EB5AN is pleased to announce the launch of its new EB-5 investor online portal for EB5AN projects. This newest addition to EB5AN’s suite of investor services is powered by Juniper Square, which is a leading investment management solutions firm.
Through EB5AN’s new user-friendly portal, EB5AN’s investors will easily be able to access important investment documents and information. Additionally, the portal will streamline the subscription process and increase transparency throughout an investor’s immigration journey. This means EB5AN investors will be better able to stay up to date on their investments.
The Portal is powered by Juniper Square, a firm specializing in real estate investment services and manages over 500,000 investor accounts encompassing $1 trillion in investor equity. The firm’s innovative approach to fund management has modernized the real estate investment sector.
Providing EB-5 investors with periodic reports and up-to-date information is especially important for EB-5 firms after the enactment of the EB-5 Reform and Integrity Act of 2022 (the RIA), making EB5AN’s partnership with Juniper Square all the more relevant.
“EB5AN’s priority is to create a best-in-class experience for our investors in every step of the EB-5 process,” explains managing partner Sam Silverman. “To achieve that, we’re doing even more than structuring outstanding EB-5 projects. The new investor portal will enable our investors to access important information and stay apprised of key developments with respect to their investment.”
“Our clients,” Silverman notes, “can now have even more peace of mind that their funds are safe and being used to create EB-5 jobs, helping them and their families qualify for U.S. Green Cards.”
EB5AN managing partner Mike Schoenfeld points out that “a modern, user-friendly investor portal” is crucial for every EB-5 project today. “We want our investors to be able to easily access data and key documents,” Schoenfeld adds. “Doing so will be more accessible with our new, cutting-edge platform.”
EB5AN’s partnership with Juniper Square is the firm’s latest step in providing an increasingly transparent and seamless EB-5 investment experience.
In this article, we explore how modern investor portals and regular reports benefit EB-5 investors—and why Juniper Square is in a unique position to provide these services for EB5AN’s projects.
Juniper Square: A Leader in Investment Management Solutions
Why Transparency Is Key for EB-5 Projects Under the RIA
An All-in-One Investor Portal for EB5AN’s Projects
EB5AN’s Commitment to Our EB-5 Investors
Further Resources
Juniper Square: A Leader in Investment Management Solutions
Juniper Square has quickly grown to become one of the most recognized investment management firms. And its record reflects this—the firm manages a vast portfolio comprising over 34,000 investment entities.
Juniper Square’s services are especially well-suited to the commercial real estate sector. Many leading real estate industry participants work with Juniper Square and find that their investors enjoy a higher level of transparency.
Juniper Square’s clients include the following real estate investment firms:
BentallGreenOak: With $83 billion in assets under management, BGO was ranked as the seventh-largest private equity real estate firm globally in 2022.
Tishman Speyer: With a history that includes owning the world-renowned Chrysler Building, Tishman Speyer has acquired or developed property valued at over $124 billion and has $57 billion in assets under management.
Staubach: Staubach invests in a wide variety of real estate sectors, with 450 active investors and $200 million in equity under management over 21 active investments.
NewcrestImage: Focusing on the hospitality sector, NewcrestImage has managed approximately $3 billion in real estate transactions.
David Perel, NewcrestImage’s chief investment officer, says the following about Juniper Square’s fund administration services: “…if it doesn’t go right, it can be a huge mess. But after seeing how organized and involved the Juniper Square team was when we implemented the investment management platform, we were comfortable that they had the right people in place to administer our funds too.”
Why Transparency Is Key for EB-5 Projects Under the RIA
Since the RIA was signed into law in 2022, United States Citizenship and Immigration Services (USCIS) has been overseeing the flow of funds in EB-5 projects more carefully and requiring regional centers to send investors regular updates.
Crucially, due to the RIA’s requirements, the more transparency an EB-5 project provides, the easier it will be to remain compliant with USCIS policies.
EB-5 projects and regional centers that do not comply with USCIS guidelines can be fined or even terminated—putting their investors’ repayment and U.S. Green Cards at risk.
In addition, the funds from every EB-5 investor must be used to create at least 10 U.S. jobs. If an EB-5 investor’s funds are not used for job-creating purposes, they will be disqualified from getting a permanent U.S. Green Card.
Transparency like that provided by EB5AN’s new investor portal helps EB-5 investors ensure this doesn’t happen to them.
For these reasons, it’s crucial for EB-5 investors to choose a regional center—and through it, an investor portal—that prioritizes transparency and keeps investors informed.
An All-in-One Investor Portal for EB5AN’s Projects
EB-5 investors are required to invest a minimum of $800,000. This substantial amount often represents an investor’s (and their family’s) life savings, all committed to becoming U.S. permanent residents.
Still, many EB-5 regional centers fail to provide a centralized hub where their investors can access data, documents, and periodic updates. This lack of transparency can reduce EB-5 investors’ trust and comfort and lead to significant anxiety and concern.
Addressing this need, EB5AN has created a modern, user-friendly investor portal that investors can use to access their investment data anytime and anywhere. Both new and existing investors in EB5AN’s projects will have access to the portal. Additionally, new investors in EB5AN’s projects will also benefit from a hassle-free subscription process.
Additionally, the investor portal will provide yearly Schedule K-1 tax forms (if applicable) for each investor. Thanks to this convenient feature, investors will have an easier time completing their personal tax returns.
In the case of any updates to the project, this investor portal will make sure every investor is notified promptly.
Throughout the EB-5 immigration process, EB5AN’s new portal will help investors enjoy greater peace of mind that their funds are safe and will help them qualify for U.S. Green Cards—the ultimate goal of their investment.
This approach ensures that all of EB5AN’s EB-5 projects remain accountable, transparent, and compliant with the latest USCIS regulations—regardless of how EB-5 policies change in the future.
EB5AN’s Commitment to Our EB-5 Investors
From making their initial investment to receiving U.S. Green Cards, EB5AN’s priority is to provide our EB-5 investors with a safe and transparent experience throughout the EB-5 process.
Our investors’ success is our success. That’s why we spare no effort to ensure our investors’ funds are safe and used for job-creating purposes.
We want investors to see how their funds are used from start to finish, and launching our new investor portal is the latest step toward increasing our service level and transparency for our investors.
“EB5AN is always ready to create a hassle-free and transparent EB-5 investment process,” notes Silverman. “Juniper Square’s best-in-class services will help us accomplish this goal even more fully. We’re confident that our investors will love these new features. Getting U.S. Green Cards through our EB-5 projects is about to become easier and safer than ever.”
If you have questions about the new features for EB5AN’s investors or any other aspect of the EB-5 process, we invite you to schedule a free consultation.
Further Resources
Juniper Square’s Investor Portal Platform
