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Programme guides · US EB-5 Investor Immigration

EB-5 Success Case: Taiwanese Family Completes I-526E on a Rural Set-Aside Project

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

Summary

A Taiwan-born family chose a rural TEA set-aside project, invested $800,000, organised company dividends and property-sale proceeds into a complete source-and-path file, and obtained I-526E approval. The case shows how Taiwanese applicants can use set-asides and priority processing to reduce uncertainty.

Short answer: A Taiwan-born family selected a qualifying rural set-aside project, invested $800,000, and filed Form I-526E after organising multi-year company dividends and a property sale into a complete source-and-path-of-funds file. As a rural set-aside case it benefited from Current visa numbers and priority processing; I-526E was approved and the family moved on to visa or adjustment stages.

Background and why rural was chosen

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

How source of funds was completed in one pass

Counsel built a source-and-path map: company financials and dividend resolutions, tax filings, sale contract and bank credits, and cross-border wire records were lined up chronologically so no large unexplained deposit remained. Subscription, escrow and legal opinions were finished in parallel to reduce RFE risk.

Outcome and what others can copy

After I-526E approval, the family proceeded with adjustment of status or consular processing depending on location. The replicable sequence is: confirm funds are documentable, lock a rural project, then choose the filing window (including government-fee timing). Children near 21 should have CSPA assessed at the same time.

Case highlights

Item Detail
Place of birth Taiwan
Project type Rural TEA set-aside
Investment $800,000
Source of funds Company dividends + property sale
Result I-526E approved
Strategy Set-aside quota + complete documents first

Global Immigrate’s recommendation

Taiwanese applicants do not compete with the long China/India unreserved backlogs, but ignoring set-asides or weak source-of-funds files can still cause delay or RFEs. Recommended order: funds feasibility → rural project due diligence → fee and postmark timing → filing. This case shows that choosing the right category and completing documents once matters more than chasing the cheapest headline investment.

Data current as of October 2026.

This article is general information only and does not constitute legal or tax advice. Individual results vary.

FAQ

Is there a rural EB-5 backlog for Taiwanese applicants?

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

Must all funds come from one source?

No. Dividends, property sales and gifts can be combined if each amount is traceable and explainable.

How long after I-526E approval?

It depends on adjustment versus consular processing and on medical and scheduling timelines.

Can this case be copied exactly?

It is a strategy reference only; different funding and projects mean results are not guaranteed to match.

Sources

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