5 feasibility studies built expressly for USCIS adjudication. Our studies align point-by-point with Matter of Ho requirements and have been accepted with no Requests for Evidence (RFEs) on more than 100 submissions to date.

 

For sponsors, developers, regional centers, and counsel pursuing capital stacks of $10 million+, we provide a single, authoritative document set designed for agency-level review.

​

Why Wert-Berater, Inc.

• Proven USCIS acceptance: Our EB-5 feasibility studies have been filed RFE-free on 100+ projects, based on our internal submission records.

• Matter of Ho, line-by-line: Every study is structured to the Ho precedent decision, citing each element and where it is satisfied in the report and exhibits.

• Agency-grade formatting: Cross-referenced sections, labeled exhibits, adjudicator summaries, and clear sourcing for rapid file review.

• Large-project depth: We specialize in complex developments $10 million and above, including hospitality, mixed-use, manufacturing, logistics, healthcare, renewable energy, and specialty real estate.

• Counsel-friendly: Built to integrate seamlessly with PPMPs, offering documents, and I-956F/I-526E filings.

​

What’s Included (Matter of Ho–Compliant)

Your feasibility study is a complete, stand-alone evidentiary package that addresses each Ho criterion and typical USCIS reviewer expectations:

​

1) Project Description & Development Plan
Scope, site control, entitlements status, delivery phases, critical path, EPC/GC profile, and construction schedule. Maps, renderings, and site logistics are provided where available.

​

2) Market & Competitive Analysis
Independent demand analysis (supply, absorption, occupancy, RevPAR/ADR where applicable, rate and mix modeling), competitor benchmarking, pipeline adjustments, and capture-rate logic. Sources include federal, state, and industry datasets appropriate to the asset class.

​

3) Business Model & Revenue Logic
Products/services, pricing, channel strategy, unit economics, ramp curves, and utilization assumptions tied directly to the pro formas. Offtake or anchor agreements referenced and excerpted where relevant.

​

4) Job Creation Methodology
Transparent direct, indirect, and induced job counts using accepted EB-5 input–output models (e.g., RIMS II, IMPLAN). We specify model vintage, multipliers, geographic definitions, and construction vs. operations breakdowns, with sensitivity bands for cost or schedule variance.

​

5) Capital Stack & Use of Proceeds
Detailed Sources & Uses, identifying EB-5 tranches relative to senior debt, sponsor equity, tax credits, and incentives. Evidence of sufficiency and sequencing supports feasibility and going-concern assumptions.

​

6) Ten-Year Financial Projections
GAAP-aligned pro formas (income statement, cash flow, balance sheet) with linked drivers, ramp-up, and break-even. We include downside cases and covenant-style metrics (e.g., DSCR, coverage cushions) to mirror lender/underwriter views.

​

7) Risk Analysis & Mitigations
Construction, entitlement, market, operating, counterparty, and interest-rate risks—each paired with concrete mitigants (e.g., GMP contracts, LDs, contingency sizing, reserves, insurance, hedging, and step-in rights).

​

8) Regulatory & Compliance Support
TEA logic (if applicable), licensing/permit status, environmental considerations, and consistency with USCIS Policy Manual expectations for EB-5 submissions. We map each Ho element to precise sections/exhibits for “adjudicator-first” navigation.

​

9) Exhibit Package
Third-party dataset references, resumes/CVs for principals, letters of intent, key contracts, permits, entitlements, and location intelligence—tabbed and labeled for direct incorporation into the I-956F/I-526E record.

​

Built for Agency Review

Our formatting mirrors how USCIS reviews evidence: executive synopses, page-level cross-references (e.g., “Ho(iii) → Section 2.4, Exh. B-3”), and a single-source narrative that ties market logic to job creation and financial feasibility. The result is a cleaner adjudication path—and, as our record shows, no RFEs on 100+ EB-5 feasibility study filings.

​

Who We Serve

• Developers & Sponsors seeking EB-5 as part of a multi-layer capital stack ($10MM+).

• Regional Centers requiring consistent, replicable documentation across multiple projects.

• Immigration & Securities Counsel needing an evidentiary report that fits seamlessly with offering documents and forms.

​

Representative Project Types ($10MM+)

Hospitality & resort; multifamily & mixed-use; medical office & healthcare facilities; manufacturing and advanced logistics; renewable energy and infrastructure; education and specialty assets. If your project is complex, multi-phase, or multi-jurisdictional, we’re built for it.

​

Engagement Process

1. Scoping & Data Room Setup – We define required inputs, exhibits, and third-party data access.

2. Research & Modeling – Market demand, comp sets, job-creation modeling, and linked financials.

3. Draft for Counsel Review – Ho crosswalk included; we incorporate legal comments efficiently.

4. Final, USCIS-Ready Deliverables – Locked PDF and exhibit set, with editable financials for sponsor use.

​​

What You Can Expect

• Matter of Ho compliance mapped to the exact page and exhibit.

• RFE-free quality grounded in our record across 100+ studies.

• Deep, defensible assumptions with third-party sourcing and sensitivity analysis.

• Agency-grade usability for adjudicators, lenders, and investors alike.

​

Engagement Structure & Fees

EB-5 Feasibility Study engagements are typically structured on a fixed-fee basis, consistent with USCIS adjudication standards and EB-5 program requirements.

​

Typical fee range:
$8,000 – $20,000, depending on:

• Project size, scope, and overall development complexity

• Level of market, demographic, and competitive analysis required to support EB-5 project viability

• Depth of financial modeling, including EB-5-compliant projections, capital stack analysis, and sources and uses of funds

• Equity structure, job-creating expenditures, and ownership considerations

• Number of scenarios, legal and economic review iterations, and revisions required during USCIS preparation and adjudication

​​

All EB-5 feasibility studies are prepared to meet or exceed USCIS expectations and are suitable for inclusion in EB-5 petition filings, third-party economic analysis, and immigration counsel review.

​

Let’s Talk About Your Project ($10MM+)

Whether you’re structuring an initial I-956F or scaling a multi-asset pipeline, Wert-Berater, Inc. provides EB-5 feasibility studies that reduce friction and elevate confidence—from first read to final adjudication.

 

Contact Wert-Berater, Inc.

Start your EB-5 feasibility engagement today.