/Companies

Worcester Investments

Kansas City, US · Oregon LLC

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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

PWPaul Worcester
Paul WorcesterCo-founder · Chief Financial Officer
JWJesse Worcester
Jesse WorcesterCo-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.
JWJoel Worcester
Joel WorcesterManager 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 · 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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗
▶$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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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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.