Worthy Wealth Senior Living, Inc. is offering shares of preferred stock (the “shares”) to retail, accredited, and institutional investors.* The key terms of the investment are as follows:
Share Details
- Type: Preferred Equity
- Price per Share: $10.
- Minimum Investment: 10 shares ($100).
Dividend Structure
- Current Yield:
- 5% per year annual dividend for the first 3 years.
- 7% per year annual dividend thereafter.
- Dividend Accrual: Dividends accrue from the date of investment.
- Dividend Payment Schedule:
- First dividend to be declared on or about May 5, 2026, for all preferred shareholders as of March 31, 2026.
- Quarterly dividends thereafter for all preferred shareholders as of the last day of the prior quarter.
- Proration: Dividends will be prorated based on the holding period (number of days) for each preferred shareholder.
Return of Capital
Upon the sale of the company’s senior living properties, investors will be paid back their principal pro rata based on equity ownership at the time of distribution in redemption of their preferred shares at $10/share.
At the same time, we will also distribute 60% of our net profit on sale of the properties as a dividend (taxable).
Targeted Dividend Structure and Return of Capital
Profit Participation
Upon the sale of the Company’s senior living properties, 60% of Worthy Wealth’s net profits will be distributed to preferred shareholders, pro rata based on equity ownership at the time of distribution.
Target Return
The Company targets an annualized return of 15% for preferred shareholders over a 5-year period, inclusive of dividends and profit-sharing participation.