Why Consistent Communication With Your Multifamily Investment Company Matters
The first three keys – trust, track record, and team – are important to understand. These can tell you who you’ll be working with, what they offer, and what they want to do next. You should now understand the multifamily investment company’s philosophy. You should also have a good sense of how their investment properties have performed.
Now, it is important to know what communication will look like. You know the team, and you know what to expect, but what channels will be open to you? At Worcester Investments, we not only invest in excellent Kansas City real estate opportunities. We aim for potentially-high returns on investment, and we want our accredited investors to experience success. When we make a deal on an investment property this is our goal. However, we know that we want our investors walking alongside us the whole way.
This is what transparency is about. At any phase in the investment process, you should be able to feel like you and your sponsor are walking side by side.
The Fourth Key: What is Transparency in Passive Investing?
Transparency when it comes to passive investing is all about accessibility. You should be able to receive clear communication when you need it. You should feel like the multifamily investment company is available when you need them. Importantly, there should be systems in place for you to check on your investment regularly. You should be able to check up on data and performance. You should be aware of how investment properties are faring that quarter. An accredited investor should have everything at their fingertips. This is what we believe at Worcester Investments, a specialist in Kansas City real estate.
A Case Study in Transparency When Working With a Great Sponsor for Passive Investment
Here is a case study of transparency at play. Let’s suppose an accredited investor has established trust with the sponsor. Trust has been established at the gut level and with data to back it up. The team’s track record with Kansas City real estate – or anywhere else – is strong. It is clear that they take calculated risks and make smart decisions. The investor notices that they’ve even improved their historically-high returns on investment over time. Additionally, the accredited investor notes that the team handles setbacks well, is able to pivot, and often finds success. In fact, because this team manages its own investment properties, they often find more success than most. Therefore, the investor is pleased to be engaged in passive investing with this client.
The investor has now chosen to partner with this client. This is where transparency comes in. To update the accredited investor, the multifamily investment company offers monthly and quarterly details. These details provide a narrative of where investment properties stand financially. Additionally, there is an online portal that provides data on these Kansas City real estate investments. The accredited investor feels that at any time they can reach out if there are any questions or concerns. In fact, the multifamily team goes out of their way to accommodate the investor. Further, the team has a built-in system for communication that the investor feels very comfortable with.
This is transparency at work. Passive investing is, of course, about potentially achieving high returns on investment. However, a firm who has implemented strong communication systems has the numbers to support their approach. This is why we believe transparency is one of the Seven Keys to success in passive investing.
Questions You Can Ask to Determine a Passive Investing Firm’s Level of Transparency
Much like our first three keys, these questions can determine a multifamily investment company’s commitment to transparency:
- How does quarterly and monthly communication look? Is it thorough, straightforward, and easy to understand?
- Is the communication a few phone calls? Or is it a narrative that explains the fund’s performance from beginning, middle, to end?
- Does the firm have an online portal to see data on investment properties and their performance?
- What is the line of communication when an accredited investor has an issue? Is it an established process, or is it hit-and-miss?
- Is the person the investor reaching out to a key member of the team – one who can answer questions?
- What information can the team provide on the front end when you need it?
You should be able to answer all of these questions in a way that satisfies you. Worcester Investments, a leading Kansas City real estate investor, can answer these questions effectively. Our accredited investors deserve this. We can tell you about the performance of our investment properties, and much more. Our level of transparency is a part of the reason why we’ve offered historically-high returns on investment. In fact, we stand out among multifamily investment companies because of our commitment to transparency.
How Worcester Investment’s Team Provides Data About Passive Investing
In reference to the above questions, this is how Worcester Investments seeks to provide data and information to accredited investors.
- How does quarterly and monthly communication look?
Communication to our accredited investors is clearly communicated. It is numbers- and data-driven. Every piece of pertinent information you need about our Kansas City real estate investment properties is included. - Is the communication a few phone calls? Or is it a narrative that explains the fund’s performance from beginning, middle, to end?
We provide investor calls that share a narrative about how passively investing in our fund is faring. We always hope to transmit good news, and that our historically-high returns on investment are continuing. - Does the firm have an online portal to see data on investment properties and their performance?
Yes. This portal is accessible at any time, whether on the go or at home. We can also help you use this portal with assistance from our Investor Success team.
How Worcester Investment’s Team Addresses Our Accredited Investors’ Questions
Additionally, here is how Worcester Investments answers the concerns and questions of accredited investors.
- What is the line of communication when an accredited investor has an issue? Is it an established process, or is it hit-and-miss?
There is a process in place for any questions and concerns you might have. Our Investor Success team is available for you consistently and with all the information you need. We are a multifamily investment company you won’t need to track down. - Is the person the investor reaching out to a key member of the team – one who can answer questions?
Yes. Our Investor Success team is integral to the success of our investment properties. This team is well-versed in passive investing, and can assist you with anything you need. - What information can the team provide on the front end when you need it?
We can provide any data and numbers you request when you need them. We can explain the deals that we are currently working on. We can educate you about Kansas City real estate’s market conditions. Our accredited investors are supplied with any
information you need to feel successful about passive investing.
Find out how our commitment to transparency can lead to potentially-high returns on investment. Get in touch with us here, or call us at 816-759-0901 to schedule an appointment.
