Investment Highlights
Area Invested In
High-Unemployment
I-526E Processing
Standard
Investment Amount
$800,000
Administration Fee
$80,000
I-956F Project Application
Filed
Total EB-5 Raise
$6,400,000
Total Project Cost
$7,400,000
Repayment Term
5 Years (via refinance or sale)
Required Jobs
80
Estimated Jobs
120.7
Investment Type
Loan from NCE to JCE
Preferred Return
3% annually
Project Description
Southampton EB5 Fund LLC is financing the development of a new Wawa convenience store and gas station in Southampton, New Jersey. The project scope is limited to site preparation and delivery of a pad-ready parcel under Wawa’s Preferred Developer Program. Once complete, the site will be turned over to Wawa, Inc. for vertical construction and long-term operation of the store. The property is located at the intersection of U.S. Route 206 and New Jersey Route 70, a heavily traveled corridor with more than 20,000 vehicles passing daily.
Preferred Return Disclosure The offering aims to return investor capital through a refinance or sale after 3 years, with two optional one-year extensions, but repayment cannot be guaranteed. All investments carry risk, including potential loss of capital.
Why Invest
The Southampton Wawa project offers investors a straightforward, low-risk construction plan focused on delivering a pad-ready site with entitlements and approvals already in place. The developer has an established history of successfully completing multiple Wawa projects, which reduces execution risk and provides confidence in timely delivery. A long-term ground lease with Wawa, Inc. further strengthens the project by ensuring lease income is secured by one of the largest convenience store operators in the country. With a five-year exit timeline in line with industry norms, the project is designed to balance investor security with clear job creation and immigration benefits.
Pad-Ready Development
The project is limited to site preparation and delivery of a pad-ready location for Wawa, Inc. Work includes entitlements, demolition, grading, and utility installation. This scope avoids vertical construction risk and supports timely completion.
20-Year Wawa Ground Lease
Red Lion Circle Partners has executed a 20-year ground lease with Wawa, Inc., with options for six 5-year extensions. Rent payments commence upon store opening, providing a stable revenue stream from one of the largest convenience store operators in the U.S.
Track Record with Wawa
The developer has successfully delivered multiple Wawa sites under the company’s Preferred Developer Program. This proven history reduces execution risk and supports repayment safety.
Five-Year Repayment Structure
EB-5 investor repayment is expected within a five-year horizon, in line with industry standards. Repayment is anticipated from lease income supported by Wawa and from refinancing or sale of the property.
120+ Jobs Anticipated
Economic analysis projects more than 120 EB-5 eligible jobs for up to eight investors. This provides a projected job creation cushion that supports compliance with EB-5 program requirements.
Project Features
Use of Funds
EB-5 investor capital will be loaned to the Job Creating Entity, Red Lion Circle Partners LLC, to fund site preparation and development.
Job Creation
An economic impact analysis projects approximately 120 jobs, comfortably exceeding USCIS requirements for eight investors.
Market Demand
The project site sits at a highly trafficked intersection in Burlington County, NJ, with more than 20,000 vehicles per day. Wawa is the leading convenience store chain in the region, with a loyal customer base and over 1,000 operating stores.
Immigration Considerations
The project qualifies as a TEA and projects sufficient job creation to support all investors.
Management
The development is led by A&B Development, a Preferred Developer for Wawa that has successfully completed multiple Wawa projects across New Jersey.
Location
The project is located at the intersection of U.S. Route 206 and New Jersey Route 70 in Southampton, NJ, within commuting distance of Philadelphia and a key redevelopment zone identified by the township.
Exit Strategy
EB-5 investor repayment is anticipated within five years, supported by long-term lease revenue from Wawa and a refinancing or sale of the property.
Risk Factors
Key risks include construction delays and potential changes in retail demand. These are mitigated by the project’s limited construction scope, secured tenant lease with Wawa, and the developer’s proven track record.
Disclosure
*To qualify for repayment in the event of a petition denial, the investor must appeal the decision to the Administrative Appeals Office, unless this requirement is explicitly waived by the NCE. Repayment is not available to investors who fail to diligently file or pursue their I-526E petition, who do not cooperate with USCIS, or who have misrepresented material facts in the visa process.
**Preferred returns are part of the deal structure and indicate the sequence of how distributions (from operations or a capital event) are disbursed. They are not guaranteed and should not be considered a financial projection. Actual cash flow and/or distributions from the Company may differ from the preferred return. If the Company’s net cash flow falls short of covering the preferred returns owed, any outstanding balance will accrue until there are adequate funds or proceeds from a capital event to fulfill the annual return obligations. The Company’s Manager reserves the right to withhold all net operating cash flow earmarked for investors, opting instead to accumulate these funds until the repayment of Capital Contributions. Preferred return is only on the unrecovered Capital Contribution of such member that has been invested in the Loan. Investors should review the PPM and the respective offering documents from the Company for full details.
This is not an offer to buy or sell securities, which is done by offering memorandum or prospectus only. All investments involve risk. You may lose part or all of your investment. This is not a recommendation, investment advice, or solicitation to sell or buy securities and is not provided in a fiduciary capacity. It does not account for specific investor objectives or circumstances or suggest a course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with their advisors. This material may contain forward-looking statements that are not guarantees of future performance; actual results may differ from any forward-looking statements. This content is not tax advice; prospective investors should confer with a tax advisor for tax advice. Securities offered through Pinnacle Capital Securities, LLC, Broker-Dealer, member FINRA/SIPC. EB5 Marketplace and Pinnacle Capital Securities are separate, unaffiliated entities.