EB-5 Project Team

EB5AN is a national EB-5 consulting and investment firm with a unique team from a diverse set of institutional backgrounds, which include the following:

• Business strategy
• Private equity
• Capital markets
• Real estate
• Securities, tax, and immigration law

The firm’s diversely qualified professionals give it an advantage in identifying and structuring EB-5 deals from multiple perspectives. They work with established developers in the United States interested in creating economically feasible and financially sound EB-5 projects.

As one of the largest private developers in the United States, The Kolter Group LLC and its predecessors and affiliates have invested in real estate projects totaling over $37 billion in value (both realized and in process).

The company is headquartered in South Florida and has five divisions:

• Kolter Homes
• Kolter Multifamily
• Kolter Hospitality
• Kolter Land
• Kolter Urban

Kolter has developed thousands of single-family homes, apartment units, condominium units, hotel rooms, and finished land lots in the southeastern United States.

Kolter has borrowed billions of dollars over its 25+ year history and has never failed to repay a loan. All EB-5 investments in Kolter projects are in good standing or have been repaid.

PRXY Fund Services is a third-party fund administration services company.

Their proprietary PRXY Co. platform tracks and records all EB-5 draws and project expenditures throughout the project lifecycle and provides EB-5 investors with a readily available, real-time view of comprehensive project metrics.

Metropolitan Commercial Bank is a New York City–based full-service commercial bank that provides a broad range of business, commercial, and personal banking products and services.

The company is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).

Marcum LLP is one of the largest independent public accounting and advisory services firms in the United States, with offices throughout the U.S., Grand Cayman, and China. They offer an extensive range of professional services and a high degree of specialization. Marcum is a founding member of the Leading Edge Alliance (LEA). As the second-largest international professional association, LEA Global can open doors in the more than 106 countries where its 220 member firms operate.

Juniper Square, Inc. is a leading provider of investment management solutions, specializing in real estate investment funds. The firm manages over 600,000 investor accounts representing $1 trillion in investment capital.

Its innovative approach to fund management has helped modernize the real estate investment sector. With a portfolio of more than 40,000 investment entities, Juniper Square has rapidly become one of the most recognized firms in the industry.

Erin Osborne is the founder and managing partner of EB5 Economist, an economic research firm specializing in analyzing the economic impact of EB5 projects. The team at EB5 Economist has completed more than 100 EB5 economist impact reports and is well respected in the EB5 industry. The firm is based in south Florida and works with EB5 projects around the country.

Lawfully, Inc. is a third-party immigration case-status monitoring and analytics platform.

Their proprietary software automatically checks the official USCIS website using investors’ receipt numbers and delivers secure, real-time email updates and dashboards with case statuses, key milestones, processing time insights, and compliance reminders—eliminating manual status checks and giving EB-5 investors a clear, data-driven view of their immigration process.

CBIZ, Inc. is a leading public accounting and advisory services firm in the United States, with 10,000+ team members across 160+ locations nationwide.

They offer a wide range of professional services, including accounting, tax, and consulting, with deep industry specialization.

Through its national platform and global affiliations, CBIZ supports clients with coordinated expertise across both domestic and international markets.

Founded in 2019, RCR is the multifamily development division of Realty Capital, a property development and investment firm established in 1987 and based in the Dallas–Fort Worth area. RCR focuses on developing and operating high-quality multifamily communities across Texas and Colorado, ranging from garden-style and high-rise apartments to mixed-use developments with retail and clubhouse amenities. RCR has experience developing nearly 2,000 units with a total cost of over $500 million. Backed by Realty Capital’s extensive experience in complex entitlements and master-planned developments, the company integrates development expertise, affiliated property management, and disciplined investment strategies to create long-term value for residents and investors.

Kolter Multifamily is the rental residential acquisition and development affiliate of the Kolter Group. Headquartered in Palm Beach County, Kolter Multifamily is focused on the development, construction, and acquisition of residential communities across the Southeastern United States.

Kolter Multifamily’s urban and suburban rental communities are strategically located to allow residents to enjoy the very best of the surrounding area, with prime locations and on-site amenities that create enduring value.

Greystar is recognized globally as a leader in multifamily rental housing property management, with over 25,000 team members in 65 locations. They have a presence in nearly 249 markets with over 900,000 units under management.

Greystar is the largest operator of apartments in the United States and has a robust institutional investment management platform comprised of $78.0 billion of assets under management, including over $36.0 billion of development assets.

Summit Contracting Group, Inc., established in 2007, is the premiere construction partner in Florida’s multifamily landscape due to its unparalleled knowledge of wood frame construction, exemplary customer service, and strategic use of prototype building designs.

Summit is ranked the #1 Multifamily Builder by National Multifamily Housing Council in 2024. Kolter is currently under construction with Summit on over 900 units in Central and Southwest Florida.

Kolter Homes is an award-winning Kolter real estate development brand that builds homes and master planned communities. Kolter Homes helps new home buyers find the right community, build their ideal home, and enjoy life in Florida, Georgia, and the Carolinas.

Through its Cresswind brand, Kolter Homes develops communities for adults age 55+ accros the Southeast. These communities offer active adults new homes and activities designed for the way they live, both now and in the future.

Third Coast Bank is publicly traded under the ticker symbol TCBX on the NASDAQ Global Select market. The bank was established in March 2008 by a group looking to create a relationship-oriented bank committed to personal service and community contribution.

Third Coast Bank distinguishes itself by exceeding customers’ expectations, building solid partnerships, maintaining the highest standards of ethical business conduct, being aware of and responsive to the community’s needs, and always being mindful that customers have a choice.