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Worcester Fund

Invest with the Leader in Kansas City Multi-Family Real Estate

The Worcester Fund

The Worcester Fund

JOIN THE TEAM THAT HAS DELIVERED AN ANNUALIZED 30% ROI OVER THE PAST DECADE

The Worcester Fund is an open-ended investment vehicle that provides accredited investors a diversified equity stake in Kansas City area multi-family properties and commercial real estate loans. The fund is managed by Worcester Investments — the trusted name in Kansas City Multi-family commercial real estate.

INVESTMENT OBJECTIVE

The fund’s objectives are to provide investors capital preservation, dependable income, and capital appreciation — by acquiring, developing, operating and improving underperforming multi-family real estate, as well as making real estate loans in the Kansas City area.

INVESTMENT STRATEGY

Worcester Investments primarily targets multi-family commercial real estate in quality Kansas City submarkets that are performing below reasonable potential and stabilizes these properties upon acquisition through the company’s skilled in-house property management and construction teams. This has proven to be a successful business model for Worcester Investments and our partners, primarily due to our thorough understanding of the Kansas City market and specialized focus in multi-family real estate.

Fund Offering

PREFERRED RATE OF RETURN 8%
TARGET RATE OF RETURN 9-12%
FUND ASSETS $2,750,000
MINIMUM INITIAL INVESTMENT $50,000
LOCK-UP PERIOD 48 months
MANAGEMENT FEE 1.50%
LOAN SERVICING FEE 0.50% (currently waived)
DISTRIBUTION FREQUENCY Quarterly
Fund Offering
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