A Brief Look at the EB-5 Visa Investor Program

A full-service money management and brokerage firm that serves clients nationwide and internationally, International Assets Advisory is based in Orlando, Florida. International Assets Advisory’s services include the EB-5 Visa Investor Program. 

The EB-5 Visa Investor Program arose out of the Immigrant Investor Program first administered by the US Citizenship and Immigration Services (USCIS) in 1990. The program was developed by Congress to stimulate the US economy by creating job and capital investment opportunities for foreign investors. A USCIS-designated pilot program enacted two years after the EB-5’s establishment began setting aside EB-5 visas for Regional Centers to promote further economic growth. 

To qualify for an EB-5 visa through the EB-5 Visa Investor Program, individuals must invest in a new commercial enterprise that meets certain criteria. Commercial enterprises must have been established on or after November 29, 1990, and undergone investment expansions by a 40 percent increase in net worth or employee base. Enterprises established before November 1990 may also apply in the event they undergo significant restructure to create a new commercial enterprise. Additionally, enterprises with holding companies and wholly-owned subsidiaries also count, provided they hold a for-profit status.

IAA Assists in Noteworthy Preferred Stock Offering

From its headquarters in Orlando, Florida, International Assets Advisory offers a full suite of financial services to a domestic and international client base. In addition to providing financial planning and broker-dealer services for individuals, International Assets Advisory also serves as a dealer manager for institutional clients.

One such client, CIM Commercial Trust Corporation (NASDAQ: CMCT), recently enlisted the services of International Assets Advisory to oversee the offering of a significant quantity of preferred stock. In July 2016, CMCT announced that it had successfully registered with the Securities and Exchange Commission to offer up to $900 million in warrants and Series A Preferred Stock. This registration authorizes the company to offer as many as 36 million units, with each unit comprised of one Series A share of preferred stock valued at $25 per share and a warrant to purchase one quarter of a share of the company’s common stock. 

CIM Commercial Trust is a real estate investment trust active in the business real estate sector. The company operates Class A and creative office investments in vibrant and improving urban communities throughout the U.S.

Philosophy & Mission

MISSION STATEMENT

Our Mission is to help improve the financial well being of our clients and their families by providing them with the utmost in personal service, portfolio management and legacy planning.

OUR INVESTMENT PHILOSOPHY

We offer our clients sound asset allocation strategies combined with a global approach to financial planning. We believe giving them access to a world of investment opportunities assists in:

• Enhancing Investment Performance: International markets have consistently outpaced the U.S. market. In the past several decades, not once has the U.S. market been the top performer.
• Providing More Opportunities And Improved Investment Advisory: The world’s largest food company, insurance company, steel company, just to name a few, are headquartered in countries other than the U.S. Furthermore, with about two-thirds of global market capitalization outside the U.S., investment options increase dramatically.
• Reducing Investment Risk: History demonstrates that a properly allocated portfolio can reduce risk, since markets around the world do not always rise and fall in tandem.