The project is led by Ron “Omani” Carson, Chairman and founder of Carson Group, a nationally recognized wealth management firm with $21B in assets, and Mike Marburg, CEO and visionary founder of Simply Shenandoah Resort and Wellmore Partners. Together, they combine financial expertise with a mission‑driven approach to wellness hospitality.
Star Tannery, Virginia
Simply Shenandoah
(Senior Loan)
Rural Targeted Employment Area (TEA) Location
Qualifies for 20% Visa Set Aside and Faster Processing
Start Today with Less than $800K
Form I-956F Exemplar Approved
Simply Shenandoah Is a High-Quality, Low-Risk Rural Senior EB-5 Loan Investment Opportunity with Multiple Safety Features
Simply Shenandoah is a best-in-class EB-5 project in a rural targeted employment area (TEA). As a rural TEA project, the minimum investment is only $800,000, and investors benefit from faster I-526E processing and access to set-aside EB-5 visas.
EB-5 funds will be used to support the development of Simply Shenandoah Resort & Spa, a luxury wellness resort including 120 total guestrooms, a spa & aquatics facility; yoga studio & fitness center, meeting & event space; food & beverage facilities, and other amenities across approximately 548 acres in Shenandoah County, Virginia.
Construction is underway and the project is expected to create 2,000+ permanent jobs upon completion, more than double the required amount. The project is in a rural TEA and qualifies for faster I-526E processing and a 20% visa set-aside.
EB5AN is an EB-5 investment fund manager, USCIS-approved regional center operator, and consultancy. EB5AN helps investors immigrate to the United States through investments in U.S. businesses under the EB-5 program. EB5AN has a track record of excellence and a 100% approval rate from USCIS on all prior regional center projects.
Immigration and Financial Safety Features for Investors
Simply Shenandoah is a compelling rural EB-5 project with an array of features that limit immigration and financial risk.
Senior EB-5 Loan Secured Structure
EB-5 investments will be used to make a senior loan to fund the Simply Shenandoah project.The senior EB-5 loan is secured by a 100% equity pledge and a recorded senior mortgage.
Fund Administration
Proxy Fund Services LLC (PRXY) is a third-party fund administration services company controlled by licensed attorneys. PRXY will facilitate the administration of the fund in compliance with the integrity provisions of the RIA. 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 real-time view of comprehensive project metrics.
Job Creation Guaranty
The Simply Shenandoah project features a job creation guaranty, which means the developer will spend all EB-5 funds on EB-5 program eligible expenditures. Construction of the Simply Shenandoah project is already underway. Over 100 new qualifying EB-5 jobs have already been created for EB-5 investors. Upon completion, the project is expected to create 2,047 EB-5–eligible jobs, far more than the number of jobs required for all EB-5 investors in the project to qualify for their Green Cards.
Priority I-526E Processing
Because the Simply Shenandoah project is in a rural TEA, USCIS will prioritize investors’ I-526E petitions. With priority processing, immigrant petitions are adjudicated in months instead of years. An investment in a rural project also gives access to rural set-aside visas, which account for 20% of all EB-5 visas. Having access to set-aside visas means fewer immigration delays.
I-526E Approval Refund Guaranty
EB-5 investors in Simply Shenandoah benefit from an I-526E approval refund guaranty. This guaranty means that if an EB-5 investor’s I-526E petition is denied by USCIS, he or she will generally be able to receive an expedited return of his or her money.
Construction Completion Guaranty
EB-5 investors in Simply Shenandoah benefit from a construction completion guaranty, ensuring the developer is responsible for completing construction of all project components that receive EB-5 capital.
Form I-956F Exemplar Approved by USCIS
Simply Shenandoah (Senior Loan) has received Form I-956F exemplar approval from USCIS. This approval means that USCIS has reviewed the project’s documents and found them to be compliant with the EB-5 program. By approving Form I-956F, USCIS has agreed that Simply Shenandoah is in a rural TEA. USCIS also accepted the project’s job creation methodology and EB-5 investment structure. As a result, investors can have greater confidence that an investment in Simply Shenandoah should result in a Green Card.
Simply Shenandoah
(Senior Loan)
Project Developer
Carson Hospitality LLC
EB-5 Offering
$80,000,000
Min. Investment
$800,000
Structure
Secured Senior Loan
Annual Return
Fixed Preferred Return
Term
4 Years
Escrow
Yes
I-956F Application
USCIS Approved
I-526E Filings
Now Available
Project Security
Secured Senior Loan with Senior Mortgage and 100% Equity Pledge, Construction Completion Guaranty, I-526E Approval Refund Guaranty, and Job Creation Guaranty
Simply Shenandoah
Project Gallery
Simply Shenandoah
Construction Gallery
Simply Shenandoah
Project Resources
Simply Shenandoah: A Compelling Rural Project with a Senior EB-5 Loan
View Official Project Page
EB-5 Investment Transparency: Guide to Understanding Risks
Before You Invest in an EB-5 Project, Check its Financial Statements
The Benefits of Rural EB-5 Projects
Source of Funds Guide for Indian EB-5 Investors
Starting an EB-5 Investment with a Partial Payment of Less Than $800K
USCIS Form I-956F Exemplar Approval
Simply Shenandoah
Full Project Video
Simply Shenandoah
Project Highlights
Simply Shenandoah is a compelling rural EB-5 project that offers investors a clear path to a Green Card with limited immigration and financial risk.
- The project involves developing a luxury wellness resort including 120 total guestrooms, a spa & aquatics facility; yoga studio & fitness center, meeting & event space; food & beverage facilities, and other amenities across approximately 548 acres.
- The project is in a prime location in Shenandoah County, Virginia, 90 minutes from Washington, D.C.
- The developer group has committed over $50 million of equity to the project.
- Construction is underway.
- Upon completion, the project is expected to create 2,000+ permanent jobs, more than double the required amount.
- The senior EB-5 loan is secured by first-priority deed of trust and a pledge of 100% of the outstanding membership interests of the project company and its subsidiary.
- The project features a 4-year loan term.
- The project’s I-956F exemplar application has been approved by USCIS.
- The project’s rural TEA status qualifies EB-5 investors for faster I-526E processing.
- Rural TEA status also means access to the 20% EB-5 visa set-aside category, which reduces investors’ waiting time for a Green Card after their I-526E approval.
- EB-5 investors can make a partial initial EB-5 investment of less than $800,000 with a commitment to fund the balance within a set period of time.
- EB-5 investors benefit from an I-526E approval refund guaranty, a job creation guaranty, and a construction completion guaranty.
- EB5AN’s track record includes 30+ prior EB-5 regional center projects with 100% financial success and USCIS project approval on all prior projects.
- H-1B / F-1 / E-2 / TN / L-1 visa holders can immediately adjust their immigration status and concurrently file for EAD and travel documents.
Request Simply Shenandoah Financial Statements
Financial statements provide an overview of a project’s financial health. These documents include information on revenues, expenses, assets, liabilities, and profitability.
Before investing in any project, an EB-5 investor should ask to review all key financial documents to assess the project’s viability. By reviewing a project’s financial statements, an investor is able to check for potential risks before making an investment decision.
At EB5AN, we believe that transparency is vital to investors making informed decisions. If you are a foreign national looking for a low-risk EB-5 project, we are happy to share the financial statements for the Simply Shenandoah project with you.
Simply send your request via email to sam.silverman@eb5an.com.
Simply Shenandoah Project Introduction Download
Simply Shenandoah
Project Location
Simply Shenandoah is located at
1815 Turkey Run Road, Star Tannery, Virginia 22654
Companies Involved in the Development of the Project
Below are the companies that are working together to make the Simply Shenandoah project a success.
EB5AN
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.
Carson
EB5 Economist
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.
Metropolitan Commercial Bank
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).
CBIZ, Inc.
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.
PRXY
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.
Juniper Square
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.
Lawfully
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.
Additional Helpful Resources for EB-5 Investors
If you would like to learn more about the EB-5 program, take a look at some of our resources listed below.
We’re here to answer any questions that you may have and to provide you with the support you need. Reach out to us, and a member of our team will be happy to guide you through the EB-5 investment process and equip you with all the information you need to make an informed decision.
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