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Programme guides · US EB-5 Investor Immigration

EB-5 Success Case: Hong Kong Family I-526E Approved on Rural $800K Set-Aside

Written by Global Immigrate consultants · Reviewed by Oscar Yip, Founder & Managing Director

Summary

A Hong Kong-born family chose a rural TEA set-aside, invested $800,000, documented company dividends and property-sale proceeds, and obtained I-526E approval. The case shows how Hong Kong applicants use the worldwide quota and set-asides to reduce backlog uncertainty.

Short answer: A Hong Kong-born family chose a rural set-aside project, invested $800,000, and filed I-526E after organising limited-company dividends and property-sale proceeds into a complete source-and-path file. Under the worldwide quota the set-aside was Current with priority processing; I-526E was approved and the family moved to visa or adjustment stages.

Background and why rural

The principal had run a business in Hong Kong for years and wanted U.S. status and education options for the children. After comparing unreserved and set-aside options, they chose rural TEA: $800,000 minimum, set-aside numbers Current for Hong Kong (worldwide quota), and statutory priority processing—controlling cost and wait uncertainty. See US EB-5 Investor Immigration.

How source of funds was prepared

Counsel built a source-and-path timeline: company financials and dividend documents, profits-tax records, sale contract and bank credits, and wires to U.S. escrow—aligned so no large deposit was unexplained. Subscription, escrow and legal opinions were finished together to limit RFEs.

Outcome and what to copy

After I-526E approval, the family used adjustment of status or consular processing depending on location. Copy this order: confirm funds are documentable → lock a rural project → set the filing window (including government-fee timing). Children 18+ should get a CSPA assessment at the same time.

Case snapshot

Item Detail
Place of birth Hong Kong
Project Rural TEA set-aside
Investment $800,000
Funds Company dividends + property sale
Result I-526E approved
Strategy Set-aside Current + complete file

Global Immigrate’s recommendation

Hong Kong applicants do not face the long mainland China unreserved backlog, but ignoring set-asides or weak funds files still causes delay or RFEs. Order: funds feasibility → rural due diligence → fee and postmark timing → filing. Choosing the right category and completing documents once matters more than the cheapest headline project.

Data current as of October 2026. General information only; not legal advice. Individual results vary.

FAQ

Is there a rural EB-5 backlog for Hong Kong applicants?

Rural set-asides are currently Current for all countries, so there is usually no visa-number queue.

Can Hong Kong company dividends fund EB-5?

Yes, with financials, dividend resolutions, tax evidence and matching bank credits.

How long after I-526E approval?

Depends on adjustment vs consular processing and on medical and appointment timing.

Can this case be copied exactly?

Use it as strategy reference only; different funds and projects mean results are not guaranteed to match.

Sources

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