Worcester Investments
Kansas City, US · Oregon LLC
Worcester Investments is a vertically integrated multifamily real estate investment company serving accredited investors, offering an open-ended fund, direct equity syndications, and private lending focused on Kansas City area multifamily properties and commercial real estate loans. It handles acquisitions, finance and lending, construction, property management, investor relations, and dispositions in-house.
Founders & leadership
PW
Paul WorcesterinCo-founder · Chief Financial Officer
JW
Jesse WorcesterinCo-founder, PartnerJesse Worcester is a Member and Manager at Worcester Investments, a multifamily real estate investment firm focused on the Kansas City area that manages a portfolio of over 3,700 apartment units and provides investment opportunities to accredited investors. He is also a co-founder of Hawaiian Bros, a multi-state restaurant concept, which he co-started with childhood friends in 2017.
JW
Joel WorcesterinManager of Issuer
Reported raises · per SEC filings
Form D private placements$54.9M disclosed across 8 of 10 rounds · 2014–2025
▶$32.2MraisedJul 2025 · 4 investors · ResidentialRule 506(b)
▶$32.2MraisedJul 2025 · 4 investors · Residential
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director
- Offering amount
- $32.2M
- Amount sold
- $32.2M
- Minimum investment
- $100K
- Proceeds to insiders
- $364.1K
- First sale
- Apr 2025
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$5MofferedJun 2023 · OtherRule 506(b)
▶$5MofferedJun 2023 · Other
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director
- Offering amount
- $5M
- Minimum investment
- $100K
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$1.2MraisedApr 2023 · 5 investors · OtherRule 506(b)
▶$1.2MraisedApr 2023 · 5 investors · Other
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director
- Offering amount
- $2M
- Amount sold
- $1.2M
- Minimum investment
- $200K
- First sale
- Feb 2023
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$10MofferedNov 2020 · Other Real EstateRule 506(b)
▶$10MofferedNov 2020 · Other Real Estate
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director
- Offering amount
- $10M
- Minimum investment
- $150K
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$849KraisedOct 2019 · 4 investors · ResidentialRule 506(b)
▶$849KraisedOct 2019 · 4 investors · Residential
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director, Promoter
- Paul WorcesterExecutive Officer, Director, Promoter
- Offering amount
- $849K
- Amount sold
- $849K
- Minimum investment
- $50K
- Proceeds to insiders
- $50.7K
- First sale
- Oct 2019
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$6.3MraisedOct 2019 · 19 investors · ResidentialRule 506(b)
▶$6.3MraisedOct 2019 · 19 investors · Residential
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director, Promoter
- Paul WorcesterExecutive Officer, Director, Promoter
- Offering amount
- $6.3M
- Amount sold
- $6.3M
- Minimum investment
- $100K
- Proceeds to insiders
- $3.8M
- First sale
- Oct 2019
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$7.1MraisedJun 2017 · 2 investors · ResidentialRule 506(b)
▶$7.1MraisedJun 2017 · 2 investors · Residential
Rule 506(b)Officers, directors & promoters on the filing
- Joel WorcesterExecutive Officer, Director
- Paul WorcesterExecutive Officer, Director
- Offering amount
- $7.1M
- Amount sold
- $7.1M
- Minimum investment
- $315.4K
- Proceeds to insiders
- $157.7K
- First sale
- Apr 2017
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
▶$760KraisedDec 2016 · 2 investors · ResidentialRule 506(b)
▶$760KraisedDec 2016 · 2 investors · Residential
Rule 506(b)Officers, directors & promoters on the filing
- Paul WorcesterExecutive Officer, Director
- Joel WorcesterExecutive Officer, Director
- Offering amount
- $760K
- Amount sold
- $760K
- Minimum investment
- $100K
- Proceeds to insiders
- $27.2K
- First sale
- Nov 2016
- Incorporated
- Limited Liability Company, Oregon
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 5
by search overlap
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Caliberco70 shared keywordsCaliber is an alternative asset management firm focused on commercial real estate, offering funds, private syndications, and direct investments across core, core plus, value-add, and opportunistic strategies in the U.S. middle market. It serves accredited individual investors, financial professionals, and institutions seeking portfolio diversification through real estate, Qualified Opportunity Zones, private equity, and debt facilities.
Biggerpockets65 shared keywordsBiggerPockets provides real estate investing tools, including property analysis calculators and property management software, along with a network of investor-friendly agents and vetted service professionals. It also offers educational content through articles, podcasts, videos, and guides, plus a community forum and tiered membership plans for real estate investors.
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In the news
Frequently asked questions
- What does Worcester Investments do?
- Worcester Investments is a vertically integrated multifamily real estate investment company serving accredited investors, offering an open-ended fund, direct equity syndications, and private lending focused on Kansas City area multifamily properties and commercial real estate loans. It handles acquisitions, finance and lending, construction, property management, investor relations, and dispositions in-house.
- Who founded Worcester Investments?
- Worcester Investments was founded by Paul Worcester, Jesse Worcester.
- How much funding has Worcester Investments raised?
- Worcester Investments has disclosed $54.9M raised across 8 of its 10 known rounds.
- Where is Worcester Investments headquartered?
- Worcester Investments is headquartered in Kansas City, US.