这个EB-5项目现在已经成为许多地产开发商借鉴的案例。为此,项目开发商Zoe Makhsous受邀到芝加哥的Depaul大学的Real Esate Center 做客座演讲。“The Real Estate Center at DePaul is a very influential program in the real estate field in the region. It has sponsors and guest speakers from all major corporations in real estate community from investment, finance to law the development.”
EB-5 EXPRESS 项目一个特点是大量使用政府鼓励创造就业的优惠资金。注意,这个政府优惠资金不包括债券发行的大型工程项目。EB-5 EXPRESS项目的总资金投入在20 Million 以内,EB-5资金最多占50%。这些项目一般会有政府对就业创造方面的监督。
Economic Development Incentives
What are incentives?
Economic development incentives are inducements offered by state, local and federal agencies to attract investment and job creation.
Incentives are not “give away” programs; rather, they are investments by communities intended to generate a positive economic return.
In a successful project, everyone wins- the business, the community and its citizens.
Who qualifies?
Non- retail businesses creating more than 15 new jobs and investing in building improvements or capital equipment may be eligible to receive economic developement incentives.
The level of incentives depends on many factors, including: the number of jobs to be created; average wage of the new jobs; proposed capital investment; type of industry; competition for the project; and project location.
Type of incentives
The types and value of incentives vary by community, with common incentives including:
Corporate income Tax Credits
Property Tax Abatement
Subsidized Real Estate
Discretionary Funds
Infrastructure Grants
Training Assistance
Low- Interest Project Financing
Reduced Permitting Fees
Triggers (fro economic development services)
If a company is:
Adding Jobs
Buying or Building a New Facility
Considering Acquisition / Merger
Relocating Operations
Expanding / Downsizing Operations
Purchasing Equipment
Attempting to Use Existing Incentives
Tools
Potential Incentives
Property Tax Abatement
Job Tax Credits
R&D Tax Credits
Training Grants
Public Infrastructure Assistance
Tax Increment Financing
Fast Track Approvals
外加: New Market Tax Credits, Historical Tax Credits
从去年开始我一直向SAVE A LOT的超市连锁介绍EB-5的融资,上个星期开地产投资早餐会上,SAVE A LOT的人也来了。会后的共识是SAVE A LOT会做EB-5 EXPRESS 的模式引进EB-5的投资人。
SAVE A LOT是美国第四大超市集团公司,他们的目标是在5年内新建1200家新超市。新超市的资金结构是,SAVE A LOT 总公司投资25万美金,美国的经理投资25万美金,EB-5投资人投资50万美金。共100万投资,创造10个直接就业,满足EB-5的投资人要求。
我本来介绍一个投资人做SAVE A LOT项目, 后来他直接去找SAVE A LOT联系。SAVE A LOT 公司决定使用EB-5 EXPRESS模型操作,由我们公司审查投资人的EB-5投资流程。跟中介公司不同的是,投资人和美国经理人是超市的股权人,我们不介入超市营业收入的分成。投资人和美国经理人共管,共赢。
I hope you are well.
I had breakfast yesterday with a reporter from the Chicago Tribune who is doing a major story on the EB5 program. I mentioned to him that I thought you would be a good resource and provide an excellent perspective for his story.
He sent me this email below and I told him I would ask you if you would be willing to discuss your work.
If you do speak with him, please put in a good word for us! His phone numbers are below as well.
Thanks,
XX.
Hey XX-
Thanks for the breakfast. To follow up, apart from what we discussed, my aim is to shed more light on how the EB-5 program works outside of the US, looking at the trade shows and the role that immigration agencies in China play in connecting investor to project. I would also look at some of the phantom projects that other regional centers are pitching. Along those lines, I hope to meet Zoe, who sounds like an ideal guide to that world. Please convey my request to her.
Best,
XX
我的回信:
Hi XX,
Thank you for supporting my work and introduce me to other people who are intersted in knowing about EB-5 program. I would be very happy to meet the reporter. Of course I will promote your regional center because you are one of the few regional center principals who know the risk the EB-5 investors are taking and care about them.
从去年开始我一直向SAVE A LOT的超市连锁介绍EB-5的融资,上个星期开地产投资早餐会上,SAVE A LOT的人也来了。会后的共识是SAVE A LOT会做EB-5 EXPRESS 的模式引进EB-5的投资人。
SAVE A LOT是美国第四大超市集团公司,他们的目标是在5年内新建1200家新超市。新超市的资金结构是,SAVE A LOT 总公司投资25万美金,美国的经理投资25万美金,EB-5投资人投资50万美金。共100万投资,创造10个直接就业,满足EB-5的投资人要求。
我本来介绍一个投资人做SAVE A LOT项目, 后来他直接去找SAVE A LOT联系。SAVE A LOT 公司决定使用EB-5 EXPRESS模型操作,由我们公司审查投资人的EB-5投资流程。跟中介公司不同的是,投资人和美国经理人是超市的股权人,我们不介入超市营业收入的分成。投资人和美国经理人共管,共赢。