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GRIMSBY · EB-5 FIELD GUIDE

Can a private reservation fix the investment amount before a statutory adjustment?

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THE DIRECT ANSWER

A project reservation does not, by itself, fix the statutory capital requirement. Determine the amount using the applicable petition-filing-date rules, rather than the seller’s deadline or the date a deposit leaves the account.

Separate the price commitment from the filing event

Read what the reservation actually fixes: a unit price, a subscription term or a refundable holding period. It cannot substitute for the governing immigration rule. September 2026 thresholds are US$1,050,000 ordinarily and US$800,000 for qualifying targeted employment area or infrastructure cases; statutory adjustments begin January 1, 2027. If filing might occur after an adjustment, have that uncertainty addressed before relying on the budget. Keep the actual filing evidence separate from the reservation receipt and avoid describing an expected filing as already completed.

Verify current government amounts officially rather than relying on figures quoted in older material, and treat any promise of a particular outcome as a warning sign rather than as a reassurance about value for money. Professional costs are driven largely by the source-of-funds work, which in this scenario spans a company, a donor and several years of records, and by the due diligence a sensible investor commissions on the project itself.