Last week, Ampersand was proud to sponsor the IIUSA Industry Forum in Houston, the EB-5 industry’s premier annual gathering. The event brought together stakeholders from across the EB-5 ecosystem—regional centers, attorneys, developers, fund administrators, and policymakers—to discuss the program’s current state and future trajectory.
As expected, the conversations were rich, the panels were packed, and the tone was one of cautious optimism. While the industry continues to navigate regulatory complexity and investor expectations, there’s also a renewed focus on operational excellence—including the financial infrastructure that supports EB-5 capital.
Here are a few of the top takeaways from the event:
EB-5 and Government Affairs
The Trump White House’s public comments on EB-5 and discussions around the implementation of the “Gold Card” program have brought EB-5 to the forefront of immigration and investment discussion. The EB-5 program is statutorily authorized through 2027, and industry leaders remain committed to working with the administration and a bipartisan coalition of leaders to support the EB-5 program’s long-term success.
Post RIA Project Success Strategies
Significant discussion was had around the sustainment period requirement, and timing of capital deployment – as well as communicating project requirements to investors and managing expectations. Industry leaders shared their unique approaches – including minimum loan term lengths, and buffers for changes to USCIS requirements. Experts also discussed the need to marry investor relations and preferences with project realities.
The Economic Impact of the EB-5 Program
The overall positive impact of the EB-5 program on the US economy since its inception in 1990 cannot be understated. IIUSA presented preliminary results from its latest economic impact study, showcasing the program’s ongoing success. The full report will be made available via their website.
Why Cash Management Matters More Than Ever
One theme that consistently emerged throughout the event—both in panels and conversations—was the need for strong financial systems that support transparency, compliance, and security. At Ampersand, we believe this starts with how EB-5 funds are held and managed.
For regional centers, developers, and project sponsors, smart deposit strategies aren’t just about earning interest (though that matters too). They’re about:
- Ensuring accessibility and liquidity as capital moves through different phases
- Protecting funds through FDIC insurance and multi-bank diversification
- Structuring deposits for audit-readiness and investor reporting
- Making sure every dollar is working while awaiting deployment
EB-5 is a complex industry, and every dollar under management carries weight. With policy still evolving and investor confidence top-of-mind, now is the time to treat cash management as a strategic priority.
Let’s Keep the Conversation Going
It was a pleasure to connect with so many professionals in Houston who are committed to moving the EB-5 industry forward. If we didn’t get a chance to meet—or if you’re thinking about how to improve your deposit strategy, we can help.
Get in touch to learn how Ampersand helps EB-5 stakeholders optimize their cash positions, protect investor funds, and build financial systems that scale with confidence.
