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.
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.
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.
|PREFERRED RATE OF RETURN||8%|
|TARGET RATE OF RETURN||9-12%|
|MINIMUM INITIAL INVESTMENT||$50,000|
|LOCK-UP PERIOD||48 months|
|LOAN SERVICING FEE||0.50% (currently waived)|