Siena Valley Club Is a High-Quality, Low-Risk Rural EB-5 Investment Opportunity with Multiple Safety Features
Siena Valley Club is a best-in-class EB-5 project in a rural targeted employment area (TEA). As a rural TEA project, the minimum investment is only $800,000, and investors benefit from faster I-526E processing and access to set-aside EB-5 visas.
EB-5 funds will be used to develop 160 luxury single-family homes, nine lakes with recreational access, an 18-hole championship golf course, ski club at Beaver Creek, a lake house, a creek-side “cast-off” cabin, and recreational amenities.
Construction is well underway, and over 200 eligible EB-5 jobs have already been created as of December 2024. When completed, the project will create a total of 6,247 EB-5 eligible jobs.
The project is located in Gypsum, Colorado, near the Eagle County Airport and in close proximity to premier ski resorts such as Beaver Creek and Vail.
EB5AN is an EB-5 investment fund manager, USCIS-approved regional center operator, and consultancy. EB5AN helps investors immigrate to the United States through investments in U.S. businesses under the EB-5 program. EB5AN has a track record of excellence and a 100% approval rate from USCIS on all prior regional center projects.
Immigration and Financial Safety Features for Investors
Siena Valley Club is a compelling rural EB-5 project with an array of features that limit immigration and financial risk.
Fund Administration
Proxy Fund Services LLC (PRXY) is a third-party fund administration services company controlled by licensed attorneys. PRXY will facilitate the administration of the fund in compliance with the integrity provisions of the RIA. Their proprietary PRXY Co. platform tracks and records all EB-5 draws and project expenditures throughout the project lifecycle and provides EB-5 investors with a real-time view of comprehensive project metrics.
Job Creation Guaranty
The Siena Valley Club project features a job creation guaranty, which means the developer will spend all EB-5 funds on EB-5 program eligible expenditures. Construction of the Siena Valley Club project is already underway. Over 200 qualifying EB-5 jobs have already been created for EB-5 investors. When completed, Siena Valley Club will create 6,247 total jobs, comfortably above the requirement of 10 jobs per investor.
Priority I-526E Processing
Because the Siena Valley Club project is in a rural TEA, USCIS will prioritize investors’ I-526E petitions. With priority processing, immigrant petitions are adjudicated in months instead of years. An investment in a rural project also gives access to rural set-aside visas, which account for 20% of all EB-5 visas. Having access to set-aside visas means fewer immigration delays.
I-526E Approval Refund Guaranty
EB-5 investors in Siena Valley Club benefit from an I-526E approval refund guaranty. This guaranty means that if an EB-5 investor’s I-526E petition is denied by USCIS, he or she will generally be able to receive an expedited return of his or her money.
Construction Completion Guaranty
EB-5 investors in Siena Valley Club benefit from a construction completion guaranty, ensuring the developer is responsible for finishing all required construction to successfully complete the project.
Siena Valley Club
(Preferred Equity)
Siena Valley Club
(Preferred Equity)
EB-5 Offering Terms
Project Developer | Oak Quarry Management |
EB-5 Offering | $30,400,000 |
Min. Investment | $800,000 |
Structure | Preferred Equity |
Annual Return | 4% Preferred Return |
Term | 4–5 Years |
Escrow | Yes |
I-956F Exemplar | USCIS Pending |
I-526E Filings | Now Available |
Project Security | Construction Completion Guaranty, I-526E Approval Refund Guaranty, and Job Creation Guaranty |
Siena Valley Club Project Highlights
Siena Valley Club is a compelling rural EB-5 project that offers investors a clear path to a Green Card with limited immigration and financial risk.
- The project is a master-planned all-season resort community with 160 luxury single-family homes, nine lakes with recreational access, an 18-hole Robert Trent Jones Jr. championship golf course, a ski club at Beaver Creek, a lake house, a “cast-off” cabin, and recreational amenities.
- The project is in a prime location in Vail Valley in Colorado near Eagle County Airport and premier ski resorts such as Beaver Creek and Vail.
- The project offers a 4.0% above-market annual preferred return.
- Construction is well underway and over 200 EB-5 jobs have already been created as of December 2024.
- The target investment duration is 4–5 years.
- The project’s rural TEA status qualifies EB-5 investors for faster I-526E processing.
- Rural TEA status also means access to the 20% EB-5 visa set-aside category, which reduces investors’ waiting time for a Green Card after their I-526E approval.
- EB-5 investors can make a partial initial EB-5 investments of less than $800,000 with a commitment to fund the balance within a set period of time.
- EB-5 investors benefit from an I-526E approval refund guaranty, a job creation guaranty, and a construction completion guaranty.
- EB5AN’s track record includes 30+ prior EB-5 regional center projects with 100% financial success and USCIS project approval on all prior projects.
- H-1B / F-1 / E-2 / TN / L-1 visa holders can immediately adjust their immigration status and concurrently file for EAD and travel documents.
Siena Valley Club Full Project Video
For more insight into the Siena Valley Club project, watch the following informative video:
Request Siena Valley Club Financial Statements
Financial statements provide an overview of a project’s financial health. These documents include information on revenues, expenses, assets, liabilities, and profitability.
Before investing in any project, an EB-5 investor should ask to review all key financial documents to assess the project’s viability. By reviewing a project’s financial statements, an investor is able to check for potential risks before making an investment decision.
At EB5AN, we believe that transparency is vital to investors making informed decisions. If you are a foreign national looking for a low-risk EB-5 project, we are happy to share the financial statements for the Siena Valley Club project with you.
Simply send your request via email to sam.silverman@eb5an.com.
Siena Valley Club Project Introduction Download
The EB-5 program is complex, and each project is unique. EB-5 investors should take their time to thoroughly review a project before investing. Request a Siena Valley Club project download to discover how this project fulfills all EB-5 visa program requirements.
Siena Valley Club Project Location
Siena Valley Club is located at 1000 Brightwater Club Drive, Gypsum, Colorado, 81637. Explore this location and nearby stores, services, and attractions using the map below:
Siena Valley Club Construction Photos
Siena Valley Club Project Gallery
View the gallery below to get a feel for Siena Valley Club. The gallery includes renderings of the project’s single-family homes.
EB5AN is a national EB-5 consulting and investment firm with a unique team from a diverse set of institutional backgrounds, which include the following:
- business strategy
- private equity
- capital markets
- real estate
- securities, tax, and immigration law
The firm’s diversely qualified professionals give it an advantage in identifying and structuring EB-5 deals from multiple perspectives. They work with established developers in the United States interested in creating economically feasible and financially sound EB-5 projects.
The project is controlled by Josiah Jennings and Daniel Conard, the managing members of Oak Quarry Management, LLC. They guide all strategic decisions for the project and its affiliates. Mr. Jennings oversees the financial strategy and development operations for the project. He has a background in construction management, real estate, and development, and he grew up deeply connected to the industry. Mr. Conard has over a decade of experience in financial advisory, investment management, and consulting, bringing valuable expertise to the leadership team. He focuses on portfolio management, strategic investments, and key aspects of project development.
Erin Osborne is the founder and managing partner of EB5 Economist, an economic research firm specializing in analyzing the economic impact of EB-5 projects.
The team at EB5 Economist has completed more than 100 EB-5 economic impact reports and is well respected in the EB-5 industry.
The firm is based in South Florida and works with EB-5 projects nationwide.
Metropolitan Commercial Bank is a New York City based full-service commercial bank that provides a broad range of business, commercial, and personal banking products and services.
The company is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).
Marcum LLP is one of the largest independent public accounting and advisory services firms in the United States, with offices throughout the United States, Grand Cayman, and China.
They offer an extensive range of professional services and a high degree of specialization. Marcum is a founding member of the Leading Edge Alliance (LEA).
As the second-largest international professional association, LEA Global opens doors in the more than 106 countries where its 220 member firms operate.
Founded in 2009, Builders Capital® has quickly become one of the leading private lenders for residential construction developments in the United States. With $3.5 billion in active loans, $6.0 billion in total lending, and over 3,000 projects in 45 states, Builders Capital® maintains high standards for borrowers—including ample experience and past success in residential real estate development, creditworthiness, and high liquidity. These standards have established its reputation as one of the most respected private financing providers in the industry. Its team draws on experience in real estate and mortgage banking, project development, private investment, civil engineering, loan servicing, and fintech to create customized loans that fulfill each customer’s individual needs. Additionally, Builders Capital® has developed a groundbreaking suite of fintech tools for the private construction lending field.
PRXY Fund Services is a third-party fund administration services company.
Their proprietary PRXY Co. platform tracks and records all EB-5 draws and project expenditures throughout the project lifecycle and provides EB-5 investors with a readily available, real-time view of comprehensive project metrics.