in America s Heartland

Transcription

1 Oklahoma State Regional Center 4715 East 91st Street, 2nd Floor Tulsa, Oklahoma (918)-OK-STATE or (918) oklahomastaterc.com EB-5 Opportunities in America s Heartland

2 Investor Program The EB-5 Visa Program was created by Congress to create opportunities port for citizenship and American job creation. An EB-5 visa grants permanent resident alien status to immigrants seeking to enter the United States in order to invest in a commercial enterprise that benefits the U.S. Economy. Disclaimer The information contained herein, including any exhibits or other documents provided in connection herewith (the Summary ) is strictly confidential and includes proprietary information concerning Oklahoma State Regional Center projects. By accepting delivery of this Summary, you agree that (i) you will not copy, reproduce or distribute it to any other person or party, in whole or in part, at any time without the prior written consent of an authorized representative of the Oklahoma State Regional Center; (ii) you will keep permanently confidential all information contained herein not already public; and (iii) you will use this Summary only for the purpose set forth herein. Oklahoma State Regional Center is providing you this Summary for information purposes only. This Summary does not constitute an offer or solicitation to invest or purchase securities relating to any investments. Such offers or solicitations will be made only by means of a written document which states that it is an offer or solicitation to invest or purchase securities, and such offers or solicitation will be made only to individuals who Oklahoma State Regional Center or its representatives have reasonably determined will qualify for such investment after the individuals have completed a suitability questionnaire. Photo: Tulsa s historic downtown Brady Arts District is an eclectic area with loft apartments, music and art venues, restaurants and more. Don Sibley, 2014 Tulsa s historic Union Depot is home to the Oklahoma Jazz Hall of Fame. Don Sibley, 2014

3 Investor completes pre-qualification form. Month 01 Qualifying investor reviews Offering Memorandum & signs disclosure documents.** Investor signs Offering Memorandum to start the application. 02 Typical Investment Fees Investment Process 03 If OSRC accepts Investor s application, Investor places $500,000 in secure escrow & pays Investor Administrative Fee. Investor s attorney files I-526 with USCIS.* 04 EB-5 minimum investment: $500,000 USD Investor Administrative Fee: $60,000 USD Total Investment and Fee: $560,000 USD 05 Investor schedules interview with U.S. Consulate in home country. 06 When I-526 received by USCIS, the $500,000 will be released to the Limited Partnership and loaned to the Project. 07 Investor completes residency requirement & investor s attorney submits I-829 to change status from Temporary to Permanent.* 08 Completing the interview, a temporary Green Card good for 2 years issued to investor. 09 Benefits of Partnering with a Regional Center Regional Centers, established through Congress in 1990, designated by the U.S. Citizenship and Immigration Services (USCIS), are legally established entities that coordinate foreign investments in compliance with the EB-5 statutory, regulatory and precedent decision framework. Under congressional mandate, the Regional Center EB-5 petitions are given priority, often resulting in a quicker path to resident approval. *Immigration legal fees are paid separately by the Investor to the Investor s attorney and are not included in minimum investment or EB-5 administrative fee. **Pre-qualification of investors required. See the Private Placement Offering Memorandum and other related documents for specific amounts and requirements. BOK Center, state-of-the-art events center located downtown Tulsa. Don Sibley, 2014

4 Benefits of Living in Oklahoma Tulsa is ranked number 1 in the U.S. for cost of living and number 2 for quality of life. (Business Facilities Magazine) Oklahoma has the 4th lowest total tax burden in America. Tulsa has the second-shortest commute times among major American cities. Management Team Oklahoma State Regional Center (OSRC) is owned and managed by a group of professionals with proven track records as entrepreneurs, bankers, lawyers and certified public accountants. We understand how to operate a business and serve our customers and clients. When immigrant investors decide to invest in a project sponsored by OSRC, we provide you with guidance from scheduling a tour of the project and meeting the developer(s) to completing your EB-5 investment process and helping you achieve your American Dream. The successful completion of the EB-5 investment process for each and every immigrant investor that chooses to associate with OSRC is important to us and the project owners. Centennial Park, an 11-acre green space with neighborhood apartments in walking distance of downtown Tulsa. Sean Kouplen is the President & CEO of Regent Bank in Tulsa, Oklahoma a small business owner, and a successful author and speaker. Kouplen received his BS and MBA degrees from Oklahoma State University, and his graduate banking degree from the Graduate School of Banking in Colorado. As the President & CEO of Regent Bank, Sean s responsibilities include marketing, strategic direction and management of a $190 Million community bank with three locations and 49 employees. Todd Hudgins is the Managing Member for OSRC. As Managing Member for OSRC, Mr. Hudgins coordinates and oversees all sponsored projects. Hudgins is an attorney (licensed to practice in Oklahoma, Texas and Arkansas) who focuses his legal practice on advising business owners, asset protection and estate planning. Hudgins is an owner of Horizon Attorneys & Counselors at Law PLC, a law firm located in Tulsa, Oklahoma. He is also a certified public accountant and an owner of the certified public accounting firm of Horizon Certified Public Accountants & Consultants PLC. Hudgins also advises clients in the areas of federal and state tax planning. He received his Bachelor of Science degree in accounting from Oklahoma State University, his Juris Doctor degree from the University of Tulsa College of Law, his Masters of Taxation from the University of Tulsa and his Master of Law (in Taxation) from New York University. Clay Slaton is Founder & CEO of EngATech, Inc, a leading 3D printing firm in Tulsa, OK. Clay is a successful entrepreneur with verifiable year-after-year growth in revenue, profit, and business objectives within start-up, turnaround, and rapid-change environments. Experienced in mergers, acquisitions and strategic alliances. Able to cultivate healthy cultures and develop successful key executives through fast growth and multiple transitions.

5 Benefits of Investing in Oklahoma U.S. News & World Report ranked The University of Tulsa number 75 and The University of Tulsa College of Law number 99 in the 2012 and 2013 editions of Best Colleges. Tulsa offers public and private higher education institutions, including The University of Oklahoma-Tulsa, Oklahoma State University and Northeastern State University-Broken Arrow. Tulsa-area school districts continually garner impressive honors including numerous National Merit Scholars. Oklahoma State Regional Center Oklahoma is located in America s heartland, centrally-located in the United States. The Oklahoma State Regional Center is headquartered in Tulsa, Oklahoma, where East Coast sophistication meets southern charm. Nestled on the Arkansas River at the foothills of the Ozark Mountains in northeast Oklahoma, Tulsa was once an oil boom town built on the fortunes of oil barons in art deco style. It is considered the cultural and arts center of Oklahoma, rich with world-renowned museums, music venues, parks, universities, restaurants, arts and entertainment for the whole family. Tulsa is home to the internationally renowned Tulsa Ballet, with professional dancers representing 14 different countries, the Oklahoma Aquarium, Tulsa Zoo, and the Children s Museum. Tulsa was ranked number 1 affordable city in the U.S. by Relocate America 2010 with a cost of living 12 percent below the national average* and incomes 11.6 percent above the national average**. Tulsa was ranked number 2 in housing markets by MSNBC 2010 and number 5 of places to buy a home by CNBC In terms of business, Tulsa is home to some of the nation s largest companies with key industries including aerospace, energy, health care, technology, manufacturing, and transportation. The cost of doing business in Tulsa is 8 percent below the U.S. average due to low rent, energy costs and taxes. *Council for Community and Economic Research Cost of Living Index, third-quarter 2013 ** U.S. Census OneOK Baseball Field, located in Tulsa s historic Greenwood District of downtown Tulsa, and home of the Tulsa s Drillers professional baseball team. Hard Rock Hotel, located a few miles east of Tulsa in Catoosa, OK. Don Sibley, 2014

6 Serving ving Oklaho Oklahoma The Oklahoma State Regional Center promotes economic growth and offers capital investment opportunities in northeast Oklahoma in the following Oklahoma counties: Cherokee, Creek, Delaware, Mayes, Osage, Rogers, Tulsa, and Wagoner. TULSA Benefits of Living in Tulsa Tulsa s low cost of living, short commute time and robust economy prompted Parenting Magazine to name it as one of the best American cities for families. With 125 city parks, 180 miles of area pedestrian and bicycle trails and a region with hiking and lake activities, the outdoor enthusiast can t get bored in Tulsa. Home to 19 public golf courses and many award-winning private courses, the Tulsa area is a golf mecca for amateurs and professionals alike. Tulsa s famed Southern Hills Country Club is among the premier clubs in the nation. It has been home to 14 major golf championships including the PGA in Tulsa also has local pro and college sport teams in baseball, hockey, soccer, NBA and WNBA. Running, cycling, hiking and more are favorite pastimes in Tulsa. From opera, ballet and orchestral music to world-class art, Tulsa combines the advantages of a smaller city with the broad artistic and cultural assets commonly associated with bigger cities. Tulsa offers many family-friendly attractions including the Tulsa Zoo, Oklahoma Aquarium, Tulsa Children s Museum, and Tulsa Air & Space Museum. Tulsa River Parks offers nearly 20 miles of trails along the Arkansas River. Don Sibley, 2014 Photos: Don Sibley, 2014