Worcester Fund

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

THE WORCESTER FUND

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 WORCESTER FUND

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	$9,400,000
MINIMUM INITIAL INVESTMENT	$50,000
LOCK-UP PERIOD	48 months
MANAGEMENT FEE	0%
DISTRIBUTION FREQUENCY	Monthly

Worcester Fund

THE WORCESTER FUND

THE WORCESTER FUND

INVESTMENT OBJECTIVE

INVESTMENT STRATEGY

FUND OFFERING

DOCUMENTS

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