From E-2 to EB-5: Navigating Investor Visa Options with Edward Beshara 

When foreign investors consider building their future in the United States, two visa categories often come up: the E-2 Treaty Investor Visa and the EB-5 Immigrant Investor Visa. But how do these two pathways connect? And can an E-2 really become the foundation for an EB-5 green card? 

That’s the focus of a recent conversation between Edward Beshara, Managing Partner at Beshara Global Migration Law, and Eliana Gimenes, VP of Sales at Joorney. Together, they shed light on timing, requirements, and the real-world challenges investors face. 

You can watch the full conversation on our YouTube channel or read the highlights below. 

Starting with the E-2: Commitment from Day One 

Edward has been practicing U.S. immigration law since 1983, with decades of experience guiding E-2 and EB-5 clients. He notes that the rules for the E-2 have tightened significantly over the years: 

“When I first did the E-2s back 40 plus years ago, it was a little bit different. Today there are certain specific requirements. The funds have to be irrevocably committed before we submit the E-2 application.” 

Investors can use a trust or escrow account to safeguard funds until the visa is granted, but the key is showing that money is truly committed. 

Planning Ahead: From E-2 to EB-5 

According to Edward, the smartest investors think about their long-term goals before even filing an E-2: 

“With the first consultation, we ask: do you want to eventually get a green card? If so, should the E-2 business be structured as a foundation for EB-5, or would it make sense to look at a separate business or regional center project?” 

Timing, ownership structure, and source of funds documentation all play a role in whether an E-2 can later support an EB-5 petition. 

What It Takes to Qualify for EB-5 

The EB-5 route requires a higher investment, typically $800,000 in a targeted employment area (TEA) or $1,050,000 elsewhere, and at least 10 full-time U.S. jobs created. 

Edward emphasizes: 

“For EB-5 direct, the investment must lead to a nexus with 10 full-time jobs, of at least 35 hours a week, held by U.S. citizens or permanent residents.” 

Existing E-2 businesses may qualify, but the details matter. How the funds entered the U.S., how jobs are documented, and whether money is reinvested from the business or newly transferred all impact eligibility. 

Avoiding Common Mistakes 

For Edward, one theme comes up again and again: 

“The biggest mistake we’re seeing is that people are going to the wrong lawyers, the wrong professionals, and getting advice that hinders their future plans.” 

He stresses the importance of surrounding yourself with the right team (immigration attorneys, accountants, corporate lawyers, and tax professionals) to protect both your visa process and your long-term wealth. 

Lessons Learned: Get Help 

Edward leaves listeners with a memorable takeaway: 

“Self-help. The last word in self-help is help. You need the right professionals around you.” 

In other words, success with E-2 and EB-5 isn’t just about meeting the government’s requirements. It’s about planning ahead, documenting carefully, and building with the right advisors by your side. 

Watch the Full Conversation 

Want to hear all of Edward’s insights, including real-world success stories and practical strategies for E-2 to EB-5 transitions? 

Watch the full video podcast on our YouTube channel.