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• Project development milestones and timelines( construction start / completion, leasing progress)
• Whether their funds have been deployed fully( confirmation that their funds are actively being used)
• EB-5 forms I-526 or I-829 petition status updates( where applicable)
Beyond the basics, many investors want a clearer picture of overall project health, including metrics like debt coverage ratios, changes to key partners, or leasing velocity. These details can signal whether a project is on track.
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Meeting these expectations involves both communication frequency and organized, accurate information. It ' s not enough to give ad-hoc updates. Investors, as well as their legal counsel, expect professionalgrade reports they can rely upon.
CHALLENGES OF MANUAL REPORTING Many developers, issuers, and regional centers still rely on manual workflows: sending emails, PDFs, and spreadsheets for investor updates. These methods are time-consuming and inefficient. Worse, they
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don’ t scale. As projects grow in complexity or involve hundreds of investors across multiple countries, manual processes become a liability. Every discrepancy, typo, or versioning issue can undermine credibility and trigger red flags in the eyes of investors or adjudicators.
Manual systems also lack a centralized audit trail, making it harder to respond to USCIS RFEs or to compile data for regional center I-956G filings. And in a world where investors increasingly expect real-time access, static reports don’ t meet the bar.
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Reporting, when done right, serves as an assurance mechanism, a risk management tool, and a relationshipbuilding channel all in one |