No, keep them separate. Estate settlement costs, real estate fees, and taxes on the original sale are distinct from EB-5 investment capital, project fees, and government filing charges.
Separate estate and sale costs from investment costs
Work out the actual net proceeds available for investment after the farm or land sale's own costs and taxes, and use that net figure as the basis for the EB-5 investment plan. Keep any separate immigration or project-related fees in their own distinct budget line.
Start with net proceeds, then distinguish required capital from transaction, project, tax, immigration, and advisory expenses. The capital threshold is normally US$1,050,000. It becomes US$800,000 only for a targeted employment area or infrastructure project; unrelated estate or farm-sale costs do not count toward it. Verify all current official charges without quoting filing-fee amounts. For a regional-center investment, use Form I-526E and examine the offering's administrative charges and deployment terms separately from capital. The common mistake is relying on a gross asset value, overlooking taxes or debt payouts, and discovering too late that liquid funds cannot cover both the statutory investment and surrounding expenses.
Hypothetical example: A poultry-hatchery co-owner near Strathroy-Caradoc sells her interest and considers a regional-center project. Her worksheet begins with the closing distribution after secured debt, then reserves sale taxes and advice costs before testing available investment capital. Independent review examines project fees, job evidence, and at-risk terms; the immigration filing is Form I-526E. A family estimate based on the hatchery's headline price is rejected because it includes proceeds belonging to another shareholder.