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EB-5 Immigrant Investor program
An untapped opportunity for Oregon
Presentation outline
Introduction
Potential
benefits for Oregon
Recommended course of action
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Introduction
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Introduction
The EB-5 Visa Program
 Started
in 1990
 Makes immigrant visas (green cards) available to
foreigners who:
 Invest at least $1 million or $500,000 into a
targeted employment area (TEA)
 Create at least 10 jobs
 Investors can invest directly into a company or into
a Regional Center (RC)
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Introduction
Interest in immigrant investor programs
 Immigration
Political
safe haven
Transparent legal system
Education opportunities for children
Lifestyle, environment
“The American Dream”
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Introduction
EB-5 Statistics
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Year
Number of
Investor Visas
Growth from
previous year
2006
744
-
2007
806
8.5%
2008
1360
68.8%
2009
4218
310%
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Introduction
EB-5 Statistics
Top Ten Countries of
Origin
Total EB-5 investors
in FY 2009
1. China
1979
2. South Korea
903
3. Great Britain
326
4. Canada
85
5. Japan
84
6. India
72
7. Russia
60
8. Netherlands
38
9. Mexico
33
10. South Africa
31
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
Strong interest
from both
developed and
developing markets
~3000 from East
Asia, but the rest
are spread
throughout the
world
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Introduction
Global competition
Qualification
Requirements
USA
Canada
UK
Bulgaria (EU)
Investment Size
USD 1
million.
CDN 800,000
With finance
options
£ 1 million
With finance
options
€ 512,000
With finance
options



Thousands of wealthy individuals looking for a peaceful, safe,
and stable place to settle
Globally competitive, immigrant investors have multiple
options
The U.S. has the only program that requires investor capital to
be put at risk
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Introduction
National competition



Over 100 EB-5
regional centers
No regional centers
in Oregon
Strong interest in
internationally
known locations
(New York, Miami,
Los Angeles)
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Introduction
Case study: Vermont
 The
only state-run Regional Center
 Operated by Vermont Agency of Commerce and
Community Development
 Current projects:
 Jay Peak ski resort
 Seldon Clean Water Products
 200 investors
 Created over 2000 jobs
 Invested over $100 million
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EB-5 Program Benefits for
The State of Oregon
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Potential benefits for Oregon
Immigrant demographics
Wealthy
Well
educated
Entrepreneurial
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Potential benefits for Oregon
Job creation
Each
investor must create at least 10
jobs, but usually create more
Tend to create jobs in areas that need
them most
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Potential benefits for Oregon
New Source of Capital
Recession
has tightened capital sources,
stifling businesses
Multiplier effect of investment
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Potential benefits for Oregon
Global exposure
Investors
will link Oregon companies
with their home countries
Expose Oregonian products to a wider
global audience
Increasing global awareness of Oregon
will stimulate tourism
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Recommended course of action
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Recommended course of action
Designate TEAs
A TEA has 150% national unemployment rate or is a
rural area
 An RC in a TEA requires only $500,000 investment
 By working with economists, the state can designate
TEAs
 Designated TEAs will help Oregon companies know
where to establish Regional Centers

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Recommended course of action
Financial support
Startup
costs are high:
Registration fees
• Legal costs
• Economic impact studies
• Marketing (int’l offices, agent commissions,
global seminars, online campaign)
•
Provide
financial support (grants, lowinterest loans, etc.)
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Recommended course of action
Co-investment into projects
Foreign investors prefer projects
with government support
 Opportunity to promote targeted
industries (such as
environmentally sustainable
projects)
 Tax breaks to initiate
investment

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Recommended course of action
Non-monetary support
The recognition and support of
government officials is important to
international investors
 Participate in international marketing
 Governors of Vermont and Idaho
recently toured Asia to promote the
EB-5 program

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SUMMARY
BENEFITS
RECOMMENDATIONS
Bringing active, educated, and
entrepreneurial people
Designate TEAs
Creating many new jobs
Provide financial support
Providing a new source of
capital
Co-invest into projects
Giving more global exposure to
the State
Non-monetary support
Forecast
Case
study: Seattle regional center
650
EB-5 investors
Raised $450 million, $325 million from EB-5
Forecasted to create over 7000 jobs
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For more details, please contact us directly.
Thank you
AGINSKY CONSULTING GROUP, LLC.
WEB: www.aginskyconsulting.com
EMAIL: [email protected]
TEL: 877-WITH-ACG